Gujarat Financial advisor Jobs – 127 Open Jobs Today

Branch Manager-DSF-Mehsana
Aditya Birla Group —Gujarat
- Management
Presales Executive (BFSI)
FINNOVATE Financial Services —Gandhidham, Gujarat
- ₹3,00,000 - ₹5,00,000 a year
- Full-time
- Sales
- Presentation skills
- Computer networking
- Health insurance
- Paid time off
Quick apply
4d
Business Head-CMO-Insurance-Surat-40LPA
RISHI JOBS —Surat, Gujarat
- ₹30 - ₹39 an hour
- Business development
- Leadership
Quick apply
Branch Manager- Ahmedabad
Aditya Birla Group —Gujarat
Site Reliability Engineer
Trading Technologies —Ahmedabad, Gujarat
- ₹20,00,000 - ₹29,80,801 a year
- Full-time
- AWS
- Software development
- Linux
- Paid holidays
- Paid time off
Senior Software Engineer – Client retention POD
Trading Technologies —Ahmedabad, Gujarat
- Full-time
- C++
- Scripting
- AI
- Paid holidays
- Paid time off
SR. EXECUTIVE - MF DISTRIBUTOR RECRUITMENT
NJ India Invest —Nadiad, Gujarat
- Master's degree
- Business Administration
- MBA
Relationship Manager - Anand
Aditya Birla Group —Gujarat
CSE-Ahmedabad-Chandan house
Aditya Birla Group —Gujarat
Director, India Government & Public Affairs
Micron —Sanand, Gujarat
- AI
Regional Training Manager-DSF (Surat)
Aditya Birla Group —Gujarat
- Recruiting
7d
Delivery Manager
Anblicks —Ahmedabad, Gujarat
- Azure
- SQL
- APIs
Quick apply
1d
Manager - 1120C - Tax - AMD
WithumSmith+Brown —Ahmedabad, Gujarat
- Full-time
- English
- Finance
- Master's degree
Accounts Executive (TATA MOTORS)
Lata Motors (TATA Authorized Service Station) —Vadasinor, Gujarat
- ₹13,000 - ₹15,000 a month
- Full-time
- Microsoft Excel
- ERP systems
- Master's degree
Quick apply
2d
Relationship Manager - IFA, Ahmedabad
Aditya Birla Group —Gujarat
- Management
7d
Senior Software Engineer
Trading Technologies —Ahmedabad, Gujarat
- Full-time
- Analysis skills
- C++
- Agile
- Paid holidays
- Paid time off
Customer Success Manager - Ahmedabad
YuCollect —Ahmedabad, Gujarat
- Full-time
- Travel
- Financial services
Branch Head - Ahmedabad
Yubi —Ahmedabad, Gujarat
- Full-time
- Finance
- Master's degree
- Bachelor's degree
Relationship Manager-Investment-Surat-125k
RISHI JOBS —Surat, Gujarat
- ₹12 - ₹15 an hour
- Master's degree
- Bachelor's degree
- Financial services
Quick apply
Customer Success Manager - Surat
YuCollect —Surat, Gujarat
- Full-time
- Travel
- Financial services

I want to receive the latest job alerts for financial advisor in gujarat

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near gujarat

Senior Software Engineer jobs in Ahmedabad, Gujarat

Delivery Manager jobs in Ahmedabad, Gujarat

Tax Manager jobs in Ahmedabad, Gujarat

Branch Manager jobs in Gujarat

Branch Manager jobs in Ahmedabad, Gujarat

Senior Software Engineer jobs in Thiruvananthapuram, Kerala

Senior Software Engineer jobs in Surat, Gujarat

Senior Software Engineer jobs in Pune, Maharashtra

Startup Company,fresher Software jobs in Indore, Madhya Pradesh

Senior Software Engineer jobs in Murthal, Haryana

Electrical Engineer jobs in Ernakulam District, Kerala

Environmental Engineer jobs in Surat, Gujarat

Delivery Manager jobs in Pune District, Maharashtra

Delivery Manager jobs in Kochi, Kerala

Delivery Manager jobs in Mohali, Punjab

Medicine Delivery jobs in Maharashtra

Hr Manager jobs in Nelamangala, Bengaluru, Karnataka

Delivery Manager jobs in Hadapsar, Pune, Maharashtra

Manager, Warehouse jobs in Kottayam, Kerala

Laboratory Quality Manager jobs in Mumbai, Maharashtra

Branch Manager-DSF-Mehsana

Aditya Birla Group -
Gujarat

Apply Now

Job details

Qualifications

Management

Full job description

Designation:

Location: India Gujarat Pruthvi Complex,Mehsana

Organization: Financial Services

Job Description:

Job Purpose

To lead the assigned branch by effective planning & management of resources and ensuring achievement of agreed business targets through effective sales strategies to help the branch lead in terms of market share and brand equity in a cost effective manner.

