Financial Advisor

LOOKING FOR SALES EXECUTIVE FOR THE ROLE OF FINANCIAL ADVISOR. JOB RESPOSIBLITIES REQUIRES SOURCING BUSINESS FROM EXISTING CLIENTS AND ACQUIRING NEW CLIENTS THROUGH REFFRELS. FINANCIAL PRODUCTS INCLUDES MUTUAL FUNDS, BONDS, FD, PORTFOLIO MANAGEMENT SERVICES, LIFE INSURANCE AND HEALTH INSURANCE. **Job Types**: Full-time, Permanent **Salary**: ₹20,000.00...

**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...

Ameriprise India LLP seeks a highly skilled Lead Business Analyst to join our team. In this role, you will be responsible for leveraging advanced analytics to profile key characteristics of successful advisors and inform hiring decisions. Your expertise will influence decision-making by providing financial or statistical analyses that lead to solutions for...

Leverage advanced analytics to profile key characteristics of successful advisors to inform hiring decisions. Influence decision-making by providing financial or statistical analyses that lead to solutions for advisor risk, making recommendations for action as appropriate. Lead projects from design through implementation and monitoring. Help design and build...

**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...

**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 Title: Senior Compliance OfficerWe are seeking a highly skilled Senior Compliance Officer to join our team. As a key member of our Compliance department, you will play a crucial role in ensuring our advisors and the firm comply with applicable rules and regulations.About Our CompanyAmeriprise Financial is a leading financial services company...

Job Description: Financial ControllerLocation: Delhi/NCRIndustry: Auto Component Manufacturing (Private Equity-backed)Reporting to: Chief Financial Officer (CFO)About the CompanyA fast-growing auto component manufacturing company, backed by a leading private equity firm, is seeking a dynamic Financial Controller to strengthen its finance function. The...

OverviewSigFig is a pioneering online investment advisor for large financial institutions. As a senior financial product experience designer, you will be responsible for crafting innovative financial tools and experiences that empower consumers, financial advisors, and executives.Estimated Salary Range:$120,000 - $180,000 per annum, depending on experience...

About the Job As a Senior Investment Compliance Specialist at Ameriprise India LLP, you will play a pivotal role in ensuring that our investment activities comply with relevant regulatory frameworks. Your primary responsibility will be to work closely with portfolio management teams to identify potential compliance risks and develop strategies to mitigate...

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...

Job DescriptionJob Description: Financial ControllerLocation: Delhi/NCRIndustry: Auto Component Manufacturing (Private Equity-backed)Reporting to: Chief Financial Officer (CFO)About the CompanyA fast-growing auto component manufacturing company, backed by a leading private equity firm, is seeking a dynamic Financial Controller to strengthen its finance...

The person needs to work on Investment guideline monitoring to approve Orders/Trades pre-trade and review compliance alerts at a post trade level. Key Responsibilities • Pre-trade and Post-trade investment guideline exception investigation & resolution • Working closely with portfolio management and other partners to ensure portfolio compliance •...

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 Responsibilities - Future activities (post licensing) o Accept and process client orders o Directly assist advisors in identifying and preparing recommendations to buy or sell an Investment. (Only advisors can finalize and communicate recommendations to clients) Provide an opinion (either in writing or verbally) to the advisor on the benefits or...

About XpertReachXpertReach, a fast-growing auto component manufacturing company backed by a leading private equity firm, is seeking an experienced Financial Controller - Strategic Finance Leader to drive its finance function forward. As we prepare for an Initial Public Offering (IPO) within the next year, we require a seasoned professional to ensure...

**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...

**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....

Make calls on prime data and generate leads for Relationship Manager.Online new acquisition of Demat / Trading A/C and generate revenue. Re-Activation.Responsible for all telemarketing initiatives for the New sales -Equity, Demat MF & Insurance for enhancement sales business.Service and generate leads & follow-ups with customers.Explaining customers about...