Financial Advisor

Job Description: The investment Specialist (Financial Advisor) role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make a wise investment decision based on various factors. Qualification: Minimum Graduate from any stream. Experience:...

**Financial Advisor Job Description** Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as personal financial advisors, financial planners, financial advisers, financial service advisors, and investment advisers. **Financial Advisor...

Continuous interaction with investors over phone. This will help advisor to build strong relationship with investors. - Providing regular updates about new schemes, products, new issues, dividends, public issues or any changes in market conditions. - Common job duties include interviewing clients, analyzing financial information, recommending financial plans...

We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....

We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....

**JD: Investment Specialist/ Financial Advisor** **Company Profile**: We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Investment Specialist (Financial Advisor)...

**Job Title**: Financial Advisor - Accounting Services **About Us**: Datamatics is a leading provider of comprehensive accounting services, dedicated to helping businesses in the UK optimize their financial operations. We are seeking a skilled Talent with strong communication abilities and a solid understanding of accounting principles to join our team and...

A Financial Advisor, also called a personal investment specialist, works with individuals and businesses to guide them in making budgetary, savings and investment decisions. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc.To meet our expansion goal, we are in a process of expanding our team of Investment specialists. Job...

Job Description: Financial Advisor (Freshers can apply) - A financial advisor, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions - Personal financial advisors typically do the following: Explain (over the phone) the various types of investment product features...

1.Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). 2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. **Qualification**:Minimum...

Job Description: Financial Advisor (Freshers can apply) - A financial advisor, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions - Personal financial advisors typically do the following: Explain (over the phone) the various types of investment product features...

1.Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). 2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. **Qualification**:Minimum...

1.Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). 2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. **Qualification**:Minimum...

1.Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). 2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. **Qualification**:Minimum...

Job title:Financial Planning Advisor/ Investment Advisory **We need people who are-** Active Listener. Passionate about making money work harder for clients by Good Communicator. Willing to take extra steps for clients. Comfortable with Excel & MS Word & PPT Entrepreneur mind set. **Their Day to Day job will include-** Align Meetings for prospective...

**Division: Lead Management System - Financial Services** **Designation**: Financial Advisor (Insurance Sales) **Location**: Mumbai **Experience**: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving...

Job Description: Financial advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. Qualification : Minimum Graduate from any...

**Division: Lead Management System - Financial Services** Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving...

Job Description: Financial advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. Qualification : Minimum Graduate from any...

**Company Profile**: Money Honey Financial Services Pvt Ltd Money Honey Financial Services Pvt Ltd, incorporated in 8th May of the year 2008 at Mumbai. The Money Honey is a one-stop shop for information, advice as well as transaction execution of financial services. Money Honey along-with its subsidiaries caters to entire gamut of financial services...