Advisor/ Senior Advisor

A job description for a financial advisor typically includes the following elements: **Job Title**: Financial Advisor **Job Summary**: The financial advisor provides comprehensive financial planning and investment management services to clients. They assess clients' financial situations, develop personalized financial strategies, and offer guidance on...

FINMAR BI - Advisor - Thane, IN February 15, 2024 To be added by the recruiter To be added by the recruiter

Advisor - Thane, IN June 12, 2023 **Responsibilities include the following**: - Assisting with Financial analysis on a quarterly basis for Defined Benefit schemes - Downloading Service Level Agreement reports - Sourcing information for Trustee Internal Auditors - Sourcing of back up for CPAS project - Preparing of bank reconciliation processing of...

The Role – Researcher (Senior Advisor) Support variety of insight projects, employing different research methods and synthesizing information from multiple sources as needed. Support the team to develop comprehensive research reports using power point.  Demonstrate proficiency in research databases and effectively utilize external research...

Job Title: Financial Advisor Company: Unity Share Company Location: turbhe About Unity Share Company: Unity Share Company is a leading financial services firm committed to empowering individuals and businesses to achieve their financial goals. We provide comprehensive financial planning, investment management, and wealth advisory services to our clients....

**Dealer / Trade Advisors** - Experienced professionals in the stock markets having requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing). - You should be NISM certified, Graduate and must have experience trading on the terminal. - **Expectations...

**Advisor** **Responsibilities** - Voice process. - Identify the needs of customers, resolve issues, and provide solutions. - Provide advice on other products. - Maintain good customer relations. - Meet personal targets and work towards meeting team targets. - Maintain records of the conversations with the customer and analyze the data. - Write and submit...

**Advisor** **Responsibilities** - Voice process. - Identify the needs of customers, resolve issues, and provide solutions. - Provide advice on other products. - Maintain good customer relations. - Meet personal targets and work towards meeting team targets. - Maintain records of the conversations with the customer and analyze the data. - Write and submit...

**Telesales Advisor** **Responsibilities** - Voice process. - Identify the needs of customers, resolve issues, and provide solutions. - Provide advice on other products. - Maintain good customer relations. - Meet personal targets and work towards meeting team targets. - Maintain records of the conversations with the customer and analyze the data. - Write...

**Division**: Lead Management System - Financial Services **Designation**: Financial Advisor (Insurance Sales) **Location**: Mahape - 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...

Advisor - Client Financial Services - Thane, IN June 13, 2023 **Principal Duties/Responsibilities** The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity. -...

We at **Azent** are looking forward to adding new dynamic professionals to our family. We believe that you have the required skill set and experience needed for the role of **Student Service Advisor** and hence we are glad to provide you with this opportunity to join us. **About Us**: We are Azentians, we have strong commitment to education and career...

Advisor - TAS PFA GB Accounts - Thane, IN January 24, 2024 Primary responsibilities include the following: - Processing the monthly cash reconciliations received from the onshore team. - Processing monthly / quarterly cash flows in the prescribed format or as advised by the Onshore Team. - Processing of year-end accounts. This entails the following...

**Responsibilities**: Manage and oversee all financial operations of the company. Develop and maintain financial policies and procedures. Ensure accurate and timely analyzing of all financial transactions. Prepare and analyze financial reports to provide insights to management. Manage and coordinate financial audits. Work with management to develop and...

Advisory based Sales across India and Abroad using Tele-calling. - Prospecting the clients out of those who have shown interest in our products through our website and social media ads - Explaining the benefits of long term investment - Wealth creation through disciplined approach into investment. - Continuous training and knowledge up gradation to improvise...

Job description - Student Success Counselor. **Responsibilities**: 1. Lead Management through telephony engagements/calls, managing, tracking, and timely follow-up onleads in the CRM 2. Conducting online / telephony presentations for sharing a detailed understanding of our Products/services 3. Meeting monthly and quarterly revenue goals 4. Efficient...

**Taking care of admission part.**: - **Counselling students for different courses.**: - **Keeping full data records of the students.**: - **Should have good counseling and telephonic skills.**: - **Telesales or Sales experience is a plus.**: - **Only Female is considered for this role.** Pay: ₹15,000.00 - ₹25,000.00 per month **Benefits**: -...

Highlighting the benefits of specific programs, and courses in order to attract students and encourage diversity on campus. - Helping students choose courses and extracurricular activities that will help them get into their chosen colleges or careers after graduation. - Staying current with admission processes and requirements, school programs, majors, and...

Minimum HSC passed. - Excellent English Communication and conversational skills. - BPO sales experience minimum 3 months **Salary**: ₹15,000.00 - ₹23,000.00 per month Shift: - Day shift **Speak with the employer** +91 8291019207

Minimum HSC passed. - Excellent English Communication and conversational skills. - BPO sales experience minimum 3 months **Salary**: ₹15,000.00 - ₹23,000.00 per month Shift: - Day shift Ability to commute/relocate: - Thane, Maharashtra: Reliably commute or planning to relocate before starting work (required) **Experience**: - total work...