Financial Advisor

9 hours 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

    7 days 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 days 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 Peergrowth Full time

    Role Overview We are seeking an experiencedFinancial Advisorto join our investment management team. The ideal candidate will be responsible for providing comprehensive financial planning, investment advice, and portfolio management solutions to clients, helping them achieve their financial goals while ensuring regulatory compliance. Key Responsibilities...

  • 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

    4 days ago


    Delhi, Delhi, India Explore Abroad Edu Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    Company DescriptionExplore Abroad Edu, based in New Delhi, is an overseas education consultancy committed to guiding Indian students towards globally recognized medical careers through structured, transparent, and affordable pathways. We specialize in facilitating direct admission to top medical universities in countries such as Russia, Georgia, Cyprus,...

  • Financial Advisor

    9 hours ago


    Delhi, Delhi, India Max life insurance Full time

    Job Title: Financial Advisor - Insurance Sales Location: Moti nagar, Delhi Company: Max Life Insurance **Job Type**: Hybrid **Salary**: Unlimited Commission +Unlimited Incentives based Key Responsibilities: Client Consultation: Conduct thorough consultations with clients to understand their financial goals, needs, and risk tolerance. Product...

  • Commodity advisor

    2 weeks ago


    Delhi, Delhi, India Motilal Oswal Financial Services Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a team of over 12,000 members with a customer-first attitude and focus on ethical business practices. We offer a wide range of financial products and services, including Private Wealth, Asset Management, Investment Banking, and Commodity Broking....


  • Delhi, India Network FP Full time

    Company DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...

  • Finance Expert

    2 days ago


    Delhi, Delhi, India Dishtayate Advisor Private Limited Full time

    Dishtayate Advisor Private Limited is a consulting company based in Delhi. We are looking for a Finance Executive wherein the main Job Responsibilities will include: 1. Preparation of Business Models/ Detailed Project Reports. 2. Data Analysis ( Majorly in Ms Excel). 3. Preparation of Reports, Budgets, Utilization Certificates, Balance sheet, Profit and...