Financial Advisor

**Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

**Key Responsibilities**: Job Title: Financial Advisor **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and approach...

**Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Equisense Research (SEBI Registered) **Role Overview**: As a Financial Advisor at Equisense Research, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

Job Profile - Financial advisor (Sales)/ Work from Office - Package - 2.40 LPA to 4.20 LPA (In-hand) + Excellent Incentives - (Note: Salary will be offered as per the interview) **Roles and Responsibilities** - Client acquisition and grievance Handling. - Explain Trading Strategies, Company Terms, and Market Risk to the Clients. - Generate prospects on a...

Knowledge of financial regulations, laws, and industry trends - Proficiency in Microsoft Office, positive attitude and willingness to learn. - Strong communication and interpersonal skills - Ability to work independently and as part of a team - Attention to detail and accuracy - Ability to handle multiple tasks and prioritize workload - Flexibility and...

This is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...

This is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

Job Title: Relationship Manager Reporting To: City Head Location: Indor,Bhopal ,Bilashpur and all over MP Key Responsibilities: - The agency channel in insurance is a distribution channel that involves agents providing personalized advice and advocacy to policy holders. Here are some things to consider about becoming an insurance advisor in the agency...

Designation: - Financial advisor - Job Code: - No. of Openings: - Job Qualification: - Any Graduate/Post Graduate - Job Experience: - Job Location: - Agra - Job Type: - Full time - CTC: - Job Description: - Advise client about trading - Handling clients via providing recommendations and trading related services. - Handling and meeting clients and...

Looking for young talent from finance background Location - Bhopal Near Ashima Mall Notice period - immediate. experience-0-1 yrs. Salary - Hike On current **Job Types**: Full-time, Permanent, Fresher **Salary**: ₹8,086.00 - ₹25,000.00 per month **Benefits**: - Health insurance Schedule: - Day shift - Morning shift Supplemental pay types: -...

Job Title: Financial Analyst Charted AccountantExperience: 4- 6 + YearsLocation: Bhopal, Madhya Pradesh, IndiaCTC bracket: 13-15L Position: Team LeaderQualification: Chartered Accountant Should have at least 10 years experience post-qualification.Roles and Responsibilities: Should have working experience as financial advisor / financial expert / equivalent...

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...

**Position Overview**: The Mutual Fund Advisor is responsible for providing clients with expert advice and guidance on mutual fund investments, helping them build diversified portfolios that align with their financial goals. This role involves assessing client needs, recommending suitable mutual funds, and keeping clients informed about market trends and...

International sales (Financial Services) - Cold callings, Client acquisition, etc. - Foreign exchange and Commodity markets. - Achieving sales targets. - Market analysis. - Client relationship building. **Job Types**: Full-time, Permanent, Fresher Pay: ₹18,000.00 - ₹25,000.00 per month Schedule: - Day shift Supplemental pay types: - Performance...

Personal Insurance 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 goals...

Make outbound calls to potential clients and introduce financial planning services. - Explain basic financial products and investment options to clients. - Schedule appointments for financial advisors with interested clients. - Follow up with leads and maintain client databases. - Handle client inquiries and provide basic information about financial...

**Job Title**: Client-Relationship Executive **Department**: Sales & Trading **Reports To**: Client-Relationship Manager **Location**: Indore **About Us**: **Trechtech Growth Solutions** is a dynamic and innovative startup in the financial services sector, empowering clients with exceptional investment solutions and personalized service. We cultivate a...

Adviser assesses clients' financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. A financial advisor's job is to understand a client's financial goals and then assist in creating strategies to achieve them **Job Types**: Full-time, Fresher Pay: ₹240,000.00 - ₹360,000.00 per...

**Job Title**: Sales Executive **Company**: AR Research House **Job Location**: Indore, India We at AR Research House are seeking a motivated and dynamic **Sales Executive** to join our team. This role offers an excellent opportunity to work in the stock market education industry, where your expertise and enthusiasm will drive business growth. **Key...