Financial advisor

Primary Role To provide financial advice and guidance to clients on various aspects of personal or business finance. This includes analysing client's financial status, goals and investment preferences, developing and implementing comprehensive financial plans, advising clients on investment strategies and risks managements, and monitoring clients investments...

Job Description: Job location  - Surat (Head Office) Job Title - Unit Manager Recruitment (Telesales) Primary Role :- Ensure that all leads are approached / called on or before specified Time Period for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. Explaining Mutual Fund Business opportunities and...

Company OverviewWinvesta is a cross-border neobank dedicated to providing global financial solutions for individuals and businesses. Our team of professionals brings their deep expertise and international experience in financial services, backed by an exceptional board of advisors and investors.We aim to make cross-border payments, banking, and investments...

Key responsibilities Manage the P L balance sheet working capital and overall reporting and control processes as well as be responsible for controls audit financial planning and analysis tax treasury and accounting Develop financial business plans and forecasts Maintaining the finance and accounting practices in accordance with group policies ...

Job DescriptionApply only through the application form; other submissions risk being ignored, even if sent to senior team members, as our leadership team reviews applications daily.About WinvestaWinvesta is a cross-border neobank. We build global financial solutions for individuals and businesses.Winvesta is headquartered in London. Winvesta is run by a team...

- We are hiring for India s leading company its a great opportunity to grow your career path so apply now and be a part of the well-known company Roles and Responsibilities - Hiring financial advisors from open market- Work with the Sales team to create joint sales opportunities and support partner-led sales activities - Strong understanding of the agency...

KUSHI PONTON is a SAAS company based in Ireland and Surat, India, serving over 1 million users every month.We specialize in building resumes and finding dream jobs for job seekers through our portfolio of more than 40 job-related websites.We're looking for a skilled Financial Workflow Manager to join our dynamic team.This role involves working with Xero...

About UsWinvesta is a cross-border neobank focused on providing global financial solutions for individuals and businesses. Our team of professionals brings their expertise and international experience in financial services, backed by an exceptional board of advisors and investors.We aim to make cross-border payments, banking, and investments hassle-free and...

About Company NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Private Limited., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products...

Position Overview: We are seeking a highly skilled and experienced US Tax Manager with a strong background in business return preparation and compliance. As the Tax Manager, you will be responsible for overseeing all aspects of tax planning, compliance, and reporting for our organization. Your expertise in business taxation, in-depth knowledge of...

Job DescriptionAbout NJ Group: NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial...

About NJ Group: NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products distributor...

Company OverviewMax Life Insurance is a premier life insurance company focused on securing the financial future of clients. Through growth and expansion, the company seeks enthusiastic and committed individuals to join as part-time or full-time agents. It offers a unique career opportunity for housewives, retirees, and financial advisors to make a...

Primary Role To provide financial advice and guidance to clients on various aspects of personal or business finance. This includes analysing client's financial status, goals and investment preferences, developing and implementing comprehensive financial plans, advising clients on investment strategies and risks managements, and monitoring clients investments...

**Roles and Responsibilities** - Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of IFA's **Internal Focus** - Branch Service Operations, Channel team **External Focus** - Distributors,...

Company OverviewMax Life Insurance Company Limited, a Joint Venture between Max Financial Services Limited and Axis Bank Limited, is part of the Max Group, an Indian multi-business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions through its multichannel distribution including agency and third-party...

Financial advisers typically provide financial products and services, depending on the qualification examinations they hold and the training they have. Financial advisers are registered, not licensed.[2] For example, a licensed insurance agent may be qualified to sell both life insurance **Job Types**: Full-time, Part-time, Permanent, Fresher, Internship,...

Chief Financial OfficerReporting to: Managing DirectorBudget: 50-100 LPADirect Reportees: Accounts Manager, Finance Manager, T axtion/Legal complianceManagerTeam size: Accounts and Finance team including direct reportees shall be about 15employees.Location: Anand, GujaratKey Skills:Experience: 15+ years, and at least 3 years in a leading role as...

Part time business. Zero investment in business, unlimited opportunity to earn money, be your own **Job Types**: Part-time, Regular / Permanent, Fresher, Freelance, Volunteer Contract length: 10 months Part-time hours: 12 per week **Salary**: ₹18,000.00 - ₹98,000.00 per month Schedule: - Flexible shift Supplemental pay types: - Commission pay -...

Be your own boss, Flexible working hours, best career growth, Goal achieve in short term, work from home also available and earn good amount in less **Job Types**: Part-time, Regular / Permanent, Freelance, Volunteer Contract length: 1 month Part-time hours: 12 per week **Salary**: Up to ₹120,000.00 per month **Benefits**: - Flexible schedule - Work...

- Appointment calling - Identify The Need Of Client. - Closing Business Deals. - Negotiating - Following Up With Customers. - Managing Customer Relationships Insurance Sales Growth. - Explaining Customer About The Products. Age criteria - 25 to 65 **Job Type**: Part-time Part-time hours: 20-40 per week **Salary**: From ₹30,000.00 per...

Work from home, Flexible working time, Be your own boss, no targets, enjoy culture, customer service, marketing strategy, training and development of skills. **Job Types**: Full-time, Part-time, Freelance, Volunteer Contract length: 12 months Part-time hours: 25 per week **Salary**: ₹20,000.00 - ₹100,000.00 per month **Benefits**: - Flexible...

Your primary responsibility will include developing personalized financial plans, managing portfolios and providing expert advice on various financial matters, such as taxes, insurance and risk management. - To handle designated areas and keep focus on prevailing market and target achievement. - Identify market potential and develop, expand and increase the...

Position :Unit Manager Location : Surat Experience : More than 2 year in sales - MBA fresher is suitable Role and responsibility: - Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining Mutual Fund Business opportunities and...

**Summary**: **Responsibilities**: - Develop and implement investment strategies for individual and institutional clients - Provide financial advice to clients on a range of topics, including retirement planning, estate planning, and tax planning - Manage client portfolios and monitor market conditions - Stay up-to-date on the latest financial market trends...

**Job description**: **Primary Role: - ** - Ensure that all leads are approached / called on or before the specified time for becoming. - Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining Mutual Fund Business opportunities and earnings to interested leads. - Achieve monthly target for recruitment of...

Position: Unit Manager (Tele sales) Company: NJ Wealth Location: Udhana, Surat CTC: 2.54 LPA + Incentives Employment Type: Full Time, Permanent A. KEY RESPONSIBILITIES: - Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining...

Job Description Channel : Agency Job Description for UM (Unit Manager): Primarily responsible for management and development of channel network to promote Insurance and consequently accountable for revenue generation and achievement of business targets. Recruitment and development of quality advisors and encourage them for long term career. Recruit by...

Research various destinations and means of travel regarding prices, customs, weather conditions, reviews etc. - Diagnose the clients’ specifications and wishes and suggest suitable travel packages or services - Organize travels from beginning to end, through booking tickets and accommodation, securing rental transportation etc. - Supply travelers with...

**About EquityPandit Financial Services Pvt. Ltd.**: EquityPandit is a leading research and advisory firm in India. The firm is one of the biggest players with a dominant position in both Institutional and Retail. The company specializes in the business of Analysis, Information, and Intelligence. The business is supported by an efficient, powerful research...

We are looking for a charismatic and skilled Advisory Consultant **(Stock Market) **to approach potential clients and inform them of our services. The Advisory Consultant is also responsible for building good relationships with new and existing clients to try and ensure their business in the future. To be successful Advisory Consultant as a you must have...

**Overview of Company**: NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products...