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posted 2 weeks ago

Financial Advisor (Personal Loan)

IMPRONICS DIGITECH PRIVATE LIMITED
experience2 to 6 Yrs
location
All India
skills
  • Sales
  • Marketing
  • Promotions
  • Telemarketing
  • Banking
  • Personal Loan background
  • Computer applications
Job Description
As a Financial Advisor (Personal Loan) in the Lead Management System division of the Financial Services company located in Mahape - Navi Mumbai, you will have the following responsibilities: - Contact businesses and private individuals by telephone to promote services. - Explain the product and its benefits to the customers effectively. - Resolve customer queries in a professional manner. - Follow up with customers for feedback post initial interaction. - Record customer and transaction details accurately while obtaining necessary information. - Schedule appointments for sales staff to meet prospective customers. To qualify for this role, you should have: - A Sales background with excellent written and verbal communication skills. - Graduation from any stream. - Relevant work experience in sales, marketing, promotions, or telemarketing. - Preference will be given to candidates with a background in banking and Personal Loans. - Proficiency in relevant computer applications. Key Competencies required for this position include: - Information gathering and management skills. - Persuasiveness in communication. - Adaptability to different situations. - Initiative to take proactive actions. - Strong negotiation skills. - High energy levels to drive performance. - Self-motivation to achieve targets and goals efficiently.,
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posted 1 week ago
experience5 to 10 Yrs
location
Hyderabad, Telangana
skills
  • Adaptability
  • Strong analytical
  • problemsolving abilities
  • Collaborative mindset
  • Structured
  • methodical approach
  • Attention to detail
Job Description
As a Financial Advisory professional, your role involves developing a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions. You will be responsible for conducting thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position. It is essential to monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy. Additionally, you will verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant. Client servicing activities are a crucial part of your responsibilities, where you will offer ongoing support and resolve queries to enhance client satisfaction. Creating and delivering timely reminders and communications to encourage clients to take recommended financial actions is also part of your role. Ensuring adherence to internal quality standards and maintaining compliance with all regulatory and safety requirements is imperative. Key Responsibilities: - Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services - Conduct thorough assessments of client profiles to design personalized financial plans - Monitor the implementation and progress of financial plans - Verify, cross-check, and validate all financial plans - Execute client servicing activities and offer ongoing support - Create and deliver timely reminders and communications - Ensure adherence to internal quality standards and regulatory compliance Qualifications Required: - Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights - Collaborative mindset with a focus on achieving results through teamwork and client-centric execution - Structured and methodical approach to thinking and execution with strong attention to detail - Comfortable working in agile, fast-paced environments with adaptability to shifting priorities,
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posted 2 weeks ago
experience5 to 9 Yrs
location
Karnataka
skills
  • Agile
  • Adaptability
  • Strong analytical
  • problemsolving abilities
  • Collaborative mindset
  • Structured
  • methodical approach
  • Attention to detail
Job Description
As a Finance Specialist in our team, you will play a crucial role in understanding the 1 Finance philosophy and suite of services to provide tailored financial solutions for our clients. Your responsibilities will include: - Developing a deep understanding of the 1 Finance philosophy, approach, and suite of services to align client needs with personalized financial solutions - Conducting thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position - Monitoring the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy - Verifying, cross-checking, and validating all financial plans to ensure they are comprehensive, realistic, and compliant - Executing client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction - Creating and delivering timely reminders and communications to encourage clients to take recommended financial actions - Ensuring adherence to internal quality standards and maintaining compliance with all regulatory and safety requirements Your skills as a Finance Specialist should include: - Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights - Collaborative mindset with a focus on achieving results through teamwork and client-centric execution - Structured and methodical approach to thinking and execution with strong attention to detail - Comfortable working in agile, fast-paced environments with adaptability to shifting priorities Join our team and contribute your expertise to help our clients achieve their financial goals effectively.,
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posted 2 weeks ago
experience5 to 10 Yrs
location
Hyderabad, Telangana
skills
  • Adaptability
  • Strong analytical
  • problemsolving abilities
  • Collaborative mindset
  • Structured
  • methodical approach
  • Attention to detail
Job Description
As a Financial Advisory professional, you will be responsible for: - Developing a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions - Conducting thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position - Monitoring the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy - Verifying, cross-checking, and validating all financial plans to ensure they are comprehensive, realistic, and compliant - Executing client servicing activities, offering ongoing support, and resolving queries to enhance client satisfaction - Creating and delivering timely reminders and communications to encourage clients to take recommended financial actions - Ensuring adherence to internal quality standards and maintaining compliance with all regulatory and safety requirements Qualifications required for this role include: - Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights - Collaborative mindset with a focus on achieving results through teamwork and client-centric execution - Structured and methodical approach to thinking and execution with strong attention to detail - Comfortable working in agile, fast-paced environments with adaptability to shifting priorities Please note that no additional company details were mentioned in the provided job description.,
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posted 2 weeks ago

