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Kotak Life Insurance PVT Ltd
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Financial Advisor

Financial Advisor

Kotak Life Insurance PVT Ltd

0 years

0 Lacs

lucknow uttar pradesh india

Posted:8 hours ago| Platform:

Apply

Skills Required

planning finance portfolio documentation communication training certification recognition connect

Work Mode

On-site

Job Type

Full Time

Job Description

📌IMMEDIATE HIRING : FINANCIAL ADVISOR | KOTAK MAHINDRA LIFE
Kotak Life is looking for talented and motivated Financial Advisors to manage clients make consult & decisions about protection, savings, and long-term financial planning. If you are passionate about finance, sales, and building meaningful client relationships, this role is an excellent fit.🔹 KEY RESPONSIBILITIES

- Understand client's financial goals and recommend suitable product solutions.
- Present and explain Kotak Life’s product portfolio.
- Achieve monthly goals and performance targets.
- Build and maintain strong, long-term client relationships.
- Generate new business & leads through customers.
- Assist clients with documentation, policy issuance, renewals, and queries

🔹 ELIGIBILITY

- Minimum: Freshers & Experienced both eligible (Graduation is mandatory)
.- Excellent communication and interpersonal skills
.- Sales-oriented mindset with strong self-motivation
.- Basic digital literacy and ability to work independently
.(Local Candidates Preferred)

🔹 WHAT WE OFFER

- Guaranteed earning potential of ₹20K–25K + Incentives
- Monthly/quarterly bonuses for achievers
Professional training & certification from Kotak Life
- Fast-track career growth in sales, finance & client consultant
- Reward & Recognition programs, including certificates, awards, and travel opportunities
Supportive work culture with continuous guidance & skill development
LOCATION : The Halwasiya House,Hazratganj Branch,Lucknow(Uttar Pradesh)
📩 To Apply: Send your CV in DM or Connect : pallavikumari8627@gmail.com

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Financial Advisor