Planning Advisor

Job Role - Understanding Estate Planning through Wills and Trusts. - Ability to meet and discuss the Estate Planning concept with clients. - Ability to liaise and have detailed discussions on trusts with clients and their family/advisors. - Ability to work on multiple matters at the same time and should be able to engage and respond to clients in a timely...

We are hiring financial planning advisor. **We need people who are** Active Listener. 2. Passionate about making money work harder for clients by Good Communicator. 4. Willing to take extra steps for clients. 5. Comfortable with Excel & MS Word & PPT 6. Entrepreneur mind set. **Their Day to Day job will include** Align Meetings for prospective...

**Company Description** Forbes Advisor is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance, health, business, and everyday life decisions. We do this by providing consumers with the knowledge and research they need to make informed...

our Company BeWealthy helps 1800+ retail clients and 16 corporates with their insurance needs, managing assets exceeding 28 crores in western India. With a dedicated team of 27, we earned the 2022 IRDA Corporate Agency recognition. Come, be part of the team that is building a comprehensive distribution channel for Life, Health, and Non-Life insurance...

**Position **Sales Advisor **Age Criteria **Up to 42 years **Salary **Depends upon interview & current salary package **Job description for #Sales Advisor** **Responsibilities**: - Conduct outbound and inbound calls to individuals seeking guidance on debt management and financial planning. - Provide empathetic and informative counseling to clients to...

Job Description:In this role, you will work as a senior financial advisor to identify and develop new opportunities to deliver advice and solutions to existing clients. You will also acquire new Wealth Management prospects by identifying customer needs and providing them with the right financial planning assistance and asset allocation through our Investment...

We are Hiring **:Academic Advisor at TDC ACADEMY** Are you ready to take a significant step in your career within the education sector? TDC Education Academy is looking for enthusiastic individuals to join our team as Academic Advisors. Whether you're a fresh graduate or an experienced professional. We invite you to participate in our upcoming walk-in...

Continuous interaction with investors over phone. This will help advisor to build strong relationship with investors. - Providing regular updates about new schemes, products, new issues, dividends, public issues or any changes in market conditions. - Common job duties include interviewing clients, analyzing financial information, recommending financial plans...

**Profile - Recruitment Executive** Industry - Real Estate Location - Hinjewadi, Pune Salary - 15k - 25 k ( in hand) Call HR - +91 9657982537 **Company Name: Our Property Advisor** **Company Description**: **Our Property Advisor is Property consulting firm is a service provider firm that offers one stop solution by finding Property solutions to...

Job Title: Academic Advisor Location: Khar Company: Cran promotions pvt. Ltd. **Salary**: 15k-25k Experience: 0-3 years Working Hours: 10-7 Job Summary: We are seeking a dedicated and knowledgeable Academic Advisor to join our team. The Academic Advisor will play a critical role in guiding students through their educational journey, helping them make...

**_Job Description _**: **_Business Advisors shape the vision and strategy with the client, understand the needs of the users/stakeholders, carry out an elicitation of processes, data and capabilities and derive the target processes and the business requirements for the current and future solution. _** **_Job Description - Grade Specific _**: **_Performs...

**Business Advisors shape the vision and strategy with the client, understand the needs of the users/stakeholders, carry out an elicitation of processes, data and capabilities and derive the target processes and the business requirements for the current and future solution.** **Job Description - Grade Specific**: **Performs analysis of processes, systems,...

Strategy Mumbai 10 - 15 Years Of Experience No. of Openings - 1 **Responsibilities**: - Lead and manage the will and estate planning team, ensuring a high standard of service delivery and compliance with legal requirements - Provide expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax matters - Develop...

**Profile - Recruiter** Industry - Real Estate Location - Hinjewadi, Pune Salary - 15k - 25 k ( in hand) Call HR - +91 9657982537 **Job Roles**: - **Experience in sales/DM/TS hiring and bulk hiring.** - **Deep understanding of recruitment processes.** - **Excellent knowledge of area of expertise (market status, trends, best practices).** - **Business...

**Profile: Sales Advisor** **Position Overview**: We are looking for a dynamic and results-oriented Sales Advisor to join our team. In this role, you will be instrumental in ensuring patients receive accurate information and support during their initial consultations. Your persuasive communication skills will help guide patients towards our treatment plans,...

We are seeking a highly skilled and motivated Advisor-NRI Desk to join our Financial Services team. As an Advisor-NRI Desk, you will be responsible for providing personalized financial solutions and strategic advice to Non-Resident Indians (NRIs). In this critical role, you will leverage your expertise in financial planning and advisory services to help our...

**Key Responsibilities** - Lead Nurturing & Engagement - Provide information on DSM’s courses, fees, scholarships, and career pathways, addressing all inquiries with clarity and enthusiasm. - Webinars & Workshop Support - Work with the Student Enrollment Advisor to coordinate and facilitate webinars and workshops, showcasing DSM’s curriculum and...

Role - Mutual Fund Advisor Location - Nariman Point,Mumbai HR connect -Nabamita-9365305958 Qualification Education - Bachelor Degree in Finance,Economics/MBA in Finance preferred Salary upto 10LPA Experience -Minimum 3-5 years of experience in wealth management, financial planning or investment advisory role (Must have experience in sales - Mutual funds...

Greetings, We have an excellent opportunity for Service Advisor for Automobile industry. Location : Andheri Experience : 2+years Job Profile - Assisting Customers for Car Servicing. Coordinating with Clients **Salary**: ₹30,000.00 - ₹40,000.00 per month Ability to commute/relocate: - Andheri, Mumbai, Maharashtra: Reliably commute or planning to...

**Job Title**: **Medical Advisor **Job Category**: Head Office Based Medical Affairs **Department**: Medical Affairs **Qualification** MBBS with M.D. Pharmacology/Medicine or full time post-graduate qualification of at least 2-years’ duration in any discipline of medicine **Location**: Mumbai **Travel Required**: Yes **Reporting to**: GM Medical...