Financial Advisor

Planify Capital Limited
experience3 to 7 Yrs
location
All India, Gurugram
skills
  • communication
  • investment
  • investors
Job Description
As a proactive engagement specialist, your role involves calling prospective leads, building relationships, and converting potential candidates into clients or investors. Your foundational market knowledge and strong communication skills will empower you to effectively assess opportunities and support investment decisions on the buy-side. Key Responsibilities: - Initiate, nurture, and convert leads via calls and outreach into potential clients or investors. - Present compelling investment ideas or candidate propositions to internal decision-makers. - Maintain ongoing relationships with leads and portfolio contacts, following up regularly. - Stay updated on market movements and thematic shifts that influence investment or recruitment strategies. Qualification Required: - Minimum: Bachelors degree in Finance, Economics, Commerce, or a related field. - Preferred: MBA or any postgraduate degree. - Exposure to financial modeling, equity markets, and research frameworks. Your excellent verbal and written communication skills enable you to call leads, present ideas, and convert them effectively. You are confident in outreach, capable of persuading and negotiating with clarity and conviction. As a relationship builder, you engage with investors, company representatives, and internal stakeholders seamlessly. In terms of behavioral attributes, you are a self-starter who is proactive and motivated to take ownership of outcomes. You are goal-oriented, driven by targets, and achieving conversion metrics. Adaptable under pressure, you thrive in fast-paced, volume-driven environments. Additionally, you are a skilled storyteller, adept at packaging ideas and data persuasively for diverse audiences. Please let me know if you need any more information. As a proactive engagement specialist, your role involves calling prospective leads, building relationships, and converting potential candidates into clients or investors. Your foundational market knowledge and strong communication skills will empower you to effectively assess opportunities and support investment decisions on the buy-side. Key Responsibilities: - Initiate, nurture, and convert leads via calls and outreach into potential clients or investors. - Present compelling investment ideas or candidate propositions to internal decision-makers. - Maintain ongoing relationships with leads and portfolio contacts, following up regularly. - Stay updated on market movements and thematic shifts that influence investment or recruitment strategies. Qualification Required: - Minimum: Bachelors degree in Finance, Economics, Commerce, or a related field. - Preferred: MBA or any postgraduate degree. - Exposure to financial modeling, equity markets, and research frameworks. Your excellent verbal and written communication skills enable you to call leads, present ideas, and convert them effectively. You are confident in outreach, capable of persuading and negotiating with clarity and conviction. As a relationship builder, you engage with investors, company representatives, and internal stakeholders seamlessly. In terms of behavioral attributes, you are a self-starter who is proactive and motivated to take ownership of outcomes. You are goal-oriented, driven by targets, and achieving conversion metrics. Adaptable under pressure, you thrive in fast-paced, volume-driven environments. Additionally, you are a skilled storyteller, adept at packaging ideas and data persuasively for diverse audiences. Please let me know if you need any more information.
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posted 1 week ago

