Financial Planner Fresher Job

0.0 years

5.0 - 9.0 Lacs P.A.

Ahmedabad, Gujarat, IN

Posted:5 days ago| Platform: Internshala logo

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Skills Required

Sales ManagementSales Strategy

Work Mode

On-site

Job Type

Full Time

Job Description

About the job: Key responsibilities: 1. Recruit and onboard potential clients for Tata AIA Life Insurance products 2. Promote suitable insurance plans based on customer needs and financial goals 3. Achieve monthly and annual sales targets through lead generation and follow-ups 4. Build and maintain long-term relationships with clients, offering ongoing support 5. Ensure proper documentation, policy processing, and regulatory compliance (IRDAI norms) 6. Stay updated on insurance products, market trends, and company guidelines 7. Provide excellent customer service before and after the sale 8. Welcome freshers and experienced candidates with strong communication and interpersonal skills Who can apply: Only those candidates can apply who: are from Ahmedabad only Salary: ₹ 5,00,000 - 9,00,000 /year Experience: 0 year(s) Deadline: 2025-06-25 23:59:59 Other perks: 5 days a week, Life Insurance Skills required: Sales Management and Sales Strategy Other Requirements: Bachelors with good language control. About Company: Pranay Shah and Associates is a premier financial advisory group proudly associated with Tata AIA Life Insurance for over 23 years. Since its inception, the firm has demonstrated consistent growth, operational excellence, and unwavering commitment to financial well-being for individuals and families across Gujarat. Established with a vision to provide trustworthy financial guidance, Pranay Shah and Associates has evolved into one of the largest advisory networks in the region, boasting a team of more than 2,500 trained and licensed financial advisors. Each team member is equipped with in-depth knowledge of insurance products, financial planning strategies, and customer service excellence, ensuring a high standard of advisory services tailored to each client's unique needs.

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