Financial Advisor

Position: Financial Advisor Company : Telios Tax Solutions & Business Management Private Limited Job Location: Surat **Job Description**: - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs...

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...

Financial Advisor Be the spark that brightens days and ignite your career with TTEC’s award-winning employment experience. As a Financial Advisor working hybrid in Ahmedabad, India you’ll be a part of bringing humanity to business. #experienceTTEC Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work®...

Financial Advisor Be the spark that brightens days and ignites your career with TTEC’s award-winning employment experience. As a **Financial Advisor** working **Remote** in **Ahmedabad**, you’ll be a part of bringing humanity to business. #experienceTTEC Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to...

Financial Advisor **JOB TITLE : Financial Advisor** **What you’ll be doing**: **What you’ll bring to us**: - **Willingness to learn the business and use that knowledge to identify variances in operational and financial performance and research root cause with your operations partners and other teams involved in delivering to our clients.**: -...

Company OverviewH aardik Nayak Financial Products Distribution Pvt. Ltd. is a leading financial services company dedicated to providing exceptional guidance and support to our clients in achieving their financial goals.SalaryThe estimated annual salary for this position is ₹12,00,000 - ₹20,00,000 based on industry standards and market conditions.Job...

The role aims to be recognized as trusted advisors to the business. This role attracts and retains best-in-class finance professionals, develops their finance team and enables them to Thrive. The role communicates with impact to all stakeholders, ensures a robust control and compliance environment and enables the EMEA finance management company value...

Company OverviewMax Life Insurance Company Limited, a Joint Venture between Max Financial Services Limited and Axis Bank Limited, is part of the Max Group, an Indian multi-business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions through its multichannel distribution including agency and third-party...

We are seeking a highly skilled and motivated Legal Advisor to join the legal team. As a Legal Advisor, you will play a crucial role in providing expert legal guidance, advice. **Key Responsibilities**: - Provide legal counsel and guidance on a wide range of regulatory matters, including securities laws, corporate governance, market conduct, insider...

Financial Controller The role aims to be recognized as trusted advisors to the business. This role attracts and retains best-in-class finance professionals, develops their finance team and enables them to Thrive. The role communicates with impact to all stakeholders, ensures a robust control and compliance environment and enables the EMEA finance management...

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...

**Key Responsibilities** - Develop and maintain sophisticated financial models for purposes such as investment analysis, corporate strategy, or business planning. - Conduct in-depth scenario and sensitivity analyses to assess potential financial outcomes and their impact on business decisions. - Build and update models that evaluate financing strategies,...

Job Description: - Ensure that all leads are approached / called on or before specified TAT for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining MF Business opportunities and earnings to interested leads. - Achieve monthly target for recruitment of advisors. - Prepare MIS as per the instructions of...

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...

Job Purpose Advising Branch’s on Commodities product. Key Deliverables 1. Generating Brokeragethrough Research call. 2. Making them Familiar with the In-house Research Staff. 3. Conducting the Self Awareness Programs for Commodity Segment through Personal Visits/ Seminars / Work Shops and any other business development Activity if needed. 4. Handling...

Highlighting the benefits of specific programs, and courses in order to attract students and encourage diversity on campus. - Helping students choose courses and extracurricular activities that will help them get into their chosen colleges or careers after graduation. - Staying current with admission processes and requirements, school programs, majors, and...

Key Responsibilities:Identify and engage potential distributors and individual financial advisors for our mutual fund business.Explain the benefits and opportunities of our mutual fund business to interested parties.Convert leads into successful advisors by leveraging strong communication and convincing skills.Meet monthly targets for advisor...

**JOB DESCRIPTION** Primary Role: - 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 earnings to interested leads. - Achieve monthly target for recruitment of advisors. Secondary...

**Overview of Company**: NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products...