Financial Advisor

Naukripay group
experience2 to 6 Yrs
location
Gujarat, Surat
skills
  • Employee Benefits
  • Personnel Management
  • Communication
  • Human Resources HR processes
  • Problemsolving
  • Organizational Skills
  • Employment Laws
  • HR Best Practices
Job Description
As a Human Resources professional at this company, you will be responsible for various tasks related to HR policies, employee onboarding, benefits management, employee relations, and personnel management. Your role will also involve ensuring compliance with labor regulations and supporting HR strategies to enhance workplace culture. Your key responsibilities will include: - Creating and implementing HR policies - Conducting employee onboarding processes - Managing employee benefits - Facilitating employee relations - Overseeing personnel management - Ensuring compliance with labor regulations - Supporting overall HR strategies to improve workplace culture To excel in this role, you should possess the following qualifications: - Proficiency in HR processes, employee benefits, and personnel management - Experience in HR management and policy implementation - Strong communication, problem-solving, and organizational skills - Ability to work effectively in a collaborative, on-site environment - Bachelor's degree in Human Resources Management, Business Administration, or a related field - Familiarity with employment laws and HR best practices,
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posted 2 weeks ago
experience1 to 7 Yrs
location
Uttar Pradesh
skills
  • Sales
  • Interpersonal skills
  • Mutual funds advisory
  • Strong communication
Job Description
Job Description: You will be responsible for gaining a deep understanding of the clients" business objectives and challenges to create strategic recommendations based on this understanding. Good knowledge of mutual funds is mandatory for this position. Your main role will be to act as the main point of contact for our clients. Key Responsibilities: - Provide mutual funds advisory services, specifically in sales - Prospect for new sales leads and successfully close sales Qualifications: - 1-7 years of work experience with mutual funds - Strong communication and interpersonal skills Additional Details: The compensation offered for this position is in the range of 25,000-39,000 in-hand. The work location is in Sector 3, Noida. Only candidates with prior work experience in mutual funds will be considered for this role. Benefits: - Cell phone reimbursement - Commuter assistance - Health insurance - Leave encashment - Life insurance - Paid time off Please note that this is a full-time position requiring in-person work at the specified location.,
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posted 2 weeks ago

Financial Advisor

Young Indian Scientist Pvt Ltd
experience3 to 7 Yrs
location
All India, Thrissur
skills
  • Public relations
  • Relationship building
  • Communication
  • Team management
Job Description
As a candidate for this role, you will be responsible for connecting with individuals, schools, and community leaders to explain company projects. Your role will involve building and maintaining strong public relationships to encourage funding participation. Additionally, you will guide contributors through the process of supporting our educational mission and represent the organization professionally in public interactions and meetings. It will be essential for you to coordinate with the company's management team for progress reporting and updates. You will also play a key role in ensuring that sufficient investment flows into the company and be involved in recruiting, training, and maintaining the team as needed. Qualifications Required: - Strong communication and interpersonal skills - Ability to build and maintain relationships effectively - Proven track record in fundraising or sales - Experience in team management is a plus As an additional detail, the job type for this position is Full-time, Permanent. The work location for this role is in person. Please note that the Application Question for this role is: Are you ready to appoint franchisees for us As a candidate for this role, you will be responsible for connecting with individuals, schools, and community leaders to explain company projects. Your role will involve building and maintaining strong public relationships to encourage funding participation. Additionally, you will guide contributors through the process of supporting our educational mission and represent the organization professionally in public interactions and meetings. It will be essential for you to coordinate with the company's management team for progress reporting and updates. You will also play a key role in ensuring that sufficient investment flows into the company and be involved in recruiting, training, and maintaining the team as needed. Qualifications Required: - Strong communication and interpersonal skills - Ability to build and maintain relationships effectively - Proven track record in fundraising or sales - Experience in team management is a plus As an additional detail, the job type for this position is Full-time, Permanent. The work location for this role is in person. Please note that the Application Question for this role is: Are you ready to appoint franchisees for us
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posted 1 month ago

Financial Advisor

NMIMS MUMBAI
experience3 to 7 Yrs
location
Bihar, Patna
skills
  • Financial Planning
  • Retirement Planning
  • Investments
  • Analytical skills
  • Communication skills
  • Interpersonal skills
  • Client relationship management
  • Finance skills
  • Financial Advisory skills
  • Problemsolving abilities
Job Description
As a Financial Advisor at our company located in Patna, your role will involve providing clients with financial planning services, advising them on retirement planning, and managing investments. You will be responsible for analyzing clients" financial situations, recommending financial action plans, and assisting clients in making informed financial decisions. It is essential for you to stay updated with financial markets and trends to offer the best guidance to clients. Key Responsibilities: - Provide financial planning services to clients - Advise clients on retirement planning - Manage investments for clients - Analyze clients" financial situations - Recommend financial action plans - Assist clients in making informed financial decisions - Stay updated with financial markets and trends Qualifications: - Proficiency in Financial Planning and Finance skills - Experience in Retirement Planning and Investments - Strong Financial Advisory skills - Excellent analytical and problem-solving abilities - Strong communication and interpersonal skills - Bachelor's degree in Finance, Economics, Business, or related field - Certifications such as CFP (Certified Financial Planner) are a plus - Experience in client relationship management If you have any additional details about the company in the job description, kindly provide them for a more comprehensive job description.,
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posted 3 weeks ago

