Trainee 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...

As a Financial Advisor, you will be responsible for conducting in-depth analysis of companies listed on the stock market of India. You will play a crucial role in helping our clients make well-informed investment decisions. This position offers a unique opportunity to work in a dynamic and intellectually stimulating environment, contributing to the financial...

Key Responsibilities of a Finance Trainee: - **Data Entry and Record Keeping**:Accurately inputting financial transactions into accounting systems, maintaining organized records, and reconciling bank statements. - **Account Reconciliation**:Performing regular checks to ensure the accuracy of accounts payable and receivable balances. - **Financial...

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...

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...

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...

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...

Key Responsibilities - Future activities (post licensing) o Accept and process client orders o Directly assist advisors in identifying and preparing recommendations to buy or sell an Investment. (Only advisors can finalize and communicate recommendations to clients) Provide an opinion (either in writing or verbally) to the advisor on the benefits or...

**Techturtle Consultant Private Limited** **Location** : Indore, Madhya Pradesh **Salary**: Best in the industry **Experience** : 0-2 years **Responsibilities**: - Assist in conducting research on **Forex, Commodities (Comex), and Indices** markets. - Collaborate with senior analysts to identify trading opportunities - Help gather and analyze data on...

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...

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...

**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...

b Roles and Responsibilities xc2 xb7 xef xbb xbf xef xbb xbfTo recruit good quality prospective insurance advisors and ensure that they are acquiring licensing to achieve the sales target set by the company xc2 xb7 Motivating the advisors to achieve the sales target set by the company Provide on the job training and manage monitor performance of the...

Required: aware about financial product, open accounts JD: opening accounts, educate customers, Cross Selling financial products, Achieve monthly target.generate revenue. **Job Types**: Full-time, Regular / Permanent **Salary**: Up to ₹220,000.00 per year **Benefits**: - Cell phone reimbursement Schedule: - Day shift Supplemental pay types: -...