Financial Advisor

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...

**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...

**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...

Company - Global Travel XpertsLocation – Thane, IndiaType – On SiteCategory – Full time, PermanentJoining Date – ImmediatePay: ₹21,000.00 - ₹25,000.00 per monthLanguage: English (Required)Application Deadline: 30/11/2024Expected Start Date: 02/12/2024We are looking for a Travel Advisors with great enthusiasm for traveling. You will be responsible...

**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...

- Aditya Birla Capital has launched the B2D (Business to Distributor) initiative wherein a unified platform is being built for the Distributors within ABC such as Direct Sourcing Agents (DSAs), Independent Financial Advisors, Insurance Agents, Stock sub brokers and Mutual Fund Advisors.- This initiative aims to enhance the efficiency and effectiveness of our...

**Job Title**: Articleship - Chartered Accountant (CA) **Location**: Thane **Department**: Finance & Accounts **Duration**: 3 Years (As per ICAI guidelines) **Reports to**: Senior Chartered Accountant / Manager **Job Summary**: **Key Responsibilities**: - **Audit Support**: - Assist in the preparation and execution of audits, including vouching,...

**Job Title**: Articleship - Chartered Accountant (CA) **Location**: Thane **Department**: Finance & Accounts **Duration**: 3 Years (As per ICAI guidelines) **Reports to**: Senior Chartered Accountant / Manager **Job Summary**: **Key Responsibilities**: - **Audit Support**: - Assist in the preparation and execution of audits, including vouching,...

**Objectives of this role** - Take responsibility (either directly or via staff) for all cash management, investments, insurance, budgeting, and financial reporting, and help drive the company’s financial strategy and hiring needs - Coordinate development of annual operating, capital, and program budgets, as well as reporting for the same - Ensure cash...

Highlighting the benefits of specific programs, and courses in order to attract students and encourage diversity on campus. - Helping students choose courses and extracurricular activities that will help them get into their chosen colleges or careers after graduation. - Staying current with admission processes and requirements, school programs, majors, and...

Highlighting the benefits of specific programs, and courses in order to attract students and encourage diversity on campus. - Helping students choose courses and extracurricular activities that will help them get into their chosen colleges or careers after graduation. - Staying current with admission processes and requirements, school programs, majors, and...

Job Title: Senior Debt Settlement Advisor (Work From Office) Location: Mahape Navi Mumbai Department: FINANCIAL CONSULTING - KNOWLEDGE PROCESS OUTSOURCING Reporting Authority: TEAM LEADER / MANAGER - OPERATIONS working days - Monday - Friday Timings - 9PM - 6AM (US Shift) Job Purpose: The Senior Debt Settlement Advisor plays a pivotal role in our...

For those who wants to pursue Articleship Training for Chartered Accountancy course have excellent opportunity to know the intricacies of **Financial Market**. This career opportunity involves exposure to the clients who are **Mutual Funds**, **Portfolio Managers, Alternative Investment Funds, Insurance Companies, Stock Exchanges**, etc. The area of work...

Job Title: Customer Sales Representative - IDFC Personal Loan Sales Location: Thane, Maharashtra **Salary**: INR 14,500 (Incentives based on sales performance) Shift: Day Shift Industry - BPO **Job Description**: Key Responsibilities: - Promote and sell IDFC Personal Loan products to prospective customers - Handle inbound and outbound customer calls to...

Experience : 3 years salary - 35000 to 40000 k in hand **Key Responsibilities**: Administrative Support: Managing the proprietor’s calendar, scheduling meetings, appointments, and travel arrangements. Maintaining and organizing the proprietor’s files and documents. Managing phone calls, taking messages, and directing calls appropriately. Financial...

For those who wants to pursue Articleship Training for Chartered Accountancy course have excellent opportunity to know the intricacies of **Financial Market**. This career opportunity involves exposure to the clients who are **Mutual Funds**, **Portfolio Managers, Alternative Investment Funds, Insurance Companies, Stock Exchanges**, etc. The area of work...

5paisa Capital is hosting a Walkin Drive for Sales Executive at their Thane location.Date:18th, 19th, and 21st of November 24Time :10am to 5pm.If interested, please share your resume on shubhangi.mahajan@5paisa.com.About the RoleWe are seeking passionate and goal-oriented individuals to join us as Team Members (Outbound). In this role, you will have the...

5paisa Capital is hosting a Walkin Drive for Sales Executive at their Thane location. Date :18th, 19th, and 21st of November 24 Time : 10am to 5pm. If interested, please share your resume on shubhangi.mahajan@5paisa.com. About the Role We are seeking passionate and goal-oriented individuals to join us as Team Members (Outbound). In this role, you will...

5paisa Capital is hosting a Walkin Drive for Sales Executive at their Thane location.Date:18th, 19th, and 21st of November 24Time :10am to 5pm.If interested, please share your resume on About the RoleWe are seeking passionate and goal-oriented individuals to join us as Team Members (Outbound). In this role, you will have the opportunity to make outbound...

5paisa Capital is hosting a Walkin Drive for Sales Executive at their Thane location.Date :18th, 19th, and 21st of November 24Time : 10am to 5pm.If interested, please share your resume on About the RoleWe are seeking passionate and goal-oriented individuals to join us as Team Members (Outbound). In this role, you will have the opportunity to make outbound...