Financial Advisor

Life Advisor - A Life Advisor promotes and sells life insurance policies, offering tailored financial solutions to clients. Key Responsibilities: 1. Identify and approach potential clients through leads and networking. 2. Understand client needs and recommend suitable insurance plans. 3. Assist with policy purchases, renewals, and claims. 4. Stay updated...

Company Description Established in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally renowned Aditya Birla Group and Sun Life Financial Inc., a leading financial services organization from Canada. ABSLI is recognized for its innovation and industry benchmarks, such as the introduction of the "Free Look...

Company: NBFC Profile: PCG- Advisor Job Responsibilities: - Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. - Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. - To improve Market...

Job Title: Experienced Financial AdvisorWe are seeking a skilled Certified Financial Planner (CFP) to serve as a trusted advisor. This role requires an in-depth understanding of the financial market and regulatory environment.Key Responsibilities:Assess clients' financial needs and develop personalized strategiesAnalyze financial data to identify trends and...

We are looking for a Mutual Fund Advisor to guide clients in selecting suitable mutual fund investments based on their financial goals and risk appetite. The role involves client interaction, portfolio recommendations, and staying updated with market trends and regulatory guidelines. Strong communication skills and AMFI certification are preferred. Pay:...

**Job Title: PCG Advisor** **Key Responsibilities**: **- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.** **- Individually handling clients with the book size of 25 lacs & above.** **- Creation of revenue & Activation of clients through effective Advisory.** **- Cross selling of other products like Mutual fund, PMS,...

Job Title:Life Advisor / Insurance Coordinator / Financial Advisor / Management Trainee / RDM (Recruitment & Development Manager).Job Type:Full-Time / Part-Time (Flexible Shifts Available).Salary:₹10,000 – ₹15,000 (Fixed) + Attractive Incentives (₹10,000 – ₹20,000 or more, based on performance)About the Role:We are looking for dynamic individuals...

Are you passionate about helping people grow their wealth? Join us as a **Mutual Fund Advisor** and be part of a dynamic team at Wealthcrop Securities Private Limited! **Salary**: ₹15,000 - ₹25,000/month + **Lucrative Incentives** **Monthly Target**: Achievable goals with rewarding incentives **Key Responsibilities**: - Provide expert financial...

Senior Financial AdvisorWe are seeking a seasoned Certified Financial Planner to serve as a trusted advisor to our clients.In this role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.Key...

JOB DESCRIPTIONS - Driving the company’s financial planning - Plan and perform risk management duties - Analyze and manage the organization’s liabilities and investments - Plan, implement and manage investment strategies by considering cash and liquidity risks - Manage fundraising plans and capital structure - Overseeing and supervising statutory...