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1,314 Financial Advisor Jobs

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posted 2 months ago

Financial Advisor

Max life insurance
experience1 to 5 Yrs
location
All India
skills
  • Financial planning
  • Client relationship management
  • Financial advice
  • Market trends analysis
Job Description
As a Financial Advisor, you will have the opportunity to work part-time from home with no age limit or set targets. Your earning potential is unlimited, and you may even qualify for foreign trips based on your performance. Free training will be provided to enhance your skills, and you will have the support of a sales team along with possible allowances. Key Responsibilities: - Provide financial advice to clients - Assist clients in making informed decisions about their finances - Develop financial plans and strategies based on clients" goals - Stay updated on financial products and market trends - Build and maintain relationships with clients Qualifications Required: - Educational background of Higher Secondary (12th Pass) - At least 1 year of total work experience is preferred - Proficiency in Tamil and English languages is preferred This position is based in Chennai, Tamil Nadu, and offers remote work from the comfort of your home. The preferred profile for this role includes homemakers, retirees, self-employed individuals, salaried professionals, those with experience in mutual fund distribution, and IT employees.,
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posted 2 months ago

Financial Advisor

Ashwaq Agro and Dairy Farm
experience3 to 7 Yrs
location
Andhra Pradesh
skills
  • Financial Planning
  • Finance
  • Financial Advisory
  • Retirement Planning
  • Investments
  • Interpersonal Skills
  • Communication Skills
  • Analytical Skills
  • Understanding of Financial Regulations
  • Ethical Judgement
  • Decisionmaking Skills
  • Client Relationship Building
Job Description
As a Financial Advisor at Ashwaq Agro and Diary Farm, your role will involve providing clients with sound financial advice and strategies to help them achieve their financial goals. Your daily responsibilities will include financial planning, advising on investments, retirement planning, and managing clients" financial portfolios. Additionally, you will conduct regular client meetings, perform financial assessments, and stay informed about market trends and regulations to offer well-informed advice. Key Responsibilities: - Provide clients with financial planning and investment advice - Assist clients in retirement planning - Manage clients" financial portfolios - Conduct regular client meetings - Analyze financial data and market trends - Stay updated on financial regulations and compliance Qualifications: - Proficiency in Financial Planning, Finance, and Financial Advisory - Experience in Retirement Planning and Investments - Excellent interpersonal and communication skills - Ability to analyze financial data and market trends - Solid understanding of financial regulations and compliance - Bachelor's degree in Finance, Economics, Business Administration, or a related field; relevant certifications (e.g., CFP, CFA) are a plus - Strong ethical judgement and decision-making skills - Ability to build long-lasting client relationships If you have experience in the agriculture or dairy industry, it would be considered a plus.,
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posted 2 months ago
experience0 to 5 Yrs
location
Noida, Uttar Pradesh
skills
  • Financial Analysis
  • Prospecting
  • Sales
  • MS Office
  • Excel
  • Forex
  • Power Point
  • Outward Remittance
Job Description
As a Finance Advisor (Education Loan) at our company located in Sector 126, Noida, Uttar Pradesh 201313, your role is crucial in identifying and developing strategic relationships with potential students who require a loan. Your responsibilities include: - Developing a strong pipeline of new students through direct or indirect customer contact and prospecting. - Analyzing the financial status of borrowers. - Monitoring and analyzing the pipeline to review performance and optimize accordingly to ensure objectives are met. - Maintaining strong follow-ups and conducting regular feedback calls. - Creating lead engagement plans and strategies. - Researching details related to each offering and updating them in a timely manner. To be successful in this role, you should meet the following requirements: - Bachelor's degree in any field or a related field. - 6 months to 5 years of experience in the financial industry, fintech, or study abroad sector is preferred. - Demonstrable network in outbound student remittance market, student consultant, exchange companies, etc. - Consistent performance in sales environment, either in AD2 or sales profiles. - Proficiency in the use of MS Office, Excel, and Power Point. - Positive attitude, flexible nature, and ability to thrive in a fast-paced, constantly changing environment. - Ability to work flexible hours. - Knowledge of forex, outward remittance, and the markets is desirable. - Analytical strength and willingness to learn. This position offers a challenging yet rewarding opportunity to make a significant impact in the education loan sector.,
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posted 2 weeks ago