Financial Advisor

Policybazaar.com
experience0 to 14 Yrs
location
Haryana
skills
  • Presentation
  • Interpersonal skills
  • Analytical skills
  • Consultative selling
  • Excellent communication
  • Financial products knowledge
  • MS Office proficiency
  • CRM tools proficiency
Job Description
Role Overview: As a Financial Advisor at Policybazaar, you will play a key role in helping customers achieve their financial goals. You will engage directly with potential clients, understand their financial needs and risk appetite, and recommend suitable financial solutions including insurance, mutual funds, NPS, retirement plans, and other investment instruments. You will also guide them through the onboarding, documentation, and decision-making process to ensure a seamless experience. Key Responsibilities: - Customer Engagement: - Interact with customers (via calls, video meetings, or in-person) to understand their financial goals, life stage, income, and risk preferences. - Build long-term relationships by providing consistent and value-driven advisory support. - Financial Advisory & Product Recommendation: - Analyze customer profiles to suggest appropriate financial products such as Life Insurance, Health Insurance, Term Plans, Mutual Funds, NPS, Fixed Income Products, etc. - Explain product features, benefits, and suitability to enable informed decisions. - Ensure compliance with IRDAI, SEBI, and company guidelines while recommending products. - Sales & Revenue Generation: - Drive sales by converting leads into successful policy or investment purchases. - Achieve monthly/quarterly sales targets across multiple financial product categories. - Maintain accurate sales records and update CRM systems regularly. - Customer Onboarding & Support: - Guide customers through the entire onboarding and application process, ensuring a smooth experience. - Coordinate with internal teams for policy issuance, renewals, and post-sale support. - Provide after-sales service and assist in renewals or portfolio reviews. - Market Awareness & Learning: - Stay updated on market trends, new product launches, and regulatory updates in the financial sector. - Participate in regular product and soft-skill training sessions conducted by Policybazaar. Qualifications & Experience: - Education: Graduate or Postgraduate in Finance, Commerce, Business Administration, or a related field. - Certifications: IRDA/AMFI/NISM certifications preferred (or must be willing to obtain within the onboarding period). - Experience: - 14 years of experience in financial advisory, insurance sales, banking, or wealth management. - Freshers with strong communication and financial aptitude may also be considered. (Note: No additional details about the company were provided in the job description),
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posted 3 weeks ago

Financial Advisor

Generali Central life Insurance Company limited
experience0 to 4 Yrs
location
Lucknow, Uttar Pradesh
skills
  • Client relationship management
  • Financial planning
  • Investment analysis
  • Market analysis
  • Reporting
Job Description
As a Financial Advisor, your role involves client relationship management, financial planning, market and investment analysis, and reporting. You will conduct "discovery meetings" with clients to understand their financial objectives, income, expenses, risk tolerance, and tax status. Key Responsibilities: - Conduct "discovery meetings" with clients to learn about their financial objectives, income, expenses, risk tolerance, and tax status - Create and present tailored strategies for investments, insurance coverage, savings plans, and cash management based on client data - Analyze financial data and market performance to provide sound investment advice - Monitor portfolios and recommend adjustments due to market changes or shifts in a client's life - Prepare summaries of financial documents, investment performance, and income projections for clients Qualifications Required: - Strong understanding of financial planning and investment strategies - Excellent communication and interpersonal skills - Ability to analyze financial data and market trends effectively - Proficiency in preparing financial reports and documents Please note that this is a full-time, permanent position suitable for fresher candidates. Additionally, the company provides benefits such as health insurance, life insurance, paid sick time, and Provident Fund. The work location for this role is in person.,
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posted 3 weeks ago

