Investment 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...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI 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 maintaining...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI 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 maintaining...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI 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 maintaining...

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...

We are looking for a Finance Advisor / Consultant. Who knows or has idea regarding Mutual Funds, Equity, and Investment. Financial Advisor **Key Responsibilities**: 1.Client Relationship Development: 2. Financial Analysis and Planning: 3. Investment Advice and Portfolio Management: 4. Retirement Planning and Risk Management: 5. Compliance and Professional...

We are looking for a Finance Advisor / Consultant. Who knows or has idea regarding Mutual Funds, Equity, and Investment.Financial AdvisorKey Responsibilities:Client Relationship Development:Financial Analysis and Planning:Investment Advice and Portfolio Management:Retirement Planning and Risk Management:Compliance and Professional Development:Qualifications...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI 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 maintaining...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI 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 maintaining...

**Benefits**: - Salary: Upto 50,000 per month and Joining Bonus 25 Thousand - Yearly foreign tour - High Incentive & Extra Perks for top performers - Appreciation bonus twice in a year - Five Days Working (Monday-Friday) **JOB DESCRIPTION & ORGANIZATION DETAILS**: **About the Organization** **Company Name**:B.S.B. INTERNATIONAL CAREER PVT. LTD** **B.S.B...

This is a full-time remote role for a Financial Advisor at a Life Insurance Company. The Financial Advisor will be responsible for advising clients on investment opportunities, evaluating clients’ financial needs, and recommending appropriate insurance products. The Financial Advisor will also build and maintain long-term relationships with clients through...

several job opportunities in the stock market, such as that of a broker, advisor, portfolio manager, research analyst, investment banker, relationship manager, professional investor, and trader. meeting with clients virtually or during sales visits. demonstrating and presenting products. establishing new business. maintaining accurate records. attending...

Conduct consultations with clients to understand their property requirements and preferences. - Provide expert advice on real estate market trends, property values, and investment opportunities. - Utilize various channels to effectively market and promote properties to potential buyers or tenants. - Provide regular reports on market conditions and property...

Opening: 1 Nos.- Job ID: 55649- Employment Type: Full Time- Reference: - Work Experience: 12.0 Year(s) To 18.0 Year(s)- CTC Salary: 45.00 LPA TO 50.00 LPA- Function: Top Management- Industry: Construction/EPC/MEP/Engineering- Qualification: CA - CA- Location: - Kolkata Posted On: 28th Feb, 2023 **Age-Max 45 yrs. Responsibility: End-to-end management of...

Great that you're thinking about a career with BSI! About the role The Global Training business is BSI’s fastest growing business area with a mission to be the world’s most trusted training provider for embedding excellence and expertise in individuals to ensure organization performance better, reduce risk and grow sustainably by providing best in...

Great that you're thinking about a career with BSI! About the role The Global Training business is BSI’s fastest growing business area with a mission to be the world’s most trusted training provider for embedding excellence and expertise in individuals to ensure organisations performance better, reduce risk and grow sustainably by providing best in...

1. Providing insurance advice to clients by discussing available policies options and helping clients find the best policy for their needs. 3. Processing their insurance claims. 4. Maintaining clients file information. 5. liaising with key stakeholders such as brokers and underwriters 6. providing excellent customer service. **Job Types**: Full-time,...

1. Providing insurance advice to clients by discussing available policies options and helping clients find the best policy for their needs. 3. Processing their insurance claims. 4. Maintaining clients file information. 5. liaising with key stakeholders such as brokers and underwriters 6. providing excellent customer service. **Job Types**: Full-time,...

_**Understanding Clients Financial needs.** **Determine Clients expenses, Level of Income, Insurance Coverage, Financial Objectives and Goals, Tax Status and Risk Tolerance and answer clients questions and address concerns**_. **Job Types**: Full-time, Fresher **Salary**: ₹19,000.00 per month **Benefits**: - Paid sick time - Provident...

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...