Expert Financial Solutions Advisor
1 week ago
Strategic Financial ConsultantJob Summary:Seeking a highly skilled and experienced financial advisor to join our team as a strategic financial consultant. In this role, you will be responsible for developing and implementing tailored financial solutions to meet the unique needs of clients.Key Responsibilities:Conduct thorough assessments of client profiles to design personalized financial plans that align with their goals, risk appetite, and financial position.Monitor plan implementation and progress, holding regular check-ins with clients to ensure alignment with the recommended strategy.Verify and validate all financial plans to ensure they are comprehensive, realistic, and compliant.Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.Create timely reminders and communications to encourage clients to take recommended financial actions.Maintain adherence to internal quality standards and regulatory requirements.Required Skills and Qualifications:Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights.Collaborative mindset with a focus on achieving results through teamwork and client-centric execution.Structured approach with strong attention to detail.Comfortable working in agile environments with adaptability to shifting priorities.About This Opportunity:This is an exceptional opportunity for a dedicated and detail-oriented professional to make a meaningful impact in the lives of clients. If you are passionate about delivering exceptional service and driving business growth, we encourage you to apply.
-
Financial Advisor
2 days ago
Coimbatore, India SPOT WORLD WIDE PVT LTD Full timeAn financial advisor is a professional who makes sure individuals are protected from life-threatening illnesses or unfortunate accidents. They negotiate and buy coverage to fit any need, whether you're an individual looking for life insurance or a business owner needing Business insurance Making sure that potential clients might be interested in our...
-
Student Counsellor
2 days ago
Coimbatore, India IRISH EXPERT Full time**Position: - Advisor** **Reporting to: - Branch Manager** **Year of Experience: - 0 to 1 yr** **Qualification: - Any Graduate** **Key Responsibilities**: - Must be well-versed with online communication platforms - Product Advocacy: Pitch Irish Expert various offerings including Study Abroad, Immigration, IELTS, Visa services, etc. - Counselling Skills...
-
Chief Financial Officer
2 days ago
Coimbatore, India LGB Forge Limited Full timeExperience 15 years & above Qualification: Any degree with ICWA. - Manage the company’s financial planning - Plan and perform risk management duties - Analyze and manage the organization’s liabilities and investments - Plan, implement and manage investment strategies - Manage fundraising plans and capital structure - Determine finance KPIs - Track and...
-
Insurance Advisor/Agent
2 weeks ago
Coimbatore, Tamil Nadu, India HDFC ERGO General Insurance Full time ₹ 3,00,000 - ₹ 6,00,000 per yearCompany DescriptionHDFC ERGO General Insurance Company Limited, a subsidiary of HDFC Bank Limited, offers a complete range of general insurance products, including motor, health, travel, home, and personal accident insurance for retail customers, and property, marine, and liability insurance for corporate clients. With a wide distribution network and a...
-
Tax Preparer
5 days ago
Coimbatore, Tamil Nadu, India Financial Crest Full time US$ 60,000 - US$ 80,000 per yearUS Tax Preparer & Accountant – Join Our Growing Global TeamLocation:CoimbatoreCompany:Financial Crest – Global Accounting & Tax AdvisorsAre you passionate about US taxation and love working with numbers that tell stories?We're looking for experienced US Tax Preparers and Accountants to join our expanding international accounting team at Financial Crest...
-
Senior Qualified Financial Advisor
1 week ago
coimbatore, India 1 Finance Full timeResponsibilities:Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutionsConduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial positionMonitor the implementation and progress...
-
Financial analyst
2 weeks ago
Coimbatore, India CareerUS Solutions Full timeFinancial Analyst – Job Description Position Summary The Financial Analyst is responsible for analyzing financial data, creating reports, forecasting trends, and supporting business decision-making. This role works closely with finance, accounting, and leadership teams to ensure accurate budgeting, planning, and financial performance tracking. Key...
-
Financial Data Analyst
2 weeks ago
Coimbatore, India Sapphire Software Solutions Inc Full timeHI FolksPlease check the JD and share your updated resume to my email naresh@sapphiresoftwaresolutions.com and ping me on whatsapp (+91 970-529-6474) along with your resume100% Remote 6 month contract, high possibility of extensionsFinancial Data AnalystNeed someone to start ASAP2 openings1-9 PM IST JOB DESCRIPTIONA Fortune 100 client is seeking to hire a...
-
Career Advisor
7 days ago
Coimbatore, India V support Solutions Full time**Expired on**: Apr 20, 2021 Job Title : Career Advisor (Tele caller) Job Location : Coimbatore No of Openings : 5 Qualification :Any Degree Experience :1 - 2 years experience in coaching institute field Job Description; Female Tele-Counsellor required for an educational sector regarding NEET -JEE - IIT admissions with good communicational skills. Reach Us...
-
Service Advisor
2 days ago
Coimbatore, India Sree Saradhambal Automobiles Pvt Ltd Full timeWe urgently need of **Service Advisor** for our different service units (more than 60 units) located in different location. We provide sufficient training. **Responsibilities**: - Prepare, analyze and document Voice of Customer - Coordinating 100% on time delivery. - Stage by stage payment follow up process. - Analyze customer complaints (Feedbacks) and...