Financial Advisor

Role Summary:A financial advisor helps individuals and businesses manage their finances and achieve short- and long-term financial goals. They provide expert guidance on investments, savings, insurance, taxes, retirement planning, and more.Key Responsibilities:Financial Planning: Assess clients' financial health and create personalized plans.Investment...

We are seeking a motivated and client-focused Financial Advisor to join our team. Your role will involve understanding client needs, offering personalized financial solutions, and helping them achieve their financial goals through investments such as Mutual Funds, Bonds, Insurance, and more. **Key Responsibilities**: - Assess client financial goals and...

**Full job description** Role Description: INVESTMENT INSURANCE Advisor **NOTE: PLEASE ANSWER ALL BELOW QUESTION ASKED BY COMPANY BEFORE APPLY** This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable...

**Max Life Insurance Company Limited** is an Indian life insurance company headquartered at New Delhi, and the largest non-bank private-sector life insurer in India. It is a joint venture between Max Financial Services and Axis Bank. The company is a subsidiary of the publicly-listed Max Financial Services. It was founded in 2000 after the liberalization of...

A financial advisor at HDFC Life Insurance provides financial planning services, helps clients achieve goals like retirement and wealth creation, and sells HDFC Life's products. Key duties include assessing client needs, creating customized policies. Perks and benefitsPayment distribution will be done after the 45 day

Urgent Hiring | Financial Advisor – High Income Opportunity Role Summary: Provide expert financial planning & investment advice Build strong client relationships & manage portfolios Promote life insurance & financial products Achieve sales targets with unlimited earning potential Location: Multiple Cities Qualification: Minimum 12th...

50 nos. FINANCIAL ADVISOR for Axis Max Life InsuranceAge: 30+Gender: Open to allInterview Time 2-4PMP-118 CIT Road, 2nd FloorPhoolbaganKolkata 700054Carry Aadhaar PAN Cancelled cheque, Graduation marksheet.Exam fees applicable.

**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**: **Key...

Job Overview : We are seeking a skilled and proactive Financial Advisor/Manager to provide strategic financial guidance, support wealth management, and help clients make informed decisions. You will work closely with individuals or businesses to develop financial strategies tailored to their goals and risk profile. Key Responsibilities : Analyze...

A Financial Advisor is a professional who offers personalized financial guidance to individuals or businesses, helping them achieve their financial goals through strategic planning and investment advice. Key Responsibilities Client Financial Assessment: Evaluate clients' financial situations by analyzing income, expenses, investments, and goals. ...