Financial Advisor

We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets.This is a sales role for our Agency business.Key responsibilitiesIdentify & recruit right quality advisors to build a strong advisor baseProvide training on products, business processes and selling techniques continuouslyProvide assistance to...

**Key Responsibilities**: - Promote and sell our financial products (Loans/Insurance) - Meet customers, understand their needs, and offer suitable solutions - Travel locally using own bike to meet potential leads - Report daily progress to the manager **Requirements**: - Must be **Male**: - **Own bike** with valid license and documents - Good...

1-Selling of financial sales ( Insurance,Mutual Fund, Loan etc.) 2-Achive monthly Target 3-Excellent **Communication** Skills. **4-**It’s a **6 days working company**. 5. 6 months Ex 6. must have experience in field sales - Bhopal ,patna, Kolkata, dhanbad ,Chennai ,Varanasi ,Banaras **Salary**: ₹300,000.00 - ₹600,000.00 per year **Benefits**: -...

**Key Responsibilities** - Welcome and assist walk-in customers at the counter with queries about training programs and financial products. - Explain stock market courses, insurance plans, mutual funds, and other financial offerings clearly. - Generate leads, maintain client records, and follow up for enrollment/closure. - Coordinate with trainers, financial...

Key Responsibilities: ✅ Evaluate and analyze credit proposals for debt fundraising and project financing requirements ✅ Prepare detailed financial models, cash flow projections, and risk assessments for funding proposals ✅ Conduct due diligence on projects, sponsors, and other stakeholders involved in the financing structure ✅ Liaise with banks,...

1. Coordination with Clients - Follow-ups - 2. Developing new systems and processes in the firm as per the training - 3. Back-office admin work in coordination and follow ups - 4. Support in file management/ phone calls / Whatsapp/ Mail / Data Management - 5. Any other work assigned by Reporting Manager. The responsibilities can be reviewed or changed from...

Exp Level : 0 to 2 Years Description of work in BALIC: - Responsible for business assignment completion (10% Sales + 90% Team building, leading process drives), and lead conversion to products. - Responsible for branch activation & lead generator (LG) activation through regular engagement with partner branch staff. - Conduct regular sales activities within...

Key ResponsibilitiesFinancial planning: Develop customized financial plans to help clients achieve specific goals, such as retirement planning, wealth accumulation, or charitable giving.Investment management: Create and manage client investment portfolios by analyzing market conditions, selecting appropriate investment products, and executing trades.Tax...

**Job Title**: Legal Co-ordinator **Location**: Patna, Bihar **Company Name**:Khushbu Auto Finance Ltd.** **Company Overview**: **Khushbu Auto Finance Ltd.** is a trusted Non-Banking Financial Company (NBFC) committed to providing easy and flexible financing solutions for two-wheelers, three-wheelers, and other consumer financial needs. We focus on customer...

**Responsibilities**: - Conduct outbound calls to prospective students to provide information about our educational programs, admissions process, and available resources. - Provide personalized counseling sessions to students to assess their educational goals, interests, and academic needs, and offer appropriate guidance and support. - Collaborate with...