Financial Business Advisor

**Full job description** Role Description: INVESTMENT INSURANCE Advisor **NOTE: PLEASE ANSWER ALL BELOW QUESTION ASKED BY COMPANY BEFORE APPLY** This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable...

Life Advisor - A Life Advisor promotes and sells life insurance policies, offering tailored financial solutions to clients. Key Responsibilities: 1. Identify and approach potential clients through leads and networking. 2. Understand client needs and recommend suitable insurance plans. 3. Assist with policy purchases, renewals, and claims. 4. Stay updated...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI Gariahat KOLKATA 700019. Role Description: MAXLIFE INSURANCE INTERNSHIP This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI Gariahat KOLKATA 700019. Role Description: INVESTMENT INSURANCE AGENTS This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and...

Welcon Financials Pvt Limited (Wealth Management Company) is now hiring Independent Financial Advisors for various locations of Howrah district. Minimum education qualification - Class XII pass Experience - Freshers with good communication skills can apply Age - 18 years and above Gender - Male & Female both can apply Timing - Flexible time of...

Join with Max life insurance as part timer Financial advisor and earn unlimited income. 2. This is commission based role there is no fixed pay. Company will giving upto 40% income as commission or incentive on each Business login under your business license. Max life office near Bally gunge station. **Job Type**: Part-time Pay: From ₹35,000.00 per...

Welcon Financials Pvt Limited is now hiring Independent Financial Advisors for various locations of Kolkata 24 pgs North & South Minimum education qualification - Class XII pass Experience - Freshers with good communication skills can apply Age - 18 years and above Gender - Male & Female both can apply Timing - Flexible time of work Salary - No Bar...

Welcon Financials Pvt Limited is now hiring Financial Advisors for various locations of Howrah & Hooghly. Minimum education qualification - Class XII pass Experience - Freshers with good communication skills can apply Age - 18 years and above Gender - Male & Female both can apply Timing - Flexible time of work Salary - No Bar (Earnings will depend on...

Welcon Financials Pvt Limited (Wealth Management Company) is now hiring Independent Financial Advisors for various locations of Hooghly district. Minimum education qualification - Class XII pass Experience - Freshers with good communication skills can apply Age - 18 years and above Gender - Male & Female both can apply Timing - Flexible time of...

Welcon Financials Pvt Limited (Wealth Management Company) is now hiring Independent Financial Advisors for various locations of Kolkata 24 pgs North & South Minimum education qualification - Class XII pass Experience - Freshers with good communication skills can apply Age - 18 years and above Gender - Male & Female both can apply Timing - Flexible time...

**Job Description**: **Business Advisors shape the vision and strategy with the client, understand the needs of the users/stakeholders, carry out an elicitation of processes, data and capabilities and derive the target processes and the business requirements for the current and future solution.** **Job Description - Grade Specific**: **Defines the methods...

Role of a Life Advisor As a Life Advisor, your day-to-day responsibilities also includes marketing. Good marketing strategies and initiatives help you promote new and existing insurance plans, besides being effective in attracting new clients to your firm. Your role also entails providing insurance advice, analysing policy details, processing policy...

We are seeking an experienced Senior Wealth Advisor to provide expert financial guidance to Super High Net-Worth Individuals (HNI). In this role, you will manage and grow a portfolio of clients with investments of ₹25 lakhs and above, offering tailored advice on equity, derivatives, currency, and commodity markets. **Key Responsibilities**: - Client...

Company: NBFC Profile: PCG- Advisor Job Responsibilities: - Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. - Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. - To improve Market...

1. Handling Incoming and outbound calls. 2. Working towards converting the potential clients to our clients by providing them with detailed information & solving their queries. 3. Build Relationships with existing as well as future clients 4. Partake in strategizing new initiatives for growing business with a quantifiable end product. 5. For working on...

This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and maintaining relationships with existing clients. The Insurance Advisor will also be responsible for providing excellent customer service and...

Role Description: INVESTMENT INSURANCE Advisor This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and maintaining relationships with existing clients. The Insurance Advisor will also be...

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,...

**Post : Financial Sales Advisor** **- Age : 25-55** **- Experience: 4 + years** **- Salary budget : 30k to 40k** **- Job Location : Andheri (W)** **Roles**: - Provide personalized financial counseling and debt management advice to clients, understanding their unique financial situations and goals. - Analyze clients' debt profiles, including credit...

**Trainee Business Service Support Advisor**: - Job Req ID: 38891- Posting Date: 24 Oct 2024- Function: BT contact centres- Unit: Finance & Business Services- Location: DLF IT Park,Phase II, IIF/1, Kolkata, India- Salary: Competitive**Why this job matters**: The Customer Service Advisor 1 assists customers across all channels, delivering customer value and...