Financial Advisor

**Job Detail** **Company Name**: HDFC Sales **Location**: Mhape (Navi Mumbai) **Designation**: Financial Advisor (Full Time) **Description**: Process Insurance Sales No. of Requirements 20 Gender Male/female About Process : Insurance sales involves selling various types of insurance to customers, including home, life, health and auto insurance. People...

**Division: Lead Management System - Financial Services** **Designation**: Financial Advisor (Insurance Sales) **Location**: Mumbai **Experience**: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving...

**Post : Financial Sales Advisor** **- Age : 25-55** **- Experience: 4 + years** **- Salary budget : 30k to 40k** **- Job Location : Andheri (W)** **Roles**: - Provide personalized financial counseling and debt management advice to clients, understanding their unique financial situations and goals. - Analyze clients' debt profiles, including credit...

Division: Lead Management System - Financial Services Designation: Financial Advisor (Insurance Sales) Location: - Navi Mumbai Experience: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving customer...

**Position Name - **Financial Advisor** - Family Offices (Institutional Sales)** **Location - **Mumbai** **Experience Range - **7 - 10 years** **Mandatory Requirement**: - Client Acquisition - Institutional Sales - Client Servicing **About the client**: Our client is one of the premier asset management companies in India, with over 20 years of a track...

**Post : Financial Advisor (Tele Sales)** **- Age : 25-55** **- Experience: 4 + years** **- Salary budget : 30k to 40k** **- Job Location : Andheri (W) (Veera Desai Road)** **Roles**: - Provide personalized financial counseling and debt management advice to clients, understanding their unique financial situations and goals. - Analyze clients' debt...

Job CodeJC/2872 ProcessInsurance Sale No. of Requirements 20 GenderMale/female About Process Insurance sales involves selling various types of insurance to customers, including home, life, health and auto insurance. People who sell insurance are often referred to as insurance agents or brokers. Many focus on individual policies and needs, although some...

What is The 1% Club The 1% Club is a members-only club for highly driven individuals who aspire to achieve financial independence and retire early. It is a platform that provides members with valuable insights, resources, and exclusive opportunities to learn, network and collaborate with other like-minded individuals. As a member of the 1% Club, you have...

Job Title: Wealth Manager - Financial Services - Mumbai Wealth management through Mutual Funds, Bonds/NCDs, Market Linked Debenture, Corporate Fixed Deposit, Alternate Investment Funds, Portfolio Management Services, etc. Managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accounts. Key Skills:Additional Benefit :Unlimited...

Profile Name: Financial AdvisorLocation- Kandivali- Mumbai Responsibilities: ·         Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.·         Answering client questions about financial plans and...

Profile Name: Financial AdvisorLocation- Kandivali- Mumbai Responsibilities:·         Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.·         Answering client questions about financial plans and...

**Role and responsibilities** - Work with your team to brainstorm new and innovative growth strategies. - Manage all contests, giveaways, and other digital projects. - Manage all social media postings on behalf of the company - Ensure all-around consistency (style, fonts, images, and tone). - To understand the financial requirements of customers - Reach out...

Company Description **Forbes Advisor **is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance. We’re dedicated to helping turn aspirations into reality. We do this by providing consumers with the knowledge and research they need to make...

Company Description **Forbes Advisor **is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance. We’re dedicated to helping turn aspirations into reality. We do this by providing consumers with the knowledge and research they need to make...

Job DescriptionPosition OverviewThe Data Research team is responsible for supporting the content written by our expert editors, by collecting, classifying and reviewing data that will be used to subsidize our articles. This is in order to deliver engaging and accurate content our readers expect to help them make smart financial decisions.This role is...

1. Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for the firm wealth Management while...

Job Description :-   1. He will have to Manage a team of Financial Advisors while he will also have to tend to some clients financial planning. 2.Should have certifications of CFT,CWM, NISM 10A or 10B 3.He or She should be good in Financial advisory, Wealth Management.  4.Should have experience in handling a very well good portfolio.

Job DescriptionPosition OverviewThe Data Research team is responsible for supporting the content written by our expert editors, by collecting, classifying and reviewing data that will be used to subsidize our articles. This is in order to deliver engaging and accurate content our readers expect to help them make smart financial decisions.This role is...

Job DescriptionPosition Overview The Data Research team is responsible for supporting the content written by our expert editors, by collecting, classifying and reviewing data that will be used to subsidize our articles. This is in order to deliver engaging and accurate content our readers expect to help them make smart financial decisions.This role is...

Hello Professionals, Currently we have Openings for NRI Advisor Experience: 2 to 3 Years Location: Mumbai Qualifications: **Advising Experience** **Client Handling Experience or Acquisition** **Aum Size** **Financial product knowledge** **Salary**: ₹600,000.00 - ₹700,000.00 per year **Benefits**: - Provident Fund Schedule: - Day...