Financial Services Advisor

. **Financial Advisor - MSME Projects** Job Title: Financial Advisor - MSME Projects (MBA Finance / Semi-CA) Location: Gonda / Chitrakoot / Meerut (on-site) **Salary**: ₹40,000 - ₹50,000 per month **Job Type**: Full-Time Qualifications: - MBA in Finance / Semi-qualified CA / M.Com - Strong financial knowledge, communication, and analytical...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include discussing finances and financial goals...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include discussing finances and financial goals...

This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...

**Job Title**: Financial Sales Advisor **Location: Jaipur** **Job Type**: Full-time **Key Responsibilities**: - Identify potential clients and assess their financial needs. - Advise clients on suitable financial instruments based on their risk appetite and investment goals. - Develop and maintain strong relationships with clients to ensure long-term...

**Job Title**: Financial Sales Advisor **Location: Jaipur** **Job Type**: Full-time **Key Responsibilities**: - Identify potential clients and assess their financial needs. - Advise clients on suitable financial instruments based on their risk appetite and investment goals. - Develop and maintain strong relationships with clients to ensure long-term...

**job summary** **Financial Advisor responsibilities and duties** The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to. - Provide...

JD for Financial Advisor Position: Financial Advisor Location: Delhi Role Specific Responsibilities: Main Responsibilities - Set up client files and add client data to the financial planning software. - Prepare forms, documents, and templates. - Type up client questionnaires & portfolio reports. - Download and collate documents and other research. -...