Financial Advisor

Support advisors in creating and delivering comprehensive financial plans for their retail clients. **Responsibilities** - Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level - Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...

**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...

**Salary** **- 1,80,000-3,00,000 **Industry** **- Stock & Commodity Market research House **Role/Position** **- FINANCIAL ADVISOR : SALES **Keyskills** **- **No. of Vacancy**: 10 - **Job Location**: Noida**CBL CORPORATE SERVICES LLP** **Company Profile** Research & Advisory Company**Contact Details** **Contact Person**: - Shivam

Position **:Financial Advisor (ONLY FOR MEN)** Salary : 15000 - 20000 Monthly Location : Noida Job Role: Knowledge of balance sheet. Good communication skills. **Job Types**: Full-time, Fresher **Salary**: ₹15,000.00 - ₹20,000.00 per month **Benefits**: - Health insurance Schedule: - Day shift Supplemental pay types: - Performance...

**Responsibilities** Internal Operational activities: - Assist financial advisors in servicing clients through operational and analytical support - Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. - Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely...

**Job Title: - **Debt Counselling /Financial Advisor Experience: - 1-2 yr Location: - Noida Budget: - 2.4 LPA Skills: - Credit Sales, Tele sales, Core tele sales and Sales (Finacnce Background) **Requirements**:- Good communicationWell-versed with social media apps (WhatsApp, Facebook, Instagram, Telegram etc)Experience doing research using...

**Company Overview**">KG Engineering And Consultancy is a leading provider of financial services, committed to delivering exceptional results for our clients. Our team of experienced professionals is dedicated to providing expert advice and guidance to help you achieve your financial goals.">**Job Description**">As a Senior Financial Advisor at KG...

**Job description** Who can Onbard a new Client and Provide trade sell advisory Services. Cross selling of third party investment products Seating, Advising clients on Equity, Derivatives Markets. Creation of revenue & Activation of clients through effective Advisory. order punching, Trade confirmation, Portfolio Management Send Cv on Whats app:...

**Responsibilities: Loan Sales | Cold Calling** - Identify customer's needs and inform them about the company's products/services. - Convince the customer to purchase the product/service, clarifying information wherever required. - Should have knowledge of selling financial products, including: - Loans (Business, Professional, personal, housing, auto and...

**Job Title**: Life Insurance Advisor **Location**: [C-51, Sector 62, Noida, Uttar Pradesh, 201309] **Job Type**: Full-Time **Job Summary**: We are seeking a dedicated and results-driven Life Insurance Advisor to join our growing team. As a Life Insurance Advisor, you will be responsible for providing expert guidance to clients, helping them choose life...

Job Description:">We are seeking a highly skilled Chartered Accountant to join our finance team and contribute to our financial success."> ">Responsibilities:">">Financial Planning and Analysis:">">Develop and implement financial plans to drive business growth.">">Regulatory Compliance:">">Ensure compliance with all relevant financial regulations and...

**Responsibilities** - Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines, and also per established operating procedures. - Participate in Operational, Domain and soft-skills development training programs to develop process and domain knowledge and build/improve skills & competencies. -...

**Responsibilities** - Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines, and also per established operating procedures. - Participate in Operational, Domain and soft-skills development training programs to develop process and domain knowledge and build/improve skills & competencies. -...

Job SummaryThe Financial Portfolio Manager at FINVESTMENTS will be responsible for managing client investments, analyzing market trends, and providing strategic financial advice. This role involves recommending mutual funds, insurance products, and other financial instruments tailored to client needs while ensuring compliance with regulatory requirements.Key...

**Req ID**: 217205 We are currently seeking a Transition Advisor to join our team in Noida, Uttar Pradesh (IN-UP), India (IN). We are currently seeking an Transition Service Advisor to join our team in Remote, India. General Duties - Typically manages several transition teams or projects, each with their own transition manager. - Projects may require...

Job Title: Wealth Advisor Location: Noida, Delhi NCR PRIME FOLIOS PVT. LTD. **PFPL (Prime Folios Pvt Ltd)** is one of the leading bespoke finance and wealth management advisories. We believe in crafting noteworthy General insurance, life insurance, finance, and investment plans that ensure great ROI and assured returns. JOB DESCRIPTION: The Wealth Advisor...

1-Selling of financial sales ( Insurance,Mutual Fund, Loan etc.) 2-Achive monthly Target 3-Excellent **Communication** Skills. **4-**It’s a **6 days working company**. 5. 6 months Ex 6. must have experience in field sales - Bhopal ,patna, Kolkata, dhanbad ,Chennai ,Varanasi ,Banaras **Salary**: ₹300,000.00 - ₹600,000.00 per year **Benefits**: -...

Key ResponsibilitiesThe Wealth and Asset Advisor at FINVESTMENTS is responsible for managing client investments, analyzing market trends, and providing strategic financial advice. This role involves recommending mutual funds, insurance products, and other financial instruments tailored to client needs while ensuring compliance with regulatory...

**Job Title: Relationship Manager** **Location**: Greater Noida West, UP **Company**: [7Sea Capital Limited] As a Relationship Manager at [Financial Service Company], you will play a pivotal role in fostering and maintaining strong relationships with our high-net-worth clients. Your primary responsibilities will include managing a portfolio of client...

Role and Responsibilities: 1. Work with your team to brainstorm new and innovative growth strategies. 2. Manage all contests, giveaways, and other digital projects. 3. Manage all social media postings on behalf of the company 5. Ensure all-around consistency (style, fonts, images, and tone). 6. To understand the financial requirements of customers 7....