Job Description

Meeting with clients.

Offering specialized financial guidance and advice.

Completing financial needs analyses.

Creating and explaining customized plans.

Utilizing knowledge of tax investment strategies.

Assessing clients' financial portfolios.

Analyzing clients' risk. -Encouraging clients to invest in the future.

Bachelors degree in finance or similar.

Strong verbal and written communication skills.

A professional appearance.

On-going training in the latest products and benefits.

Attendance at product launches and seminars.

Compliance according to state regulations and policies.

Age - Upto 42

Male & Female both can apply.

Date of interview:- 24th May 2023, Wednesday.

Time - 11am to 4pm

We are ready to hire immediately joiner

Job Type: Full-time

Salary: 15, - 36, per month
  • Experience

    3 - 4 Years

  • No. of Openings

    12

  • Education

    Any Bachelor Degree

  • Role

    Insurance Sales Executive

  • Industry Type

    Insurance / Claims

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About YATI Private Resource Ltd.

We are a digital agency in India offering 3600 web-based solutions and services to empower and enhance the online presence of all kinds of businesses. Our core services include website design and development, software development digital marketing, mobile apps, creative and branding, and back office support.
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