Financial advisor

Key ResponsibilitiesAssist advisors in servicing clients including preparing basic financial plans, conducting investment research, and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor.Prepare and summarize client meetings by scheduling and confirming meetings, creating the agenda and summary of...

The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an...

Company DescriptionWealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.Role DescriptionThis is a full-time on-site role for a Financial Advisor/sales role...

Position:- Finance Advisor (Education Loan)Job Location :- Sector 126, Noida, Uttar Pradesh 201313Full time, PermanentAbout the role:-We are looking for Financial Advisors to evaluate, and authorize loan applications for our students. You will act as a liaison between students & loan services ensuring that the qualified applicants will acquire loans on time....

Company DescriptionWealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.Role DescriptionThis is a full-time on-site role for a Financial Advisor/sales role...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisors'practices. This position will...

The candidate will be responsible to take up an instrumental role in identifying opportunities and building out/ expanding digital marketing services for Ameriprise financial advisors. The lead will manage the specialist(s) who conduct day to day updates for dedicated advisor/ team of financial advisors and staff to ensure they provide outstanding digital...

The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience...

Job Title: Virtual Relationship Manager – MF/ Online Stock BrokingIndustry:Financial Services / Wealth ManagementLocation:NoidaDepartment:Sales / Client RelationshipReports To:Team Leader / Branch Head / Sales ManagerEmployment Type:Full-timeJob Summary:We are looking for a proactive and customer-focusedVirtual Relationship Manager (VRM)to join our mutual...

Financial AnalystJob Title: Financial Analyst – Corporate FinanceLocation: Delhi (On-site as applicable)About RichCrest Advisors:RichCrest Advisors is a financial services firm providing debt/loan funding, investment solutions, and virtual CFO services to individuals and businesses. With a team of Chartered Accountants and MBAs holding over three decades...