Financial Advisor

**Full job description** Role Description: INVESTMENT INSURANCE Advisor **NOTE: PLEASE ANSWER ALL BELOW QUESTION ASKED BY COMPANY BEFORE APPLY** This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable...

Life Advisor - A Life Advisor promotes and sells life insurance policies, offering tailored financial solutions to clients. Key Responsibilities: 1. Identify and approach potential clients through leads and networking. 2. Understand client needs and recommend suitable insurance plans. 3. Assist with policy purchases, renewals, and claims. 4. Stay updated...

Why become a Max Life financial advisor Become financially independent by contributing to family income Build One's own network by interacting with like minded individuals. Get handsomely rewarded with foreign training programs, rewards, incentives and international recognition as a high performer. Earn respect by working with a reputed brand name...

Welcon Financials Pvt Limited is now hiring Independent Financial Advisors for various locations of Kolkata 24 pgs North & South Minimum education qualification - Class XII pass Experience - Freshers with good communication skills can apply Age - 18 years and above Gender - Male & Female both can apply Timing - Flexible time of work Salary - No Bar...

Welcon Financials Pvt Limited (Wealth Management Company) is now hiring Independent Financial Advisors for various locations of Howrah district. Minimum education qualification - Class XII pass Experience - Freshers with good communication skills can apply Age - 18 years and above Gender - Male & Female both can apply Timing - Flexible time of...

Welcon Financials Pvt Limited (Wealth Management Company) is now hiring Independent Financial Advisors for various locations of Kolkata 24 pgs North & South Minimum education qualification - Class XII pass Experience - Freshers with good communication skills can apply Age - 18 years and above Gender - Male & Female both can apply Timing - Flexible time...

Job location -Eco space Newtown 3(b) building 3rd floor **Responsibilities** Understand clients’ financial needs Determine clients’ financial objectives Answer clients’ questions and address concerns Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach...

High Net Worth AdvisorVerneso is looking for an experienced High Net Worth Advisor to manage and grow a portfolio of high net worth clients. In this role, you will be responsible for providing tailored financial advice and recommendations to clients based on their financial goals, risk tolerance, and investment preferences.Key Skills & Qualifications:-...

Job DescriptionThis is a full-time on-site position for a Financial Planning Associate at PDM Investment & Trading Company Pvt. Ltd. in Kolkata.The role entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office.Duties and ResponsibilitiesAssist Wealth Advisors with daily activities, including...

Join with Max life insurance as part timer Financial advisor and earn unlimited income. 2. This is commission based role there is no fixed pay. Company will giving upto 40% income as commission or incentive on each Business login under your business license. Max life office near Bally gunge station. **Job Type**: Part-time Pay: From ₹35,000.00 per...

Job Title: Insurance Advisor Requirement: - Good communication and interpersonal skills - Convincing skills - Understanding the need of the client - Two-wheeler and DL(preferable) Responsibility: - Convince the customer for the services - Meeting the needs of the customer - Complete a financial analysis with clients Shift: Mon-Sat(10am-7pm) **Job...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI Gariahat KOLKATA 700019. Role Description: MAXLIFE INSURANCE INTERNSHIP This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and...

**Desired Qualification: Post Graduate with Certification on NISM Series XA and XB is must.** **Experience: 5+ years work experience.** **Location: Kolkata** **Expected CTC: As per the experience and market standard** - Educate clients regarding the range of applicable investment options available to them - Increase client database by meeting new clients...

Company: NBFC Profile: PCG- Advisor Job Responsibilities: - Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. - Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. - To improve Market...

Role Description: INVESTMENT INSURANCE Advisor This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and maintaining relationships with existing clients. The Insurance Advisor will also be...

Role of a Life Advisor As a Life Advisor, your day-to-day responsibilities also includes marketing. Good marketing strategies and initiatives help you promote new and existing insurance plans, besides being effective in attracting new clients to your firm. Your role also entails providing insurance advice, analysing policy details, processing policy...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI Gariahat KOLKATA 700019. Role Description: INVESTMENT INSURANCE AGENTS This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and...

Amplifon India Pvt Ltd JOB DESCRIPTION Position & Grade Client Advisor Experience Required 1-3 years Reporting to Area Business Manager Job Purpose: Client Advisor / Customer Service Officer(CSO) is an individual contributor who plays a very critical and important role into Business. All the necessary training and support will be provided to adhere above...

About the OpportunityCholamandalam Securities Limited is seeking a skilled Senior Investment Advisor to join its dynamic Equity Advisory Team. This is an exciting opportunity for experienced professionals who are passionate about delivering exceptional advisory services to High Networth Individuals (HNI) and Ultra HNI clients in Equity, Derivatives, and...

Job SummaryWe are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team at PDM Investment & Trading Company Pvt. Ltd. in Kolkata. As a key member of our financial planning practice, you will provide operational and administrative support to Wealth Advisors, ensuring seamless execution of daily activities and exceptional...