Financial Advisor

About the job Company Name: Motilal Oswal Financial Services Ltd Designation: Financial Advisor (Adviser - Dealer) Location: Varachha Main Road, Surat Job Responsibilities:Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. ...

Position: Financial Advisor Company : Telios Tax Solutions & Business Management Private Limited Job Location: Surat **Job Description**: - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs...

Company OverviewMax Life Insurance is a premier life insurance company focused on securing the financial future of clients Through growth and expansion the company seeks enthusiastic and committed individuals to join as part-time or full-time agents It offers a unique career opportunity for housewives retirees and financial advisors to make a...

**Roles and Responsibilities** - Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of IFA's **Internal Focus** - Branch Service Operations, Channel team **External Focus** - Distributors,...

Turtlemint is one of India's largest B2B insurance distribution platforms. Launched in 2015, Turtlemint empowers the financial advisors, both individuals and large financial sector organizations, by offering them a comprehensive technology platform for end to end insurance servicing needs of their customers. The platform enables training & licensing of the...

Financial advisers typically provide financial products and services, depending on the qualification examinations they hold and the training they have. Financial advisers are registered, not licensed.[2] For example, a licensed insurance agent may be qualified to sell both life insurance **Job Types**: Full-time, Part-time, Permanent, Fresher, Internship,...

Job Description PCG Advisor/ B2B Franchisee Partner Alliance-Equity&Investment Products1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment...

Provide loan to needy person for expand business and monthly Collection. Experience 0 - 2 Years No. of Openings 5 Education Higher Secondary Role Loan Advisor Industry Type Banking / Financial Services / Stock Broking Gender Male Job Country India Type of Job Full Time Work Location Type Work from...

PCG Advisor/ B2B Franchisee Partner Alliance-Equity&Investment Products1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like...

- Appointment calling - Identify The Need Of Client. - Closing Business Deals. - Negotiating - Following Up With Customers. - Managing Customer Relationships Insurance Sales Growth. - Explaining Customer About The Products. Age criteria - 25 to 65 **Job Type**: Part-time Part-time hours: 20-40 per week **Salary**: From ₹30,000.00 per...