Financial Advisor

2 months ago


Surat, India Haardik Nayak Financial Products Distribution Pvt. Ltd. Full time

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


  • Financial Advisor

    4 weeks ago


    Vesu, Surat, Gujarat, India Telios Tax Solutions & Business Management Private Limited Full time

    Position: Financial Advisor Company : Telios Tax Solutions & Business Management Private Limited Job Location: Surat **Job Description**: - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs...


  • Surat, Gujarat, India Haardik Nayak Financial Products Distribution Pvt. Ltd. Full time

    Company OverviewH aardik Nayak Financial Products Distribution Pvt. Ltd. is a leading financial services company dedicated to providing exceptional guidance and support to our clients in achieving their financial goals.SalaryThe estimated annual salary for this position is ₹12,00,000 - ₹20,00,000 based on industry standards and market conditions.Job...

  • Advisor

    5 months ago


    Surat, India Max Life Insurance Company Limited Full time

    Company OverviewMax Life Insurance Company Limited, a Joint Venture between Max Financial Services Limited and Axis Bank Limited, is part of the Max Group, an Indian multi-business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions through its multichannel distribution including agency and third-party...

  • Legal Advisor

    6 months ago


    Surat, India Jainam Broking Limited Full time

    We are seeking a highly skilled and motivated Legal Advisor to join the legal team. As a Legal Advisor, you will play a crucial role in providing expert legal guidance, advice. **Key Responsibilities**: - Provide legal counsel and guidance on a wide range of regulatory matters, including securities laws, corporate governance, market conduct, insider...

  • Financial Controller

    6 months ago


    Surat, Gujarat, India Hilton Full time

    The role aims to be recognized as trusted advisors to the business. This role attracts and retains best-in-class finance professionals, develops their finance team and enables them to Thrive. The role communicates with impact to all stakeholders, ensures a robust control and compliance environment and enables the EMEA finance management company value...

  • Financial Controller

    7 months ago


    Surat, Gujarat, India Hilton Full time

    Financial Controller The role aims to be recognized as trusted advisors to the business. This role attracts and retains best-in-class finance professionals, develops their finance team and enables them to Thrive. The role communicates with impact to all stakeholders, ensures a robust control and compliance environment and enables the EMEA finance management...

  • Finance Advisor

    3 weeks ago


    Vesu Village, Surat, Gujarat, India HAARDIK NAYAK FINANCIAL PRODUCTS DISTRIBUTION PVT. LTD. Full time

    Your primary responsibility will include developing personalized financial plans, managing portfolios and providing expert advice on various financial matters, such as taxes, insurance and risk management. - To handle designated areas and keep focus on prevailing market and target achievement. - Identify market potential and develop, expand and increase the...


  • Surat, Gujarat, India Samriddhi Mantra Placement Services Full time

    Key Responsibilities:Identify and engage potential distributors and individual financial advisors for our mutual fund business.Explain the benefits and opportunities of our mutual fund business to interested parties.Convert leads into successful advisors by leveraging strong communication and convincing skills.Meet monthly targets for advisor...

  • Financial Advisor

    6 months ago


    Surat, Gujarat, India Max life insurance pvt ltd Full time

    - Appointment calling - Identify The Need Of Client. - Closing Business Deals. - Negotiating - Following Up With Customers. - Managing Customer Relationships Insurance Sales Growth. - Explaining Customer About The Products. Age criteria - 23 to 65 **Job Type**: Part-time **Salary**: From ₹30,000.00 per month Expected hours: No less than 25 per...


  • Surat, Gujarat, India Samriddhi Mantra Placement Services Full time

    We are looking for a skilled Business Development Manager to join our team at Samriddhi Mantra Placement Services. This role is perfect for someone who enjoys working in sales and has strong communication skills.Job DescriptionThis role will involve approaching potential leads, building relationships, and convincing them to become Distributors or Financial...

  • Telesales Executive

    2 months ago


    Surat, India NJ India Invest Full time

    Primary RoleEnsure 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.Have to convince interested candidates to join business with NJ as Advisor.Achieve monthly targets for recruitment of...

  • Telesales Executive

    2 months ago


    Surat, India Samriddhi Mantra Placement Services Full time

    Primary Role :-Ensure that all leads are approached / called on or before specified Time Period for becomingDistributor / Individual Financial Advisors (IFA) for Mutual Fund business.Explaining Mutual Fund Business opportunities and earnings to interested leads.Have to convince interested candidates to join business with NJ as Advisor.Achieve monthly targets...


  • Surat, India EquityPandit Financial Services Private limited Full time

    **About EquityPandit**: EquityPandit is a leading research and advisory firm in India, The firm is one of the biggest players with a dominant position in both Institutional and Retail. The company specializes in the business of Analysis, Information, and Intelligence. We have made an effort to bring you the top technical, fundamental basics of stock. The...

  • Inbound Sales

    6 months ago


    Surat, India NJ INDIA INVEST PVT LTD Full time

    Job 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...

  • Holiday Advisor

    6 months ago


    Surat, India HRdians Consultancy Full time

    Research various destinations and means of travel regarding prices, customs, weather conditions, reviews etc. - Diagnose the clients’ specifications and wishes and suggest suitable travel packages or services - Organize travels from beginning to end, through booking tickets and accommodation, securing rental transportation etc. - Supply travelers with...

  • Inside Sales

    6 months ago


    Surat, Gujarat, India NJ INDIA INVEST PVT LTD Full time

    Job 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...


  • Udhana, Surat, Gujarat, India NJ INDIA INVEST PVT LTD Full time

    **JOB DESCRIPTION** 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 opportunities and earnings to interested leads. - Achieve monthly target for recruitment of advisors. Secondary...

  • Inbound Sales

    3 months ago


    Udhana, Surat, Gujarat, India NJ INDIA INVEST PVT LTD Full time

    **Overview of Company**: NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products...

  • Inbound Sales

    2 months ago


    Udhana, Surat, Gujarat, India NJ INDIA INVEST PVT LTD Full time

    **Overview of Company**: NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products...


  • Surat, India Freelancer Alpna Farzad Gandhi Full time

    Job Description: Merger & Acquisition HeadJob SummaryWe are seeking a dynamic and motivated individual with a solid background in finance to headour Merger & Acquisition (M&A) team. The ideal candidate must have hands-on experience inM&A, financial analysis, and strategic business planning. The candidate will be responsible foridentifying, analyzing,...