Financial Advisor

Urgently needed a Financial Advisor (PCG) Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within...

The role involves identifying & amp; empaneling CAs, Ex - Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with JM Financial. - Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFO’s,...

To ensure sell of insurance products Ensure quality advisors are being recruited and developed Communicate changing customer needs to the management Expand Insurance reach to untapped customers Development of advisors For interview call 9958684843 **Job Types**: Part-time, Freelance Contract length: 12 months Part-time hours: 20 per week **Salary**:...

**Job description** **FLUENCY IN ENGLISH IS A MANDATE** We are looking for a Travel Advisors with great enthusiasm for traveling. You will be responsible for promoting and booking traveling arrangements for clients (individuals or businesses). The goal is to enhance satisfaction and acquire an expanding and dedicated clientele. **Contact between 10am to...

**Job Description for CFO** **Job Title** **- Chief Financial Officer (CFO)** **Company Name - **NEED EIGHTY TWO FOREX AND TRAVELS PRIVATE LIMITED **Job Overview** **- **NEED 82 is growing, and we need a leader who can guide the financial systems that empower us. We’re searching for an experienced chief financial officer to join our team of...

About Nexgen: India's only B2B Estate Planning Solutions provider via a robust platform designed exclusively for financial intermediaries, its member FAs/FPs, etc. that offers a full range of related Estate Services. We are a one stop service provider that offers Services such as Wills, Trust, Succession Planning, Estate Audit, Power Of Attorney, Family...

About Nexgen: India's only B2B Estate Planning Solutions provider via a robust platform designed exclusively for financial intermediaries, its member FAs/FPs, etc. that offers a full range of related Estate Services. We are a one stop service provider that offers Services such as Wills, Trust, Succession Planning, Estate Audit, Power Of Attorney, Family...

Punjab National Bank MetLife Time   : 10.00am - 6.00pm AGE.     : 18 to 30 years Edu Qual. : 12 to any degree Work.     : Work From Office *Fresher and Experience both can apply. *NO CONSULTANCY, NO HIDDEN CHARGES ?Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or...

Punjab National Bank MetLifeTime   : 10.00am - 6.00pmAGE.     : 18 to 30 yearsEdu Qual. : 12 to any degreeWork.     : Work From Office*Fresher and Experience both can apply.*NO CONSULTANCY, NO HIDDEN CHARGES?Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other...

Should be a Commerce Graduate Should have knowledge of stock market Client handing over call placing order as per clients instruction keep market update NISM VIII preferred Should be fluent in Hindi **Salary**: ₹8,000.00 - ₹10,000.00 per month Schedule: - Day shift Supplemental pay types: - Performance bonus Ability to commute/relocate: -...

As a Financial Advisor you are expected to: Achieving the own sales target through assigned leads, which may be self generated or may be generated through other sources. Meeting prospective customers in assigned geography to understand their financial need and sell insurance solutions that cater to their needs Providing pre and post sales support (e.g. claim...

**Role**:PCG Advisor **Experience**: 3+years **Location**:New Delhi **Key Responsibilities**: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products...

**Executive Loan Advisor** **Freshers can apply** - Assist Students to get educational loan for higher studies at GBS. - Coordinating with West Bengal Credit Card Scheme department for educational loan processing under the same scheme. - Working with other banks such as SBI, AXIS, PNB, Canara bank etc. - Other BFSI institutions like HDFC Credila, NEEV...

This opportunity is being posted for Recruitment of Life Insurance Advisor for TATA AIA Life insurance. Having opportunity to work in fexlible work schedule, with high growth opportunity with world most trusted brand. Pay: From ₹17,000.00 per month **Benefits**: - Flexible schedule - Life insurance Schedule: - Day shift Supplemental pay types: -...

**Job description** **FLUENCY IN ENGLISH IS A MANDATE** We are looking for a Travel Advisors with great enthusiasm for traveling. You will be responsible for promoting and booking traveling arrangements for clients (individuals or businesses). The goal is to enhance satisfaction and acquire an expanding and dedicated clientele. **Contact between 10am to...

Sales & Business development - Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms - Determine clients needs and financial abilities to propose solutions that suit them - Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and...

Post: Academic Advisor (Overseas) **Salary**: (Based on Experience)] Location: Kolkata (Work From Office) Experience: 2-4 years **Responsibilities**: - Conduct individual and group counseling sessions with students to understand their academic background, interests, and goals - Guide students through the process of selecting appropriate study programs...

**Salary** **- 1.80 Lakhs p.a. **Industry** **- Broking and Distribution **Role/Position** **- Advisor **Keyskills** **- Responsible to generate brokerage primarily through advising clients on their equity portfolio 2. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on...

Experience in account opening,selling insurance, trading in various instrument like equity, commodities, currency, selling mutual funds. Location - Dalhausi Graduation must English and other communication is required **Salary**: ₹15,000.00 - ₹30,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Kolkata, West Bengal: Reliably...

**Property Consultant Responsibilities**: - Assisting clients to make sound property-purchasing decisions. - Finding clients in need of consultancy services through cold-calling, advertising, and business presentations. - Analyzing market trends and demographics to identify the most sought-after and profitable areas. - Consulting with clients to identify...