
Financial Advisor
3 weeks ago
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 and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, values and other professionals
Experience: 2 - 5 years
Skills: Good Communication skills, ready to achieve business targets
Pay: ₹20,000.00 - ₹50,000.00 per month
**Experience**:
- financial advisor: 1 year (required)
Work Location: In person
**Speak with the employer**
+91 7042775472
-
Financial Advisor
2 weeks ago
Ahmedabad, Gujarat, India TTEC Full timeFinancial 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.**: -...
-
Strategic Financial Growth Advisor
7 days ago
Surat, Gujarat, India Arin Consultancy Private Limited Full timeCompany Overview">Arin Consultancy Private Limited is a leading provider of financial planning services, committed to delivering exceptional solutions to its clients.">Job Summary">We are seeking a highly skilled and experienced Wealth Manager/Portfolio Manager to join our team. The successful candidate will be responsible for identifying client needs,...
-
Emerging Markets Financial Advisor
3 days ago
Rajkot, Gujarat - Ahmedabad, Gujarat, India FyndBridge Consulting Services Full time**Job Description**FyndBridge Consulting Services is seeking an experienced Emerging Markets Financial Advisor to join our team.The ideal candidate will have a strong understanding of financial markets, credit analysis, and risk management.Financial Analysis:Analyze financial statements, credit reports, and market trends to assess client performance and...
-
Executive Financial Advisor
7 days ago
Surat, Gujarat, India Arin Consultancy Private Limited Full time**Company Overview**Arin Consultancy Private Limited is a leading wealth management firm dedicated to delivering exceptional client experiences.**Job Summary**We are seeking an experienced Executive Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with...
-
Financial Advisor
4 weeks ago
Surat, Gujarat, India Max life insurance pvt ltd Full time- 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...
-
Financial / Investment Advisor
2 weeks ago
Vadodara, Gujarat, India KK HR services Full time**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,...
-
Life Insurance Advisor
2 weeks ago
Ahmedabad, Gujarat, India AS Wealth Solutions Full time**We're Hiring: Life Insurance Advisors! ** We are seeking dynamic and self-motivated individuals to join our team as **Life Insurance Advisors**. This role is perfect for those who aspire to build a thriving career in the insurance industry while helping families secure their financial future. Join our team as a **Life Insurance Advisor** and take your...
-
Inbound Sales
3 weeks ago
Surat, Gujarat, India NJ INDIA INVEST PVT LTD Full timeJob 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...
-
Inbound Sales
3 weeks ago
Surat, Gujarat, India NJ INDIA INVEST PVT LTD Full timeJob 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...
-
Inside Sales
2 weeks ago
Surat, Gujarat, India NJ INDIA INVEST PVT LTD Full timeJob 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...
-
Senior Financial Advisor
17 hours ago
Gandhinagar, Gujarat - Ahmedabad, Gujarat, India Alphabet Investment Full timeCompany OverviewAlphabet Investment is a leading provider of wealth management services. Our team is dedicated to delivering exceptional service and helping our clients achieve their financial goals.
-
Hiring Chief Financial Officer in Manufacturing
2 weeks ago
Surat, India Venus Education Full timeManage end to end activities for raising of long term /short term loans for Projects - Providing clear direction to Company to improve profitability, cost optimization and advise Management on Company business strategy. - Managing the cash flow of the business ensuring efficient utilization of resources. - Liaison with Banks and Financial institutions and...
-
Chief Financial Officer
7 days ago
Surat, India Virtuous Advisors & Resources Private Ltd (Virtuous Resources) Full timeChief Financial OfficerReporting to: Managing DirectorBudget: 50-100 LPADirect Reportees: Accounts Manager, Finance Manager, T axtion/Legal complianceManagerTeam size: Accounts and Finance team including direct reportees shall be about 15employees.Location: Anand, GujaratKey Skills:Experience: 15+ years, and at least 3 years in a leading role as...
-
Financial Advisor
3 weeks ago
Surat, India Bajaj Life insurance Full timePart-time work from home zero investment work flexibility be your own **Job Types**: Part-time, Regular / Permanent, Fresher, Freelance, Volunteer Contract length: 12 months Part-time hours: 20 per week **Salary**: Up to ₹120,000.00 per month **Benefits**: - Flexible schedule - Leave encashment Schedule: - Evening shift - Flexible shift - Monday to...
-
NRI Client Portfolio Advisor
12 hours ago
Mumbai, Maharashtra - Ahmedabad, Gujarat, India Serving Skill Full timeNRI Client Portfolio AdvisorWe are seeking a skilled NRI Client Portfolio Advisor to join our team. In this role, you will be responsible for managing a portfolio of NRI clients, understanding their financial goals and suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, and AIFs.Key Responsibilities:Managing a...
-
Commodity Advisor
3 weeks ago
Surat, Gujarat, India Serving Skill Full timeJob 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...
-
Chief Financial Officer
1 week ago
Gujarat, India Virtuous Advisors & Resources Private Ltd (Virtuous Resources) Full timeChief Financial OfficerReporting to: Managing DirectorBudget: 50-100 LPADirect Reportees: Accounts Manager, Finance Manager, T axtion/Legal complianceManagerTeam size: Accounts and Finance team including direct reportees shall be about 15employees.Location: Anand, GujaratKey Skills:Experience: 15+ years, and at least 3 years in a leading role as...
-
Chief Financial Officer
5 days ago
Gujarat, India Virtuous Advisors & Resources Private Ltd (Virtuous Resources) Full timeChief Financial Officer Reporting to: Managing Director Budget: 50-100 LPA Direct Reportees: Accounts Manager, Finance Manager, T axtion/Legal compliance Manager Team size : Accounts and Finance team including direct reportees shall be about 15 employees. Location: Anand, Gujarat Key Skills: Experience: 15+ years, and at least 3 years in a leading...
-
Inbound Sales Executive
3 weeks ago
Udhana, Surat, Gujarat, India NJ INDIA INVEST PVT LTD Full time**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...
-
Inbound Sales
1 week ago
Udhana, Surat, Gujarat, India NJ INDIA INVEST PVT LTD Full time**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...