Financial Advisor

2 weeks ago

Delhi Delhi, India Red Earth Education and Migration Agents Full time

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.
- Update and maintain client database.
- Managing database in CRM system.
- Client-facing tasks that require providing quality service to our clients through direct

meetings. via zoom, online messages, or phone conversations.
- Responding to client queries in a timely and professional manner.

Additional Tasks
- Prepare product comparison reports.

portfolio information.
- Prepare insurance premium estimates and quotes using specific software.
- Phoning clients & establishing good work relationships.

Schedule:

- Day shift

Work Location: In person

**Speak with the employer**
+91 9821781455

  • Financial Advisor

    3 days ago

    Delhi, India Red Earth Migration Full time

    **Financial Advisor responsibilities and duties** - Execute the vision of the company by providing financial planning, insurance and investment services to clients - Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan - Work with support staff to establish client records and update their files -...

  • Financial advisor

    2 weeks ago

    delhi, India Tata AIA Life Full time

    TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...

  • Financial Advisor

    3 weeks ago

    Delhi, India Tata AIA Life Full time

    TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...

  • Financial Advisor

    3 weeks ago

    Delhi, India Tata AIA Life Full time

    TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...

  • Financial advisor

    2 weeks ago

    Delhi, India Tata AIA Life Full time

    TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...

  • Financial advisor

    2 weeks ago

    Delhi, India Tata AIA Life Full time

    TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...

  • Financial Advisor

    2 weeks ago

    New Delhi, India DPC Consultancy Full time

    Company Description We suggest you enter details here.Role Description This is a full-time on-site role for a Financial Advisor, located in Chunchura. The Financial Advisor will be responsible for providing clients with tailored financial advice, assisting them with financial planning, retirement planning, and investment strategies. This role includes...

  • Financial Advisor

    1 week ago

    New Delhi, India DPC Consultancy Full time

    Company DescriptionWe suggest you enter details here.Role Description This is a full-time on-site role for a Financial Advisor, located in Chunchura. The Financial Advisor will be responsible for providing clients with tailored financial advice, assisting them with financial planning, retirement planning, and investment strategies. This role includes...

  • Financial Advisor

    6 days ago

    Delhi, India Aditya Birla Capital Full time

    Job Description Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Financial Advisor located in Gwalior. The Financial Advisor will be responsible for creating tailored financial plans for clients, offering advice on investments, savings, and retirement planning. Day-to-day tasks include conducting...

  • Financial Advisor

    1 week ago

    New Delhi, India Tata AIA Life Full time

    TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...