Financial Advisor
Kotak Life Insurance
Financial Advisor
Kotak Life Insurance
Hazratganj, Lucknow
₹17,000 - ₹90,000 monthly*
Fixed
₹17000 - ₹70000
Average Incentives*
₹20,000
Earning Potential
₹90,000
You can earn more incentive if you perform well
Work from Office
Full Time
Any experience
No English Required
Job Details
Interview Details
Job highlights
47 applicants
Benefits include: PF, Flexible Working Hours, ESI (ESIC), 5 working days
₹650 fee charged by company HR
WHY? - IRDA Exam
Job Description
- Client Evaluation: Assessing financial objectives, risk tolerance, assets, and liabilities.
- Strategic Planning: Creating investment strategies, retirement plans, insurance coverage, and tax reduction plans.
- Asset Management: Recommending and managing financial products.
- Compliance: Ensuring all financial activities meet legal and ethical regulatory standards.
- Networking: Identifying and securing new clients to build a portfolio.
Job role
Work location
11, Mahatma Gandhi Marg, Hazratganj, Lucknow, Uttar Pradesh 226001, India
Department
Banking / Insurance / Financial Services
Role / Category
Life Insurance
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
12th Pass
Skills
Life insurance, Retirement Plans, ULIP
English level
No English Required
Gender
Any gender
About company
Name
Kotak Life Insurance
Address
11, Mahatma Gandhi Marg, Hazratganj, Lucknow, Uttar Pradesh 226001, India
Job posted by Kotak Life Insurance
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