Bank Financial Advisor

Join Kotak life as a Bank Financial Advisor in Banashankari, Bengaluru. The pay goes up to ₹45,000/month. 5 candidates will be hired for this role.

Employer’s description

Evaluate Risks And Determine Appropriate Insurance Coverage For Clients. Design And Implement Policies Tailored To Individual Or Business Needs. Handle Claims And Ensure Timely Settlements While Managing Customer Relationships. 1 - 2 Years Experience Compulsory.

Salary

Compensation: ₹35,000 – ₹45,000 per month.

Skills and qualifications

• 1–2 years of relevant experience
• Minimum qualification: 12th Pass
• Skills: Compliance, KYC, Documentation, Financial products
• Good English
• 1 - 2 Years Experience Compulsory.
• Someone trustworthy and ethical

Key responsibilities

Here is what a typical day looks like:

• Cross-sell relevant financial products to existing customers
• You will source and onboard customers for loans, accounts or insurance products.
• Explain product features, charges and terms transparently
• Verify KYC documents and complete application formalities
• Follow up on applications until disbursal or policy issue

Job at a glance

• Work location: Banashankari, Bengaluru, Karnataka
• Interview: 11:00 AM - 4:00 PM | Monday to Saturday
• Job type: Full time
• Vacancies: 5
• Work type: Work from office
• Working hours: 9:30 AM - 6:30 PM | Monday to Saturday

Apply today and take the next step in your career with Kotak life.