Financial Advisor

Role OverviewAs a Financial Advisor you'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...

Job title:Financial Planning Advisor/ Investment Advisory **We need people who are-** Active Listener. Passionate about making money work harder for clients by Good Communicator. Willing to take extra steps for clients. Comfortable with Excel & MS Word & PPT Entrepreneur mind set. **Their Day to Day job will include-** Align Meetings for prospective...

Division: Lead Management System - Financial Services Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 0 -3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving...

TBNG, a SEBI Registered Investment Advisory Firm. Our extensive experience in the investment advisory business spans over successful and proficient 2 decades. We have mentored a myriad of entrepreneurs, professionals, business heads and families. We are currently looking for an paraplanner to join our existing team, Paraplanners are professional people who...

Vacancy for Mumbai LocationMotilal Oswal Financial Services LimitedEquity Advisor - 5 years and above experience. Energeticand passionate about markets.Franchisee vertical - B2B profileJoining - ImmediatePosition - 10"NOT APPLICABLE FOR FRESHERS"send cv to Subject Line : Application for Role of Equity Advisor

FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisoryplatform (web & mobile) that offers Financial Advisory, Retirement Planning and Tax planningsolutions followed by investment execution to complete the entire circle. Committed todriving transformative change, we take pride in being among the early adopters...

**Join the LIC Team: Become a Successful Agent/Advisor in Mumbai** **Introduction**:* **Benefits of Becoming a LIC Agent/Advisor**:* **- Unlimited earning potential** **- Flexible working hours** **- Comprehensive training and support** **- Attractive incentives and rewards** **- Opportunity to make a difference in people's lives** **- Dynamic work...

Job Role-Financial Accounting Advisor CL : 13 - Max budget: 18,500/- Shift timings: **5:30pm to 3:30am** **Location: Mumbai MDC 7 - Gigaplex Estate** **Requirements**: Job Role-Financial Accounting Advisor CL : 13 - Max budget: 18,500/- Shift timings: **5:30pm to 3:30am** **Location: Mumbai MDC 7 - Gigaplex Estate** **Job...

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about financial plans and strategies and giving financial advice. - Analyzing financial data received from clients to develop strategies for meeting...

We're Hiring – Tele Sales AdvisorPosition: Tele Sales AdvisorSalary: ₹3.60 LPA – ₹4.40 LPAShift: Day (9 AM – 6:30 PM)Work Schedule: 6 days/week (1 Saturday off/month)If you have strong communication skills and a passion for helping clients with financial planning & debt management, this role is for youBPO experience is preferred, but candidates...