Financial Advisor

Wealth Pyramid
experience3 to 7 Yrs
location
All India, Chandigarh
skills
  • Financial Planning
  • Retirement Planning
  • Financial Advisory
  • Finance
  • Investments
  • Communication
  • Interpersonal Skills
  • Analytical Skills
  • Problemsolving Skills
  • Financial Tools
  • Software Proficiency
Job Description
As a Financial Advisor at this company, you will have the opportunity to work closely with clients in Chandigarh to assess their financial needs and develop customized financial plans. Your role will involve providing expert advice on investments, retirement planning, and other financial matters. Your day-to-day tasks will include managing portfolios, conducting financial reviews, and implementing financial strategies to help clients achieve their goals. Key Responsibilities: - Assessing clients' financial needs and developing customized financial plans - Providing expert advice on investments, retirement planning, and other financial matters - Managing portfolios and conducting financial reviews - Implementing financial strategies aimed at achieving client goals Qualifications: - Expertise in Financial Planning, Retirement Planning, and Financial Advisory - Comprehensive understanding of Finance and Investments - Strong communication and interpersonal skills for client engagement - Analytical and problem-solving skills to tailor financial solutions - Proficiency in relevant financial tools and software - Bachelor's degree in Finance, Business Administration, Economics, or a related field - Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus - Ability to work on-site and collaborate effectively with team members and clients As a Financial Advisor at this company, you will have the opportunity to work closely with clients in Chandigarh to assess their financial needs and develop customized financial plans. Your role will involve providing expert advice on investments, retirement planning, and other financial matters. Your day-to-day tasks will include managing portfolios, conducting financial reviews, and implementing financial strategies to help clients achieve their goals. Key Responsibilities: - Assessing clients' financial needs and developing customized financial plans - Providing expert advice on investments, retirement planning, and other financial matters - Managing portfolios and conducting financial reviews - Implementing financial strategies aimed at achieving client goals Qualifications: - Expertise in Financial Planning, Retirement Planning, and Financial Advisory - Comprehensive understanding of Finance and Investments - Strong communication and interpersonal skills for client engagement - Analytical and problem-solving skills to tailor financial solutions - Proficiency in relevant financial tools and software - Bachelor's degree in Finance, Business Administration, Economics, or a related field - Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus - Ability to work on-site and collaborate effectively with team members and clients
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posted 3 weeks ago
experience2 to 6 Yrs
location
Bangalore
skills
  • Financial Planning
  • Retirement Planning
  • Finance
  • Investments
  • Financial Advisory
  • Interpersonal Skills
  • Communication Skills
  • Analytical Thinking
  • ProblemSolving
Job Description
Job Description: You will be working full-time on-site in Bengaluru as a Financial Advisor. Your responsibilities will include guiding clients on managing their finances, planning for retirement, and making investment decisions. This role requires you to create customized financial plans, offer sound financial advice, and monitor clients' financial health to ensure their goals are achieved. You will collaborate with clients to evaluate their financial situation and suggest strategies to meet their long-term financial objectives. Key Responsibilities: - Proficiency in Financial Planning and Retirement Planning - Strong understanding of Finance and Investments - Expertise in Financial Advisory - Excellent interpersonal and communication skills - Analytical thinking and problem-solving abilities - Bachelors degree in Finance, Economics, Business Administration, or a related field - Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus - Ability to build trust and maintain long-term client relationships Job Description: You will be working full-time on-site in Bengaluru as a Financial Advisor. Your responsibilities will include guiding clients on managing their finances, planning for retirement, and making investment decisions. This role requires you to create customized financial plans, offer sound financial advice, and monitor clients' financial health to ensure their goals are achieved. You will collaborate with clients to evaluate their financial situation and suggest strategies to meet their long-term financial objectives. Key Responsibilities: - Proficiency in Financial Planning and Retirement Planning - Strong understanding of Finance and Investments - Expertise in Financial Advisory - Excellent interpersonal and communication skills - Analytical thinking and problem-solving abilities - Bachelors degree in Finance, Economics, Business Administration, or a related field - Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus - Ability to build trust and maintain long-term client relationships
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posted 1 month ago
experience3 to 7 Yrs
location
Nellore, Andhra Pradesh
skills
  • communication
  • customer service
  • client relationship management
  • operational management
  • compliance
  • report preparation
  • business development
  • strategic thinking
  • collaboration
  • attention to detail
Job Description
Job Description As a Senior Executive at Bajaj Finserv, you will play a crucial role in managing day-to-day operational activities in Nellore. Your responsibilities will include ensuring compliance with company policies, handling customer interactions, preparing reports, and supporting business development initiatives. You will collaborate with cross-functional teams to achieve organizational goals, contribute to process improvements, and maintain client relationships to drive growth and efficiency. Key Responsibilities - Manage day-to-day operational activities - Ensure compliance with company policies - Handle customer interactions - Prepare reports - Support business development initiatives - Coordinate with cross-functional teams - Contribute to process improvements - Maintain client relationships to drive growth and efficiency Qualifications - Strong skills in communication, customer service, and client relationship management - Experience in operational management, compliance, and report preparation - Proficiency in business development and a solution-oriented approach - Strategic thinking, attention to detail, and ability to work collaboratively within teams - Relevant experience in the financial services domain or NBFC sector is a plus - Graduation in Business, Management, Finance, or a related discipline,
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posted 2 months ago

