Financial Advisor

**Job Title**: Financial Product Advisor / Investment Executive **Location**: Sector 75, Mohali **Salary**:₹20,000 - ₹25,000 per month + Incentives (Based on performance) **Key Roles & Responsibilities**: 1. Sales & Business Development - Identify potential clients and generate leads through cold calling, networking, and referrals. - Pitch and sell...

**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,...

**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...

**Job Title: Immigration Advisor/Coordinator** **Job Summary**: **Responsibilities**: - **Client Consultation and Assessment**: - Meet with clients to assess their immigration needs, goals, and eligibility for various visa categories or immigration programs. - Provide personalized advice and guidance based on clients' circumstances, preferences, and...

Main Duties - Achieve sales targets and spur business growth through effective leadership of the sales team- Recruite train and coach sales advisors and financial representatives- Inspire and guide the team to achieve individual and team goals- Explore opportunities for cross-selling and upselling insurance products- Handle month-end and year-end sales...

The Chief Financial Officer (CFO) is a key member of the executive leadership team, responsible for overseeing all financial aspects of the company. The CFO will drive the organization’s financial strategy, planning, forecasting, and performance management, ensuring sustainable growth and compliance with all regulatory requirements. Key...

Position Title: Lead, FP&ALocation: MohaliPosition Type: Regular, Full-timeThe FP&A Lead will be responsible for directing and organizing the financial planning and analysis process across the company, including the preparation, reporting, variance analysisof the departmental budgets, forecasts, and key financial metrics. You will provide insightsand sound...