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Financial Advisor

Crescent Affiliates

Bhubaneswar, Odisha, India · Full Time

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Experience
Any
Salary
INR 20,000 – INR 40,000 / month
Openings
1
Posted
3 weeks ago
Work mode
In office
Resume
Required to apply

Where you'll work

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Job description

Job Overview

As a Financial Advisor at Crescent Affiliates collaborating with Tata AIA Life Insurance, you will play a pivotal role in assisting individuals and families to comprehend their financial protection and investment requirements. You will offer tailored recommendations of life insurance policies that fit their needs.

Key Responsibilities

  • Develop and sustain strong, trust-based relationships with clients.
  • Generate prospective client leads through various channels.
  • Conduct consultative meetings to understand client goals and present appropriate plans.
  • Provide continuous support and service to clients post-sale.

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