Customer Advisor

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**job summary** **Financial Advisor responsibilities and duties** The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to. - Provide...

**Role of mutual fund advisors** **Educating the investor(s)** The advisor has to chart a financial plan for the client based on their financial goals and educate the client on how to achieve them. This involves exploring different investment options. Therefore, you can easily evaluate how each can help or hinder the client’s financial...

Join our team as an Insurance Advisor! Help clients understand and choose the right insurance plans. Provide personalized advice on policies, assist with claims, and ensure customer satisfaction. Excellent communication skills, a friendly demeanor, and a passion for helping others are essential. Grow your career in a supportive and dynamic...

**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...

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: -...

As a Service Advisor, you will be a crucial link between our customers and the company. Your primary responsibilities will include facilitating excellent customer experiences, adhering to company guidelines, and actively contributing to the growth of our monthly business. **Key Responsibilities**: - **Customer Satisfaction**: - Interact with customers to...

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...

ob Purpose - Serves as medical/scientific expert to internal and external stakeholders; develops and executes, country, regional medical plan; fosters peer-to-peer relationships with key customers from whom, through Scientific Exchange on establish and upcoming Pfizer assets. - Gathers insights to inform medical, research and commercial strategies and...

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...

1. Advising clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows. 2. Sourcing & deepening of relationships from existing customer base of customers 3. Work in close coordination with the...

As a Service Advisor, you will be a crucial link between our customers and the company. Your primary responsibilities will include facilitating excellent customer experiences, adhering to company guidelines, and actively contributing to the growth of our monthly business. **Key Responsibilities**: - **Customer Satisfaction**: - Interact with customers to...

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...

As a Service Advisor, you will be a crucial link between our customers and the company. Your primary responsibilities will include facilitating excellent customer experiences, adhering to company guidelines, and actively contributing to the growth of our monthly business. **Key Responsibilities**: - **Customer Satisfaction**: - Interact with customers to...

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 **Field Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role...

Join our team as an Insurance Advisor! Help clients understand and choose the right insurance plans. Provide personalized advice on policies, assist with claims, and ensure customer satisfaction. Excellent communication skills, a friendly demeanor, and a passion for helping others are essential. Grow your career in a supportive and dynamic...

**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...

Company Overview: Gathbandhan Matrimony is India's premier offline matrimony company, dedicated to facilitating meaningful connections between individuals seeking life partners. As a leader in the matrimony industry, we are committed to delivering exceptional matchmaking services and personalized customer care. Job Overview: We are seeking a proactive and...

Join our team as an Insurance Advisor! Help clients understand and choose the right insurance plans. Provide personalized advice on policies, assist with claims, and ensure customer satisfaction. Excellent communication skills, a friendly demeanor, and a passion for helping others are essential. Grow your career in a supportive and dynamic...

**Qualifications**: - B.Tech Graduate in Automobile,Mechanical Industry only apply. - Car Technical part Knowledge & advisor process to customer handling. - Previous experience in a customer service in the dealership Automotive Industry. - Strong communication and interpersonal skills. - Knowledge of service processes and procedures. - Ability to work in a...