Assistant Advisor
1 month ago
**About the Role**:
We are seeking a motivated and detail-oriented individual to assist our Financial Advisor. This role offers a unique opportunity to gain valuable experience in the financial industry and learn from a seasoned professional. Freshers and Experienced can also apply.
**Responsibilities**:
Administrative Support:
- Manage and organize client records, including maintaining accurate and up-to-date files.
- Schedule appointments and meetings.
- Prepare and distribute client correspondence and reports.
- Assist with the preparation of presentations and marketing materials.
**Client Support**:
- Respond to client inquiries and requests in a timely and professional manner.
- Assist with client meetings and provide administrative support.
- Conduct research on financial products and services.
**Financial Analysis**:
- Assist with data entry and analysis.
- Prepare basic financial reports and spreadsheets.
- Support in the preparation of financial plans and forecasts.
**Compliance**:
- Assist in ensuring compliance with regulatory requirements.
- Maintain accurate records and documentation.
**Qualifications**:
- Strong organizational and time management skills.
- Excellent attention to detail.
- Proficiency in Google Workspace.
- Strong communication and interpersonal skills.
- Interest in finance and a desire to learn.
- A positive attitude and willingness to learn.
**Basic qualification**
- A Bachelor's degree in Commerce or a related discipline.
- Familiarity with basic financial and investment concepts, with a genuine desire to build a deeper understanding of the financial industry.
Pay: ₹10,000.00 - ₹15,000.00 per month
Schedule:
- Day shift
Work Location: In person
-
Insurance Advisor-assistant
6 days ago
Thane, India Gentoro People Consulting Full time**Job Title: Insurance Advisor-Assistant.** **Location: Thane.** **Experience: 1-2 years (retail, corporate sales, non - life or an insurance broker)** **About the Role**: The Insurance Advisor-Assistant will manage client relationships, handle insurance portal tasks, and coordinate training. They will use CRM software, conduct client visits, and stay...
-
Product advisor
1 month ago
Thane, India RPG Ventures Full timeJob Description: Product Advisor at Shadi.comLocation: ThanePosition: Product AdvisorEducation: 12th PassLanguages: Hindi, MarathiAbout Shadi.com:Shadi.com is a leading online matrimonial service dedicated to helping individuals find their perfect match. We pride ourselves on our commitment to customer satisfaction and a user-friendly experience.Role...
-
Beauty Advisor
2 months ago
Thane, India PP Consumer private limited Full timeJob Title**:Beauty Advisor** Location: Thane West Department: Sales/Retail Reports to: Store Manager **Job Summary**: As a Beauty Advisor, you will be responsible for offering personalized beauty and skincare advice to customers, promoting products, and driving sales in line with the brand’s standards. Your goal is to provide a professional, positive,...
-
Financial Advisor
7 months ago
Thane, India Unity share Full timeA job description for a financial advisor typically includes the following elements: **Job Title**: Financial Advisor **Job Summary**: The financial advisor provides comprehensive financial planning and investment management services to clients. They assess clients' financial situations, develop personalized financial strategies, and offer guidance on...
-
Financial Advisor
7 months ago
Thane, India ItechMentor Full timeJob Title: Financial Advisor Company: Unity Share Company Location: turbhe About Unity Share Company: Unity Share Company is a leading financial services firm committed to empowering individuals and businesses to achieve their financial goals. We provide comprehensive financial planning, investment management, and wealth advisory services to our clients....
-
Automobile Insurance Advisor
6 months ago
Thane, India Aastral International Full time**Job Title: Automobile Insurance advisor** **Location: Thane, Kalyan** **Job Type : Permanent** **Job description for Insurance advisor** **Responsibilities**: 1. **Client Consultation**:Conduct thorough consultations with clients to understand their insurance requirements, financial situation, and risk tolerance. 2. **Insurance Analysis**:Assess...
-
Policy and Advocacy Advisor
1 day ago
Khopat, Thane, Maharashtra, India Vision Mechatronics Pvt Ltd Full timePolicy and Advocacy Advisor (0-1 Year Experience) **Position**: Policy and Advocacy Advisor **Location**: 70-72, Punjani Estate, Khopat, Thane, 400601 **Reports to**: HR Manager **Employment Type**: Full-time **About Us**: We are committed to promoting sustainability through policy and advocacy. We are looking for a motivated individual to join our team as...
-
Sales Specialist
6 months ago
Thane, India IndiaFilings.com Full timeCompany OverviewIndiaFilings.com is an online platform that assists entrepreneurs in obtaining business registrations and managing tax filings affordably. With over 1 lakh businesses choosing IndiaFilings for accounting and compliance needs, it boasts a strong presence in India through its offices, digital services, and banking partnerships.Job OverviewSales...
