Manager - Advisor

Company DescriptionGoMechanic is a technology-integrated, one-stop solution for making car servicing affordable, hassle-free, and easy. We have revolutionized the unorganized Auto-servicing industry with tech-based solutions. Our well-trained team and partners elevate the customer experience, streamline processes, and reduce costs. Founded as a car servicing...

1. The Property Advisor responsibilities include selling our products where possible & capture customer inquiries, 2. Counselling Potential buyer 3. all Capture Leads post in CRM 4. Data Management 5. Assisting Digital marketing Jobs 6. Virtual Promotion 7. As well as maintaining an accurate record of all calls made and received. Online searching for...

**Desired Qualification: Post Graduate with Certification on NISM Series XA and XB is must.** **Experience: 5+ years work experience.** **Location: Kolkata** **Expected CTC: As per the experience and market standard** - Educate clients regarding the range of applicable investment options available to them - Increase client database by meeting new clients...

Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones - Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc - Evaluate business or individual customers’ needs and financial status and propose...

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...

Urgent Hiring | Financial Advisor – High Income Opportunity Role Summary: Provide expert financial planning & investment advice Build strong client relationships & manage portfolios Promote life insurance & financial products Achieve sales targets with unlimited earning potential Location: Multiple Cities Qualification: Minimum 12th...

Role of a Life Advisor As a Life Advisor, your day-to-day responsibilities also includes marketing. Good marketing strategies and initiatives help you promote new and existing insurance plans, besides being effective in attracting new clients to your firm. Your role also entails providing insurance advice, analysing policy details, processing policy...

Job Overview : We are seeking a skilled and proactive Financial Advisor/Manager to provide strategic financial guidance, support wealth management, and help clients make informed decisions. You will work closely with individuals or businesses to develop financial strategies tailored to their goals and risk profile. Key Responsibilities : Analyze...

**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...

PCG ADVISOR - JDDesignation: Equity AdvisorRoles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.Promote and cross-sell third-party investment products, including...