Financial Advisor

Company OverviewMax Life Insurance is a premier life insurance company focused on securing the financial future of clients. Through growth and expansion, the company seeks enthusiastic and committed individuals to join as part-time or full-time agents. It offers a unique career opportunity for housewives, retirees, and financial advisors to make a...

Primary Role To provide financial advice and guidance to clients on various aspects of personal or business finance. This includes analysing client's financial status, goals and investment preferences, developing and implementing comprehensive financial plans, advising clients on investment strategies and risks managements, and monitoring clients investments...

We are hireing a sales advisor for business loan. Female for tele caller and male for sales officer. Pay: ₹10,000.00 - ₹15,000.00 per month Compensation Package: - Commission pay **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 8866600009

**Roles and Responsibilities** - Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of IFA's **Internal Focus** - Branch Service Operations, Channel team **External Focus** - Distributors,...

- Appointment calling - Identify The Need Of Client. - Closing Business Deals. - Negotiating - Following Up With Customers. - Managing Customer Relationships Insurance Sales Growth. - Explaining Customer About The Products. Age criteria - 23 to 65 **Job Type**: Part-time **Salary**: From ₹30,000.00 per month Expected hours: No less than 25 per...

Your primary responsibility will include developing personalized financial plans, managing portfolios and providing expert advice on various financial matters, such as taxes, insurance and risk management. - To handle designated areas and keep focus on prevailing market and target achievement. - Identify market potential and develop, expand and increase the...

Commodity advisor 6 months - 2 years in broking or financial services JD- Advising Clients for Commodities and Currency products. - Punching orders on behalf of clients after their consent. - Generating Brokerage. - Passing on research calls and engaging clients to trade. - Activating clients for Commodities. Pay: ₹300,000.00 - ₹450,000.00 per...

At Tekpillar, we are seeking an experienced Business Development Manager to join our team. As a Client Relationship Manager, you will be responsible for recruiting new financial advisors and agency associates, as well as making new licenses for the company.We are looking for a skilled professional with a minimum of 2 years of sales experience. Your primary...

**About EquityPandit Financial Services Pvt. Ltd.**: EquityPandit is a leading research and advisory firm in India. The firm is one of the biggest players with a dominant position in both Institutional and Retail. The company specializes in the business of Analysis, Information, and Intelligence. The business is supported by an efficient, powerful research...

Part time business. Zero investment in business, unlimited opportunity to earn money, be your own **Job Types**: Part-time, Regular / Permanent, Fresher, Freelance, Volunteer Contract length: 10 months Part-time hours: 12 per week **Salary**: ₹18,000.00 - ₹98,000.00 per month Schedule: - Flexible shift Supplemental pay types: - Commission pay -...

Work from home, Flexible working time, Be your own boss, no targets, enjoy culture, customer service, marketing strategy, training and development of skills. **Job Types**: Full-time, Part-time, Freelance, Volunteer Contract length: 12 months Part-time hours: 25 per week **Salary**: ₹20,000.00 - ₹100,000.00 per month **Benefits**: - Flexible...

Be your own boss, Flexible working hours, best career growth, Goal achieve in short term, work from home also available and earn good amount in less **Job Types**: Part-time, Regular / Permanent, Freelance, Volunteer Contract length: 1 month Part-time hours: 12 per week **Salary**: Up to ₹120,000.00 per month **Benefits**: - Flexible schedule - Work...

- Appointment calling - Identify The Need Of Client. - Closing Business Deals. - Negotiating - Following Up With Customers. - Managing Customer Relationships Insurance Sales Growth. - Explaining Customer About The Products. Age criteria - 25 to 65 **Job Type**: Part-time Part-time hours: 20-40 per week **Salary**: From ₹30,000.00 per...

Position Client Relationship ManagerLocation GujaratCTC 3 00 LPA commission other benefits - Recruiting New financial Advisor and Agency Associate Partner - Making a new license for the company - Providing product knowledge - Responsible for training a financial advisor - Guiding them on the sales funnel and achieving revenue targets - Accountable for...

Generating leads and conversion to sales for Insurance (Life & General Insurance) also mutual fund, damt account and other investment products. - All work related to Insurance like Policy explanation, generation, claim settlement - Track keeping of all leads and regular follow ups and update - Meeting with customers, their detailed requirement analysis and...

We are looking for a charismatic and skilled Advisory Consultant **(Stock Market) **to approach potential clients and inform them of our services. The Advisory Consultant is also responsible for building good relationships with new and existing clients to try and ensure their business in the future. To be successful Advisory Consultant as a you must have...

Job Title: Loan Officer Department: Lending/Finance Reports To: Branch Manager or Loan Manager Location: Surat Employment Type: Full-time Job Summary: Key Responsibilities: Loan Origination & Processing: Interview loan applicants to understand their financial needs. Collect and review financial documents to determine creditworthiness. Explain...

Manage the CEO’s complex schedule, including client meetings, travel arrangements, and event planning. Act as the primary point of contact between the CEO and internal/external stakeholders, including startup founders and investors. Prepare presentations, reports, and materials for meetings, including handling sensitive and confidential information. HR...

Position :Unit Manager Location : Surat Experience : More than 2 year in sales - MBA fresher is suitable Role and responsibility: - Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining Mutual Fund Business opportunities and...

**Job description** TRADEBULLS SECURITIES PVT. LTD is HIRING HNI EQUITY DEALER / ADVISOR Experience: 2+ year (preferred) Location: Surat, Gujarat JOB DESCRIPTION: - 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...