Financial Consultant/Wealth Advisor

Job Description – Financial Consultant / Wealth AdvisorWe are looking for dynamic and ambitious professionals to join our team as Financial Consultants / Wealth Advisors. In this role, you will help clients achieve their financial goals through smart investment planning, relationship management, and advisory services.Key ResponsibilitiesAcquire new clients...

Investment Sales Advisor-(NBFC)Location :Irinjalakuda, Kodungallur, Guruvayoor, Kalady, Mala, Chalakudy, Round South, Round North, Kokkalai, Punkunnam, Angamaly, PerumbavurExperience: Fresher / Minimum 1 year of experience in sales, marketing, or bankingQualifications: Bachelor's degree is mandatory.Salary: ₹20, ₹30,000.00 per month + IncentivesShift:...

Company DescriptionMicrotec Educational Services is dedicated to empowering students as they take their first steps toward promising careers. Our mission is to provide comprehensive support, personalized career guidance, and the resources necessary to help each student achieve their full potential. Through tailored mentorship and expert insights, we ensure...

NRI Client AssociateLocations: Palakkad, Malappuram, Thrisssur, Calicut, ErnakulamExperience : Minimum 1–3 years in financial sales, wealth management, or investment advisory (NRI-focused experience preferred).Qualifications: Degree MandatorySalary : 30, ,000 plus Attractive IncentivesShift: 9:30 AM to 5:30 PMAbout the RoleAs a Financial Consultant – NRI...

Job Title: Financial Service Consultant – Banca ChannelCompany: Leading Life Insurance CompanyLocation: Kerala, IndiaJob Type: Full-TimeIndustry: Life InsuranceExperience Level: Minimum 1 Year (Sales/Insurance Preferred)Work collaboratively with partner bank branches to generate leads and engage customers.Build strong customer relationships through...

Role & responsibilitiesIdentify and qualify leads through networking, referrals, outbound calls, emails, and digital channels.Research potential clients, including individuals, startups, and businesses needing tax and accounting support.Conduct initial consultations to understand client needs and present tailored service offerings.Clearly explain the firms...

Job descriptionRelationship manager ( Working capital)Location :-ThrissurCore ResponsibilitiesAcquisition of New to Bank MSME relationships through the CRM and Knowledge Bankingapproach.Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shallhelp in meeting Min. 2 MSME Clients on daily basis.Build Asset Book by...

Team Lead - Sales - Offline Merchants QR - ThrissurAbout Us:Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytms mission is to serve half a billion Indians and bring them to the...

Company DescriptionDeutsche is a leading consulting firm dedicated to providing comprehensive solutions to businesses worldwide. We focus on excellence, innovation, and client satisfaction, offering services in legal, financial, international business consulting, strategic planning, accounting, HR, and payroll administration. Our team of seasoned...

Position Title: Financial service consultant- Banca ChannelLocation: KeralaCompany: A leading Life insurance company.Overview:As a Financial Service Consultant in the Banca Channel, you will be responsible for engaging with customers through our banking partners to offer them personalized life insurance solutions tailored to theirfinancial needs. You will...