Financial Advisor

Money Honey Financial Services Pvt. Ltd.
experience0 to 3 Yrs
location
Maharashtra
skills
  • Investment
  • Mutual Funds
  • Bonds
  • Business Development
  • Acquisition
  • Communication Skills
  • Financial Advisor
Job Description
As a Financial Advisor at our company, your primary responsibility will be to stay in touch with investors over the phone and provide them with updates on the latest ongoing schemes, including Mutual Funds, Bonds, and other investment options. You will play a crucial role in helping investors make informed and wise investment decisions based on various factors. Business development and the acquisition of new investors will be key performance metrics for this role. Qualifications required for this position include being a minimum graduate from any stream. Freshers are welcome to apply for this role. The remuneration for this position will be as per company norms. Preferred candidates for this role are those from Mumbai or have a strong background in the financial sector in Mumbai. If you are interested in this opportunity, please share your resume with us at hr.mumbai@moneyhoney.co.in. This is a full-time job with working days from Monday to Saturday for the first 6 months. Post 6 months, you will have alternate Saturdays off. **Benefits:** - Leave encashment - Provident Fund **Education:** - Bachelor's degree required **Experience:** - Total work experience of 1 year preferred **Work Location:** - In person,
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posted 2 weeks ago

Financial Advisor

Money Honey Financial Services Pvt Ltd
experience0 to 4 Yrs
location
All India
skills
  • Investment Planning
  • Mutual Funds
  • Client Relationship Management
  • Wealth Management
  • Portfolio Management
  • Business Development
  • Retail Sales
  • Customer Relationship Management CRM
Job Description
As a Financial Advisor, your role will involve being in touch with investors over the phone and updating them about the latest ongoing schemes, including Mutual Funds and Bonds. You will assist investors in making wise investment decisions based on various factors. Business development and acquisition of new investors will be key criteria for your performance evaluation. Key Responsibilities: - Communicating with investors over the phone and providing updates on ongoing schemes like Mutual Funds and Bonds - Assisting investors in making informed investment decisions based on their financial goals and risk appetite - Focusing on business development and acquiring new investors to grow the client base Qualifications Required: - Minimum Graduate from any stream - Freshers can apply for this role Please note that the remuneration for this position will be as per the company norms. The working days for the first 6 months will be Monday to Saturday, with alternate Saturdays off post the initial 6 months. If there are any additional details about the company in the job description, it is recommended to include them for better context.,
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posted 2 months ago
experience2 to 6 Yrs
location
Kerala
skills
  • Accounting
  • Bookkeeping
  • Financial statements
  • Compliance
  • Accountant
  • Accounting principles
Job Description
As an Accountant at our company, your role will involve managing daily accounting operations and financial records with responsibility and attention to detail. You will be tasked with bookkeeping, preparing financial statements, and ensuring adherence to accounting principles and company policies. Key Responsibilities: - Manage daily accounting operations - Maintain financial records - Prepare financial statements - Ensure compliance with accounting principles and company policies Qualifications Required: - Bachelor's degree in Accounting or Finance - Proven experience as an Accountant - Strong knowledge of accounting principles and regulations Please note that this is a full-time position requiring in-person work at our location.,
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posted 2 months ago

Insurance Financial Advisor

Aditya Birla Health Insurance Company Limited
experience2 to 6 Yrs
location
West Bengal, Durgapur
skills
  • Financial Planning
  • Retirement Planning
  • Insurance
  • Investments
  • Strong Finance background
  • Excellent communication
  • interpersonal skills
  • Ability to work independently
  • handle multiple clients
Job Description
Role Overview: You will be a full-time on-site Insurance Financial Advisor located in Durgapur. Your primary responsibilities will include providing financial planning and retirement planning advice, assessing clients" insurance needs, recommending suitable insurance products, advising on investments, and developing strategies to meet clients" financial goals. You will also be expected to build and maintain client relationships, conduct financial assessments, and stay updated on the latest financial and insurance products. Key Responsibilities: - Provide financial planning and retirement planning advice - Assess clients" insurance needs and recommend suitable insurance products - Advise on investments and develop strategies to meet clients" financial goals - Build and maintain client relationships - Conduct financial assessments - Stay updated on the latest financial and insurance products Qualifications Required: - Financial Planning and Retirement Planning expertise - Knowledge in Insurance and Investments - Strong Finance background - Excellent communication and interpersonal skills - Ability to work independently and handle multiple clients - Bachelor's degree in Finance, Business Administration, or related field - Experience in the insurance sector is a plus,
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posted 2 months ago

