Client 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...

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

**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...

**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...

We are seeking a part-time Financial Advisor for our Nagpur office, with some remote work flexibility. As a Financial Advisor, you will be responsible for providing financial advisory services to clients, assessing their risk tolerance, providing financial planning advice, and selling appropriate financial products. You will also review clients' financial...

We are seeking a part-time or full-time Financial Advisor for our Lucknow office, with some remote work flexibility. As a Financial Advisor, you will be responsible for providing financial advisory services to clients, assessing their risk tolerance, providing financial planning advice, and selling appropriate financial products. You will also review...

We are seeking a part-time Financial Advisor for our Nagpur office, with some remote work flexibility. As a Financial Advisor, you will be responsible for providing financial advisory services to clients, assessing their risk tolerance, providing financial planning advice, and selling appropriate financial products. You will also review clients' financial...

Product - Life Insurance and Investment Plans Job Description-Product - Life Insurance and Investment Plansnsurance and Investment Plans ---------------------Product - Life Insurance and Investment Plans and Investment Plans Salary = 17500 **Responsibilities**: --------------------- - 1- Meet or exceed sales targets and revenue goals by actively seeking...

The job description: Investment Advisor in a real estate company involves providing financial advice and guidance to clients or the company itself regarding real estate investment opportunities. Below is a general overview of the responsibilities typically associated with this role: - **Client Consultation**: - Meet with clients to understand their...

**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...

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...

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 Summary:As a Personal Financial Advisor, your main task is to understand individuals' financial needs and provide them with customized advice on investments, tax regulations, insurance, and other financial issues. Your role includes analyzing financial data, creating financial strategies, and nurturing lasting relationships with clients to ensure they...

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...

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...

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 environment.Job...

**Generate a team of Advisors From open market.**: - **Providing sales strategies, feedback, and marketing plans.**: - **Keeping up-to-date with industry developments.**: - **Create and implement marketing strategies to compete with other individuals or insurance companies.**: - **Respond to clients’ insurance-related questions and issues.**: -...

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...

Associate Sales Consultant/ Financial Advisors for new setup- excellent English communication skill Sales lead generation skills International Client Base 5 Days working 8 hours login 2 week offs Salary Rs. 10,000 to Rs. 15,000 plus incentive upto 10kWork from office onlyWorking location - Lucknow, UP

Associate Sales Consultant/ Financial Advisors for new setup- excellent English communication skill- Sales lead generation skills- International Client Base- 5 Days working- 8 hours login- 2 week offs- Salary - Rs. 10,000 to Rs. 15,000 plus incentive upto 10kWork from office onlyWorking location - Lucknow, UP