Financial Advisor

**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...

Personal 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...

**job summary** **Financial Advisor responsibilities and duties** The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to. - Provide...

**Location** -- Delhi NCR, Noida sector 99, kaushambi, ghaziabad **Roles and responsibilities of Financial Advisor / Dealer** 1) Acquiring and servicing customers for equity & derivative broking. 2) Responsible for revenue generation in terms of brokerage from existing and new clients by offering the products. 3) According to client portfolio advice them...

Based on your performance for this job financial advisor **Job Types**: पार्ट-टाइम, फ़ुल-टाइम Part-time hours: 20 per week **Salary**: ₹१५,०००.०० per month Ability to Commute/Relocate: - Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required) **Speak with the...

Secure Your Future as a Financial ExpertWe are seeking highly skilled individuals to join our team of financial advisors. As a Financial Advisor, you will play a crucial role in helping clients make informed decisions about their financial futures.The ideal candidate will have excellent communication skills, be able to think critically and strategically, and...

Financial AdvisorExperience 0 - 6 Years No. of Openings 100 Education Higher Secondary Role Financial Advisor Industry Type Banking / Financial Services / Stock Broking Gender ( Male / Female ) Job Country India Type of Job Full Time Work Location Type Work from Office Face interview location Aditya Birla Sun Life insurance co. Ltd. Unit No SE-1, 2ND FLOOR...

Key Responsibilities - Offering specialised insurance advice to clients Assessing client needs Policy selection Assess clients' financial portfolios A financial advisor job description involves advising clients on investments, retirement planning, and other financial matters to help them achieve their goals. Key duties include assessing a client's...

**Client relationship management**: Conduct "discovery meetings" with clients to learn about their financial objectives, income, expenses, risk tolerance, and tax status. - **Financial planning and strategy**: Based on client data, create and present tailored strategies for investments, insurance coverage, savings plans, and cash management. - **Market and...

Looking for dedicated candidates who's having knowledge of sales field ,insurance field and having good communication skillsExperience 0 - 6 Years No. of Openings 100 Education Secondary School, B.A, Post Graduate Diploma, M.B.A/PGDM Role Financial Advisor Industry Type Banking / Financial Services / Stock Broking Gender ( Male / Female ) Job Country India...