Financial Advisor

Job CodeJC/2872ProcessInsurance SaleNo. of Requirements 20GenderMale/femaleAbout Process Insurance sales involves selling various types of insurance to customers, including home, life, health and auto insurance. People who sell insurance are often referred to as insurance agents or brokers. Many focus on individual policies and needs, although some offer...

Freshers will also work with some finance knowledgeFinancial Advisor / Investment Specialist:Responsibilities: A financial advisor, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions. A financial adviser provides specialist advice to clients on managing their...

JobPurpose Handling team ofAdvisors. Advising & execution of orders on behalf of clientson equity derivatives and optionstrategies Key Deliverables1. Handling Team of NRI Advisors & Driving Revenuefrom Advising & execution of orders onbehalf of clients on equity derivatives and optionstrategies 2. Achieving the targets set for Teamon Crossselling products...

Profile Name: Financial Advisor Location: Kandivali, Mumbai Responsibilities: - Communicate with clients to gather necessary information for financial planning - Address client inquiries and provide financial advice - Recommend strategies in insurance coverage, investment planning, and cash management - Regularly review client accounts and plans for...

Company Description LIC (Life Insurance Corporation) is the largest financial institution and life insurance organization in India. It is a state-owned public sector company with its central office in Mumbai. LIC has 8 zonal offices, 109 divisional offices, and 2048 fully computerized branches. To extend its services to rural areas, LIC has also opened 992...

Profile Name:Financial AdvisorCompany Name:Ten Quints BwizeTenquints is a startup specializing in Financial Advisory & Services with the aim to enable individuals to create and manage their wealth to achieve early financial independence with qualitative advisory and services to live a secure and self-sufficient life.Our organization is looking for...

Company Description Forbes Advisor i**s a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist- and expert-written insights, news and reviews on all things personal finance, health, business, and everyday life decisions.We do this by providing consumers with the knowledge and research they need to make informed...

Division: Lead Management System - Financial ServicesDesignation: Financial Advisor (Insurance Sales)Location: Mahape - Navi MumbaiExperience: 1-3 yearsRoles & Responsibilities: Contact businesses and private individuals by telephone to promote services Should be able to explain the product and its benefits to the customers Resolving customer queries...

Financial adviserNo fresher allowedOFFICE JOB ONLYLocation : MaladExperience : One Year as financial adviser on paperFixed DAY SHIFTSalary upto 28k plus incentive ( Excellent communication / Previous company doc mandatory )weekly workingDAYS :SIX DAYSWeekly off :SUNDAYWeekly workingDAYS :6 DAYSage limit : 35Job Types: Full-time, Regular / PermanentSalary: Up...

Equity Advisor Job Description:Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...

Company DescriptionForbes Advisor is a new initiative for consumers under the Forbes Marketplace umbrella thatprovides journalist- and expert-written insights, news and reviews on all things personal finance, health, business, and everyday life decisions. We do this by providing consumers with the knowledge and research they need to make informed decisions...

Job Description :- 1. He will have to Manage a team of Financial Advisors while he will also have to tend to some clients financial planning. 2.Should have certifications of CFT,CWM, NISM 10A or 10B 3.He or She should be good in Financial advisory, Wealth Management. 4.Should have experience in handling a very well good portfolio.

Company DescriptionForbes Advisor is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist- and expert-written insights, news and reviews on all things personal finance.We're dedicated to helping turn aspirations into reality. We do this by providing consumers with the knowledge and research they need to make informed...

Our client epitomizes sustainability, excellence, and social responsibility, striving to profoundly impact the lives and financial stability of our clientele. We are currently seeking dedicated Investment Advisory Wealth Managers to embark on our journey of continued expansion.In this role, you will oversee a diverse array of portfolios while benefiting from...

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations. Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client's investment journey with the efficiency of technology, personalized by human touch.To help us build and grow the Selekt proposition, we...

Position - NRI Advisor (Role Involved advising & dealing (trading) -Managing the portfolio of the Mapped NRI clients. (No sales involved) Advising & Dealing Experience:- on Equity,derivates & option strategy Client Handling Experience or Acquisition:HNI/Ultra HNI client.- Aum Size - currently handing- Financial product knowledge - PMS,MF,AIFJob details:...

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations.Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client's investment journey with the efficiency of technology, personalized by human touch.To help us build and grow the Selekt proposition, we...

JOB DESCRIPTION SUMMARYJob Title: PCG AdvisorKey Responsibilities: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance....

Job Roles Advising NRI and ultra HNI clients on currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Handling Queries & complaints of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings....

The wealth advisors will be the one point contact for the HNI and affluent clients. They are expected to take complete ownership of the clients requirements related to all key financial aspects like plan creation, portfolio management, personal taxation and estate planning either by self or by liasoning with relevant departments within the...