Financial Advisor
2 weeks ago
Company DescriptionWe suggest you enter details here.Role Description This is a full-time on-site role for a Financial Advisor, located in Chunchura. The Financial Advisor will be responsible for providing clients with tailored financial advice, assisting them with financial planning, retirement planning, and investment strategies. This role includes evaluating clients’ financial needs, creating comprehensive plans, monitoring financial outcomes, and maintaining long-term relationships to help clients achieve their financial goals.Qualifications Expertise in Financial Planning and Retirement Planning Strong knowledge of Finance and Investments Experience in Financial Advisory Excellent interpersonal and communication skills for client interaction Problem-solving ability with attention to detail Relevant certification or qualifications in finance, economics, or related fields Proficiency in financial analysis tools and software is a plus
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Financial Advisor
2 weeks ago
New Delhi, India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...
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Financial Advisor
1 week ago
New Delhi, India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...
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Financial Advisor
3 weeks ago
New Delhi, India KG Engineering & Consultancy Full timeJob Title: PCG (Private Client Group) Advisor Location: Ahmedabad, Gujarat Certification: NISM VIIIKey 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. •...
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Financial Advisor
1 week ago
New Delhi, India KG Engineering & Consultancy Full timeJob Title: PCG (Private Client Group) Advisor Location: Ahmedabad, Gujarat Certification: NISM VIIIKey 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. •...
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Financial Advisor
5 days ago
New Delhi, India Corenza Full timeRoles & Responsibilities:- Coordinating new client onboarding process with the back office team - Data gathering and Financial plan creation within agreed TAT and as per process checklists - Presentation of draft and final plans - Portfolio reviews and recommendations - Presentation of portfolio reviews and investment recommendations/exits to clients within...
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Financial Advisor
4 days ago
New Delhi, India Corenza Full timeRoles & Responsibilities:- Coordinating new client onboarding process with the back office team - Data gathering and Financial plan creation within agreed TAT and as per process checklists - Presentation of draft and final plans - Portfolio reviews and recommendations - Presentation of portfolio reviews and investment recommendations/exits to clients within...
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Financial Advisor
4 days ago
Delhi, India Red Earth Migration Full time**Financial Advisor responsibilities and duties** - Execute the vision of the company by providing financial planning, insurance and investment services to clients - Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan - Work with support staff to establish client records and update their files -...
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Financial Advisor
2 weeks ago
New Delhi, India upGrad Full timeRole : Financial Advisor Must CA Intermediate Payroll : Upgrad Job Locations: Bangalore, Hyderabad, Chennai, Pune, Mumbai 3LPA 5 days work from office Should a Own Laptop We are seeking enthusiasticfresherswith a background inCA Inter or CMA (not completed CA)to join asFinancial Analysts . This role is ideal for candidates who want to build their careers in...
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Financial Advisor
1 week ago
New Delhi, India upGrad Full timeRole : Financial Advisor Must CA Intermediate Payroll : Upgrad Job Locations: Bangalore, Hyderabad, Chennai, Pune, Mumbai 3LPA 5 days work from office Should a Own Laptop We are seeking enthusiasticfresherswith a background inCA Inter or CMA (not completed CA)to join asFinancial Analysts . This role is ideal for candidates who want to build their careers in...
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Financial advisor
2 weeks ago
delhi, India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...
