Financial Advisor

Job Summary:As a Personal Financial Advisor, your main task is to understand individuals' financial needs and provide them with customized advice on investments, tax regulations, insurance, and other financial issues. Your role includes analyzing financial data, creating financial strategies, and nurturing lasting relationships with clients to ensure they...

Hiring for 100 Financial Advisor Tranee Jobs in Gomti Nagar, with minimum 10 Years Experience,Required Educational Qualification is : Secondary School with Good knowledge in must have more public contacts etc.

Insurance Advisor provide financial advice to clients on retirement planning, investments and protecting against risksinsurance advisors complete a financial needs analysis with clients which includes assets and liabilities, tax status, existing insurance and risk analysis.ResponsibilitiesInsurance advisor is responsible to meet the clients, offer financial...

A Financial Adviser assesses clients' financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends.Job Types: Full-time, InternshipContract length: 1...

Associate Sales Consultant/ Financial Advisors for new setup- excellent English communication skill Sales lead generation skills International Client Base 5 Days working 8 hours login 2 week offs Salary Rs. 10,000 to Rs. 15,000 plus incentive upto 10kWork from office onlyWorking location - Lucknow, UP

Lead generation Knowledge of financial products Identify customer financial needs Provide customised solutions Close deals & maintain relationship.This is High income job withHigh rate of Growth upto Manager LevelHuge Rewards & incentiveEasy Work culture without any pressureJob Type: PermanentSalary: From ₹15,000.00 per monthBenefits: Provident...

Roles and Responsibilities: Develop & execute customer relationship management campaigns to increase customer loyalty Analyze customer behavior and measure their impact on business outcomes to update strategies Maintain smooth communication with customers and promptly reply to their queries Respond and resolve customer complaints quickly and efficiently...

Job Description Identify & recruit right quality advisors to build a strong advisor base Provide training on products, business processes and selling techniques continuously Provide assistance to advisors in lead generation, prospecting and business development Ensure that advisors provide right financial solutions to customers as per need analysis and...

The Loan Field Sales Representative will be responsible for identifying and cultivating new business opportunities in the loan industry. They will be responsible for meeting with prospective clients, assessing their needs, and presenting loan solutions that meet their requirements. They will be expected to build and maintain relationships with clients, while...

**job summary** **Financial Advisor responsibilities and duties** The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to. - Provide...

We are seeking a part-time Financial Advisor for our Nagpur office, with some remote work flexibility. As a Financial Advisor, you will be responsible for providing financial advisory services to clients, assessing their risk tolerance, providing financial planning advice, and selling appropriate financial products. You will also review clients' financial...

We are seeking a part-time or full-time Financial Advisor for our Lucknow office, with some remote work flexibility. As a Financial Advisor, you will be responsible for providing financial advisory services to clients, assessing their risk tolerance, providing financial planning advice, and selling appropriate financial products. You will also review...

**Responsibilities and duties** - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy - Respond to prospective customer queries about financial planning - Assist in the development plans for the company - Maintain awareness of latest legislative...

Based on your performance for this job financial advisor **Job Types**: पार्ट-टाइम, फ़ुल-टाइम Part-time hours: 20 per week **Salary**: ₹१५,०००.०० per month Ability to Commute/Relocate: - Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required) **Speak with the...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

Job Summary:Personal Financial Advisors are responsible for assessing the financial needs of individuals and providing tailored advice to help them make informed decisions regarding investments, tax laws, insurance, and other financial matters. This role involves analyzing financial information, developing financial strategies, and maintaining ongoing...

Financial advisor, fresher, 12th marksheet, skill development team building **Job Types**: Full-time, Part-time, Regular / Permanent, Fresher, Internship Contract length: 24 months Part-time hours: 30 per week **Salary**: ₹17,500.00 - ₹35,000.00 per month **Benefits**: - Health insurance - Internet reimbursement - Life insurance - Provident Fund -...

Hiring for 100 Financial Advisor Tranee Jobs in Gomti Nagar, with minimum 10 Years Experience,Required Educational Qualification is : Secondary School with Good knowledge in must have more public contacts etc.

**Job Title**: Financial Advisor (Fresher) **Company**: ABFS **Location**: Lucknow, Uttar Pradesh **Job Type**: Regular / Permanent, Part-time, Full-time, Fresher **Part-time Hours**: 30 per week **Salary**: ₹16,000.00 - ₹24,000.00 per month **Benefits**: - Health insurance - Internet reimbursement - Life insurance - Provident Fund - Work from...

**Hiring for International Voice Process** Profile - Financial Advisor (Outbound Voice process) **Location - Lucknow (#workfromoffice )** Salary - 15K to 20K (based on your comms and interview) Qualification - Any Graduate/PG/Undergraduate (Freshers can also apply) **7:30 to 5:30 (US Shift)** **Job description** 1. Responsible for making outbound...

Insurance Advisor provide financial advice to clients on retirement planning, investments and protecting against risks insurance advisors complete a financial needs analysis with clients which includes assets and liabilities, tax status, existing insurance and risk analysis. **Responsibilities** Insurance advisor is responsible to meet the clients, offer...

**Role of mutual fund advisors** **Educating the investor(s)** The advisor has to chart a financial plan for the client based on their financial goals and educate the client on how to achieve them. This involves exploring different investment options. Therefore, you can easily evaluate how each can help or hinder the client’s financial...

Work from Home You have to open some financial products (Demat Account). Now you get 18000 salary and incentive 2000 Travel Expenses (Weekly Payment) Incentive ( Weekly Payment ) Work Flaxible Time **Job Types**: Full-time, Part-time, Regular / Permanent, Fresher **Salary**: ₹18,000.00 - ₹25,000.00 per month **Benefits**: - Flexible schedule -...

A Financial Adviser assesses clients' financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. **Job Types**: Full-time, Internship Contract...

A Financial Adviser assesses clients' financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. **Job Types**: Full-time, Regular / Permanent,...

Knowledge of financial products - Identify customer financial needs - Provide customised solutions - Close deals & maintain relationship. This is High income job with - High rate of Growth upto Manager Level - Huge Rewards & incentive - Easy Work culture without any pressure **Job Type**: Permanent **Salary**: From ₹25,000.00 per month **Benefits**: -...

Knowledge of financial products - Identify customer financial needs - Provide customised solutions - Close deals & maintain relationship. This is High income job with - High rate of Growth upto Manager Level - Huge Rewards & incentive - Easy Work culture without any pressure **Job Type**: Permanent **Salary**: From ₹25,000.00 per month **Benefits**: -...

Knowledge of financial products - Identify customer financial needs - Provide customised solutions - Close deals & maintain relationship. This is High income job with - High rate of Growth upto Manager Level - Huge Rewards & incentive - Easy Work culture without any pressure **Job Type**: Permanent **Salary**: From ₹25,000.00 per month **Benefits**: -...

Knowledge of financial products - Identify customer financial needs - Provide customised solutions - Close deals & maintain relationship. This is High income job with - High rate of Growth upto Manager Level - Huge Rewards & incentive - Easy Work culture without any pressure **Job Type**: Regular / Permanent **Salary**: From ₹18,000.00 per...