Financial Product Advisor

A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include: - Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets - Offering...

**Key Responsibilities**: - Educate and advise clients on investment options, especially mutual funds (equity, debt, hybrid), SIPs, and tax-saving schemes (ELSS, PPF). - Recommend suitable investment strategies based on clients' financial goals and risk profiles. - Handle client onboarding, including KYC compliance and transaction processing via platforms...

**Job description** - Promote Mutual Fund, PMS, AIF and other such investment product lines to Retail and HNI clients. - Generate leads and acquire clients through referrals to expand clientele. - Achieve sales and revenue targets by upselling Mutual Fund products and enhancing client relationships. - Provide personalized investment plans and financial...

Job Title: Life Insurance Advisor / Relationship Manager Location: Sector 75, MohaliSalary: ₹18,000 – ₹22,000 per month + Attractive Incentives (Performance-based) Key Roles & Responsibilities: 1. Sales & Business Development Identify and approach potential clients through cold calling, networking, and referrals. Pitch and sell life insurance policies,...

Job Title: Life Insurance Advisor / Relationship ManagerLocation: Sector 75, MohaliSalary: ₹18,000 – ₹22,000 per month + Attractive Incentives (Performance-based)Key Roles & Responsibilities:1. Sales & Business DevelopmentIdentify and approach potential clients through cold calling, networking, and referrals.Pitch and sell life insurance policies,...

We are looking for a personable service advisor to act as the liaison between our customers and service technicians. The service advisor's responsibilities include greeting customers, listening to requests, scheduling appointments, estimating costs, verifying insurance, conducting inspections, and test driving cars. The service advisor will ensure customer...

Product Owner Product Manager - Financial Services - 6 years - Mohali Summary - An Excellent opportunity for Product Manager to manage feature requirements maintain a well-organized backlog and work alongside Product Leads stakeholders and technical teams to bring high-quality solutions to life Location - Mohali Your Future Employer - Product based...

Urgent requirement for **International Customer Support Advisor** Location**:Chandigarh & Mohali** Salary package: 18k to 30k in-hand 5 days working (US Shifts) **Requirements**: - Graduate/UG can apply. - Freshers are welcome. - Excellent communication skills, including verbal with proper grammar. - Ability to work with others in a close manner. - Good...

**Job Summary**: As an Insurance Sales Executive, you will be responsible for generating revenue by selling insurance products to individuals and businesses. You will identify prospective clients, assess their insurance needs, and recommend appropriate coverage options. Through effective communication and negotiation skills, you will build and maintain...

Service advisor are the face of dealership and play a crucial role in defining customer service experience. - Responsible for generating revenue for dealership by offering right services as per the requirement and ensure the customer satisfaction by fulfillment of their requirements. - Advise customers for suitable service product and required jobs to be...