Advisor - Client Financial Services

A job description for a financial advisor typically includes the following elements: **Job Title**: Financial Advisor **Job Summary**: The financial advisor provides comprehensive financial planning and investment management services to clients. They assess clients' financial situations, develop personalized financial strategies, and offer guidance on...

Job Title: Financial Advisor Company: Unity Share Company Location: turbhe About Unity Share Company: Unity Share Company is a leading financial services firm committed to empowering individuals and businesses to achieve their financial goals. We provide comprehensive financial planning, investment management, and wealth advisory services to our clients....

CA Advisor - Client Financial Services - Gurgaon - Thane, IN July 27, 2023 **CA FRESHERS CAN APPLY** **Primary responsibilities include**: - Preparation of financial statements as well as client financial and management accounting - Managing and over-seeing regulatory and compliance issues - Preparation of Board Packs and client bench-marking analysis -...

**Primary responsibilities include**: - Preparation of financial statements as well as client financial and management accounting - Managing and over-seeing regulatory and compliance issues - Preparation of Board Packs and client bench-marking analysis - Reviewing new client's business operations and work with the team that implements solutions - Responding...

**CA FRESHERS CAN APPLY** **Primary responsibilities include**: - Preparation of financial statements as well as client financial and management accounting - Managing and over-seeing regulatory and compliance issues - Preparation of Board Packs and client bench-marking analysis - Reviewing new client's business operations and work with the team that...

**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...

**Job Title: Automobile Insurance advisor** **Location: Thane, Kalyan** **Job Type : Permanent** **Job description for Insurance advisor** **Responsibilities**: 1. **Client Consultation**:Conduct thorough consultations with clients to understand their insurance requirements, financial situation, and risk tolerance. 2. **Insurance Analysis**:Assess...

Dealer / Trade Advisors - Experienced professionals in the stock markets having requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing). You should be NISM certified, Graduate and must have experience trading on the terminal. Expectations from...

We are looking for energetic and passionate Escalation Desk Executives to join our clients team (Broking & Financial Services) in Thane. Key Responsibilities: - Handle customer escalations in a professional and courteous manner - Provide prompt resolution for customer complaints - Ensure customers receive updated information on their queries - Maintain...

**Responsibilities**: Manage and oversee all financial operations of the company. Develop and maintain financial policies and procedures. Ensure accurate and timely analyzing of all financial transactions. Prepare and analyze financial reports to provide insights to management. Manage and coordinate financial audits. Work with management to develop and...

1. Assessing insurance needs: An insurance advisor must thoroughly analyze the client's personal or business situation to understand their specific risks and insurance requirements. This involves evaluating their assets, liabilities, potential hazards, and coverage gaps. 2. Providing expert advice: Based on the assessment, an insurance advisor should...

We at Azent are looking forward to adding new dynamic professionals to our family. We believe that you have the required skill set and experience needed for the role of Student Service Advisor and hence we are glad to provide you with this opportunity to join us. About Us: We are Azentians, we have strong commitment to education and career development. We...

We at Azent are looking forward to adding new dynamic professionals to our family. We believe that you have the required skill set and experience needed for the role of Student Service Advisor and hence we are glad to provide you with this opportunity to join us. About Us: We are Azentians, we have strong commitment to education and career development. We...

We are looking for a Beauty Advisor to offer personalized services to our customers to help them choose the right cosmetics. Ultimately, you will help achieve our sales quotas while promoting our beauty products to clients. **Responsibilities** - Greet customers upon their arrival - Demonstrate proper use of makeup and skin care products - Cross-sell...

Key Responsibilities: - Ensure speedy maintenance and repair of vehicles through clear identification of customers’ needs and accurate demanded repair understanding by using probing sheet. - Provide clear cost estimates and keep customers informed of work progress. - Monitor the work progress and keep customers informed of changes in cost and completion...

Experience/ skills required: - Bachelor’s degree in finance, business administration, economics, or a related field ispreferred. Minimum 1 years of experience in customer service or client-facing roles within the financialservices industry, particularly in any asset management company, investment platform orbrokerage firm, is highly desirable. Financial...

**Dealer / Trade Advisors*** Summary Experience Required: **2 - 4 Years** **Location**: **THANE,GHATKHOPAR,GOREGAON,DADAR** Category: **Investment** - Person should be NISM certified, Graduate and must have experience trading on the terminal. - CTC can be offered 3 Lakhs to 5 Lakhs **_ Expectations from Dealers/Trade advisors – _** - Experienced...

Maintain relationships with carriers and customers. Provide exceptional customer service to customers and carriers. Solve customer and carrier problems and help resolve issues. Provide shipment quotes for customers and set up shipments as required by customers. **Planning and managing logistics, warehouse, transportation and customer services**. Directing,...

Job responsibilities - **Maintaining fruitful relationships with Existing / New customers.** **- Strong communication Ensure that clients' campaigns are properly planned and executed to deliver against campaign objectives.** **- Selling concepts and creative ideas to clients.** **- Maintaining PPT of completed work. Coordinating with vendors for aligning...

**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...