Financial Advisor

**Job Description: Equity Advisor** - Profiling Clients & suggesting financial products (Equity) and recommending portfolios to meet customer needs as per their risk appetite. - Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market. - Placing orders on behalf of clients...

**Key Responsibilities** - Welcome and assist walk-in customers at the counter with queries about training programs and financial products. - Explain stock market courses, insurance plans, mutual funds, and other financial offerings clearly. - Generate leads, maintain client records, and follow up for enrollment/closure. - Coordinate with trainers, financial...

Company Description Orhan Digital Financial Services (ODFS) simplifies insurance for everyone by offering a variety of individual and group insurance solutions, including protection, savings and pensions, retirement plans, health insurance, and term insurance. We partner with 45+ insurance companies to provide tailored plans for women and children. ODFS is a...

**Position Overview**: A Real Estate Sales Advisor is responsible for assisting clients in buying, selling, and renting properties. They act as intermediaries between property buyers and sellers, ensuring the transaction process is smooth, efficient, and aligned with the client's needs and budget. **Key Responsibilities**: - **Client Engagement**: -...

**Position Overview**: A Real Estate Sales Advisor is responsible for assisting clients in buying, selling, and renting properties. They act as intermediaries between property buyers and sellers, ensuring the transaction process is smooth, efficient, and aligned with the client's needs and budget. **Key Responsibilities**: - **Client Engagement**: -...

Key Responsibilities Financial planning: Develop customized financial plans to help clients achieve specific goals, such as retirement planning, wealth accumulation, or charitable giving. Investment management: Create and manage client investment portfolios by analyzing market conditions, selecting appropriate investment products, and executing trades. Tax...

Key ResponsibilitiesFinancial planning: Develop customized financial plans to help clients achieve specific goals, such as retirement planning, wealth accumulation, or charitable giving.Investment management: Create and manage client investment portfolios by analyzing market conditions, selecting appropriate investment products, and executing trades.Tax...

**Responsibilities**: - Conduct outbound calls to prospective students to provide information about our educational programs, admissions process, and available resources. - Provide personalized counseling sessions to students to assess their educational goals, interests, and academic needs, and offer appropriate guidance and support. - Collaborate with...

**Job Summary**: The Academic Caller is responsible for engaging with prospective and current students via telephone to provide information, support, and assistance regarding academic programs, enrollment processes, and institutional resources. This role plays a key part in promoting student engagement, retention, and success by building strong relationships...

**Job Description (JD) for an Assistant Company Secretary (CS)**: **Job Title**: Assistant Company Secretary **Location**: Patna, Bihar **Department**: Legal & Compliance **Reports To**: Company Secretary **Job Purpose**: The Assistant Company Secretary will assist the Company Secretary in ensuring compliance with corporate governance, statutory...