Financial Advisor
Found in: Talent IN C2 - 3 weeks ago
Primary Role
To provide financial advice and guidance to clients on various aspects of personal or business finance. This includes analysing client's financial status, goals and investment preferences, developing and implementing comprehensive financial plans, advising clients on investment strategies and risks managements, and monitoring clients investments to adjust the investment strategy as needed.
Secondary Role
Advising clients on retirements planning, including estimating retirement income needs and developing a plan to achieve those goals.
-Recommending investments such as Mutual Funds, Portfolio Management. Insurance products such as Life insurance, Health insurance & motor insurance.
-Educating clients on financial literacy and investment best practices. Networking and building relationships with potential clients to expand the client base.
-Maintaining accurate records of all client interaction and financial transaction. Keeping upto-date with changes in financial laws, regulation, and investment products.
Skills Required
Must have financial Knowledge
Should be confident and self-motivated
Having an excellent sales skill
Must have strong communication skills
With good presentation skills
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Financial Advisor
Found in: Whatjobs IN C2 - 2 weeks ago
surat, India Haardik Nayak Financial Products Distribution Pvt. Ltd. Full timePrimary Role To provide financial advice and guidance to clients on various aspects of personal or business finance. This includes analysing client's financial status, goals and investment preferences, developing and implementing comprehensive financial plans, advising clients on investment strategies and risks managements, and monitoring clients...
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Equity Advisor
Found in: Whatjobs IN C2 - 2 weeks ago
surat, India AASTHA FINTECH PVT. LTD. Full timeCompany Overview AASTHA FINTECH PVT. LTD. is one of the leading Wealth Management and Financial Consulting companies in Western India. We offer a wide range of wealth management solutions and personalized financial services to our clients. Our philosophy is to provide a complete 360, end-to-end wealth management and risk management solutions. Job Overview ...
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Equity Advisor
Found in: Talent IN C2 - 3 weeks ago
Surat, India AASTHA FINTECH PVT. LTD. Full timeCompany OverviewAASTHA FINTECH PVT. LTD. is one of the leading Wealth Management and Financial Consulting companies in Western India. We offer a wide range of wealth management solutions and personalized financial services to our clients. Our philosophy is to provide a complete 360, end-to-end wealth management and risk management solutions.Job OverviewWe...
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Found in: Whatjobs IN C2 - 3 weeks ago
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Found in: Talent IN C2 - 3 weeks ago
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Found in: Whatjobs IN C2 - 3 weeks ago
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Found in: Talent IN C2 - 3 weeks ago
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Found in: Whatjobs IN C2 - 3 weeks ago
surat, India Paradise Placement Consultancy Full timeJob Description: Job location - Surat (Head Office) Job Title - Unit Manager Recruitment (Telesales) Primary Role :- Ensure that all leads are approached / called on or before specified Time Period for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. Explaining Mutual Fund Business...
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Found in: Whatjobs IN C2 - 3 weeks ago
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Found in: Talent IN C2 - 3 weeks ago
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Surat, Gujarat, India NJ INDIA INVEST PVT LTD Full timeJob Description: - Ensure that all leads are approached / called on or before specified TAT for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining MF Business opportunities and earnings to interested leads. - Achieve monthly target for recruitment of advisors. - Prepare MIS as per the instructions of...
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Found in: Whatjobs IN C2 - 6 days ago
surat, India Employzi Full timeCompanyOverview: Employzi is aleading organization in the None industry offering excellent careeropportunities for professionals who are passionate about insurancesales. With a strong focus on employee development and a commitmentto delivering exceptional customer service Employzi strives to be aleader in the insurance industry.Role andResponsibilities:...
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Udhana, Surat, Gujarat, India Tradebulls Securities Pvt Ltd Full time**Job description** TRADEBULLS SECURITIES PVT. LTD is HIRING HNI EQUITY DEALER / ADVISOR Experience: 2+ year (preferred) Location: Surat, Gujarat JOB DESCRIPTION: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of...
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Found in: Whatjobs IN C2 - 2 weeks ago
surat, India Entigrity Full timePosition Overview: We are seeking a highly skilled and experienced US Tax Manager with a strong background in business return preparation and compliance. As the Tax Manager, you will be responsible for overseeing all aspects of tax planning, compliance, and reporting for our organization. Your expertise in business taxation, in-depth knowledge of relevant...
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Found in: beBee S IN - 3 weeks ago
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