Wealth Sales Agent/Advisor

Are you a successful Insurance Agent, Club Member, CA, Banker, Stock Broker, or Financial Advisor? It’s time to grow your income and expand your product portfolio with India’s No.1 Insurance Marketplace - POLICYBAZAAR! Why Join as a Policybazaar Partner (POSP)? ZERO Investment. 100% Digital Onboarding Sell All Insurance Types - Life, Health, Term,...

Company DescriptionSMIFS Limited, established in 1993, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and more. With a pan-India presence, the company specializes in Research & Advisory Services, catering primarily to institutional and ultra-high-net-worth clients. Under...

We are looking for experienced people who has prior experience of wealth adviisory in Banks or stand alone wealth management organisations. Salary wont be a challenge for right candidate.

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...

Job Title: Real Estate Sales Advisor Job Summary: The Real Estate Sales Advisor is responsible for assisting clients in purchasing, selling, or leasing residential or commercial properties. This role involves understanding client requirements, providing expert advice on market trends, negotiating deals, and ensuring a smooth transaction process. The advisor...

Urgent Hiring for Sales Advisors At Policy Bazar Location - Kolkata Contact HR- 8448350054 Good communication skills needed Minimum 1 year sales experience needed Bike and license mandatory DOJ-24/09/2024 Only males are eligible Ctc - Upto 3.90 lacs Pay: Up to ₹390,000.00 per year **Benefits**: - Health insurance - Provident Fund Schedule: -...

**Job Title: Sales Advisor (Tele-Sales)** **Experience : 3 + years** **Location: Andheri West** **Responsibilities**: - Conduct outbound and inbound calls to individuals seeking guidance on debt management and financial planning. - Provide empathetic and informative counseling to clients to understand their unique financial situations and goals. -...

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...

Role Summary:A financial advisor helps individuals and businesses manage their finances and achieve short- and long-term financial goals. They provide expert guidance on investments, savings, insurance, taxes, retirement planning, and more.Key Responsibilities:Financial Planning: Assess clients' financial health and create personalized plans.Investment...

**Position : Sales Advisor** - **Responsibility**: Make the Appointment first thing in the morning - Presentation & Convincing - Feedbacks & Follow-ups - A person Must be reliable and punctual about the meetings & site appointments **Qualification**: Graduation Must, Freshers can apply, With Prior Experience In Sales, 2 Wheeler Preferred **Shift timings**:...