Client Advisor

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time or part time on-site role for a Financial Advisor located in Kakkanad . The Financial Advisor will be responsible for providing financial planning and investment advisory services to clients. The daily tasks include assessing clients' financial situations, developing...

Company DescriptionKYNG Capital Management is a Portfolio Management Company that defies the consensus with rational and simplified investment decisions. We focus on unique investment approaches that set us apart in the industry. Our commitment to innovation and excellence allows us to deliver superior financial solutions to our clients.Role DescriptionThis...

Proposals Advisor Role summary: NTT DATA is seeking a seasoned Proposal Advisor to lead high-value, complex proposal initiatives that are critical to the company's strategic growth. In this senior role, you will act as a key advisor to executive stakeholders and pursuit leadership, providing strategic direction and oversight across the full proposal...

Role summary:NTT DATA is seeking a seasoned Proposal Advisor to lead high-value, complex proposal initiatives that are critical to the company's strategic growth. In this senior role, you will act as a key advisor to executive stakeholders and pursuit leadership, providing strategic direction and oversight across the full proposal lifecycle from opportunity...

Role Description:Position: Client Advisor – Specializing in Audit, Income Tax & LitigationExperience: Qualified CA with Minimum 2-3 Years of Post-Qualification Experience in Income TaxWho can join us ?· Passionate in Income Tax· Sole proprietor specializing in Income Tax · Young professionals willing to set a long-term practice in Income Tax·...

Company DescriptionDEB Management Consulting is an emerging financial and engineering boutique consulting organization based in Chennai, Tamil Nadu, India, with a presence across Southern India. We specialize in banking and private financing, offering innovative financial products such as offshore accounts, various forms of bank guarantees and letters of...

Axis Max Life Insurance Advisor is responsible for helping individuals and families plan their financial futures by offering tailored life insurance solutions and managing insurance policies. The job focuses on assessing client needs, recommending appropriate products, assisting with policy applications, and maintaining long-term customer relationships....

Financial Advisor – Part-Time / Freelance OpportunityWe are seeking motivated and dynamic individuals to join us as Insurance & Investment Advisors. This is a golden opportunity for those looking for flexibility, attractive earnings, and recognition, while helping clients achieve their financial goals.Key Skills & Requirements:· Graduate (any...

We are seeking ahighly motivated and results-driven individualto join our team as aPart-Time Financial Advisor. This hybrid role offers the flexibility to manage your own schedule while helping clients achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding their financial goals and risk...

A Life Insurance Advisor helps individuals and businesses select appropriate life insurance policies based on their financial goals, needs, and risk tolerance.Their core responsibilities include assessing client needs, recommending tailored insurance plans, explaining complex policy details clearly, supporting clients through the purchase process, and...