Financial Advisor

Primary Role To provide financial advice and guidance to clients on various aspects of personal or business finance. This includes analysing client's financial status, goals and investment preferences, developing and implementing comprehensive financial plans, advising clients on investment strategies and risks managements, and monitoring clients investments...

Company Overview AASTHA FINTECH PVT. LTD. is one of the leading Wealth Management and Financial Consulting companies in Western India. We offer a wide range of wealth management solutions and personalized financial services to our clients. Our philosophy is to provide a complete 360, end-to-end wealth management and risk management solutions. Job Overview ...

Company OverviewAASTHA FINTECH PVT. LTD. is one of the leading Wealth Management and Financial Consulting companies in Western India. We offer a wide range of wealth management solutions and personalized financial services to our clients. Our philosophy is to provide a complete 360, end-to-end wealth management and risk management solutions.Job OverviewWe...

- Appointment calling - Identify The Need Of Client. - Closing Business Deals. - Negotiating - Following Up With Customers. - Managing Customer Relationships Insurance Sales Growth. - Explaining Customer About The Products. Age criteria - 23 to 65 **Job Type**: Part-time **Salary**: From ₹30,000.00 per month Expected hours: No less than 25 per...

Primary Role Ensure that all leads are approached / called on or before specified TAT for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. Explaining MF Business opportunities and earnings to interested leads. Have to convince interested candidates to join business with NJ as Advisor. Achieve monthly targets for...

Primary RoleEnsure that all leads are approached / called on or before specified TAT for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business.Explaining MF Business opportunities and earnings to interested leads.Have to convince interested candidates to join business with NJ as Advisor.Achieve monthly targets for recruitment of...

Primary Role :- Ensure that all leads are approached / called on or before specified Time Period for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. Explaining Mutual Fund Business opportunities and earnings to interested leads. Have to convince interested candidates to join business with NJ as Advisor. Achieve monthly...

Primary Role :-Ensure that all leads are approached / called on or before specified Time Period for becomingDistributor / Individual Financial Advisors (IFA) for Mutual Fund business.Explaining Mutual Fund Business opportunities and earnings to interested leads.Have to convince interested candidates to join business with NJ as Advisor.Achieve monthly targets...

**About EquityPandit**: EquityPandit is a leading research and advisory firm in India, The firm is one of the biggest players with a dominant position in both Institutional and Retail. The company specializes in the business of Analysis, Information, and Intelligence. We have made an effort to bring you the top technical, fundamental basics of stock. The...

**About EquityPandit**: EquityPandit is a leading research and advisory firm in India, The firm is one of the biggest players with a dominant position in both Institutional and Retail. The company specializes in the business of Analysis, Information, and Intelligence. We have made an effort to bring you the top technical, fundamental basics of stock. The...

Job Description: Job location  - Surat (Head Office) Job Title - Unit Manager Recruitment (Telesales) Primary Role :- Ensure that all leads are approached / called on or before specified Time Period for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. Explaining Mutual Fund Business...

Job Details Unit Manager: Agency Sales Executive- Surat 0 - 4 Yrs Surat UNIT MANAGER Job description We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets. This is an insurance sales role for our Agency business. Key responsibilities: Identify & recruit right quality advisors...

Job Details Unit Manager: Agency Sales Executive- Surat 0 - 4 Yrs Surat UNIT MANAGER Job description We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets. This is an insurance sales role for our Agency business. Key responsibilities: Identify & recruit right quality...

Job Description: - Ensure that all leads are approached / called on or before specified TAT for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining MF Business opportunities and earnings to interested leads. - Achieve monthly target for recruitment of advisors. - Prepare MIS as per the instructions of...

Job Description: - Ensure that all leads are approached / called on or before specified TAT for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining MF Business opportunities and earnings to interested leads. - Achieve monthly target for recruitment of advisors. - Prepare MIS as per the instructions of...

CompanyOverview: Employzi is aleading organization in the None industry offering excellent careeropportunities for professionals who are passionate about insurancesales. With a strong focus on employee development and a commitmentto delivering exceptional customer service Employzi strives to be aleader in the insurance industry.Role andResponsibilities:...

**Job description** TRADEBULLS SECURITIES PVT. LTD is HIRING HNI EQUITY DEALER / ADVISOR Experience: 2+ year (preferred) Location: Surat, Gujarat JOB DESCRIPTION: - 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...

Highlighting the benefits of specific programs, and courses in order to attract students and encourage diversity on campus. - Helping students choose courses and extracurricular activities that will help them get into their chosen colleges or careers after graduation. - Staying current with admission processes and requirements, school programs, majors, and...

Position Overview: We are seeking a highly skilled and experienced US Tax Manager with a strong background in business return preparation and compliance. As the Tax Manager, you will be responsible for overseeing all aspects of tax planning, compliance, and reporting for our organization. Your expertise in business taxation, in-depth knowledge of relevant...

About Client :Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation : Wealth ManagerExperience : 1 - 9 YearsEducation : MBA - FinanceLocations: Across IndiaPreferred Industry: BFSIRole Summary: The wealth manager is the ultimate face of the business as He / She is...