Financial Investment Advisor

**Role Summary**: A financial advisor helps individuals and businesses manage their finances and achieve short - and long-term financial goals. They provide expert guidance on investments, savings, insurance, taxes, retirement planning, and more. **Key Responsibilities**: - Financial Planning: Assess clients’ financial health and create personalized...

Role Summary:A financial advisor helps individuals and businesses manage their finances and achieve short- and long-term financial goals. They provide expert guidance on investments, savings, insurance, taxes, retirement planning, and more.Key Responsibilities:Financial Planning: Assess clients' financial health and create personalized plans.Investment...

Company Description Established in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally renowned Aditya Birla Group and Sun Life Financial Inc., a leading financial services organization from Canada. ABSLI is recognized for its innovation and industry benchmarks, such as the introduction of the "Free Look...

Company DescriptionEstablished in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally renowned Aditya Birla Group and Sun Life Financial Inc., a leading financial services organization from Canada. ABSLI is recognized for its innovation and industry benchmarks, such as the introduction of the "Free Look...

Financial Advisor duties and responsibilities**Preparing or interpreting financial document summaries, investment performance reports and income projections for clients**. Manage and regularly update clients' portfolios. Building and maintaining your client base. Financial Advisor requirements and qualifications - Bachelor’s degree in business, finance or...

Equity Advisor - CONNECT HR - 863 833 0959 Any Graduate Male/ Female both can apply 1-2 years Experience required from Equity Advisor, Analyze financial situation, build investment plan, monitor market, provide expert Advice, Resolve customer queries, Review portfolios and recommend investment Must have certificate from NISM Salary 3-5LPA Location...

**Equity Advisor | Stock Market Advisory** **Location**: Kolkata **Job Type**: Full-Time **Job Overview**: **Key Responsibilities**: Provide expert advisory on **equity portfolios** for long-term investments and short/medium-term positional trading. Keep up-to-date with **market trends, financial news, and investment opportunities**. Ensure all advisory...

Life Advisor - A Life Advisor promotes and sells life insurance policies, offering tailored financial solutions to clients. Key Responsibilities: 1. Identify and approach potential clients through leads and networking. 2. Understand client needs and recommend suitable insurance plans. 3. Assist with policy purchases, renewals, and claims. 4. Stay updated...

Why become a Max Life financial advisor Become financially independent by contributing to family income Build One's own network by interacting with like minded individuals. Get handsomely rewarded with foreign training programs, rewards, incentives and international recognition as a high performer. Earn respect by working with a reputed brand name...

**Desired Qualification: Post Graduate with Certification on NISM Series XA and XB.** **Experience: 5+ years work experience.** **Location: Kolkata** **Expected CTC: As per the experience and market standard** - Educate clients regarding the range of applicable investment options available to them - Increase client database by meeting new clients and...