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...

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...

We are looking for a Finance Advisor / Consultant. Who knows or has idea regarding Mutual Funds, Equity, and Investment. Financial Advisor **Key Responsibilities**: 1.Client Relationship Development: 2. Financial Analysis and Planning: 3. Investment Advice and Portfolio Management: 4. Retirement Planning and Risk Management: 5. Compliance and Professional...

We are looking for a Finance Advisor / Consultant. Who knows or has idea regarding Mutual Funds, Equity, and Investment.Financial AdvisorKey Responsibilities:Client Relationship Development:Financial Analysis and Planning:Investment Advice and Portfolio Management:Retirement Planning and Risk Management:Compliance and Professional Development:Qualifications...

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...

Financial Advisor For UK & US process, Freshers & SCCE for Australian Energy Process. Pay: ₹10,000.00 - ₹250,000.00 per month Schedule: - Night shift - UK shift - US shift Supplemental pay types: - Performance bonus **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 8910306512 Expected...

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...

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...

**Financial Advisor Roles and Responsibilities**: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving...

Urgently needed a Financial Advisor (PCG) Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within...

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...

Financial Advisor Roles and Responsibilities:Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT....

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...

Welcon Financials Pvt Limited (Wealth Management Company) is now hiring Independent Financial Advisors for various locations of Kolkata 24 pgs North & SouthMinimum education qualification - Class XII passExperience - Freshers with good communication skills can applyAge - 18 years and aboveGender - Male & Female both can applyTiming - Flexible time of...

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...

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...

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,...

Business Advisors are responsible for planning and executing business strategies to improve efficiency in the operational and financial management of businesses. They prepare budgets, advise on projects and marketing, and perform risk analysis. They may work at businesses or as independent business advisors. Business Advisor Responsibilities Previous...

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...