Financial Advisor

**Key Responsibilities** - **Client Assessment** : Evaluate clients' financial situations to determine appropriate advice and strategies. - **Advisory Services** : Provide expert guidance on financial planning, debt management, and the IVA process. - **Documentation Assistance** : Help clients prepare necessary documentation for financial arrangements. -...

**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,...

**Job Title: Insurance Advisor - HDFC ERGO General Insurance** **Location**: Patna Bihar **Job Type**: Full-Time **Job Summary**: As an Insurance Advisor at HDFC ERGO General Insurance, you will play a pivotal role in providing expert advice to clients and helping them secure their financial well-being through our comprehensive range of insurance...

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**: -...

Company Description Orhan Digital Financial Services (ODFS) simplifies insurance for everyone by offering a variety of individual and group insurance solutions, including protection, savings and pensions, retirement plans, health insurance, and term insurance. We partner with 45+ insurance companies to provide tailored plans for women and children. ODFS is a...

Company DescriptionOrhan Digital Financial Services (ODFS) simplifies insurance for everyone by offering a variety of individual and group insurance solutions, including protection, savings and pensions, retirement plans, health insurance, and term insurance. We partner with 45+ insurance companies to provide tailored plans for women and children. ODFS is a...

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...

**Position Overview**: A Real Estate Sales Advisor is responsible for assisting clients in buying, selling, and renting properties. They act as intermediaries between property buyers and sellers, ensuring the transaction process is smooth, efficient, and aligned with the client's needs and budget. **Key Responsibilities**: - **Client Engagement**: -...

**Key Responsibilities**: **Client Relationship Management: -**: - Build and nurture strong relationships with clients through regular communication and engagement. - Understand clients' financial objectives and provide appropriate investment solutions. - Act as a primary point of contact for clients, addressing their queries and concerns...