Private Banking Advisor, As

Position: Financial Advisor Company : Telios Tax Solutions & Business Management Private Limited Job Location: Surat **Job Description**: - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs...

Max Life Insurance Co Ltd. Role: Insurance Advisor Responsibility: Generate life insurance business from natural market. Achieve business targets through ethical business practices. Insurance agent of any company prefer. Job Requirement: Good communication skills, lead generation, Business Development, Insurance Sales, Good social network. Salary -...

Key Responsibilities: Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs. Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs. Provide personalized banking solutions and regular portfolio reviews. Ensure a high...

Key Responsibilities:Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs.Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs.Provide personalized banking solutions and regular portfolio reviews.Ensure a high level of client...

Key Responsibilities: Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs. Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs. Provide personalized banking solutions and regular portfolio reviews. Ensure a high level of...

Job Title: Investment Banking Analyst – Global Investment Banking Location: New Delhi Work Experience: 0 to 3 years Qualification: MBA (Finance) / CFA L - 2 (USA) We are looking for motivated candidates to join as a part of our Global Investment Banking team. The opportunity is to work with a fast-growing Company and contribute to building a global...

plays a crucial role in the smooth operation of an auto body repair shop. Here is an overview of the responsibilities and duties typically associated with the role of a Body Shop Advisor - **Customer Interaction**: - Greeting customers and assessing their needs regarding vehicle repair or maintenance. - Providing information on services offered by the body...

**Key Responsibilities**: - **Mutual Fund Advisory**: - Understand client needs and provide tailored mutual fund investment recommendations. - Stay updated with market trends to provide accurate and strategic investment advice. - Assist clients in completing necessary documentation for investments. - Regularly review and manage client portfolios to ensure...

We are looking for a stock advisor(Wealth advisor) at Iskon location in Ahmedabad. Edu: Any Graduate Exp: 1 to 2 years Roles: - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Develop and maintain a Long-term relationship with customers...

Job Summary:We are seeking a highly skilled Business Development Manager to join our team at Supro Info Solutions Private Limited. The ideal candidate will have a proven track record of recruiting and developing a team of life advisors, driving sales through effective leadership, and setting and reviewing goals.Key Responsibilities:• Recruiting prospective...

Company OverviewMax Life Insurance Company Limited, a Joint Venture between Max Financial Services Limited and Axis Bank Limited, is part of the Max Group, an Indian multi-business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions through its multichannel distribution including agency and third-party...

**Role Description** This is a full-time on-site role for an Equity Dealer / Advisor professional. The Equity Dealer / Advisor professional will be responsible for selling equities, conducting sales and trading activities within the finance domain. The role will involve building and maintaining client relationships, analyzing market trends, and providing...

Wealth Partnership Manager**Overview**As a Wealth Partnership Manager at ConsultBae India Private Limited, you will be responsible for building and maintaining strategic partnerships with wealth management firms to drive business growth. You will be the face of our company externally and the primary point of contact for all communication with our wealth...

About the RoleAs Assistant Manager/Senior Executive of Partnership and Strategic Alliances for ConsultBae India Private Limited, you will be the face of the company externally and the single point of contact for all communication with other wealth management partners for business alliances to achieve the company's strategic objectives. This role requires a...

We are seeking a seasoned professional to fill the role of Recruitment and Development Manager for Supro Info Solutions Private Limited. This is a key position that will be responsible for driving business growth through effective recruitment and development strategies.Key Responsibilities:Recruit and train a team of sales advisors to achieve business...

We are looking for dynamic Health Advisor Pharmacist to be our face at our stores and help us gain customer delight. What you’ll be doing: - Ensuring your learning curve is high at all times - Ensuring that customer service is top of the game and as per our standards - Consulting prescriptions and patients - Arranging the medicines in the racks and in...

Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF Responsible for generating revenue from Third party product like Insurance, Bonds, FDs Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. Will need to be constantly...

Job Title: Senior Relationship ManagerJob Summary:ConsultBae India Private Limited is seeking a skilled Senior Relationship Manager to join our team. As a Senior Relationship Manager, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth...

**ReVal Consulting Private Limited** **ReVal** consulting is engaged is providing advisory and consultancy solutions to its clients in resources and infrastructure sectors combining technical, financial and commercial know how to providing holistic business solutions. **Designation**:Account Executive **Location**:Ambali, Ahmedabad **Qualifications**:B....

Day to Day accounting entries to ensure all business transactions. - Banking related work. - Should have Basic knowledge related to GST/ TDS/ TCS & Taxation. - Helping & Preparing Audit data. - Should have knowledge of Sales, Purchases and payment, cash, bank and journal entries including entries that impact income statement and balance sheet etc. -...