Customer Advisor

Insurance Advisor provide financial advice to clients on retirement planning, investments and protecting against risks insurance advisors complete a financial needs analysis with clients which includes assets and liabilities, tax status, existing insurance and risk analysis. **Responsibilities** Insurance advisor is responsible to meet the clients, offer...

**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...

**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...

**Responsibilities and duties** - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy - Respond to prospective customer queries about financial planning - Assist in the development plans for the company - Maintain awareness of latest legislative...

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...

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...

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...

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...

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...

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...

**Responsibilities** - Contact potential clients with interest in procuring automobiles to offer them sales deals - Maintain a list of new/existing customers and occasionally communicate with them to discuss business opportunities. - Develop and implement strategies to enhance sales efficiency and increase generated revenue. - Oversee the processing of...

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...

**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...

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...

Job Summary:Personal Financial Advisors are responsible for assessing the financial needs of individuals and providing tailored advice to help them make informed decisions regarding investments, tax laws, insurance, and other financial matters. This role involves analyzing financial information, developing financial strategies, and maintaining ongoing...

Bodyshop Advisor JD - Supervise and lead a team of bodyshop technicians, painters, and support staff, ensuring efficient workflow and high-quality workmanship - Plan and organize daily repair schedules, allocate resources effectively, and prioritize tasks to meet deadlines and customer expectations - Maintain strict quality control standards to ensure that...

As a Bodyshop Service floor Advisor FI, 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. Qualification: Any Degree/Diploma in Automobile,Mechanical...