Financial Advisor (Insurance)

Financial Advisor (Insurance) - ADG Online Solutions Pvt. Ltd.

Date Posted: Feb 20, 2021

Job Detail

Location:

Delhi, Delhi, India
Company:

ADG Online Solutions Pvt. Ltd.
Type:

Full Time/Permanent
Shift:

First Shift (Day)
Career Level:
Positions:

14
Experience:

3 Year
Gender:

No Preference
Degree:
Apply Before:

Jun 29, 2021

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Job Description

Role : FINANCIAL ADVISOR
Location : Faridabad(Charmwood Plaza, Suraj Kund road)
Nearest Metro Station : Tugalkabad (10 min away from metro Station)

Job Description :-

Provide strategic advice across a variety of financial products and services .
Assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
Keep abreast of new industry’s trends and research market to back up financial consulting
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Comply with all industry rules and regulations
Liaise with providers, solicitors, valuers and other professionals

If You are interested or do you have any reference please go through the details and share your interest level with update cv at adghr@adgonline.co.in & call 9667077736

Benefits

Skills Required

Job is expired

Company Overview

ADG Online Solutions Pvt. Ltd.

Faridabad, Haryana, India

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ADG is techno-marketing company. Over the span of a decade, we have been providing Services in Artificial Intelligence(AI), Machine Learning, IOT, analytics, data science, software application development, mobile apps development for resolving the bu... Read More

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