Financial Advisor

Pramerica Life Insurance
experience2 to 6 Yrs
location
Bihar, Patna
skills
  • Financial Planning
  • Retirement Planning
  • Finance
  • Investments
  • Analytical Skills
  • Interpersonal Skills
  • Communication Skills
  • Investment Advice
  • Problemsolving
Job Description
**Job Description** As a Financial Advisor at Pramerica Life Insurance Limited, your role will involve providing personalized financial planning, retirement planning, and investment advice to clients. Your daily tasks will include assessing clients" financial needs, developing tailored financial strategies, and guiding clients in making informed decisions to secure their financial future while ensuring compliance with industry standards and regulations. **Key Responsibilities** - Assessing clients" financial needs - Developing personalized financial strategies - Providing guidance on investment decisions - Ensuring compliance with industry regulations **Qualifications** - Strong Financial Planning and Retirement Planning skills - Proficiency in Finance and Investments - Experience in providing Financial Advisory services - Excellent analytical and problem-solving abilities - Strong interpersonal and communication skills - Relevant certifications in finance or related fields are a plus - Bachelor's degree in Finance, Economics, Business, or a related field,
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posted 2 weeks ago

Financial Advisor

Ceeco International
experience3 to 7 Yrs
location
All India, Kannur
skills
  • Financial advisory
  • Banking
  • Insurance
  • Communication skills
  • Interpersonal skills
  • MS Office
  • Financial analysis
  • Relationship management
  • Loan services
  • CRM tools
  • Client service orientation
  • Attention to detail
  • Documentation accuracy
  • Ethical approach
  • Goaloriented mindset
Job Description
You will work closely with our admissions and counselling teams to ensure families make informed and confident financial decisions toward pursuing global education. Key Responsibilities: - Identify and qualify financially capable students and families interested in MBBS Abroad or Study Abroad programs. - Conduct financial profiling and provide personalized advice on available funding solutions. - Coordinate with banks, loan providers, and financial institutions to assist students with loan applications and approvals. - Maintain accurate records of all consultations, leads, and follow-ups. - Participate in student counselling sessions, seminars, and financial guidance workshops as needed. - Visit students' homes (if required) for financial assessment or advisory sessions. - Collaborate with the admissions and marketing teams to align financial guidance with the company's overall student recruitment goals. Qualifications & Requirements: - Bachelors degree in Finance, Commerce, Business Administration, or a related field. - Proven experience in financial advisory, banking, Insurance, or loan services preferred. - Strong communication and interpersonal skills with the ability to build trust and rapport with families. - Sound understanding of education financing, banking processes, and study abroad procedures (not mandatory). - Willingness to travel occasionally for student or family visits. - Proficiency in MS Office (Excel, Word, PowerPoint) and CRM tools. What We Offer: - Competitive salary and performance-based incentives. - Training and continuous professional development. - Exposure to international education and financing networks. - Supportive and growth-oriented work environment. In case of any further queries or to apply for the position, please reach out to the Employer at hr@ceecointl.com or contact at 9633066701. You will work closely with our admissions and counselling teams to ensure families make informed and confident financial decisions toward pursuing global education. Key Responsibilities: - Identify and qualify financially capable students and families interested in MBBS Abroad or Study Abroad programs. - Conduct financial profiling and provide personalized advice on available funding solutions. - Coordinate with banks, loan providers, and financial institutions to assist students with loan applications and approvals. - Maintain accurate records of all consultations, leads, and follow-ups. - Participate in student counselling sessions, seminars, and financial guidance workshops as needed. - Visit students' homes (if required) for financial assessment or advisory sessions. - Collaborate with the admissions and marketing teams to align financial guidance with the company's overall student recruitment goals. Qualifications & Requirements: - Bachelors degree in Finance, Commerce, Business Administration, or a related field. - Proven experience in financial advisory, banking, Insurance, or loan services preferred. - Strong communication and interpersonal skills with the ability to build trust and rapport with families. - Sound understanding of education financing, banking processes, and study abroad procedures (not mandatory). - Willingness to travel occasionally for student or family visits. - Proficiency in MS Office (Excel, Word, PowerPoint) and CRM tools. What We Offer: - Competitive salary and performance-based incentives. - Training and continuous professional development. - Exposure to international education and financing networks. - Supportive and growth-oriented work environment. In case of any further queries or to apply for the position, please reach out to the Employer at hr@ceecointl.com or contact at 9633066701.
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posted 2 days ago

