Financial Advisor

Job overview: Financial Advisor helps clients select life insurance policies that meet their financial needs and long-term goals. They assess clients' financial situations, explain different insurance options, and guide them in making informed decisions to protect their families and assets. Key Responsibilities: Identify potential clients through...

Company Description Bharat Researchers Cloud, based in Bengaluru, is dedicated to building the largest digital platform for the Research and Innovation Sector called BHARC PLATFORM. Our mission is to foster collaboration, knowledge sharing, and meaningful connections within various domains. We provide opportunities for job creation, R&D, and...

Company Description Bharat Researchers Cloud, based in Bengaluru, is dedicated to building the largest digital platform for the Research and Innovation Sector called BHARC PLATFORM. Our mission is to foster collaboration, knowledge sharing, and meaningful connections within various domains. We provide opportunities for job creation, R&D, and...

Company DescriptionGeojit is one of India's leading investment services companies, with a significant presence in the Gulf Cooperation Council (GCC) countries. Serving over one million clients through a network of more than 500 offices, Geojit offers a comprehensive range of investment solutions including equity and currency derivatives, portfolio...

We are seeking a dedicated and knowledgeable Financial and Investment Advisor to join our team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate their financial journey, providing them with personalized guidance and strategies to achieve their financial goals. **Responsibilities**: - Provide expert advice on investment...

We are HIRING for Financial Advisors for MNC Company in MG ROAD Branch, Bangalore. Job Responsibilities: - Fixing Appointments with clients and advising clients regarding financial needs. Creating very Strong Client Base. Qualifications: - PUC, Graduate and Post Graduate. Special Positions for Auditors, Tax Consultants and Chartered...

Industry: Personal Finance/Financial Planning KEY RESPONSIBILITIES INCLUDE: 1. Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our Research & Financial Planner team. 2. An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment,...

Primary Responsibility of Financial Advisors is to identify potential Customers to promote Traditional Savings Plans of HDFC We provide support by sending a qualified Sales Manager to help in closure of the process Process followed for On Boarding Round 1: Screening Round face to face interview Round 2 : Invite selected candidates to...

A Financial Adviser assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. They also network, generate leads, and sell...

A Financial Adviser assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. They also network, generate leads, and sell...