Financial Advisor

Punjab National Bank MetLife Time   : 10.00am - 6.00pm AGE.     : 18 to 30 years Edu Qual. : 12 to any degree Work.     : Work From Office *Fresher and Experience both can apply. *NO CONSULTANCY, NO HIDDEN CHARGES ?Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or...

Key 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. - Acquiring...

Company: NBFC Profile: PCG- Advisor Job Responsibilities: - Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. - Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. - To improve Market...

Understanding Clients Financial needs. Determine Clients expenses, Level of Income, Insurance Coverage, Financial Objectives and Goals, Tax Status and Risk Tolerance. Answer clients questions and address concerns. **Salary**: From ₹19,000.00 per month **Benefits**: - Flexible schedule - Provident Fund Schedule: - Day shift Supplemental pay types: -...

**Job description** **FLUENCY IN ENGLISH IS A MANDATE** We are looking for a Travel Advisors with great enthusiasm for traveling. You will be responsible for promoting and booking traveling arrangements for clients (individuals or businesses). The goal is to enhance satisfaction and acquire an expanding and dedicated clientele. **Contact between 10am to...

**Job description** **FLUENCY IN ENGLISH IS A MANDATE** We are looking for a Travel Advisors with great enthusiasm for traveling. You will be responsible for promoting and booking traveling arrangements for clients (individuals or businesses). The goal is to enhance satisfaction and acquire an expanding and dedicated clientele. **Contact between 10am to...

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...

**Max Life Insurance Company Limited** is an Indian life insurance company headquartered at New Delhi, and the largest non-bank private-sector life insurer in India. It is a joint venture between Max Financial Services and Axis Bank. The company is a subsidiary of the publicly-listed Max Financial Services. It was founded in 2000 after the liberalization of...

Analyzing financial records and preparing budgets.Improving processes by recommending operational changes.Evaluating and improving sales, marketing, and branding strategies.Preparing project and productivity reports and ensuring compliance with quality and safety requirements.Identifying opportunities for future business development and expansion.Developing...

Role: Finacial Adivsor role on commission based job role. Please walkin our office for more detials. Max life insurance 242, Jitendra enlave rash behari kolkata 700019 **Job Type**: Part-time **Salary**: From ₹40,000.00 per month Expected hours: 40 per week **Benefits**: - Provident Fund Schedule: - Day shift Supplemental pay types: - Commission...

We are seeking a mid-level researcher to enhance our data offering through the build out and analysis of financial models based out of Kolkota. You will need to have detailed knowledge of financial modelling and researching companies across the energy landscape. The successful candidate will be able to quickly take on an array of responsibilities and play a...

We are seeking a mid-level researcher to enhance our data offering through the build out and analysis of financial models based out of Kolkota. You will need to have detailed knowledge of financial modelling and researching companies across the energy landscape. The successful candidate will be able to quickly take on an array of responsibilities and play a...

Job Details Unit Manager: Agency Sales Executive- Kolkata 0 - 4 Yrs Kolkatta UNIT MANAGER Job description We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets. This is an insurance sales role for our Agency business. Key responsibilities: Identify & recruit right...

Job Details Unit Manager: Agency Sales Executive- Kolkata 0 - 4 Yrs Kolkatta UNIT MANAGER Job description We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets. This is an insurance sales role for our Agency business. Key responsibilities: Identify & recruit right quality...

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 necessary...

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...

This is a full-time remote role for a Financial Advisor at a Life Insurance Company. The Financial Advisor will be responsible for advising clients on investment opportunities, evaluating clients’ financial needs, and recommending appropriate insurance products. The Financial Advisor will also build and maintain long-term relationships with clients through...

Sales & Business development - Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms - Determine clients needs and financial abilities to propose solutions that suit them - Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and...

Approach customers, identify needs and recommend products and services - Process sales and financial transactions - Deal with complaints - Monitor stock and accept inventory - Update information in our customer database - Answer telephone calls and provide customer service - Strive to meet and exceed sales targets - How to write a job advert To ensure that...

We are thrilled to announce a unique business partnership opportunity with TATA AIA, a leading life insurance company. We are seeking motivated individuals or organizations to join us as partners in delivering exceptional Entrepreneurship Model. **Responsibilities**: - Collaborate with TATA AIA to promote and distribute a comprehensive range of life...