Financial Advisor

**Division**: Lead Management System - Financial Services **Designation**: Financial Advisor (Insurance Sales) **Location**: Mahape - Navi Mumbai **Experience**: 1-3 years **Roles & Responsibilities**: ∙Contact businesses and private individuals by telephone to promote services ∙Should be able to explain the product and its benefits to the...

**Post : Financial Advisor (Tele Sales)** **- Age : 25-55** **- Experience: 4 + years** **- Salary budget : 30k to 40k** **- Job Location : Andheri (W) (Veera Desai Road)** **Roles**: - Provide personalized financial counseling and debt management advice to clients, understanding their unique financial situations and goals. - Analyze clients' debt...

We arelooking for a Equity Advisor in Indias Leading Financial ServicesCompany. JobRoles andResponsibilities: Advising Super HNI clients on EquityDerivatives currency & commodity Markets. Individually handling clients with the book size of 25lacs & above. Creation of revenue &Activation of clients through effective Advisory. Cross selling of other...

**Motilal Oswal Finance Service ltd** Position **:Equity Advisor** Location **:Shivaji Nagar, Pune** **Requirment**: - 1 Year experience in Equity advisor/ dealer-worked on terminal - live market - Should be NISM VIII passed - Graduation is mandatory **ROLES AND RESPONSIBILITIES**: - Advising Super HNI clients on Equity, Derivatives, currency &...

**Insurance Advisor** - Entrepreneurs - Professional - College Students - Financial Consultants **Job Types**: Full-time, Part-time, Freelance, Volunteer **Salary**: ₹10,000.00 - ₹51,028.23 per month **Benefits**: - Work from home Schedule: - Day shift - Flexible shift Supplemental pay types: - Commission pay - Performance bonus

WE ARE HIRING Job designation: - Property Advisor: Commercial Job location: - Nashik, Maharashtra **Salary**: - 38,000- 45,000 per month **Experience**: - Total experience: - 5 years of experience in commercial real estate. - Minimum experience: - 2-3 years of experience in commercial real estate sales, leasing, or advisory roles. Education: -...

Client Consultation : Meet with clients to understand their financial goals, risk tolerance, and current financial situation. Assess clients' investment portfolios, liabilities, and financial assets.Financial Planning : Develop comprehensive financial plans that address clients' shortterm and longterm goals, including retirement planning, education funding,...

Hello Professionals, Currently we have Openings for NRI Advisor Experience: 2 to 3 Years Location: Mumbai Qualifications: **Advising Experience** **Client Handling Experience or Acquisition** **Aum Size** **Financial product knowledge** **Salary**: ₹600,000.00 - ₹700,000.00 per year **Benefits**: - Provident Fund Schedule: - Day...

**Position - NRI Advisor (Role Involved advising & dealing (trading) -**Managing the portfolio of the Mapped NRI clients. **(No sales involved)** ** Advising & Dealing Experience**: - on Equity,derivates & option strategy ** Client Handling Experience or Acquisition**: - HNI/Ultra HNI client. - **Aum Size** - currently handing - **Financial product...

Job Opening in NBFC Financial Sector Job Title: Equity Advisor Location: Mumbai Santacruz Job Description: As an Equity Advisor, you will be responsible for providing expert advice and recommendations to clients regarding their equity investments. You will conduct thorough research and analysis of equity markets, sectors, and individual stocks to identify...

**Hiring for Motilal Oswal As PCG Advisor and Equity Advisor** Advising Ultra HNI clients on equity, derivatives, currency & commodity markets. Managing large customers with book size of 25lacs & above. Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity with...

Reference Code: - 497-03 - Job Title: **Dealer / Trade Advisors - Financial Services - Pune** - Category: - Broking - Job Description: - Job Title: Dealer / Trade Advisors - Financial Services - Pune - Job Responsibility - These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise...

Position : Advisor-NRI Desk - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for generating revenue primarily...

Position : Advisor-NRI Desk Location : Mumbai JD - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for...

**Job Title - Finance Business Advisor, AVP** **Location - Pune** **Role Description** It is crucial for the bank to understand how profitable each businesses activity is and Finance has a responsibility to understand precisely the resource commitment the bank makes to any given client or transaction e.g. cost, capital, funding, liquidity and risk....

Vacancy for Motilal Oswal. - 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 Queries & complains of...

Approach to Leads for Financial Planning Fee: ? Utilize various channels such as references, LinkedIn marketing, and other networking platforms to generate leads for financial planning services. ? Conduct introductory meetings with potential clients to understand their financial needs and objectives. ? Guide clients from the initial consultation stage to...

**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 mentioned roles and responsibilities. **Job Specification**: **Front Desk Maintenance**: - Handle customers at the front desk. If...

Position : Commodities Job Locations: Mumbai, Maharashtra, India Required Experience: 5 - 15 Years Role: Trading,Asset & Wealth Management - Other Industry Type: Investment Banking / Venture Capital / Private Equity Department: BFSI,Investments & Trading Employment Type: Full Time, Permanent Role Category: Trading, Asset & Wealth Management Skills :...

**Post** : Customer Support Advisor **Experience**: 2 + years **Job Location** : Andheri (W) (Veera Desai Road) **Roles & Responsibilities**: - Provide accurate information about our debt management services. - Assist clients in understanding the debt management process and available options. - Work with clients to gather necessary information and...