Financial Advisor

Job title:Financial Planning Advisor/ Investment Advisory **We need people who are-** Active Listener. Passionate about making money work harder for clients by Good Communicator. Willing to take extra steps for clients. Comfortable with Excel & MS Word & PPT Entrepreneur mind set. **Their Day to Day job will include-** Align Meetings for prospective...

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. - Answering client questions about financial plans and strategies and giving financial advice. - Analyzing financial data received from clients to develop strategies for meeting...

**Division: Lead Management System - Financial Services** Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving...

Division: Lead Management System - Financial Services Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 0 -3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving...

Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving customer queries - Customer follow up and feedback post...

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. We’re dedicated to helping turn aspirations into reality. We do this by providing consumers with the knowledge and research they need to make...

JobPurpose Handling team ofAdvisors. Advising & execution of orders on behalf of clientson equity derivatives and optionstrategies Key Deliverables 1. Handling Team of NRI Advisors & Driving Revenuefrom Advising & execution of orders onbehalf of clients on equity derivatives and optionstrategies 2. Achieving the targets set for Teamon Crossselling...

Job Purpose Handling team of Advisors. Advising & execution of orders on behalf of clients on equity, derivatives and option strategies   Key Deliverables 1. Handling Team of NRI Advisors & Driving Revenue from Advising & execution of orders on behalf of clients on equity, derivatives and option strategies 2. Achieving the targets set for Team on...

**Insurance Advisor Responsibilities**: - Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. -Encouraging clients to invest in...

Company Description LIC (Life Insurance Corporation) is the largest financial institution and life insurance organization in India. It is a state-owned public sector company with its central office in Mumbai. LIC has 8 zonal offices, 109 divisional offices, and 2048 fully computerized branches. To extend its services to rural areas, LIC has also opened 992...

Company Description LIC (Life Insurance Corporation) is the largest financial institution and life insurance organization in India. It is a state-owned public sector company with its central office in Mumbai. LIC has 8 zonal offices, 109 divisional offices, and 2048 fully computerized branches. To extend its services to rural areas, LIC has also opened 992...

Equity Advisor Job Description: Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...

Profile Name: Financial AdvisorLocation- Kandivali- Mumbai Responsibilities: ·         Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.·         Answering client questions about financial plans and...

Profile Name: Financial AdvisorLocation- Kandivali- Mumbai Responsibilities:·         Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.·         Answering client questions about financial plans and...

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...

Greetings From Gennext Strategy Advisors We have an opening for the Inter CA Company name: Nimesh Vora Location: Andheri (E). Salary 35-50K per month(based upon experience) Min 3 years experience **Responsibilities**: - Maintaining proper accounting records - Assessing financial risks and suggesting preventive measures - Liaising with clients,...

Job Description :-   1. He will have to Manage a team of Financial Advisors while he will also have to tend to some clients financial planning. 2.Should have certifications of CFT,CWM, NISM 10A or 10B 3.He or She should be good in Financial advisory, Wealth Management.  4.Should have experience in handling a very well good portfolio.

Wealth Advisor About the company: The Financialist is a digital family office that manages the personal finances of individuals and their family members comprehensively. The Financialist is reimagining how individuals manage their finances viz. insurance, investments, taxes, et al. What is the company solving? - Today, an individual faces the problem of...

**Morpheus Consulting: Your Trusted Recruitment Partner** At Morpheus Consulting, we specialize in talent acquisition, relationship management, and delivering exceptional service levels in the regional industry. With over a decade of experience, we have established ourselves as a reputable recruitment specialist, serving clients across Asia, Africa, and the...

JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Key Responsibilities: - 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,...