Financial Advisor

KEY RESPONSIBILITIESClient Relationship Management: Acquire, build, and manage a portfolio of high-net-worth clients.Act as a trusted advisor by understanding clients financial needs and providing tailored investment strategies.Conduct regular portfolio reviews and updates to ensure alignment with client goals and market dynamics.Financial Planning &...

For More info. DM me on Axis Max Life*Hiring for Associate Agency Development Manager (AADM)**CTC: Upto 4.0 Lakh + Incentives + World Class Training (3 STAR Properties)*Pay Roll: On RollAGE 24 to 40Criteria Graduate. with min 1.5 Years in any field/direct Sales. At least 6 months' tenure in the current OrganizationDrawing Incentive of not less than 25k/Annum...

Company DescriptionAngel Nexus is a trusted financial services company dedicated to helping individuals and businesses achieve their financial goals with confidence. As an authorized sub-broker with Angel One & Lemonn and a certified advisor for life, health, and motor insurance, we offer a comprehensive range of investment and protection solutions. Our...

Company DescriptionPlutus Fintech Pvt. Ltd. is a Financial Advisor and Mutual Fund distributor company with over 50 years of combined experience. We offer diverse financial services including Mutual Fund Investments, Wealth Management, Portfolio Management Services, various Insurance types, and Demat Accounts. Our expert team provides guidance on investment...

Title: Senior AccountantLocation: Indore (Onsite Role)Shift Timings: 7:00 PM – 4:00 AMWork Mode: Night ShiftWeek Offs: Saturday & Sunday FixedKey Responsibilities:Financial Reporting: Prepare timely and accurate financial statements (balance sheets, income statements, cash flow) as per GAAP and government contracting rules.Compliance: Ensure adherence to...

Job descriptionJob descriptionJoin Our Team as a Business Development Executive: Location: Indore (On-site) | Type: Full-time | Experience: 1+ Year RequiredAbout Us:We're a fast-growing name in the research and financial advisory space, helping clients make smart market moves with precision and confidence. Specializing in FOREX, COMEX, and Indices, we...

Job Description: Qualified Chartered Accountant with 1–3 years of post-qualification experiencePosition: Chartered AccountantCTC: ₹6,00,000 to ₹8,00,000 per annum,Location: Indore (Madhya Pradesh)Experience: 1–3 yearsEmployment Type: Full-timeIndustry: CA FirmKey Responsibilities:Prepare and finalize financial statements in accordance with Indian...

Role & responsibilitiesOversee end-to-end accounting operations including Accounts Payable (AP), AccountsReceivable (AR), General Ledger (GL), and record-keeping.Ensure timely and accurate preparation and submission of monthly, quarterly, and annualfinancial statements.Finalization of year-end books and coordinating with auditors for statutory...

Company DescriptionAt Codepillars, we help businesses, startups, and individuals bring their ideas to life online with beautifully designed, fully functional websites and digital solutions. Whether it's a professional business website, an e-commerce store, or a personal portfolio, we turn your vision into reality with clean design, smooth development, and...

**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...

Key Responsibilities: Job Title: Financial Advisor (Sales) Company: Equisense Research (SEBI Registered) Role Overview: As a Financial Advisor at Equisense Research, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. ~This role is open to Fresher's and experienced...

Key Responsibilities: Job Title: Financial Advisor (Sales) Company: Equisense Research (SEBI Registered) Role Overview: As a Financial Advisor at Equisense Research, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. ~This role is open to Fresher and experienced...

Job Opening: Financial Advisor (Stock Market Advisory) Company: SEBI Registered Stock Market Advisory Firm Locations: Vijay Nagar & Janjeerwala, Indore About UsWe are a SEBI-registered stock market advisory company, providing trusted financial guidance and research-based recommendations to clients for profitable trading and investment...

Profile -Financial advisor internLocation - Indore vijay nagarDuration monthStipend to 10000Financial Advisor Intern – Roles & ResponsibilitiesAssist in sales calls, lead generation, and client follow-ups.Support in client profiling, portfolio reviews, and financial planning.Conduct market research on investments and financial products.Prepare reports,...

We are looking for a result-driven insurance advisor to be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. The insurance advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customized...

**1) Contribute to financial planning by undertaking trends analysis on financial projections & financial risks management.** **2) Coordinating the clients for understanding their needs building healthy relationship with them.** **3) Selling the financial services (FOREX & COMEX) & creating new prospects on daily basis.** **4) Oversee the course of the...

Stock Market Advisory Firm Graduation Complete to apply Fresher and experience both are can apply **Job Types**: Full-time, Fresher Pay: ₹12,000.00 - ₹15,000.00 per month Schedule: - Fixed shift - Morning shift **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 8103096643

We are looking for a motivated and skilled Financial Advisor to join our firm. You will provide personalized financial guidance to clients, helping them achieve their financial goals through investment planning. You will manage client relationships, develop financial plans, and offer tailored advice to individuals and businesses. **Key...

**Sales Role**: Client Success Manager **Responsibilities**: Customer Acquisition, Customer Relationship Management and Revenue Generation Salary - Rs. 20,000 to Rs. 50,000 per Month **Experience**: Minimum 6 months in Stock Trading Advisory **Location**: Work from Home OR DUBAI **Roles and Responsibilities**: - Effectively engaging with the customers...