Financial Advisor

Many of us have a busy schedule, and it so happens that we tend to neglect the discipline aspect of investing. As a result, we struggle to keep our finances in check. Hiring a financial advisor would be beneficial since they can examine your net worth, help you identify your goals, and recommend ways to help you fulfill your aspirations. A financial...

A Financial Adviser assesses clients' financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. **Job Types**: Full-time, Part-time, Regular /...

Hiring for institution Location : Kochi **Minimum 1 to 2 years of experience in sales Background** **English Communication must be very fluent** - Enrollment advisors assist and advise prospective students - Guiding them through the process of enrolling in a college, training center, or other learning facility. - They explain the admissions process,...

About the jobAbout Us Finanshels.com is a hyper‑growth, AI‑powered accounting and financial‑operations partner trusted by over 3,500 UAE‑based SMEs for seamless bookkeeping, VAT and corporate‑tax compliance, and real‑time financial insights; our cutting‑edge automation engine slashes manual workloads, elevates advisory conversations, and...

Key Responsibilities: - Provide financial planning and investment advice to clients based on their financial goals. - Provide comprehensive financial advice on wealth management, mutual funds, and insurance (health & general). - Evaluate clients' financial needs and goals to recommend appropriate investment and insurance products. - Recommend and sell SIP...

Role : Banking ( Life Insurance ) Location : Cochi Salary : As per industry standards Experience : Minimum 1 year Qualification : Graduation JD/Responsibilities 1. Identify & recruit right quality advisors to build a strong advisor base 2. Provide training on products, business processes and selling techniques continuously 3. Provide assistance to...

**Job Title**: Insurance Advisor (Tele Caller) - Work from Home **Location**: India (Work from Home) **Company**: Platinum Insurance Brokers (Based in Dubai, UAE) **About Us**: Platinum Insurance Brokers is a leading insurance brokerage firm headquartered in Dubai, UAE, dedicated to providing top-tier insurance solutions to clients worldwide. We...

**Investment: ₹20-35 Lakhs (minimum ₹20lakhs with equity stakes)** We are seeking a **Co-Founder** who will play a pivotal role in shaping the future of our company. This individual will be part of the **founding team** and will contribute not only financially through a strategic investment but also through active participation in the management and...

**Full job description** Leading public sector bank insurance jobs. Best incentives Better opportunity No target Work from home Urgent vacancy All kerala vacancies available **Key Responsibilities**: - Generate new business leads through cold calling, networking, and referrals - Build and maintain relationships with clients to understand their...

**1) Principal Accountabilities**: - Receiving calls - Online Dealing - Buying & Selling of shares - Confirmation & execution of orders - Promoting financial products - Ability to understand the online trading platform **2) Technical /Specialist Skills & Knowledge Expected For This Particular Role** - Relevant experience of over 2 years - NCFM & NISM -...