Investment Advisor

The job description: Investment Advisor in a real estate company involves providing financial advice and guidance to clients or the company itself regarding real estate investment opportunities. Below is a general overview of the responsibilities typically associated with this role: - **Client Consultation**: - Meet with clients to understand their...

Investment Advisor Internship **Role**: - Provide personalized investment advice based on client needs (e.g., income maximization, capital preservation). - Act in the best interest of clients with fiduciary responsibility. **Key Skills**: - Strong interpersonal abilities to build and maintain relationships. - Critical thinking to assess investment...

**Role of mutual fund advisors** **Educating the investor(s)** The advisor has to chart a financial plan for the client based on their financial goals and educate the client on how to achieve them. This involves exploring different investment options. Therefore, you can easily evaluate how each can help or hinder the client’s financial...

Product - Life Insurance and Investment Plans Job Description-Product - Life Insurance and Investment Plansnsurance and Investment Plans ---------------------Product - Life Insurance and Investment Plans and Investment Plans Salary = 17500 **Responsibilities**: --------------------- - 1- Meet or exceed sales targets and revenue goals by actively seeking...

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...

**Responsibilities and duties** - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy - Respond to prospective customer queries about financial planning - Assist in the development plans for the company - Maintain awareness of latest legislative...

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 or part time hybrid role for a Field sales Advisor at **Aditya Birla Sun Life Insurance** in Lucknow. The **Field sales 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...

This is a full-time hybrid role for a Financial Advisor at Aditya Birla Sun Life Insurance in Lucknow. The Financial Advisor will be **responsible for financial planning, retirement planning, providing financial advice, and managing investments**. The role allows for flexibility with some remote work. **Job Types**: Full-time, Permanent, Fresher Pay:...

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...

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 **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...

**Roles and Responsibilities-** - Helping Investor in investing in Mutual Fund Schemes - One should be familiar with working on the mutual fund panel to operate it - Advisory Role i.e.Investment Advisor, Mutual fund investment, KYC clarification, Handling Queries and Grievance,Redemption - Maintain Portfolio of Clients,connect with them related to SIP...

This is a full-time hybrid role for a Financial Advisor at **Aditya Birla Sun Life Insurance** in Lucknow. The **Financial 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 financial...

**Department**:Broking **Channel** **Designation: Branch Manager** **Grade: M3 or M4 - Manager OR Sr. Manager** **Years of Exp: 4 to 6 yrs** **Location: Mumbai **Role**: - Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. - Responsible to manage a team of...

Our organization is seeking a seasoned Financial Planning Expert to support clients in managing their portfolios and investment strategies. This role involves providing savings and protection solutions to help clients plan for life’s circumstances, both expected and unexpected.Key Responsibilities:Provide financial planning support to clientsSupport...

Designation: Financial Services Associate - Sales Locations: Kaushambi Education: Any Graduate with Experience of Min 1 Year in Sales Profile MBA - Marketing Freshers can also applied who wants to make their career in sales of banking products. CTC: Best in Industry Job Role: Cross selling of Banking & Insurance products to existing customers... Warm...

Key Responsibilities:Provide financial planning support to clients, involving the creation of tailored financial plans to meet their unique needs and goals.Support investment professionals in cultivating client relationships, ensuring a high level of customer satisfaction and loyalty.Requirements:Prepare accurate financial plans, reviewing and revising them...

Job Title: Senior Portfolio ManagerAbout the Role:We are seeking an experienced Senior Portfolio Manager to join our team at GNF Global Pvt Ltd. As a key member of our financial services team, you will be responsible for providing expert financial planning support to clients and assisting in the development of company plans.Key Responsibilities:Provide...

Job Title: Financial Portfolio SpecialistCompany: GNF Global Pvt LtdAbout the Role:We are seeking an experienced Financial Portfolio Specialist to join our team. The ideal candidate will have a strong background in financial planning and portfolio management.Responsibilities:Provide financial planning support to clientsSupport investment professionals to...