Financial Advisor

**Insurance 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 -...

Set upclient files and add client data to the financial planningsoftware. Prepare forms documents and templates. Type up clientquestionnaires & portfolio reports. Download and collatedocuments and other research. Update and maintain clientdatabase. Managing database in CRM system. Clientfacing tasksthat require providing quality service to our...

**Advisor - Closing & Reporting** - **Great opportunity to work for a pioneering organization at the forefront of mining.**: - ** Join a global network and diverse team where people are encouraged to offer unique perspectives and build knowledge and connections.**: - ** Permanent | Location: Gurgaon** **About the role** **Finding better ways to provide...

Equity Advisor . Loc : Delhi Salary : 2LPA 6 LPA Exp : 2 + years NISM Certificate is preferred jd. Advising Ultra HNI clients on equity, derivatives, currency & commodity market. Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity w by focusing more on research &...

Equity Advisor .Loc : DelhiSalary : 2LPA 6 LPAExp : 2 + yearsNISM Certificate is preferredjd. Advising Ultra HNI clients on equity, derivatives, currency & commodity market. Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity w by focusing more on research & deep...

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: -...

**Advisor Intercompany** - ** Work for a diverse and global organization**: - ** A unique opportunity to be part of the Rio Tinto Group Services finance **team**: - ** Develop and improve processes.** **About the role** **Finding better ways to provide the materials the world needs.** We are looking for an **Advisor** role in FAS who will perform and...

Manage the Sharayu Group and its subsidiaries financial planning - Plan and perform risk management duties - Analyze and manage the organization’s liabilities and investments - Plan, implement and manage investment strategies - Manage fundraising plans and capital structure for each financial year and new projects - Determine finance KPIs - Track and...

**Advisor - Closing & Reporting** - **Great opportunity to work for a pioneering organization at the forefront of mining.**: - ** Join a global network and diverse team where people are encouraged to offer unique perspectives and build knowledge and connections.**: - ** Permanent | Location: Gurgaon** **About the role** **Finding better ways to provide...

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 mentioned roles and responsibilities. Job Specification: Front Desk Maintenance: Handle customers at the front desk. If...

Hi Folks, We are a firm of chartered accountants working with lot of new generation IIT/IIM entrepreneurs and is currently looking for experienced chartered accountant who has atleast 5-8 year of experience in CA firm following profiles for our Pitampura Office :A Financial Controller in a Chartered Accountancy (CA) firm plays a critical role in overseeing...

JOB SUMMARY Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors KEY RESPONSIBILITIES...

1-Selling of financial sales ( Insurance,Mutual Fund, Loan etc.) 2-Achive monthly Target 3-Excellent **Communication** Skills. **4-**It’s a **6 days working company**. 5. 6 months Ex 6. must have experience in field sales - Bhopal ,patna, Kolkata, dhanbad ,Chennai ,Varanasi ,Banaras **Salary**: ₹300,000.00 - ₹600,000.00 per year **Benefits**: -...

Role: - Investment Advisor/Relationship Manager (Wealth ) **Job description** **Roles and Responsibilities** 1. Responsible for new client acquisition, building new relationships & deepening relationships with existing clients. 2. Will be responsible for primarily improving investor network for equity advisory services. 3. Responsible for identifying...

Job Opportunity: [Mind Investment Advisor] Company Overview: [Brightmind] Location: [Delhi NCR] **Responsibilities**: 1.Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients. 2.Will be responsible for primarily improving investor network for equity advisory services. 3.Responsible for...

**Advisor - Treasury Accounting** - Work for a diverse and global organization. - A unique opportunity to be part of the Rio Tinto Group Services - Finance & Accounting Services - Provide treasury accounting services to many stakeholders world-wide. - Develop and improve processes. - Location: Gurgaon, India **About the role** **Finding better ways to...

**Advisor - Global Treasury Services** **Great opportunity to work for a pioneering organization at the forefront of mining.** - ** Join a global network and diverse team where people are encouraged to offer unique perspectives and build knowledge and connections.**: - ** Permanent | Location: Gurugram, India** **The opportunity** We are looking for an...

Head Real Estate Project Finance Division as Advisor to various Societies and owners that need assistance in arranging finance for projects mainly residential and commercial areas.ResponsibilitiesProspect for assignments with various developers seeking assistance for project finance, structuring,negotiations, legal documentation, disbursements. Network with...

**Position Overview**: Reporting directly to the CEO or MD, the Chief Financial Officer (CFO) will be responsible for leading all financial activities of the company, including financial planning and analysis, accounting, treasury, and risk management. The CFO will play a critical role in shaping the company's financial strategy and ensuring the long-term...

**Advisor Planning & Analysis** (Power BI)** - ** Great opportunity to work for a pioneering organization at the forefront of mining.**: - ** Join a global network and diverse team where people are encouraged to offer unique perspectives and build knowledge and connections.**: - ** We offer competitive compensation, paid parental leave entitlements and...