Financial advisor/ Sales

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....

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...

Support advisors in creating and delivering comprehensive financial plans for their retail clients.Key ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household levelData inputs in financial planning tools such as MoneyGuide, based on careful examination of...

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...

Job Title:Business/Financial AnalystCompany:Purple United Sales LimitedWebsite:Location:Smartworks Corporate Park, Noida Sec 125 (Near Amity University)Email Id:Experience:Minimum 3-5 years of experienceSalary:Best in the IndustryJob Description – Business/Financial AnalystStrong expertise in financial modeling, forecasting, and data analyticsPreparation...

The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Direct communication with clients and advisors to assist them with their queries, open issues and resolve high level problems over the phone in timely manner. Emphasis is on creating and delivering a...

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...

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...

Company Description2A Company is a Real Estate Investment Firm that offers comprehensive services in raising private equity, investment advisory, asset management, mergers and acquisitions, and specialized funding. Our firm focuses on meeting the evolving needs of clients by providing all real estate services under one roof, with a commitment to timely...