Financial Advisor
4 days ago
Designation: - Financial advisor - Job Code: - No. of Openings: - Job Qualification: - Any Graduate/Post Graduate - Job Experience: - Job Location: - Agra - Job Type: - Full time - CTC: - Job Description: - Advise client about trading - Handling clients via providing recommendations and trading related services. - Handling and meeting clients and giving training on How to trade Online through various Trading Applications. - Handling Customers Query Regarding "Before trade and After Trade" through Inbound calls / outbound calls - Evaluate financial risks and decide on trading based on available data. - Attain thorough knowledge about stock market terms and trading practices.
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Financial Advisor
4 days ago
New Palasia, Indore, Madhya Pradesh, India Riocap Investment advisor Full time**Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...
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Financial Advisor
6 days ago
Vijay Nagar, Indore, Madhya Pradesh, India Rio Capital Investment advisor Full time**Key Responsibilities**: Job Title: Financial Advisor **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and approach...
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Analyst Financial Advisory Support
3 days ago
uttar pradesh, India Ameriprise Financial Full timeThe candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisors'practices. This position will...
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Financial Advisor
1 week ago
Lucknow, Uttar Pradesh, India Aditya Birla Capital Full timePersonal 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...
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Financial Advisor
15 hours ago
Lucknow, Uttar Pradesh, India Aditya Birla Capital Full timePersonal 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...
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Financial Advisor
2 days ago
Lucknow, Uttar Pradesh, India Aditya Birla Capital Full timePersonal 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...
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Financial Advisor
4 days ago
Lucknow, Uttar Pradesh, India Aditya Birla Capital Full timeThis 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 **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...
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Analyst Financial Advisory Support
3 weeks ago
Noida, Uttar Pradesh, India Ameriprise Financial Full timeThe candidate will be responsible to work with a dedicated advisor a team of financial advisors and staff to help provide outstanding service to our clients It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices This position will...
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Financial Advisor
2 weeks ago
Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full timeFinancial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. - Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about...
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Financial Advisor
2 days ago
Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full timeThis 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...