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...

LOOKING FOR SALES EXECUTIVE FOR THE ROLE OF FINANCIAL ADVISOR. JOB RESPOSIBLITIES REQUIRES SOURCING BUSINESS FROM EXISTING CLIENTS AND ACQUIRING NEW CLIENTS THROUGH REFFRELS. FINANCIAL PRODUCTS INCLUDES MUTUAL FUNDS, BONDS, FD, PORTFOLIO MANAGEMENT SERVICES, LIFE INSURANCE AND HEALTH INSURANCE. **Job Types**: Full-time, Permanent **Salary**: ₹20,000.00...

Personal financial 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...

Personal financial 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...

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...

Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. - Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about...

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: - **Debt Counselling /Financial Advisor Experience: - 1-2 yr Location: - Noida Budget: - 2.4 LPA Skills: - Credit Sales, Tele sales, Core tele sales and Sales (Finacnce Background) **Requirements**:- Good communicationWell-versed with social media apps (WhatsApp, Facebook, Instagram, Telegram etc)Experience doing research using...

**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...

We are Hiring Financial Services Advisor Role retailers model daily meeting retailers,new onb retailers and take areas responsibility. Complete monthly task with retailers **Job Types**: Full-time, Permanent Pay: ₹16,000.00 - ₹35,363.81 per month **Benefits**: - Health insurance - Life insurance - Provident Fund Schedule: - Day shift - Weekend...

As a Financial Advisor - Research Analyst, you will be responsible for conducting in-depth research and 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...

1) Financial planning. 2) Portfolio Management. 3)Investment Advice. 4) Market Research. 5)Regulatory compliance. Schedule: - Day shift - Monday to Friday - Morning shift Supplemental Pay: - Performance bonus **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 9109340941

**Salary** **- 1,80,000-3,00,000 **Industry** **- Stock & Commodity Market research House **Role/Position** **- FINANCIAL ADVISOR : SALES **Keyskills** **- **No. of Vacancy**: 10 - **Job Location**: Noida**CBL CORPORATE SERVICES LLP** **Company Profile** Research & Advisory Company**Contact Details** **Contact Person**: - Shivam

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 - 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...

Position: - Financial Advisor We’re seeking who is passionate towards stock market, enthusiastic and ambitious talent to join our team for the following open position at Grovalue pvt ltd Location: - Shalimar township skye corporate Indore Any graduate or post graduate with good communication in Hindi and English can apply Open for Experienced and...

**Calling all innovators - find your future at Fiserv.** We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit...

Profile - **Insurance Advisor** Location - **Lucknow, Pratapgarh, Agra, Noida, Ghaziabad, Mathura, Aligarh, Bareilly** Qualification - **12th / Graduate** Salary - **15,000 - 20,000/pm + Incentive** Experience - **1 - 3 Year's** **Must have own Bike & DL** **Job Description -** - clients choose insurance products and services that meet their needs: -...

Make calls on prime data and generate leads for Relationship Manager.Online new acquisition of Demat / Trading A/C and generate revenue. Re-Activation.Responsible for all telemarketing initiatives for the New sales -Equity, Demat MF & Insurance for enhancement sales business.Service and generate leads & follow-ups with customers.Explaining customers about...