Financial Advisor

Urgently needed a Financial Advisor (PCG) 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...

The role involves identifying & amp; empaneling CAs, Ex - Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with JM Financial. - Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFO’s,...

Punjab National Bank MetLifeTime   : 10.00am - 6.00pmAGE.     : 18 to 30 yearsEdu Qual. : 12 to any degreeWork.     : 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 other...

As a Financial Advisor you are expected to: Achieving the own sales target through assigned leads, which may be self generated or may be generated through other sources. Meeting prospective customers in assigned geography to understand their financial need and sell insurance solutions that cater to their needs Providing pre and post sales support (e.g. claim...

**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...

Post: Academic Advisor (Overseas) **Salary**: (Based on Experience)] Location: Kolkata (Work From Office) Experience: 2-4 years **Responsibilities**: - Conduct individual and group counseling sessions with students to understand their academic background, interests, and goals - Guide students through the process of selecting appropriate study programs...

Experience in account opening,selling insurance, trading in various instrument like equity, commodities, currency, selling mutual funds. Location - Dalhausi Graduation must English and other communication is required **Salary**: ₹15,000.00 - ₹30,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Kolkata, West Bengal: Reliably...

**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** **JOB LOCATION IS KOLKATA** **LOOKING FOR NEPALI AND ENGLISH SPEAKING TRAVEL ADVISORS** 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...

Identify & recruit right quality advisors to build a strong advisor baseProvide training on products, business processes and selling techniques continuouslyProvide assistance to advisors in lead generation, prospecting and business developmentEnsure that advisors provide right financial solutions to customers as per need analysis and they adhere to required...

Identify & recruit right quality advisors to build a strong advisor baseProvide training on products, business processes and selling techniques continuouslyProvide assistance to advisors in lead generation, prospecting and business developmentEnsure that advisors provide right financial solutions to customers as per need analysis and they adhere to required...

**Job Description for CFO** **Job Title** **- Chief Financial Officer (CFO)** **Company Name - **NEED EIGHTY TWO FOREX AND TRAVELS PRIVATE LIMITED **Job Overview** **- **NEED 82 is growing, and we need a leader who can guide the financial systems that empower us. We’re searching for an experienced chief financial officer to join our team of...

1.provides financial advice to clients on retirement planning, investing, and protecting against risks.Analyzing clients' risk. -Encouraging clients to invest in the future. 2.Meeting with clients. 3.Offering specialized financial guidance and advice. 4.Completing financial needs analyses.Assessing clients' financial portfolios. 5.Creating and explaining...

**Executive Loan Advisor** **Freshers can apply** - Assist Students to get educational loan for higher studies at GBS. - Coordinating with West Bengal Credit Card Scheme department for educational loan processing under the same scheme. - Working with other banks such as SBI, AXIS, PNB, Canara bank etc. - Other BFSI institutions like HDFC Credila, NEEV...

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...

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...

Should be a Commerce Graduate Should have knowledge of stock market Client handing over call placing order as per clients instruction keep market update NISM VIII preferred Should be fluent in Hindi **Salary**: ₹8,000.00 - ₹10,000.00 per month Schedule: - Day shift Supplemental pay types: - Performance bonus Ability to commute/relocate: -...

_**Understanding Clients Financial needs.** **Determine Clients expenses, Level of Income, Insurance Coverage, Financial Objectives and Goals, Tax Status and Risk Tolerance and answer clients questions and address concerns**_. **Job Types**: Full-time, Fresher **Salary**: ₹19,000.00 per month **Benefits**: - Paid sick time - Provident...

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...