BFSI - Agency Partner / Financial Planning Advisor

The role of BFSI - Agency Partner / Financial Planning Advisor at loadncode in Pune - PCMC is a contract hybrid position that offers flexibility for remote work. As a part of this role, you will be responsible for various day-to-day tasks related to financial planning, LA / LI Agency partnerships, recruitment, and advisory services. This position also presents a direct employment and career opportunity with BFSI Giants in the industry. To excel in this role, you must have knowledge of IRDA, RBI, SEBI regulatory guidelines. A basic graduation in any sector is a prerequisite, along with a minimum of 15+ years of experience in any industry. Your responsibilities will include daily meetings, calls, and providing updates to customers on financial products. Effective KPI/KRA management is crucial, and previous experience in cold calling and marketing BFSI products will be advantageous. Individuals with prior experience as a LIA with IR 38 are particularly welcome. Key qualifications for this role include financial planning expertise, strong communication skills, knowledge of the BFSI sector, and experience in agency partnerships. Certifications in financial planning or related fields such as IR38, NSE, etc., will be considered a plus. If you believe you are a suitable candidate for this position, please submit your resume to JPBhatia@loadncode.com or contact us at Ph: +91 7021209092.,