Independent Financial Advisor

Company OverviewMax Life Insurance is a premier life insurance company focused on securing the financial future of clients. Through growth and expansion, the company seeks enthusiastic and committed individuals to join as part-time or full-time agents. It offers a unique career opportunity for housewives, retirees, and financial advisors to make a...

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...

About the RoleThis is a unique opportunity to join our dynamic team as a High Net Worth Client Advisor at Waytogo Consultants.Key Responsibilities:Collaborate with the branch banking team to generate leads and cross-sell wealth products.Act as a trusted advisor by offering financial planning, portfolio management, and investment advice to HNW clients.Train...

Financial advisers typically provide financial products and services, depending on the qualification examinations they hold and the training they have. Financial advisers are registered, not licensed.[2] For example, a licensed insurance agent may be qualified to sell both life insurance **Job Types**: Full-time, Part-time, Permanent, Fresher, Internship,...

Part time business. Zero investment in business, unlimited opportunity to earn money, be your own **Job Types**: Part-time, Regular / Permanent, Fresher, Freelance, Volunteer Contract length: 10 months Part-time hours: 12 per week **Salary**: ₹18,000.00 - ₹98,000.00 per month Schedule: - Flexible shift Supplemental pay types: - Commission pay -...

Work from home, Flexible working time, Be your own boss, no targets, enjoy culture, customer service, marketing strategy, training and development of skills. **Job Types**: Full-time, Part-time, Freelance, Volunteer Contract length: 12 months Part-time hours: 25 per week **Salary**: ₹20,000.00 - ₹100,000.00 per month **Benefits**: - Flexible...

Be your own boss, Flexible working hours, best career growth, Goal achieve in short term, work from home also available and earn good amount in less **Job Types**: Part-time, Regular / Permanent, Freelance, Volunteer Contract length: 1 month Part-time hours: 12 per week **Salary**: Up to ₹120,000.00 per month **Benefits**: - Flexible schedule - Work...

- 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 - 25 to 65 **Job Type**: Part-time Part-time hours: 20-40 per week **Salary**: From ₹30,000.00 per...

Your primary responsibility will include developing personalized financial plans, managing portfolios and providing expert advice on various financial matters, such as taxes, insurance and risk management. - To handle designated areas and keep focus on prevailing market and target achievement. - Identify market potential and develop, expand and increase the...

About Us:EducoHire is a leading education recruitment agency dedicated to connecting top talent with CBSE schools across India. Our mission is to empower educators and transform the educational landscape.Job Summary:We are looking for an experienced Academic Counselor to join our team in Surat. The ideal candidate will have a strong academic background,...

We are looking for a charismatic and skilled Advisory Consultant **(Stock Market) **to approach potential clients and inform them of our services. The Advisory Consultant is also responsible for building good relationships with new and existing clients to try and ensure their business in the future. To be successful Advisory Consultant as a you must have...

Position :Unit Manager Location : Surat Experience : More than 2 year in sales - MBA fresher is suitable Role and responsibility: - 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...

- We are hiring for India s leading company its a great opportunity to grow your career path so apply now and be a part of the well-known company Roles and Responsibilities - Hiring financial advisors from open market- Work with the Sales team to create joint sales opportunities and support partner-led sales activities - Strong understanding of the agency...

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 opportunities and...

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 opportunities and...

**Job description**: **Primary Role: - ** - Ensure that all leads are approached / called on or before the specified time for becoming. - Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining Mutual Fund Business opportunities and earnings to interested leads. - Achieve monthly target for recruitment of...

**Summary**: **Responsibilities**: - Develop and implement investment strategies for individual and institutional clients - Provide financial advice to clients on a range of topics, including retirement planning, estate planning, and tax planning - Manage client portfolios and monitor market conditions - Stay up-to-date on the latest financial market trends...

Position: Unit Manager (Tele sales) Company: NJ Wealth Location: Udhana, Surat CTC: 2.54 LPA + Incentives Employment Type: Full Time, Permanent A. KEY RESPONSIBILITIES: - 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...

**Job Overview**: **Key Responsibilities**: **Financial Reporting**: - Prepare and analyze monthly, quarterly, and annual financial reports for internal and external stakeholders. - Ensure compliance with accounting standards, regulatory requirements, and company policies. - Collaborate with accounting teams to consolidate financial data and reconcile...

Communicate With Customers and Sell Motors Insurance, Maintaining Paper Work, Analyzing Clients Financial Condition and Offer Insurance Accordingly. Pay: ₹13,472.56 - ₹25,000.00 per month **Benefits**: - Cell phone reimbursement Schedule: - Day shift Ability to commute/relocate: - Surat, Gujarat: Reliably commute or planning to relocate before...