Financial Advisor

Role OverviewThe Senior Financial Advisor will be responsible for building a strong client book, maintaining client relationships and generating AUM from preferred clients.Main ResponsibilitiesAdvising Affluent clients on their Investments and managing their overall financial portfolioDeepening the wallet from existing clientsAbout UsWe are a team dedicated...

Job DescriptionWe are seeking a highly skilled Management Consultant to join our team. As a Management Consultant, you will be responsible for planning and executing business strategies to improve efficiency in the operational and financial management of businesses.Key ResponsibilitiesDevelop and implement business strategies to drive growth and...

Job SummaryWe are seeking a Financial Advisor Manager to join our team. As a key member of our wealth management team, you will be responsible for managing relationships with HNI/Ultra HNI clients and driving revenue growth.About the JobDevelop and manage relationships with HNI/Ultra HNI clients.Grow assets under management (AUM) and drive revenue growth...

The ideal candidate for this role is a Strategic Advisor who can provide expert guidance on financial planning and budgeting.In this position, you will:Analyze financial records to identify areas for improvementDevelop and implement strategies for improving financial performanceCollaborate with cross-functional teams to drive business growthYour expertise in...

Job Overview:We are seeking a skilled and experienced sales professional to join our team as a Financial Advisor. In this role, you will be responsible for selling accounting solutions to clients in your assigned territory.Key Responsibilities:Sell accounting solutions to clients in your assigned territoryDevelop and maintain strong relationships with...

b MAX LIFE INSURANCE CO LTD 242 JITENDRA ENCLAVE RASH BEHARI Gariahat KOLKATA 700019 CONTACT imran ali1 maxlifeinsurance com 6291215851 Role Description MAXLIFE INSURANCE INTERNSHIPThis 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...

Job DescriptionDescriptionWe are seeking a motivated Financial Advisor to join our team in India. This role is ideal for freshers or entry-level candidates eager to start their career in financial services. The successful candidate will provide clients with expert financial advice and strategies to help them achieve their financial goals.Responsibilities-...

About the RoleWe are seeking a strategic advisor to join our team. As a strategic advisor, you will play a key role in helping our clients achieve their business goals. This will involve analyzing complex problems, developing innovative solutions, and implementing changes to drive business results.Key responsibilities include working as part of a...

Job DescriptionPursue a rewarding career as a financial advisor where you will play a crucial role in helping individuals achieve their long-term financial objectives.Key Responsibilities:Determine clients' expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance to develop personalized financial plans.Offer expert financial...

Job Summary:We are seeking a Risk Management Advisor to support our organization's risk management efforts.The successful candidate will have a strong background in risk management, with experience working with SAP environments and handling corporate clients for CA firms.Main ResponsibilitiesDesign and test financial controls to ensure operational efficiency...