Financial Advisor

**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 -...

TATA 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...

TATA 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...

TATA 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...

Company DescriptionExplore Abroad Edu, based in New Delhi, is an overseas education consultancy committed to guiding Indian students towards globally recognized medical careers through structured, transparent, and affordable pathways. We specialize in facilitating direct admission to top medical universities in countries such as Russia, Georgia, Cyprus,...

Roles & Responsibilities:Coordinating new client onboarding process with the back office teamData gathering and Financial plan creation within agreed TAT and as per process checklistsPresentation of draft and final plansPortfolio reviews and recommendationsPresentation of portfolio reviews and investment recommendations/exits to clients within agreed...

Role : 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 enthusiastic freshers with a background in CA Inter or CMA (not completed CA) to join as Financial Analysts . This role is ideal for candidates who want to build their...

Job 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. •...

Company Description1CR Club is a comprehensive wealth management and financial advisory platform designed to help individuals and families plan, invest, and prosper with confidence. We offer personalized roadmaps for financial independence, execute investments seamlessly, and provide proven strategies and expert guidance for wealth growth. Our end-to-end...

**About Cozio**: Cozio is a dynamic and innovative platform revolutionizing the way financial advisory services are delivered. We connect experienced professionals with clients seeking expert guidance across a range of financial domains. At Cozio, we believe in empowering individuals and businesses to achieve their financial goals with...