Financial Advisor

Responsibilities:* Prepare financial plans using Excel & PowerPoint* Collaborate with advisors on client needs analysis* Ensure compliance with KYC policies* Manage portfolios through finance expertise & assist Financial Planners with the clientsHealth insurance

We are hiring Financial Advisors for HDFC Life to help customers plan their financial future and achieve their life goals. As a Financial Advisor, you will promote and sell life insurance and investment products to clients, provide financial guidance, and build long-term relationships.Key Responsibilities:Identify potential customers and explain HDFC Life...

Day to day oversight of accounting activities including accounts payable, accounts receivable, T&E reimbursement, payroll, and customer / vendor contract managementManage and develop internal and external accounting teamManage monthly close processes, including general ledger review, journal entries, and analysis and reconciliation of P&L and balance sheet...

Company Description is India's trusted AI-powered personal finance platform, dedicated to simplifying, personalizing, and democratizing financial guidance for every Indian. Our platform addresses the challenges in India's financial landscape, such as the trust deficit, shortage of qualified financial advisors, and accessibility barriers. We offer 24×7...

Job Title: Finance ManagerRole & ResponsibilitiesKey Responsibilities- Tax Compliance & StrategyManage preparation and filing of Income Tax Returns (ITR), TDS returns, and Tax Audit Reports.Oversee GST returns filing,IT returns, reconciliations, and audits.Ensure accurate computation of advance tax, GST liabilities, and TDS on crypto transactions.Develop...

Job Title: Finance Manager Role & Responsibilities Key Responsibilities - Tax Compliance & Strategy Manage preparation and filing of Income Tax Returns (ITR), TDS returns, and Tax Audit Reports. Oversee GST returns filing,IT returns, reconciliations, and audits. Ensure accurate computation of advance tax, GST liabilities, and TDS on crypto...

Job descriptionJob Title: Finance ManagerKey ResponsibilitiesTax Compliance & StrategyManage preparation and filing of Income Tax Returns (ITR), TDS returns, and Tax Audit Reports.Oversee GST returns filing, IT returns, reconciliations, and audits.Ensure accurate computation of advance tax, GST liabilities, and TDS on crypto transactions.Develop strategies...

Job DescriptionJob Title: Business Development Manager / Sr. BDM / ASM / ZSM / TSMLocation: Jaipur, RajasthanCompany: Adityaraj Capital Pvt. Ltd.About UsAdityaraj Capital Pvt. Ltd. is a rapidly growing investment holding company committed to empowering individuals and families through strategic stock market investments. With a proven track record of...

Company DescriptionTensor Edutech Pvt. Ltd. | Study Abroad is dedicated to assisting students who are interested in studying abroad to achieve their educational and personal goals through international education. We believe that studying abroad is a life-changing experience that widens perspectives, promotes cultural understanding, and builds skills...

Company - Max life Insurance !!!Urgent Hiring!!! Role-Manager/Financial Advisor or Financial Consultant Working - Work from Home/Office, Part time Job, Freelancing, Full time (on roll job) Earnings - Rs 40,000-Rs Unlimited Earnings Preferred Profile - Graduate with any field, Practising CA, Mutual fund investors, Insurance agents, Retired (Public or...

**Key Responsibilities**: - **Financial Analysis and Planning**: The investment advisor will assess the financial needs and goals of clients, considering their current financial status, risk tolerance, and future goals to devise a comprehensive financial plan. - **Investment Recommendations**: It involve researching and analysing various investment...

Job Summary:We are seeking a motivated and result-driven LIC Insurance Advisor to join our growing team. As an advisor, you will be responsible for promoting and selling life insurance policies offered by LIC of India. This role is ideal for individuals looking for a flexible career with high earning potential and the opportunity to make a meaningful impact...

We are hiring for **Investment Advisor** for our organization. Experience - 5+ years Location - Durgapura, Jaipur **Roles and Responsibilities**: - Contact clients and set up meetings, either within an office environment or in clients' homes or business premises - Conduct in-depth reviews of clients' financial circumstances, current provision and future...

This platform offers some of the highest commissions in the market for each product. To get started, a one-time refundable security deposit of ₹500 is required. Additionally, you will need to submit your documents for verification. Please note that limited vacancies are available, so we encourage you to contact us soon to secure your position. For more...

Delta Investment Advisors Public Markets Investing arm of Dexter Capital is hiring for the position of Content Strategist As CS you would be a pivotal part of a lean team and be responsible for developing and driving content that promotes Delta Brand Ideal candidates would have deep curiosity passion towards public markets or investing and strong...

Company Description RenewBuy is a fully technology-integrated consulting firm specializing in insurance and financial products. Founded over 7 years ago by Indraneel Chatterjee and Balachander Sekhar, RenewBuy has a strong network of more than 90,000 advisors in 750+ cities. With over 60 offices and a workforce of 2,000+ employees, we work with over 35...

For more information contact or WhatsApp on - Recruitment and development of quality advisors- Monitoring the performance of advisors- Guiding them to achieving revenue targets.- Carrying out various promotional activities for sales Experience 1 - 5 Years No. of Openings 30 Education B.A, B.Com, B.Sc, B.Tech, MBBS, Any Bachelor Degree, Post Graduate Diploma...

For more information contact or WhatsApp on - Recruitment and development of quality advisors- Monitoring the performance of advisors- Guiding them to achieving revenue targets.- Carrying out various promotional activities for sales Experience 1 - 5 Years No. of Openings 30 Education B.A, B.Com, B.Sc, B.Tech, MBBS, Any Bachelor Degree, Post...

1. To meet and onboard new partners/sub-brokers for investing in Fixed Income and Mutual Funds. 2. Regular Sales Visit 3. Cold call to arrange meetings with potential partners/sub-brokers to prospects for new business 4. Respond to incoming mail and phone inquiries. **Required Skills**: **Desired Experience**: 1. Experience in selling financial products...