Finance Advisor

1 week ago


Lucknow, India Aditya Birla Sun Life Insurance Full time

1- Advising clients on their financial goals, including investment strategies, insurance needs, and retirement planning.2- Meeting with clients to understand their financial goals, risk tolerance, current financial situation (assets, debts, income), and investment knowledge. 3- Recommending suitable investment products, insurance solutions, and other financial services based on client needs and goals.Experience 0 - 1 Years No. of Openings 30 Education Higher Secondary, B.C.A, B.Com, BDS, Any Bachelor Degree Role Finance Advisor Industry Type Banking / Financial Services / Stock Broking Gender ( Male / Female ) Job Country India Type of Job Full Time Work Location Type Work from Office Face interview location 2nd floor, Aditya Birla Capital, Urbanac Business Park ,Vibhuti Khand, Gomtinagar Lucknow


  • Finance Advisor

    2 weeks ago


    Lucknow, India Aditya Birla Sun Life Insurance Full time

    Team leader Business developmentExperience 0 - 1 Years No. of Openings 10 Education Higher Secondary Role Finance Advisor Industry Type Banking / Financial Services / Stock Broking Gender ( Male / Female ) Job Country India Type of Job Full Time Work Location Type Work from Office Face interview location Aditya Birla Capital 2nd floor Urbanac business park...

  • Financial Advisor

    21 hours ago


    Lucknow, India Satrix Technologies Full time

    **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...

  • Equity Advisor

    2 weeks ago


    Lucknow, Uttar Pradesh, India dc82aff5-2e61-406f-93c0-e56f31c71ca4 Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionAt YES SECURITIES, we combine extensive knowledge, experience, and a keen understanding of financial markets to empower customers in making informed investment decisions. With a customer-centric approach, we aim to offer intuitive and reliable financial solutions. Our commitment is to provide expert guidance and cutting-edge services to...

  • Financial Advisor

    1 week ago


    Lucknow, Uttar Pradesh, India Bajaj life insurance Full time ₹ 2,40,000 - ₹ 7,20,000 per year

    Here's a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a...

  • Equity Advisor

    1 week ago


    Lucknow, India YES SECURITIES Full time

    Job Description Company Description At YES SECURITIES, we combine extensive knowledge, experience, and a keen understanding of financial markets to empower customers in making informed investment decisions. With a customer-centric approach, we aim to offer intuitive and reliable financial solutions. Our commitment is to provide expert guidance and...

  • Financial Advisor

    2 weeks ago


    Lucknow, India Greenpavak Biotech Private Limited Full time

    **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...

  • Financial Advisor

    2 weeks ago


    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    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...


  • Lucknow, India M A Associates Full time

    We are looking for 5 Financial Advisor Posts in Lucknow, with deep knowledge in Financial Services, Finance, Voice Process, Financial Consultancy, Analytical Skills and Required Educational Qualification is : Diploma, Advanced/Higher Diploma, , Experience 1 - 2 Years No. of Openings 5 Education Diploma, Advanced/Higher Diploma, B.A, B.Com Role Financial...

  • Finance Controller

    4 days ago


    Lucknow, India Whatjobs IN C2 Full time

    Job Description: Finance Controller Role Overview We are seeking a dynamic and strategic Finance Controller to lead the company’s finance operations and establish a strong financial foundation for sustainable growth. The ideal candidate will be a qualified Chartered Accountant (CA) with 3–5 years of post-qualification experience. This role requires a...

  • Insurance Advisor

    2 weeks ago


    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    This is a full-time or part time hybrid role for a Insurance Advisor at **Aditya Birla Sun Life Insurance** in Lucknow. The **Insurance Advisor will be responsible for financial planning, retirement planning, providing financial advice, and managing investments**. The role allows for flexibility with some remote work. Personal financial advisors assess the...