Advisor - Client Financial Services

A job description for a financial advisor typically includes the following elements: **Job Title**: Financial Advisor **Job Summary**: The financial advisor provides comprehensive financial planning and investment management services to clients. They assess clients' financial situations, develop personalized financial strategies, and offer guidance on...

Job Title: Financial Advisor Company: Unity Share Company Location: turbhe About Unity Share Company: Unity Share Company is a leading financial services firm committed to empowering individuals and businesses to achieve their financial goals. We provide comprehensive financial planning, investment management, and wealth advisory services to our clients....

**CA FRESHERS CAN APPLY** **Primary responsibilities include**: - Preparation of financial statements as well as client financial and management accounting - Managing and over-seeing regulatory and compliance issues - Preparation of Board Packs and client bench-marking analysis - Reviewing new client's business operations and work with the team that...

**About the Role**: We are seeking a motivated and detail-oriented individual to assist our Financial Advisor. This role offers a unique opportunity to gain valuable experience in the financial industry and learn from a seasoned professional. Freshers and Experienced can also apply. **Responsibilities**: Administrative Support: - Manage and organize client...

We are looking for Customer service advisor, to handle inbound outbound calls, Providing information about products or services. Answering customer enquiries. Responding to customer complaints. Excellent verbal and written communication skills. Adaptable and flexible -Ability to handle issues -Written and verbal communication -Ability to work well in a team...

**Job Title: Automobile Insurance advisor** **Location: Thane, Kalyan** **Job Type : Permanent** **Job description for Insurance advisor** **Responsibilities**: 1. **Client Consultation**:Conduct thorough consultations with clients to understand their insurance requirements, financial situation, and risk tolerance. 2. **Insurance Analysis**:Assess...

**We have Urgent Requirement for Service Advisor in Thane Ghodbundar** Experience : 2+yrs Location : Thane Salary : 3LPA **Job Description**: - Proficient team-leader. - Responsible for getting maximum vehicles from technicians and smooth supply of spare parts through parts executive. - Experience in diagnosis of multi brand 4 Wheelers - Mechanical,...

**Job Title: Wealth Manager - Relationships and Business Growth.** **Location: Thane.** **Experience: 2-5 Years.** **About the Role**: - The Wealth Manager is responsible for client acquisition, relationship building, and business growth, while - ensuring client satisfaction through tailored solutions. They collaborate with execution and operations - teams...

Associate Vice President/Deputy Vice President - Structured Finance - AfricaAbout Blend: Established in 1997, as a distinguished Financial Advisory Company, Blend excels in providing expert financial structuring and comprehensive global financing solutions in over 110 The candidate will be responsible for delivering corporate finance solutions under the...

1. Assessing insurance needs: An insurance advisor must thoroughly analyze the client's personal or business situation to understand their specific risks and insurance requirements. This involves evaluating their assets, liabilities, potential hazards, and coverage gaps. 2. Providing expert advice: Based on the assessment, an insurance advisor should...

**Job Title: Sales Executive - Financial Investment** **Location**: Thane **Working Hours**: Monday to Saturday, 9:30 AM to 6 PM **Company Overview**: **Key Responsibilities**: - Engage with clients to provide expert advice on stock broking and mutual fund investments. - Manage client relationships, ensuring high levels of satisfaction and retention. -...

Our client is a well know 360 degree Ad agency based in Thane. They are expanding and looking for excellent Client Servicing executive. Please walk in for interview on 10th October between 11am to 3pm. The details will be shared on personal window. - Serving existing clients and managing relationship - Educating clients to improve their product - Execute...

We are Hiring **Customer Service Advisor**for International UK Blended Process. **Excellent verbal and written English communication skills required.** Education - HSC Plus or Bachelor's degree Experience in the International Call centre will be an add-on. Willingness to work in shifts / 5 Days working / Day Shift Rotational For more details, you can...

We at Azent are looking forward to adding new dynamic professionals to our family. We believe that you have the required skill set and experience needed for the role of Student Service Advisor and hence we are glad to provide you with this opportunity to join us. About Us: We are Azentians, we have strong commitment to education and career development. We...

We are pleased to inform you that Mihir Infinite is recruiting **Customer Service Advisor **for International Blended Process to join our team at our organisation in Kisan Nagar Wagle Estate Thane West. Excellent verbal and written **English **communication skills required. Education - HSC Plus or Bachelor's degree Experience in the International Call...

**Dealer / Trade Advisors** - Experienced professionals in the stock markets having requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing). - You should be NISM certified, Graduate and must have experience trading on the terminal. - **Expectations...

**Dealer / Trade Advisors*** Summary Experience Required: **2 - 4 Years** **Location**: **THANE,GHATKHOPAR,GOREGAON,DADAR** Category: **Investment** - Person should be NISM certified, Graduate and must have experience trading on the terminal. - CTC can be offered 3 Lakhs to 5 Lakhs **_ Expectations from Dealers/Trade advisors – _** - Experienced...

**Profile**: Student Advisor **Location**: Thane, 5 mins from Station **Qualification**: Min HSC passed with Good communication Graduate (preferred) **Immediate joiner** **Roles**: End-to-end services & support to students who want to pursue there education in foreign countries. Help the student to select the right course Give services to students in...

**Calling all innovators - find your future at Fiserv.** We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit...

Hello Rubasree HR here from I Grow Services LLP Urgent Requirement for Operation Executive Good to excellent English communication mandatory (oral & written) Good client handling skill (European client) Should have good knowledge about websites and all social media Basic knowledge of online casino Minimum experience required: 1-2 years in...