Financial Advisor

We are looking for a Finance Advisor / Consultant. Who knows or has idea regarding Mutual Funds, Equity, and Investment.Financial AdvisorKey Responsibilities:Client Relationship Development:Financial Analysis and Planning:Investment Advice and Portfolio Management:Retirement Planning and Risk Management:Compliance and Professional Development:Qualifications...

Financial Advisor Roles and Responsibilities:Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT....

Business Advisors are responsible for planning and executing business strategies to improve efficiency in the operational and financial management of businesses. They prepare budgets, advise on projects and marketing, and perform risk analysis. They may work at businesses or as independent business advisors. Business Advisor Responsibilities Previous...

Amplifon India Pvt Ltd JOB DESCRIPTION Position & Grade Client Advisor Experience Required 1-3 years Reporting to Area Business Manager Job Purpose: Client Advisor / Customer Service Officer(CSO) is an individual contributor who plays a very critical and important role into Business. All the necessary training and support will be provided to adhere above...

TAPAS GHOSH - A Famous Financial Advisor in Kolkata is now hiring an Office AssistantOur head office is at Kaikhali Sardarpara, Kolkata Bus Stop - Kaikhali, VIP Road )Internal coordination of activities, supporting senior managementContacting with our clients for regular premium payment & collectionInvestment related documentationVisit our clients for...

TAPAS GHOSH - A Famous Financial Advisor in Kolkata is now hiring an Office AssistantOur head office is at Kaikhali Sardarpara, Kolkata Bus Stop - Kaikhali, VIP Road )Internal coordination of activities, supporting senior managementContacting with our clients for regular premium payment & collectionInvestment related documentationVisit our clients for...

Identify & recruit right quality advisors to build a strong advisor baseProvide training on products, business processes and selling techniques continuouslyProvide assistance to advisors in lead generation, prospecting and business developmentEnsure that advisors provide right financial solutions to customers as per need analysis and they adhere to required...

Job descriptionJOB OPENING FOR FRESHERS AND EXPERIENCE CANDIDATES WITH GOOD COMMUNICATION SKILLS IN ENGLISHFLUENCY IN ENGLISH IS A MANDATEWe are looking for a Travel Advisors with great enthusiasm for traveling and help customers to travel. You will be responsible for promoting and booking traveling tickets for clients (individuals or businesses). The goal...

Sales Manager + Hirgin now industry Job Responsibilities:• Recruit quality advisors to build a strong advisor base.• Help advisors in lead generation, prospecting, and business development.• Ensure that advisors provide right financial solutions to customers.• Adhere to required business processes and norms.• Achieve the business target each month...

Job Purpose:Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables:Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done...

Job Purpose:Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios.New client acquisition for Broking, Investment products – PMS/MF/Fixed Income and Insurance as per assigned targetsKey Deliverables:Ensure timely advice to customers for Equity and Derivative marketsPortfolio review is to be done...

Job Purpose: Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targets Key Deliverables: Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be...

Job DescriptionFirstly recruit Team Leader is on Monthly Fixed Payment & Team Leader recruit AdviserOpen vacancies available in Agency Channel in leading life insurance companiesRecruitment and development of a team of Financial Advisors .To train, motivate and guide them to sell products on timeTo give product knowledge timelyConduct training activities for...

Engage with potential customers to understand their life insurance needs and financial goals. Educate customers about various life insurance policies offered by HDFC Life and explain the benefits and features. Conduct in-depth financial analysis to assess customers' insurance requirements and propose suitable plans. Assist customers in completing the...

India Client Advisor Client AdvisorKolkata, West Bengal, India Desired Start Date Job Purpose: Job Specification: Front Desk Maintenance: Handle customers at the front desk. If required open door for them. Come out of your desk to attend them. Greet and Treat the client well at clinic. Provide them the required information. ...

Job Description Firstly recruit Team Leader is on Monthly Fixed Payment & Team Leader recruit Adviser Open vacancies available in Agency Channel in leading life insurance companies Recruitment and development of a team of Financial Advisors . To train, motivate and guide them to sell products on time To give product knowledge timely Conduct...

Great that you're thinking about a career with BSI About the role The Global Training business is BSI's fastest growing business area with a mission to be the world's most trusted training provider for embedding excellence and expertise in individuals to ensure organisations performance better, reduce risk and grow sustainably by providing best in...

RECRUITMENT,TEAM LEADING & MANAGEMENTÂ*Hiring Authenticate CandidatesÂ*Team Size must be 5/6 Members at firstÂ*Training Financial Planning & Investments*Training Team Business & Recruitments*Promotes Candidates to Internal Agency Partner

Job description: documentation of financial papers. Team training, team building, recruitment backoffice job.Job Post:Agency Development Manager / Learning advisor/ sales/ marketing. ( Promotions available) No registration fee. No consultancy fees. Fixed salary + PF ESI facility. Monday to Saturday.9.30 am to 3.30pm full time/ part time Male/female...

Job description: documentation of financial papers. Team training, team building, recruitment backoffice job.Job Post:Agency Development Manager / Learning advisor/ sales/ marketing. ( Promotions available) No registration fee. No consultancy fees. Fixed salary + PF ESI facility. Monday to Saturday.9.30 am to 3.30pm full time/ part time Male/female...