Financial Advisor

**Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

**Key Responsibilities**: Job Title: Financial Advisor **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and approach...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

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...

**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...

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...

**Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Equisense Research (SEBI Registered) **Role Overview**: As a Financial Advisor at Equisense Research, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

As a Financial Advisor - Research Analyst, you will be responsible for conducting in-depth research and analysis of companies listed on the stock market of India. You will play a crucial role in helping our clients make well-informed investment decisions. This position offers a unique opportunity to work in a dynamic and intellectually stimulating...

Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. - Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about...

Designation: - Financial advisor - Job Code: - No. of Openings: - Job Qualification: - Any Graduate/Post Graduate - Job Experience: - Job Location: - Agra - Job Type: - Full time - CTC: - Job Description: - Advise client about trading - Handling clients via providing recommendations and trading related services. - Handling and meeting clients and...

1) Financial planning. 2) Portfolio Management. 3)Investment Advice. 4) Market Research. 5)Regulatory compliance. Schedule: - Day shift - Monday to Friday - Morning shift Supplemental Pay: - Performance bonus **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 9109340941

As a Financial Advisor, you will be responsible for conducting in-depth analysis of companies listed on the stock market of India. You will play a crucial role in helping our clients make well-informed investment decisions. This position offers a unique opportunity to work in a dynamic and intellectually stimulating environment, contributing to the financial...

Must have key skills - **FEMALE **_ Calls, outbound calling, Communication Skills, Tele calling, Cold Calling Most preferable from: - **Experience in insurance, loan ,credit card, real-estate domain**_ What you'll do - Dialing Customers and explaining the product and services offered by the company. - Contacting new customers as well as prospective...

Position: - Financial Advisor We’re seeking who is passionate towards stock market, enthusiastic and ambitious talent to join our team for the following open position at Grovalue pvt ltd Location: - Shalimar township skye corporate Indore Any graduate or post graduate with good communication in Hindi and English can apply Open for Experienced and...

An administrative support will work closely with our clients and help them in various activities required by them for running their business smoothly. **Role Dimensions** - Schedule client appointments, manage statements and prepare agendas, forms, and other deliverables for appointments etc. - Preparation of Agreements and other documents - Preparing...

We are Hiring Financial Services Advisor Role retailers model daily meeting retailers,new onb retailers and take areas responsibility. Complete monthly task with retailers **Job Types**: Full-time, Permanent Pay: ₹16,000.00 - ₹35,363.81 per month **Benefits**: - Health insurance - Life insurance - Provident Fund Schedule: - Day shift - Weekend...

Knowledge of financial regulations, laws, and industry trends - Proficiency in Microsoft Office, positive attitude and willingness to learn. - Strong communication and interpersonal skills - Ability to work independently and as part of a team - Attention to detail and accuracy - Ability to handle multiple tasks and prioritize workload - Flexibility and...

**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...