Financial Advisor

Overview of the Role This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk. Role details : Paraplanners provide support to financial advisers and their clients...

TATA AIA COMPANY is recruiting Financial Advisors with flexible timing. People who are looking for second source of income, WFH, Freshers, Housewife and job holder's also can apply. Qualifications: minimum intermediate. Age: 18 years and above. Free online training, flexible timings, no age restrictions, zero investment. Interested people can come for...

professionals**Company Description** TATA AIA Life Insurance Company is also one of the leading insurers in the Indian private sector ata AIA Life combines Tata’s pre-eminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asian life insurance group in the world, spanning 18 markets in the Asia Pacific region. Tata...

Job Title: Strategic Financial AdvisorAbout the Role:Anand Rathi Share and Stock Brokers Ltd is seeking a highly skilled and experienced Strategic Financial Advisor to join our team. The successful candidate will be responsible for acquiring high net worth relationships and managing their financial portfolios.Responsibilities:Acquire new clients with a...

An insurance advisor's job is to help clients understand their insurance needs and recommend the best insurance products and services for them. **Responsibilities of an insurance advisor**: - **Understand client needs**: Consider a client's financial situation, risk tolerance, and insurance objectives to provide suitable advice. - **Provide accurate...

About Evernorth:Evernorth Health Services, a division of The Cigna Group (NYSE: CI), creates pharmacy, care, and benefits solutions to improve health and increase vitality. We relentlessly innovate to make the prediction, prevention, and treatment of illness and disease more accessible to millions of people.Financial Analysis Advisor Enterprise...

-Job description **Some careers shine brighter than others.** If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one...

About Evernorth:Evernorth Health Services, a division of The Cigna Group (NYSE: CI), creates pharmacy, care, and benefits solutions to improve health and increase vitality. We relentlessly innovate to make the prediction, prevention, and treatment of illness and disease more accessible to millions of people.Financial Analysis Advisor – Enterprise...

About Evernorth:Evernorth Health Services, a division of The Cigna Group (NYSE: CI), creates pharmacy, care, and benefits solutions to improve health and increase vitality. We relentlessly innovate to make the prediction, prevention, and treatment of illness and disease more accessible to millions of people.Financial Analysis Advisor – Enterprise...

**Job description** **Company Description** TATA AIA Life Insurance Company is also one of the leading insurers in the Indian private sector at a AIA Life combines Tata’s pre-eminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asian life insurance group in the world, spanning 18 markets in the Asia Pacific...

**Analyzing ROI (Return on Investment)**: Assessing the profitability and effectiveness of investments. - **Calculating Breakeven Points**: Identifying the point at which costs and revenues are equal to aid in strategic decision-making. - **Investment Planning**: Recommending suitable investment options to maximize growth and minimize risks. - **Financial...

About Evernorth: Evernorth Health Services, a division of The Cigna Group (NYSE: CI), creates pharmacy, care, and benefits solutions to improve health and increase vitality. We relentlessly innovate to make the prediction, prevention, and treatment of illness and disease more accessible to millions of people. Financial Analysis Advisor – Enterprise...

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, Insurance. - Handling...

**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,...

Experience: 7 - 10 years Location: Hyderabad / Delhi Education: Postgraduate (NISM XA - XB preferred) Industry: Personal Finance / Financial Planning Designation/ Role: Financial Advisor JOB DESCRIPTION: Responsible for providing accurate analysis for new and existing clients as well as handling all sales administration including pricing, query...

Financial Concierge Hyderabad 5 - 10 Years Of Experience No. of Openings - 3 **Responsibilities**: - Understand the approach and services offered by 1 Finance to deliver client-centric financial solutions - Conduct in-depth assessments of clients’ financial situations - Develop customized financial plans based on a thorough understanding of the...

About Talent500:\Talent500 is a leading organization in the industry, known for its innovative approach to IT project management.\\Job Description:\We are seeking an exceptional IT Financial Management Advisor to join our team. In this role, you will be responsible for supporting the financial management of various organizations, including resource planning,...

Establish your career in the financial services industry with OngoleBulls Invest Pvt Ltd, a dynamic and fast-growing company.Estimated Salary: ₹8,00,000 - ₹12,00,000 per annum (dependent on experience)This is an excellent opportunity for certified professionals to grow their careers while helping clients achieve their financial goals.We are seeking a...

**Business**: GLOBAL RESOURCING **Open positions**:1 **Role Title**:Financial Support Advisor (Voice)**-GSC’S** **Global career Band**:7 **Location (Country/city) - **India**-** Hyderabad **Recruiter Name**: Kalim Uddin **Why Join us**: - The jobholder has responsibility for assessing the current financial circumstances of our customers who are...

Passion for channel business, relationships and qualitative value addition in business IFA’s and their clients, competition, other stakeholders **ROLES & RESPONSIBILITIES**: - **1.**Empanelment of IFAs based on Eligibility criteria designed by the company.Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the revenue...