
Financial Advisor
6 days ago
- 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 investment analysis: Analyze financial data and market performance to provide sound investment advice. Monitor portfolios and recommend adjustments due to market changes or shifts in a client's life.
- Reporting: Prepare summaries of financial documents, investment performance, and income projections for clients.
Job Types: Full-time, Permanent, Fresher
Pay: ₹25, ₹35,000.00 per month
Benefits:
- Health insurance
- Life insurance
- Paid sick time
- Provident Fund
Work Location: In person
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Financial Advisor
2 weeks ago
Lucknow, Uttar Pradesh, India Bajaj life insurance Full time ₹ 2,40,000 - ₹ 7,20,000 per yearHere's a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a...
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Mutual Fund Advisor
9 hours ago
Lucknow, Uttar Pradesh, India Finowings Training Academy Full time ₹ 8,00,000 - ₹ 12,00,000 per yearSeeking a Mutual Fund Advisor to drive sales, guide clients on investment options, achieve targets, and ensure compliance. Build strong client relationships and deliver tailored financial solutions for growth.
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Sales Development Manager
4 days ago
Lucknow, Uttar Pradesh, India The Albatross Full time ₹ 4,25,000 per yearTeam Recruitment & Development Training and Manage a Team Client Relationship Business Development Sales Support to your team and customers Recruiting and Managing team of financial advisors/agents. Train team members on selling and products. Required Candidate profileEducation:- Graduation or Post-graduation Experience:- Min. 1 years Sales Ex.(BFSI &...
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Digital Marketing Trainee in Lucknow
1 week ago
Lucknow, Uttar Pradesh, India FinValue Advisors Full time ₹ 2,00,000 - ₹ 4,00,000 per yearKey ResponsibilitiesAssist in developing and executing digital marketing campaigns.Manage social media accounts and content.Conduct market research and analysis.Monitor and report on campaign performance.Collaborate with teams.Learn and apply digital marketing tools and techniques.Community management: designing social media campaign, creating social media...
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Business Development Executive
2 days ago
Lucknow, Uttar Pradesh, India FinValue Advisors Full time ₹ 2,50,000 - ₹ 7,50,000 per yearCompany DescriptionFinValue Advisors is a trusted advisory partner specializing in designing evidence-based policy interventions to improve the financial health of underserved communities. Their programs focus on inclusive finance, green finance, and climate finance to benefit women, youth, and MSMEs. The company is located in Lucknow and collaborates with...
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VP, Operations
12 hours ago
Lucknow, Uttar Pradesh, India TaskUs Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Description*About TaskUs:*TaskUs is a provider of outsourced digital services and next-generation customer experience to fast-growing technology companies, helping its clients represent, protect and grow their brands. Leveraging a cloud-based infrastructure, TaskUs serves clients in the fastest-growing sectors, including social media, e-commerce, gaming,...
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Financial Advisor
21 hours ago
Lucknow, India ICICI Prudential Life Insurance Full timeWe are seeking a part-time or full-time Financial Advisor for our Lucknow office, with some remote work flexibility. As a Financial Advisor, you will be responsible for providing financial advisory services to clients, assessing their risk tolerance, providing financial planning advice, and selling appropriate financial products. You will also review...
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Financial Advisor
21 hours ago
Lucknow, India Greenpavak Biotech Private Limited Full time**Responsibilities and duties** - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy - Respond to prospective customer queries about financial planning - Assist in the development plans for the company - Maintain awareness of latest legislative...
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Financial Advisor
21 hours ago
Lucknow, Uttar Pradesh, India Aditya Birla Capital Full timePersonal 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...
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Financial Advisor
2 weeks ago
Lucknow, Uttar Pradesh, India Bajaj life insurance Full timeHere’s a professional Job Description for the post of Financial Advisor at Bajaj Allianz Life Insurance Company — you can use this for job listings, resumes, or recruitment purposes: --- Job Title: Financial Advisor Company: Bajaj Allianz Life Insurance Company Ltd. Location: Lucknow/Barabanki/WFH Job Type: Full-Time / Part-Time --- Job Summary: As a...
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Hiring For Financial Advisor
3 weeks ago
Lucknow, India ADITYA BIRLA SUN LIFE INSURANCE COMPANY LIMITED Full timeFinancial 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,...
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Financial Advisor
1 week ago
Lucknow, Uttar Pradesh, India Aditya Birla Capital Full timePersonal 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...
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Financial Advisor
1 week ago
Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full timeThis is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...
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Financial Advisor
1 week ago
Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full timeThis is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...
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Financial Advisor
1 week ago
Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full timeThis is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...
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Financial Advisor
21 hours ago
Lucknow, India Niftel Communication Full time**Hiring for International Voice Process** Profile - Financial Advisor (Outbound Voice process) **Location - Lucknow (#workfromoffice )** Salary - 15K to 20K (based on your comms and interview) Qualification - Any Graduate/PG/Undergraduate (Freshers can also apply) **7:30 to 5:30 (US Shift)** **Job description** 1. Responsible for making outbound...