The role of BFSI - Agency Partner / Financial Planning Advisor at loadncode in Pune - PCMC is a contract hybrid position with the flexibility for remote work. Your responsibilities will include tasks related to financial planning, LA / LI Agency partnerships, recruitment, and advisory services. This role offers the opportunity for direct employment and career growth with BFSI Giants in the industry. It is essential to have knowledge of IRDA, RBI, SEBI regulatory guidelines. A basic graduation in any sector is required along with a minimum of 15+ years of experience in any industry. Your daily tasks will involve conducting meetings and calls to provide updates to customers on financial products. You will be responsible for KPI/KRA management and should have previous experience in cold calling and marketing BFSI products, which will be considered an advantage. Candidates with prior experience as LIA with IR 38 are welcome. To be successful in this role, you must have financial planning expertise, strong communication skills, and knowledge of the BFSI sector. Experience in agency partnerships and certifications in financial planning or related fields like IR38, NSE, etc., are desirable. If you are interested in this opportunity, please submit your resume here or email it to JPBhatia@loadncode.com. You can also contact us at Ph: +91 7021209092.,
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.,
Job Description: As a BFSI - Agency Partner / Financial Planning Advisor at loadncode in Pune - PCMC, you will be part of a contract hybrid position that offers flexibility for remote work. Your primary responsibilities will revolve around financial planning, LA / LI Agency partnerships, recruitment, and advisory services. This role not only provides varied day-to-day tasks but also brings forth a direct employment and career opportunity with BFSI Giants in the industry. Key Responsibilities: - Conduct daily meetings and calls, and ensure timely updates to customers on financial products. - Manage KPI/KRA effectively to drive performance. - Utilize previous experience in cold calling and marketing BFSI products to your advantage. - Welcome individuals with prior experience as a LIA with IR 38. Qualification Required: - Knowledge of IRDA, RBI, SEBI regulatory guidelines. - Basic graduation in any sector and a minimum of 15+ years of experience in any industry. - Financial planning expertise, strong communication skills, and understanding of the BFSI sector. - Experience in agency partnerships. - Certifications in financial planning or related fields such as IR38, NSE, etc., will be considered a plus.,