Financial Advisor

We are looking for a Finance Advisor / Consultant. Who knows or has idea regarding Mutual Funds, Equity, and Investment. Financial Advisor **Key Responsibilities**: 1.Client Relationship Development: 2. Financial Analysis and Planning: 3. Investment Advice and Portfolio Management: 4. Retirement Planning and Risk Management: 5. Compliance and Professional...

Welcon Financials Pvt Limited is now hiring Independent Financial Advisors for various locations of Kolkata 24 pgs North & South Minimum education qualification - Class XII pass Experience - Freshers with good communication skills can apply Age - 18 years and above Gender - Male & Female both can apply Timing - Flexible time of work Salary - No Bar...

Welcon Financials Pvt Limited (Wealth Management Company) is now hiring Independent Financial Advisors for various locations of Howrah district. Minimum education qualification - Class XII pass Experience - Freshers with good communication skills can apply Age - 18 years and above Gender - Male & Female both can apply Timing - Flexible time of...

Punjab National Bank MetLife Time   : 10.00am - 6.00pm AGE.     : 18 to 30 years Edu Qual. : 12 to any degree Work.     : Work From Office *Fresher and Experience both can apply. *NO CONSULTANCY, NO HIDDEN CHARGES ?Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or...

Punjab National Bank MetLifeTime   : 10.00am - 6.00pmAGE.     : 18 to 30 yearsEdu Qual. : 12 to any degreeWork.     : Work From Office*Fresher and Experience both can apply.*NO CONSULTANCY, NO HIDDEN CHARGES?Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other...

Welcon Financials Pvt Limited (Wealth Management Company) is now hiring Independent Financial Advisors for various locations of Kolkata 24 pgs North & South Minimum education qualification - Class XII pass Experience - Freshers with good communication skills can apply Age - 18 years and above Gender - Male & Female both can apply Timing - Flexible time...

1. Handling Incoming and outbound calls. 2. Working towards converting the potential clients to our clients by providing them with detailed information & solving their queries. 3. Build Relationships with existing as well as future clients 4. Partake in strategizing new initiatives for growing business with a quantifiable end product. 5. For working on...

Job Title: Insurance Advisor Requirement: - Good communication and interpersonal skills - Convincing skills - Understanding the need of the client - Two-wheeler and DL(preferable) Responsibility: - Convince the customer for the services - Meeting the needs of the customer - Complete a financial analysis with clients Shift: Mon-Sat(10am-7pm) **Job...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI Gariahat KOLKATA 700019. Role Description: MAXLIFE INSURANCE INTERNSHIP This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and...

Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within TAT. - Acquiring...

Company: NBFC Profile: PCG- Advisor Job Responsibilities: - Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. - Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. - To improve Market...

**Job description** **FLUENCY IN ENGLISH IS A MANDATE** We are looking for a Travel Advisors with great enthusiasm for traveling. You will be responsible for promoting and booking traveling arrangements for clients (individuals or businesses). The goal is to enhance satisfaction and acquire an expanding and dedicated clientele. **Contact between 10am to...

Amplifon India Pvt Ltd JOB DESCRIPTION Position & Grade Client Advisor Experience Required 1-3 years Reporting to Area Business Manager Job Purpose: Client Advisor / Customer Service Officer(CSO) is an individual contributor who plays a very critical and important role into Business. All the necessary training and support will be provided to adhere above...

**TAPAS GHOSH - **A Famous Financial Advisor in Kolkata is now hiring an Office Assistant Our head office is at Kaikhali Sardarpara, Kolkata 700052 ( Bus Stop - Kaikhali, VIP Road ) 1. Internal coordination of activities, supporting senior management 2. Contacting with our clients for regular premium payment & collection 3. Investment related...

**Max Life Insurance Company Limited** is an Indian life insurance company headquartered at New Delhi, and the largest non-bank private-sector life insurer in India. It is a joint venture between Max Financial Services and Axis Bank. The company is a subsidiary of the publicly-listed Max Financial Services. It was founded in 2000 after the liberalization of...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI Gariahat KOLKATA 700019. Role Description: INTERNSHIP FOR ADVISOR ROLE. This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and...

JOB DESCRIPTIONS - Driving the company’s financial planning - Plan and perform risk management duties - Analyze and manage the organization’s liabilities and investments - Plan, implement and manage investment strategies by considering cash and liquidity risks - Manage fundraising plans and capital structure - Overseeing and supervising statutory...

**Position Overview**: We are actively seeking dynamic and passionate individuals to join our team as Life Insurance Advisors. As a pivotal part of our organization, you will play a crucial role in helping individuals and families secure their financial future through our market-leading life insurance products. **Responsibilities**: - **Client...

Identify & recruit right quality advisors to build a strong advisor baseProvide training on products, business processes and selling techniques continuouslyProvide assistance to advisors in lead generation, prospecting and business developmentEnsure that advisors provide right financial solutions to customers as per need analysis and they adhere to required...

Identify & recruit right quality advisors to build a strong advisor baseProvide training on products, business processes and selling techniques continuouslyProvide assistance to advisors in lead generation, prospecting and business developmentEnsure that advisors provide right financial solutions to customers as per need analysis and they adhere to required...