Insurance Financial Advisor

LIFE LINE ASSOCIATES
experience2 to 6 Yrs
location
Andhra Pradesh
skills
  • Financial Planning
  • Retirement Planning
  • Finance
  • Insurance
  • Investments
  • Interpersonal Skills
  • Communication Skills
  • Client Relationship Management
Job Description
Role Overview: Life Line Associates is seeking an Insurance Financial Advisor for a full-time hybrid role based in Vishakhapatnam, with the option of some work from home. As an Insurance Financial Advisor, your primary responsibility will be to provide clients with financial planning guidance, focusing on retirement planning and recommending suitable life insurance and investment options. You will assess clients" financial situations, develop strategies to meet their financial goals, and foster strong client relationships. Key Responsibilities: - Provide financial planning advice to clients - Offer guidance on retirement planning - Recommend appropriate life insurance and investment options - Assess clients" financial situations - Develop strategies to meet clients" short-term and long-term financial goals - Nurture and maintain client relationships Qualifications: - Skills in Financial Planning and Retirement Planning - Experience in Finance, Insurance, and Investments - Strong interpersonal and communication skills - Ability to build and maintain client relationships - Bachelor's degree in Finance, Accounting, Business, or related field - Relevant certifications such as CFP (Certified Financial Planner) are a plus,
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posted 2 months ago
experience3 to 7 Yrs
location
Gujarat, Ahmedabad
skills
  • Networking
  • Investment strategies
  • Market research
  • Client acquisition
  • Fundraising
  • Sales
  • Communication skills
  • Presentation skills
  • Negotiation skills
  • Financial acumen
  • Networking abilities
Job Description
Role Overview: As a Financial Advisor at Infusion51, you will be instrumental in cultivating strong relationships with investors, raising capital, and providing guidance on investment strategies that align with our portfolio. This position is sales-focused, requiring exceptional networking skills, financial expertise, and the ability to present lucrative investment opportunities to individuals, HNIs, family offices, and institutional investors. Key Responsibilities: - Identify, prospect, and onboard potential investors such as HNIs, institutions, and venture partners. - Present Infusion51's venture fund and accelerator investment opportunities to clients. - Tailor investment strategies based on investor goals, risk profiles, and financial objectives. - Foster enduring relationships with investors through regular updates, portfolio reviews, and events. - Collaborate with Eranaya Solutions and portfolio startups to align investment strategies with growth requirements. - Conduct thorough market research to spot trends, opportunities, and competitive insights in venture capital and financial products. - Attain fundraising and sales targets while upholding compliance with regulatory and company standards. - Assist the investor relations team in creating presentations, reports, and communication materials. Qualifications & Skills: - Bachelor's degree in Finance, Economics, Business, or a related field (an MBA/CFA is advantageous). - Possess 3+ years of experience in financial advisory, investment sales, wealth management, or venture funding. - Profound understanding of venture capital, private equity, investment products, and financial markets. - Demonstrated success in client acquisition, fundraising, or sales. - Exceptional communication, presentation, and negotiation abilities. - Capable of building trust with investors and representing the firm in a professional manner. - Possess an entrepreneurial mindset with strong networking capabilities. Please note that there are no additional details about the company mentioned in the job description.,
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posted 2 months ago

Financial Advisor

Life insurance
experience3 to 7 Yrs
location
Meerut, Uttar Pradesh
skills
  • Financial Planning
  • Finance
  • Retirement Planning
  • Investment Management
  • Analytical Skills
  • Communication Skills
  • Interpersonal Skills
  • Financial Advisory Services
  • ProblemSolving Skills
  • Insurance Products
Job Description
As a Financial Advisor at Life Insurance in Meerut, you will be responsible for conducting financial planning, assisting clients with retirement planning and investment decisions, and providing financial advisory services. Your role will involve utilizing excellent analytical and problem-solving skills, as well as demonstrating strong communication and interpersonal abilities. This is a full-time hybrid position with the option for some remote work. Key Responsibilities: - Conduct financial planning for clients - Assist clients with retirement planning and investment decisions - Provide financial advisory services to clients - Utilize excellent analytical and problem-solving skills - Demonstrate strong communication and interpersonal abilities Qualifications: - Proficiency in Financial Planning and Finance - Expertise in Retirement Planning and Investments - Previous experience in offering Financial Advisory services - Strong analytical and problem-solving skills - Excellent communication and interpersonal skills - Knowledge of insurance products,
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posted 2 months ago

