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 (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 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...

**Financial Advisor Roles and Responsibilities**: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving...

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...

Welcon Financials Pvt Limited (Wealth Management Company) is now hiring Independent Financial Advisors for various locations of Hooghly 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 is now hiring Financial Advisors for various locations of Howrah & Hooghly. 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 (Earnings will depend on...

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...

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...

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...

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,...

1. Handling Incoming and outbound calls. 2. Working towards converting the potential clients to our clients by providing them with detailed information & solving their queries. 3. Build Relationships with existing as well as future clients 4. Partake in strategizing new initiatives for growing business with a quantifiable end product. 5. For working on...

Permanent - Esplanade, Jersey **Ref**:25468 Key Responsibilities: - Providing Wealth Advice for High Net Worth clients - Service clients with advice on all product ranges and services. - Support the growth of the business line in becoming an international wealth management centre for global clients. - Grow and sustain new and existing client...

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...

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 responsible for providing excellent customer service and...

The role involves identifying & amp; empaneling CAs, Ex - Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with JM Financial. - Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFO’s,...

JOB DESCRIPTIONS - Driving the company’s financial planning - Plan and perform risk management duties - Analyze and manage the organization’s liabilities and investments - Plan, implement and manage investment strategies by considering cash and liquidity risks - Manage fundraising plans and capital structure - Overseeing and supervising statutory...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within TAT. - Acquiring new clients & retaining...