Financial Business Advisor

**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...

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...

Life Advisor - A Life Advisor promotes and sells life insurance policies, offering tailored financial solutions to clients. Key Responsibilities: 1. Identify and approach potential clients through leads and networking. 2. Understand client needs and recommend suitable insurance plans. 3. Assist with policy purchases, renewals, and claims. 4. Stay updated...

Financial Advisor duties and responsibilities**Preparing or interpreting financial document summaries, investment performance reports and income projections for clients**. Manage and regularly update clients' portfolios. Building and maintaining your client base. Financial Advisor requirements and qualifications - Bachelor’s degree in business, finance or...

**Job Description**: **Business Advisors shape the vision and strategy with the client, understand the needs of the users/stakeholders, carry out an elicitation of processes, data and capabilities and derive the target processes and the business requirements for the current and future solution.** **Job Description - Grade Specific**: **Defines the methods...

Company Description Established in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally renowned Aditya Birla Group and Sun Life Financial Inc., a leading financial services organization from Canada. ABSLI is recognized for its innovation and industry benchmarks, such as the introduction of the "Free Look...

Equity Advisor - CONNECT HR - 863 833 0959 Any Graduate Male/ Female both can apply 1-2 years Experience required from Equity Advisor, Analyze financial situation, build investment plan, monitor market, provide expert Advice, Resolve customer queries, Review portfolios and recommend investment Must have certificate from NISM Salary 3-5LPA Location...

**Equity Advisor | Stock Market Advisory** **Location**: Kolkata **Job Type**: Full-Time **Job Overview**: **Key Responsibilities**: Provide expert advisory on **equity portfolios** for long-term investments and short/medium-term positional trading. Keep up-to-date with **market trends, financial news, and investment opportunities**. Ensure all advisory...

Job Title:Life Advisor / Insurance Coordinator / Financial Advisor / Management Trainee / RDM (Recruitment & Development Manager).Job Type:Full-Time / Part-Time (Flexible Shifts Available).Salary:₹10,000 – ₹15,000 (Fixed) + Attractive Incentives (₹10,000 – ₹20,000 or more, based on performance)About the Role:We are looking for dynamic individuals...

**Job Title: PCG Advisor** **Key Responsibilities**: **- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.** **- Individually handling clients with the book size of 25 lacs & above.** **- Creation of revenue & Activation of clients through effective Advisory.** **- Cross selling of other products like Mutual fund, PMS,...