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...

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...

We are seeking a part-time Financial Advisor for our Nagpur office, with some remote work flexibility. As a Financial Advisor, you will be responsible for providing financial advisory services to clients, assessing their risk tolerance, providing financial planning advice, and selling appropriate financial products. You will also review clients' financial...

We are seeking a part-time or full-time Financial Advisor for our Lucknow office, with some remote work flexibility. As a Financial Advisor, you will be responsible for providing financial advisory services to clients, assessing their risk tolerance, providing financial planning advice, and selling appropriate financial products. You will also review...

**Location** -- Delhi NCR, Noida sector 99, kaushambi, ghaziabad **Roles and responsibilities of Financial Advisor / Dealer** 1) Acquiring and servicing customers for equity & derivative broking. 2) Responsible for revenue generation in terms of brokerage from existing and new clients by offering the products. 3) According to client portfolio advice them...

**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...

Based on your performance for this job financial advisor **Job Types**: पार्ट-टाइम, फ़ुल-टाइम Part-time hours: 20 per week **Salary**: ₹१५,०००.०० per month Ability to Commute/Relocate: - Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required) **Speak with the...

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...

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: -...

Adviser assesses clients' financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. A financial advisor's job is to understand a client's financial goals and then assist in creating strategies to achieve them **Job Types**: Full-time, Fresher Pay: ₹240,000.00 - ₹360,000.00 per...

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**Job Title**: Financial Advisor (Fresher) **Company**: ABFS **Location**: Lucknow, Uttar Pradesh **Job Type**: Regular / Permanent, Part-time, Full-time, Fresher **Part-time Hours**: 30 per week **Salary**: ₹16,000.00 - ₹24,000.00 per month **Benefits**: - Health insurance - Internet reimbursement - Life insurance - Provident Fund - Work from...

Knowledge of financial products - Identify customer financial needs - Provide customised solutions - Close deals & maintain relationship. This is High income job with - High rate of Growth upto Manager Level - Huge Rewards & incentive - Easy Work culture without any pressure **Job Type**: Permanent Pay: From ₹25,000.00 per month **Benefits**: -...

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:...

**Hiring for International Voice Process** Profile - Financial Advisor (Outbound Voice process) **Location - Lucknow (#workfromoffice )** Salary - 15K to 20K (based on your comms and interview) Qualification - Any Graduate/PG/Undergraduate (Freshers can also apply) **7:30 to 5:30 (US Shift)** **Job description** 1. Responsible for making outbound...

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 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...