Financial Advisor

HSR Layout, Bangalore Financial Advisor MBA - Finance Real Estate Experience is Mandatory 4-5 Yrs experience required - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy - Respond to prospective customer queries about financial planning -...

We are seeking a dedicated and knowledgeable Financial and Investment Advisor to join our team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate their financial journey, providing them with personalized guidance and strategies to achieve their financial goals. **Responsibilities**: - Provide expert advice on investment...

**Company**: Oracle Financial Services Software Ltd. **Location** Bengaluru **Experience** 12-15 Years **Key Skills** Business Strategy, Cost Analysis, revenue analysis, Expense Analysis, Profitability Analysis, Financial Projections, Variance Analysis, Trend Analysis **Position: Financial Analysis Advisor** **Experience: 10 to 17 years** **Location:...

cross-sell opportunities and proposed appropriate referrals Represent the bank across community organizations and business activities Contribute individually and as a team to accomplish branch-wide goals and activities Note: It's not a cold-calling job. You will be provided with qualified customer leads. **Job Types**: Full-time, Fresher **Salary**:...

A finance representative, also known as a financial advisor, provides sound financial proposals to clients. Primarily, financial advisors guide and plan the financial decisions of clients based on their needs, goals, and requirements. They recommend financial products and services to manage clients' portfolios.Communication and People Skills. When working as...

Hiring people for the position Financial Planning Consultant to our firm located at Vidyaranyapura Bangalore. **Responsibilities**: **Qualifications**: Need to be completed education of P.U.C / Diploma Certification. Having basic knowledge of Computers and Internet usage. Read & Write English language conveniently. On successful selection this job can be...

Hiring people for the position Financial Planning Consultant to our firm located at Vidyaranyapura Bangalore. **Responsibilities**: **Qualifications**: Need to be completed education of P.U.C / Diploma Certification. Having basic knowledge of Computers and Internet usage. Read & Write English language conveniently. On successful selection this job can be...

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,...

Introduction to Mutual funds, SIP’s, Alternate Products, Financial plans and execution plans. - Understanding the variety of financial products we deal with. - Completing Online Wealth Management Training. - Completing LinkedIn - Sales training - Attending Fund Manager Meetings / calls deriving the data from them relating to market conditions, current...

At Polaris Inc., we have fun doing what we love by driving change and innovation. We empower employees to take on challenging assignments and roles with an elevated level of responsibility in our agile working environment. Our people make us who we are, and we create incredible products and experiences that empower us to THINK OUTSIDE. Position Summary: The...

Full Job Description Handling Life insurance Term insurance **Job Types**: Part-time Doctor Health agent also eligible General insurance Mutual fund agent Eligible Self employed. Eligible House wife Eligible Home loan execut College lectures Doctor Dentist Doctor Retired Bank branch manager retired Age limit 30 to 65 **Benefits**: Work from...

35 to 59 Eligible (AGE LIMITED) Full Job Description Handling Life insurance Term insurance **Job Types**: Part-time work from Home NRI Doctor Health agent also eligible General insurance Mutual fund agent Eligible Self employed. Eligible House wife Eligible Home loan executive College lectures Doctor Dentist Doctor Retired Bank branch manager...

35 to 59 Eligible (AGE LIMITED) Full Job Description Handling Life insurance Term insurance **Job Types**: Part-time work from Home Doctor Health agent also eligible General insurance Mutual fund agent Eligible Self employed. Eligible House wife Eligible Home loan executive College lectures Doctor Dentist Doctor Retired Bank branch manager...

35 to 59 Eligible (AGE LIMITED) Full Job Description Handling Life insurance Term insurance **Job Types**: Part-time work from Home NRI Doctor Health agent also eligible General insurance Mutual fund agent Eligible Self employed. Eligible House wife Eligible Home loan executive College lectures Doctor Dentist Doctor Retired Bank branch manager...

You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team.As the Client Advisor in our Global Private Bank Advisor Support Team, you will spend each day defining, refining and delivering set goals for our firmJob responsibilitie Preparing presentations and materials for client and prospective client...

**Responsibilities**: - Provide investment advice and financial planning services to clients - Analyze market trends and economic data to make informed investment recommendations - Manage investment portfolios and monitor investment performance - Build and maintain client relationships through regular communication and meetings - Develop and implement...

insurance advisors are **responsible for advising clients on how to protect against risk**. They work with clients to assess their financial situation and risk profiles and use this information to arrange suitable insurance policies on behalf of the client. this role is purely commission based, we do not provide fixed salary **Job Types**: Part-time,...

You are a strategic thinker passionate about driving solutions using client management skills. You have found the right team. As the Advisor support professional in our Global Private bank Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for client and...

Company OverviewThe Fortune Finance is a leader in the equity market, specializing in converting raw data and information into expert advice using technical and fundamental analysis. With a focus on providing the latest research and details on the capital markets in India, we offer a comprehensive range of stock market services and advisory services. Our...

LEGAL ADVISOR JOB DESCRIPTION : Yellow (getyellow.in) is looking for a rockstar legal advisor candidate to join an early stage, well- funded start-up looking to achieve major disruption in the fintech/legal tech space. Candidate will play a vital role in Yellow's innovation and disruption in the digital estate planning space. Founders have combined decades...