Title Agency Partner / Financial Planning Advisor

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.,