Financial Advisor

Family Crest
experience3 to 7 Yrs
location
Gujarat, Ahmedabad
skills
  • financial planning
  • advisory services
  • retirement planning
  • analytical skills
  • communication skills
  • interpersonal skills
  • investment portfolios management
  • tailored strategies development
  • finance expertise
  • investments expertise
  • problemsolving skills
Job Description
As a Financial Advisor at Family Crest, your role involves providing financial planning and advisory services to clients. This includes managing investment portfolios, offering retirement planning guidance, and developing tailored strategies to help clients achieve their financial goals. You will work closely with clients to understand their needs and provide expert financial advice. Key Responsibilities: - Provide financial planning and advisory services to clients - Manage investment portfolios effectively - Offer retirement planning guidance - Develop tailored strategies to help clients achieve financial goals - Work closely with clients to understand their financial needs - Utilize your expertise in finance and investments to provide valuable advice - Use strong analytical and problem-solving skills to address client concerns - Demonstrate excellent communication and interpersonal skills in client interactions - Work both independently and as part of a team to deliver high-quality service Qualifications: - Possess financial planning and retirement planning skills - Have expertise in finance and investments - Demonstrate experience in providing financial advisory services - Exhibit strong analytical and problem-solving skills - Showcase excellent communication and interpersonal skills - Be able to work independently and as part of a team - Hold a Bachelor's degree in Finance, Economics, or a related field - Possess a relevant certification such as CFP or CFA (preferred),
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posted 2 months ago
experience3 to 7 Yrs
location
Haryana
skills
  • Financial planning
  • Retirement planning
  • Investments
  • Analytical skills
  • Interpersonal skills
  • Financial advisory services
  • Problemsolving skills
  • Sales experience
  • Knowledge of ULIP Guaranteed plans
  • Excellent communication skills
Job Description
As a Financial Advisor at CoverYou, you will be based in Gurugram and play a crucial role in providing financial planning, retirement planning, investments, and financial advisory services to doctors. Your responsibilities will include analyzing financial information, studying financial plans, and recommending investment strategies tailored to the medical community. Key Responsibilities: - Conduct financial planning and retirement planning for medical professionals - Provide financial advisory services to doctors - Analyze financial information and study financial plans - Recommend investment strategies suitable for doctors Qualification Required: - Prior experience in Investment department - Sales experience - Knowledge of ULIP & Guaranteed plans - Strong analytical and problem-solving skills - Excellent communication and interpersonal skills - Certifications such as CFP or CFA are a plus - Bachelor's degree in Finance, Economics, or related field,
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posted 2 months ago

Senior Financial Advisor

KG Engineering & Consultancy
experience4 to 8 Yrs
location
Hyderabad, Telangana
skills
  • Client relationship
  • Financial Markets
  • Capital Markets
  • MS Office
  • Equity advise
  • Research Reports
Job Description
As a Sr. Advisor at MOFSL in the PCG department, your role is crucial in providing timely and customized equity advice to PCG customers. You will be responsible for maintaining a strong client base and ensuring client satisfaction through your advisory services. Key Responsibilities: - Deliver personalized equity advice to assigned PCG customers, including trading and investment ideas - Prepare research reports and conduct client meetings to provide advisory services - Follow equity advice delivery processes for PCG customers diligently - Gather customer feedback and communicate it to the Senior PCG advisor - Collaborate with the sales team to deliver specialized advice to PCG customers effectively Qualification Required: - Graduation in any discipline, MBA in Finance, NISM VIII certification is mandatory - Minimum of 4 years of experience in Financial Markets - Proficient in understanding capital markets - Strong IT skills, particularly in MS Office Please note that this role requires a proactive approach in delivering quality equity advice and maintaining strong client relationships. Your contributions will directly impact the success of the PCG department at MOFSL.,
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