Jobs›Financial Advisor, Bhubaneswar

Financial Advisor

Bajaj Life Insurance Limited · Bhubaneswar
Pagaar₹19,000–60,000mahina, jaisa likha hai
KahanBhubaneswarOdisha
TypeFull time
Posted1 Oct16 din pehle, Apna se
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Gaadi ya licence nahi chahiye
Jo skills maange hain6 likhe hain
Health InsuranceLife insuranceCurrent AccountPersonal LoansRetirement PlansSavings Account
Is job ke baare mein

Prospecting & Lead Generation: Finding potential clients through personal networks, referrals, and outreach. Financial Need Analysis: Assessing a client’s family goals, income, and life-stage needs (savings, retirement, child education). Plan Presentation: Pitching the most suitable LIC policies (endowment, term, money-back, or annuity). Proposal & KYC Processing: Collecting documents (Aadhaar, PAN, medical reports) and submitting proposal forms via the ANANDA portal or branch.

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