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...

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...

**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:- 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 communication  Well-versed with social media apps (WhatsApp, Facebook, Instagram, Telegram etc) Experience doing research using multiple sources....

1. 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. 2. Answering client questions about financial plans and strategies and giving financial advice. 3. Advising strategies for clients in insurance coverage, investment...

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 communication Well-versed with social media apps (WhatsApp, Facebook, Instagram, Telegram etc)Experience doing research using multiple sources.Excellent...

**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:...

JOB DETAILS 1.Compliment a team of successful relationship managers by performing the pivotal role of investment2.Develop and strengthen client relationships by demonstrating an in-depth understanding of financial3.Add value to high net worth clients by analyzing and optimizing their portfolios based on risk return4.Generate advisory or...

1. Communicating Fno Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate Nse / Bse Terminals. 5. We are Looking for Derivative Advisor (Experienced in Client Dealing) (Minimum 2 year experience Required.) 6. Ability To Advise The Clients...

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...

Sr. Revenue Cycle Management (RCM) Advisor, Dental:Shifts:Night Shift: 6:30 pm IST to 3:30 am ISTDay Shift: 8:00 am IST to 5:00 pm ISTCompany Overview: Join our dynamic team at CEC, a leading provider of comprehensive business solutions dedicated to supporting dental practices across the United States. We're currently seeking experienced professionals to...

.]["Any Graduate"] 0-3

Provide world-class, specialized services to high-priority advisors, clients, or other relationship partners to successfully resolve customer-initiated service issues in an innovative manner. Respond to more complex issues (which may be related to basic investment products, general securities products, or insurance products) escalated from service teams, and...

Provide world-class, specialized services to high-priority advisors, clients, or other relationship partners to successfully resolve customer-initiated service issues in an innovative manner. Respond to more complex issues (which may be related to basic investment products, general securities products, or insurance products) escalated from service teams, and...

Provide day-to-day leadership and direction to a team of Operations professionals in the Service & Operations line of Business, dedicated to provide timely and accurate resolution of Service requests submitted by Advisors/clients, as per defined Service Levels and operating procedures. Serve as point-person and operational expert and collaborate with...

We are seeking a Sr. Business Analyst for Reporting and Analytics role in the Advisor Business Development Group (ABDG). The role will be primarily focused on the transition from excel reports to Power BI and automate the current reports using Python or Data Lake. Role will also require understanding the data, providing ad-hoc analysis and work on regular...

We are seeking a Sr. Business Analyst for Reporting and Analytics role in the Advisor Business Development Group (ABDG). The role will be primarily focused on the transition from excel reports to Power BI and automate the current reports using Python or Data Lake. Role will also require understanding the data, providing ad-hoc analysis and work on regular...

1. Communicating Fno Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate Nse / Bse Terminals. 5. We are Looking for Derivative Advisor (Experienced in Client Dealing) (Minimum 2 year experience Required.) 6. Ability To Advise The Clients...

**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...