Financial Advisor
6 days ago
Key Responsibilities:
- Provide financial planning and investment advice to clients based on their financial goals.
- Provide comprehensive financial advice on wealth management, mutual funds, and insurance (health & general).
- Evaluate clients' financial needs and goals to recommend appropriate investment and insurance products.
- Recommend and sell SIP mutual funds, insurance policies, and loan products.
- Analyze market trends, stocks, and mutual funds to suggest suitable investment opportunities.
- Assist clients with loan processing and provide guidance on eligibility and documentation.
- Build and maintain strong relationships with clients to ensure long-term financial success.
- Stay updated on financial regulations, investment products, and market developments.
- Maintain compliance with regulatory requirements and company policies.
Qualifications & Skills:
- Bachelor’s degree in Finance, Business, or a related field.
- Prior experience working for financial institutions.
- Knowledge of mutual funds, SIPs, insurance, loans, and stock markets.
- Strong analytical and problem-solving skills.
- Excellent communication and client relationship management skills.
- Certification in mutual funds, insurance, or financial planning (preferred)
**Job Types**: Full-time, Permanent
Pay: ₹11,724.37 - ₹51,551.78 per month
**Benefits**:
- Cell phone reimbursement
- Internet reimbursement
Schedule:
- Day shift
- UK shift
**Experience**:
- total work: 2 years (preferred)
Work Location: In person
-
Financial Advisor
13 hours ago
Ramanattukara, Calicut, Kerala, India motomi bharat nidhi ltd Full time**Job Title: Financial Advisor** We are looking for smart and energetic financial advisors for our company. The Financial Advisor will be responsible for promoting the company’s deposit schemes to potential clients. This role involves approaching individuals and businesses, introducing them to the institution’s financial schemes, and convincing them to...
-
Mutual Fund Advisor
1 week ago
Kochi, Kerala, India Actio Full timeMany of us have a busy schedule, and it so happens that we tend to neglect the discipline aspect of investing. As a result, we struggle to keep our finances in check. Hiring a financial advisor would be beneficial since they can examine your net worth, help you identify your goals, and recommend ways to help you fulfill your aspirations. A financial...
-
Financial Advisor
6 days ago
Trivandrum, Kerala, , India Advenxa Full time ₹ 2,25,000 - ₹ 5,00,000 per yearFinancial Advisor (Trader) Location : Trivadrum, Kerala Qualifications: Degree Mandatory Salary: 2.25LPA to 5LPA Shift : Day Shift Working Days : 6 days a week Responsibilities: 1.Terminal handling 2.Responsible to generate brokerage primarily through advising clients on their equity portfolio. 3.Responsible for generating revenue from Third...
-
Kochi, India Axis Max Full timeCall for financial advisor in Axis Max life insurance, flexible and interesting commissions give better. More information about this Financial Advisor JobPlease go through the below FAQs to get all answers related to the given Financial Advisor jobWhat are the job requirements to apply for this Financial Advisor job position? Ans: A candidate must have a...
-
Study Abroad Advisor
6 days ago
Kochi, Kerala, India Guidance Plus Full time**Job Category**:Senior Executives **Job Type**:Full Time **Job Location**:Kochi **Experience**:06 Months - 1 Year Join **Guidance Plus**, one of leading study abroad consultants in Kochi, Kerala, and help students achieve their dream of studying abroad! We are looking for an enthusiastic** Study Abroad Advisor** for our **Kochi branch**, who will guide...
-
CTO with Investment
1 week ago
Kochi, Kerala, India FinE: Financial Empowerment for Everyone Full time**Investment: ₹20-35 Lakhs (minimum ₹20lakhs with equity stakes)** We are seeking a **Co-Founder** who will play a pivotal role in shaping the future of our company. This individual will be part of the **founding team** and will contribute not only financially through a strategic investment but also through active participation in the management and...
-
Stock Market Trainer
2 days ago
Kochi, Kerala, India The wealth advisor Full timeRequirements: - Proficiency in English, Hindi, and Malayalam languages. - Minimum 1-2 years of experience in trading and conducting classes. - Strong communication and presentation skills. - Ability to tailor teaching methods to suit different learning styles. - Passion for financial education and empowering others to succeed in the stock...
-
Financial Advisor
2 days ago
Calicut Civil Station H.O, Calicut, Kerala, India X9 community Full timeBachelor’s degree in Finance, Economics, Accounting, or related field. Professional certifications such as CMA,ACCA is a plus experienced or freshers can apply Strong knowledge of financial products, investment strategies, and regulatory requirements Excellent interpersonal, communication, and analytical skills. Proficient in financial planning,...
-
Bodyshop Advisor
2 days ago
Kochi, Kerala, India Radioso Resources Full timeUses his or her general knowledge of automotive systems and his or her experience to accurately estimate the cost of repairs in establishing credibility and rapport with customers. **Accurately estimates repair jobs, resulting in earning work, assuring customer enthusiasm, and gaining profits for the department and the dealership.** Works closely with the...
-
Sales Manager
4 days ago
Edapally, Kochi, Kerala, India Alkor Entertainments Full time ₹ 15,00,000 - ₹ 25,00,000 per yearLead, mentor, and manage a team of sales executives to achieve individual and team sales targets.Provide ongoing training and skill development for the sales team on industry trends, sales techniques, and product knowledge.Set performance goals, conduct regular performance reviews, and implement improvement plans when needed.Develop and implement sales...