Financial Advisor

Company OverviewMenschen Consulting Pvt. Ltd. is a leading provider of HR solutions to entrepreneurs. We offer a wide range of services including staffing, HR partnering, on-boarding and training, payroll management, and complete HR outsourcing. With 11-50 employees, we are dedicated to delivering exceptional results to our clients.Job OverviewWe are seeking...

About Blend Financial Services LimitedWe are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor - Risk Management Expert, you will be responsible for:Audit and ComplianceFinancial StructuringGlobal Financing SolutionsOur ideal candidate will have expertise in:Controlling business cyclesTracking monthly statusRegular...

Continuous interaction with investors over phone. This will help advisor to build strong relationship with investors. - Providing regular updates about new schemes, products, new issues, dividends, public issues or any changes in market conditions. - Common job duties include interviewing clients, analyzing financial information, recommending financial plans...

**Job Title**: Financial Advisor - Accounting Services **About Us**: Datamatics is a leading provider of comprehensive accounting services, dedicated to helping businesses in the UK optimize their financial operations. We are seeking a skilled Talent with strong communication abilities and a solid understanding of accounting principles to join our team and...

Job Title: Financial Advisors Team LeadAbout the RoleWe are seeking a skilled and experienced Financial Advisors Team Lead to join our team at Turtlemint. This role will be responsible for managing a team of financial advisors/agents and driving their productivity and focus on renewals.Key Responsibilities* Recruiting and managing a team of financial...

Job title:Financial Planning Advisor/ Investment Advisory **We need people who are-** Active Listener. Passionate about making money work harder for clients by Good Communicator. Willing to take extra steps for clients. Comfortable with Excel & MS Word & PPT Entrepreneur mind set. **Their Day to Day job will include-** Align Meetings for prospective...

About the Role:We are seeking an experienced Financial Sales Team Lead to join our team at Turtlemint. As a key member of our field sales team, you will be responsible for recruiting and managing a team of financial advisors/agents.Key Responsibilities:Recruiting and managing a team of financial advisors/agents.Managing the complete life cycle of financial...

We are hiring financial planning advisor. **We need people who are** Active Listener. 2. Passionate about making money work harder for clients by Good Communicator. 4. Willing to take extra steps for clients. 5. Comfortable with Excel & MS Word & PPT 6. Entrepreneur mind set. **Their Day to Day job will include** Align Meetings for prospective...

Overview of PCR Financial AggregationPCR Financial Aggregation is a dynamic, global FinTech company focused on revolutionizing the way wealthy families and their advisors view their financial assets and make financial decisions.

**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...

Division: Lead Management System Financial ServicesDesignation: Financial Advisor (Insurance Sales)Location: Mahape - Navi MumbaiExperience: 1-3 yearsRoles & 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...

Job Title: Data Research Analyst - Financial Services ExpertAbout the Role:We are seeking a highly organized and detail-oriented Data Research Analyst to join our editorial team at Forbes Advisor. As a Data Research Analyst, you will be responsible for reviewing editorial data requests, leveraging a team of researchers to collect and manage data, and...

Job Title: Data Research Analyst - Financial Services ExpertAbout the Role:We are seeking a highly organized and detail-oriented Data Research Analyst to join our team at Forbes Advisor. As a Data Research Analyst, you will be responsible for reviewing editorial data requests, leveraging a team of researchers to collect and manage data, and performing...

**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 customers - Resolving...

**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...

Division: Lead Management System - Financial Services Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 0 -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...

**Designation: Financial Advisor (Insurance Sales)** **Location: Mahape - Navi Mumbai** **Duration: Fulltime - Permanent** **Experience: 1-3 years** **Interview: F2F is required** **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the...

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 customers - Resolving customer queries - Customer follow up and feedback post...

**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...

Job Profile: Mutual Fund Advisor Mode: Full time Joining: Immediate JOB PROFILE: MUTUAL FUND ADVISOR Client Relationship Management: - Client Acquisition. - Build and maintain strong relationships with a base of clients. - Conduct in-depth consultations to understand the client's financial goals, risk tolerance, and investment time horizon. Financial...