-
Beauty Advisor
4 weeks ago
Nala Sopara, Thane, Maharashtra, India PP Consumer private limited Full timeJob Title**:Beauty Advisor** Location: Nalasopara East Department: Sales/Retail Reports to: Store Manager **Job Summary**: As a Beauty Advisor, you will be responsible for offering personalized beauty and skincare advice to customers, promoting products, and driving sales in line with the brand’s standards. Your goal is to provide a professional,...
-
Assistant Executive
4 months ago
Thane, India Jobs communication Full timeExperience : 3 years salary - 35000 to 40000 k in hand **Key Responsibilities**: Administrative Support: Managing the proprietor’s calendar, scheduling meetings, appointments, and travel arrangements. Maintaining and organizing the proprietor’s files and documents. Managing phone calls, taking messages, and directing calls appropriately. Financial...
-
Articleship
3 months ago
Thane, India GenNext Strategy Advisor Full time**Job Title**: Articleship - Chartered Accountant (CA) **Location**: Thane **Department**: Finance & Accounts **Duration**: 3 Years (As per ICAI guidelines) **Reports to**: Senior Chartered Accountant / Manager **Job Summary**: **Key Responsibilities**: - **Audit Support**: - Assist in the preparation and execution of audits, including vouching,...
-
Articleship
4 months ago
Thane, India GenNext Strategy Advisor Full time**Job Title**: Articleship - Chartered Accountant (CA) **Location**: Thane **Department**: Finance & Accounts **Duration**: 3 Years (As per ICAI guidelines) **Reports to**: Senior Chartered Accountant / Manager **Job Summary**: **Key Responsibilities**: - **Audit Support**: - Assist in the preparation and execution of audits, including vouching,...
-
Assistant Company Secretary
4 months ago
Thane, India TUMC Pvt. Ltd. Full time**Job description** We are currently seeking a highly organized and detail-oriented individual to join our team as a Company Secretary. The Company Secretary will play a crucial role in ensuring compliance with legal and regulatory requirements and supporting the effective functioning of the company. Key responsibilities include: - Managing and maintaining...
-
Insurance Advisor
6 months ago
Thane, India TURTLEMINT INSURANCE BROKERS Full timeA Sales Executive is a professional who sets annual sales goals for the company and works towards achieving them with the assistance of the Sales Manager & Sales Associates. The job is based on setting up a strategy to find new prospects and sales leads and converting them into paid users or customers. **Job Types**: Part-time, Temporary, Freelance,...
-
Careers Advisor
1 month ago
Thane, India Edujam LLP Full timeProvide accurate information about academic programs, eligibility, and admission requirements. - Conduct one-on-one counselling sessions to address student queries and concerns. - Assist with organizing campus tours, open days, and admission events. - Follow up with leads and applicants to ensure timely submission of documents and completion of the admission...
-
Webchat Advisor
7 months ago
Thane, India Hunt Mantra Full timeUrgent hiring for **UK Chat Executive** - **Graduation in Commerce is a must**: - **C1 communications needed (written and spoken)**: - **1 year experience in an International BPO ( Must)**: - **Mon to Fri working**: - **Shift - 10 to 7 & 1 to 10**: - **Sat - Sun weekoff**: - **Salary upto 6 LPA**: - **Immediate joiners needed** **If interested,...
-
Sales Advisor
7 months ago
Thane, India Finplan International Education LLP Full timeJob description - Student Success Counselor. **Responsibilities**: 1. Lead Management through telephony engagements/calls, managing, tracking, and timely follow-up onleads in the CRM 2. Conducting online / telephony presentations for sharing a detailed understanding of our Products/services 3. Meeting monthly and quarterly revenue goals 4. Efficient...
-
Education Advisor
1 month ago
Thane, Mumbai, India Social HR Full timePURPOSE:(Why this role exist) Help achieve revenue target by providing assistance and guidance to students in making the right choices in their educational plans enabling them to opt for the right program.OBJECTIVES: a. Obtain extensive knowledge about tests portfolio and organisation's programs to assist students in program selection. ...
-
Retail Store Associate/design Advisor
8 months ago
Thane, India Freedom Tree Full time**Freedom Tree is looking for experienced retail staff to attend to customers, assist with store operations, and grow the overall business of our Thane and Hyderabad stores.
-
International Customer Service Advisor
6 months ago
Thane, India Happy Staffers Full timeROLE- CUTOMER SUPPORT (INTERNATIONAL VOICE PROCESS) LOCATION- Thane, Wagle Estate Salary - 35k to 40k + Incentives Experience - 1 year in INTERNATIONAL BPO 5 days working, shift time - 7pm to 4am, **Employer's No - 9555655548** CAB FACILITY AVAILABLE **Qualifications** Customer Support skills Excellent Interpersonal Skills Experience in resolving...