Financial Advisor
Kotak Life InsuranceFixed
₹8,000 - ₹20,000
Average Incentives*
₹20,000
Earning Potential
₹40,000
Fixed
₹8,000 - ₹20,000
Average Incentives
₹20,000
Earning Potential
₹40,000
You can earn more incentive if you perform well
Part Time
Full Time
Min. 1 year
Basic EnglishJob highlights
2 applicants
Benefits include: Joining Bonus
₹1250 fee charged by company HR
WHY? - IRDA Exam
Job Description
Responsibilities:
- Provide clients with financial guidance and investment planning support.
- Assess client needs, risk tolerance, and financial goals to recommend suitable investment options.
- Develop and manage investment portfolios including stocks, bonds, mutual funds, insurance, and retirement plans.
- Stay updated with financial market trends, regulations, and investment products.
- Conduct regular portfolio reviews and suggest rebalancing strategies.
- Educate clients about investment opportunities, risks, and returns.
- Build and maintain strong client relationships for long-term financial planning.
Job role
Job requirements
About company
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The candidate should have studied 12th Pass and people who have 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Surat to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
Yes, it's a work from home job and can be done online. You can explore and apply for other work from home jobs in Surat at apna.
1,250 INR has to be deposited during your employment with the company.
Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.
The last date to apply for this job is 2 May 2026. For more details, download apna app and find Work from Home jobs in Surat . Through apna, you can find jobs in 64 cities across India. Join NOW!