Financial Advisor

. **Financial Advisor - MSME Projects** Job Title: Financial Advisor - MSME Projects (MBA Finance / Semi-CA) Location: Gonda / Chitrakoot / Meerut (on-site) **Salary**: ₹40,000 - ₹50,000 per month **Job Type**: Full-Time Qualifications: - MBA in Finance / Semi-qualified CA / M.Com - Strong financial knowledge, communication, and analytical...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include discussing finances and financial goals...

This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...

As a Financial Advisor - Research Analyst, you will be responsible for conducting in-depth research and analysis of companies listed on the stock market of India. You will play a crucial role in helping our clients make well-informed investment decisions. This position offers a unique opportunity to work in a dynamic and intellectually stimulating...

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. -...

1) Financial planning. 2) Portfolio Management. 3)Investment Advice. 4) Market Research. 5)Regulatory compliance. Schedule: - Day shift - Monday to Friday - Morning shift Supplemental Pay: - Performance bonus **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 9109340941

Key ResponsibilitiesThe primary objective of this role is to oversee the development and management of a team of financial advisors. This involves identifying, recruiting, and onboarding talented professionals who can drive business growth.Develop and implement strategies to enhance team performance, focusing on recruitment, training, and mentorship.Conduct...

Job OverviewWe are seeking a seasoned professional to lead our team of financial advisors. The successful candidate will be responsible for the recruitment and development of this team, ensuring they have the necessary skills and knowledge to excel in their roles.Key responsibilities include training, motivating, and guiding the team to achieve sales targets...