Job Context & Major Challenges

Job Context: To lead the assigned branch by effective planning & management of resources and ensuring achievement of agreed business targets through effective sales strategies to help the branch lead in terms of market share and brand equity in a cost effective manner.

Job Challenges: • Performing despite unethical market practices prevailing in the market

Retention of the Quality Sales Force owing to stiff competition

Ensuring the quality of new advisors who are being introduced in to the system because it’s practically not possible to meet each and every advisor getting recruited.

Equipping the new advisors with proper knowledge owing to poor turnout in training programs

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1

Plan sales strategies and achieve branch business targets in terms of number of agents, productivity, new premium, persistency of business.

1. Scan the market for emerging opportunities, the presence of competition etc and plans for the progress of his branch in consultation with HO

2. Ensure strategies include effective product mix, tapping of potential customers, contests and delivery of investment advisory to customers.

3. Ensure implementation of the plans & monitor same to ensure success

KRA2

Promote productivity of the field force through effective people management.

1. Ensure regular training of advisors and provide latest input given by company to them.

2. Discuss with them the promotional infrastructure decided by company and have review of their progress in terms of competition, activisation and club membership.

3. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs etc.

KRA3

Ensuring persistency of the business in order to ensure enhance business goals.

1. By doing random quality checks on the business sourced to maintain desired persistency levels.

2. Ensure post sales servicing are through in order to retain customers.

KRA4

Inculcate a culture of financial discipline in the branch to have well control on revenue.

1. Ensure that strict control is maintained on the cash transactions in the branch.

2. Ensure that budget is maintained on all capital and operating expenses incurred.

KRA5

Ensure 100 % compliance in order to smooth running of the operation and enhance the productivity in the assigned branch.

1. Monitor process adherence at the branch

2. Provide regular update to the sales force /operation staff regarding changes in the Underwriting /IRDA Guidelines as well as Sales Process from time to time.

KRA6

Drive sales promotional activities in order to achieve the business numbers.

1. Initiate and ensure implementation of different activities to promote sales & recruitment.

2. Liaise with the concerned HO teams to drive central initiatives

3. Ensure adequate promotional effort is delivered to existing and potential customers.

KRA7

Recommend product and process improvement to the company to enhance efficiencies and customer satisfaction.

1. Evaluate customer response to our products, services, processes and people and suggest innovations/ improvements/ changes in these areas.

KRA8

Ensure effective administration of the branch to sustain smooth functioning and operations in a cost effective way.

1. Ensure that the general administration of the branch is as per requirement

KRA9

Team Management

1. Ensure through continuous on the job training, skill enhancement of team

2. Mentor, supervise and coach the team.

3. Provide for on the job as well as classroom training for skill enhancement

4. Ensure periodic job rotation to give a higher exposure to the team members on all aspects.

Apply Now

Refine Your Search

financial advisor jobs in gujarat

Branch Manager-DSF-Mehsana

Presales Executive (BFSI)

Business Head-CMO-Insurance-Surat-40LPA

Branch Manager- Ahmedabad

Site Reliability Engineer

Senior Software Engineer – Client retention POD

SR. EXECUTIVE - MF DISTRIBUTOR RECRUITMENT

Relationship Manager - Anand

CSE-Ahmedabad-Chandan house

Director, India Government & Public Affairs

Regional Training Manager-DSF (Surat)

Delivery Manager

Manager - 1120C - Tax - AMD

Accounts Executive (TATA MOTORS)

Relationship Manager - IFA, Ahmedabad

Senior Software Engineer

Customer Success Manager - Ahmedabad

Branch Head - Ahmedabad

Relationship Manager-Investment-Surat-125k

Customer Success Manager - Surat

I want to receive the latest job alerts for financial advisor in gujarat

Explore jobs in more locations

Job Description:

Job Purpose

Job Context & Major Challenges

Key Result Areas

Jobseeker tools

Employer Tools

Browse

Stay Connected