Investment Advisor

**Key Responsibilities**: - Educate and advise clients on investment options, especially mutual funds (equity, debt, hybrid), SIPs, and tax-saving schemes (ELSS, PPF). - Recommend suitable investment strategies based on clients' financial goals and risk profiles. - Handle client onboarding, including KYC compliance and transaction processing via platforms...

**Job Title**: Financial Product Advisor / Investment Executive **Location**: Sector 75, Mohali **Salary**:₹20,000 - ₹25,000 per month + Incentives (Based on performance) **Key Roles & Responsibilities**: 1. Sales & Business Development - Identify potential clients and generate leads through cold calling, networking, and referrals. - Pitch and sell...

A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include: - Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets - Offering...

**Job description** - Promote Mutual Fund, PMS, AIF and other such investment product lines to Retail and HNI clients. - Generate leads and acquire clients through referrals to expand clientele. - Achieve sales and revenue targets by upselling Mutual Fund products and enhancing client relationships. - Provide personalized investment plans and financial...

Job Title: Financial Product Advisor / Investment ExecutiveLocation: Sector 75, MohaliSalary: ₹20,000 – ₹25,000 per month + Incentives (Based on performance)Key Roles & Responsibilities:Sales & Business Development* Identify potential clients and generate leads through cold calling, networking, and referrals.* Pitch and sell life insurance, mutual...

Looking for multiple positions in insurance sector Roles - Recruit train and lead a team of life insurance advisors Acquire and achieve business targets through the team of advisors from open market and own network - Support allocated advisors through training and joint sales calls- Identify and meet new customers provide them need-based life insurance...

Join our dynamic team and be part of a Rewarding Career in Banking Sales Sector. **Salary : 15000 - 25000/month + Rewards Up to 22000/month.** **Opportunities and Perks**: - Office Desk Job. - Competitive Salary and Performance-based Incentives. - 18 Paid Leaves/Yr + Weekly Off - Career development and training opportunities. **Job...

Join our Dynamic Team and be a part of Rewarding Career in Banking Sales Sector. **Salary: 15000-25000/Month + Rewards Upto 22000/Month.** **Opportunities and Perks**: - Office Desk Job. - Competitive Salary and Performance-based Incentives. - 18 Paid Leaves/Year + Weekly Off - Career development and Training opportunities. **Job Specification**: **Roles...

Position Title: Lead, FP&ALocation: MohaliPosition Type: Regular, Full-timeThe FP&A Lead will be responsible for directing and organizing the financial planning and analysis process across the company, including the preparation, reporting, variance analysisof the departmental budgets, forecasts, and key financial metrics. You will provide insightsand sound...