Financial Advisor

_**FINANCIAL ADVISOR**_ **TELESALES PROCESS** **QUALIFICATION - 12TH** EXPERIENCE- **FRESHERS AND TELESALES EXPERIENCE IN FINANCE **MORE PREFERABLE LOCATION- INFANTRY ROAD,BANGALORE SALARY- **15000-20000(PLUS INCENTIVE)** WORK SHIFT- DAY SHIFT &SUNDAY WEEK OFF **Job Types**: Full-time, Permanent, Fresher **Salary**: ₹15,000.00 - ₹20,000.00 per...

**Job Description: Financial Advisor - Multiple Openings** **Join Our Team as a Financial Advisor & future Leader in the Thriving Life Insurance Sector!** Are you ready to embark on a fulfilling career as a Financial Advisor? Do you possess the skills and passion to make a positive impact on people's financial well-being? If you have what it takes to excel...

Company DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...

Company DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...

A financial advisor is a professional who gives advice about managing your money to reach financial goals.They help clients achieve their financial goals by offering financial products and services, researching and pursuing investment opportunities, and creating financial plans based on their clients’ objectives, risk tolerance, income, expenses, assets,...

This role of a Financial Advisor expects the following from you: 1. Advise regarding financial goals in life. 2. Planning financial goals and mile stones for customers. 3. Customizing the financial future as per the customer preference and income. 4. Thorough knowledge of the solutions we have for the customers(Training will be provided) This is a...

Company DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...

A Financial Adviser assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. They also network, generate leads, and sell...

**Company Overview**: FinAtoZ is a SEBI Registered Investment advisory company, started by techie founders who understand the value of human connection in important decisions like investments. Our online platform is a state-of-the-art secure platform and you get details about your portfolio online and can keep track of your financial journey. Our offering...

Job Description: **Job Types**: Full-time, Fresher **Salary**: ₹12,000.00 - ₹15,000.00 per month **Benefits**: - Cell phone reimbursement Schedule: - Day shift Supplemental pay types: - Performance bonus - Yearly bonus Ability to commute/relocate: - Bangalore, Karnataka: Reliably commute or planning to relocate before starting work...

Business Lead Auditor **Department: Internal Audit This team provides internal audit and risk assessment of company’s financial and operational practices. Establishes independent audit plans and conducts risk based internal audits / reviews. Establishes audit criteria to ensure compliance with Sarbanes-Oxley and other legislatively mandated compliance...

**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As the Client Advisor in our Global Private Bank Advisor Support Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for...

Business Lead Auditor **Department: Internal Audit** This team provides internal audit and risk assessment of company's financial and operational practices. Establishes independent audit plans and conducts risk based internal audits / reviews. Establishes audit criteria to ensure compliance with Sarbanes-Oxley and other legislatively mandated compliance...

Client Consultation : Meet with clients to understand their financial goals, risk tolerance, and current financial situation. Assess clients' investment portfolios, liabilities, and financial assets.Financial Planning : Develop comprehensive financial plans that address clients' shortterm and longterm goals, including retirement planning, education funding,...

At Integra Books, we empower businesses by providing top-tier accounting and financial advisory services. We are looking for a seasoned Accounting Advisor to join our dedicated team. This role offers you the opportunity to be the cornerstone of financial operations for our clients. - Act as the primary contact for clients regarding all aspects of their...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - 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...

35 to 59 Eligible (AGE LIMITED) Full Job Description Handling Life insurance Term insurance **Job Types**: Part-time work from Home NRI Doctor Health agent also eligible General insurance Mutual fund agent Eligible Self employed. Eligible House wife Eligible Home loan executive College lectures Doctor Dentist Doctor Retired Bank branch manager...

35 to 59 Eligible (AGE LIMITED) Full Job Description Handling Life insurance Term insurance **Job Types**: Part-time work from Home NRI Doctor Health agent also eligible General insurance Mutual fund agent Eligible Self employed. Eligible House wife Eligible Home loan executive College lectures Doctor Dentist Doctor Retired Bank branch manager...

35 to 59 Eligible (AGE LIMITED) Full Job Description Handling Life insurance Term insurance **Job Types**: Part-time work from Home Doctor Health agent also eligible General insurance Mutual fund agent Eligible Self employed. Eligible House wife Eligible Home loan executive College lectures Doctor Dentist Doctor Retired Bank branch manager...

35 to 59 Eligible (AGE LIMITED) Full Job Description Handling Life insurance Term insurance **Job Types**: Part-time work from Home NRI Doctor Health agent also eligible General insurance Mutual fund agent Eligible Self employed. Eligible House wife Eligible Home loan executive College lectures Doctor Dentist Doctor Retired Bank branch manager...