Financial Advisor

V-connect insurance
experience3 to 7 Yrs
location
Uttar Pradesh
skills
  • Financial Planning
  • Finance
  • Investments
  • Financial Advisory
  • Retirement Planning
  • Analytical Skills
  • Communication Skills
  • Interpersonal Skills
  • Problemsolving
Job Description
Role Overview: As a Financial Advisor in Allahabad, you will be responsible for providing financial planning and advice to clients. Your main duty will involve assisting clients in achieving their financial objectives by evaluating their financial situations, developing personalized financial plans, and providing guidance on investments, retirement planning, and other financial services. Key Responsibilities: - Assess clients" financial situations to understand their goals and needs - Create customized financial plans based on individual requirements - Offer guidance on investments, retirement planning, and other financial services - Utilize your expertise in Financial Planning and Finance - Demonstrate skills in Investments and Financial Advisory - Provide Retirement Planning services to clients - Utilize strong analytical and problem-solving abilities - Communicate effectively with clients and colleagues - Collaborate with team members on projects - Maintain relevant certifications such as CFP or CFA for professional advantage Qualifications Required: - Bachelor's degree in Finance, Economics, Business, or a related field - Experience in Financial Planning and Finance - Strong analytical and problem-solving skills - Excellent communication and interpersonal abilities - Comfortable working independently and as part of a team (Note: No additional details about the company were provided in the job description),
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posted 4 days ago

Financial Advisor

DPC Consultancy
experience3 to 7 Yrs
location
West Bengal
skills
  • Financial Planning
  • Retirement Planning
  • Finance
  • Investments
  • Financial Advisory
  • Interpersonal Skills
  • Communication Skills
  • Financial Analysis
  • Problemsolving
Job Description
Role Overview: As a Financial Advisor at our company located in Chunchura, you will be responsible for providing clients with personalized financial advice. Your main tasks will include financial planning, retirement planning, and devising investment strategies to help clients achieve their financial goals. You will assess clients" financial needs, create comprehensive plans, monitor outcomes, and build long-term relationships with clients. Key Responsibilities: - Provide tailored financial advice to clients - Assist clients with financial planning, retirement planning, and investment strategies - Evaluate clients" financial needs and create comprehensive plans - Monitor financial outcomes and adjust strategies as needed - Maintain long-term relationships with clients to help them achieve their financial goals Qualifications Required: - Expertise in Financial Planning and Retirement Planning - Strong knowledge of Finance and Investments - Experience in Financial Advisory - Excellent interpersonal and communication skills for client interaction - Problem-solving ability with attention to detail - Relevant certification or qualifications in finance, economics, or related fields - Proficiency in financial analysis tools and software is a plus,
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posted 5 days ago
experience5 to 9 Yrs
location
Haryana
skills
  • Financial Planning
  • Finance
  • Retirement Planning
  • Investment
  • Market Research
  • Client Relationship Management
  • Networking
  • Marketing
  • Strong Analytical Skills
  • Interpersonal Skills
  • Consulting Services
  • Wealth Management Strategies
  • ProblemSolving Skills
  • Excellent Communication Skills
Job Description
Role Overview: You will be working as a full-time Wealth Management Consultant based in Gurugram. Your main responsibilities will include providing financial planning, finance, retirement planning, investment, and consulting services to clients. As a Wealth Manager, you will be responsible for building and managing your own client books while offering holistic financial advice and planning solutions. Key Responsibilities: - Conduct market research to stay updated with current trends and opportunities - Meet clients and provide comprehensive financial planning services - Establish and nurture strong client relationships - Implement effective Wealth Management strategies for your clients - Identify and capitalize on new business opportunities - Engage in prospecting through networking and marketing activities Qualification Required: - NISM Series X (A&B), Level 2 qualification as an Investment Advisor is mandatory - Solid background in financial planning and finance - Experience in retirement planning and consulting - Proficiency in managing a substantial client book - Knowledge of the investment industry and various investment products - Excellent communication and interpersonal skills - Strong analytical and problem-solving abilities - Client-focused approach to delivering financial advice - Dedication to continuous education and self-improvement - Bachelor's degree in a relevant field Additional Details: deVere Group, established in 2002 by CEO Nigel Green, is a prominent financial advisory organization with a global presence. With over $14 billion under management and more than 100,000 clients in 100 countries, deVere Group offers personalized financial advice and exclusive products to its clients. The company values work ethic, excellence, and innovation, making it an ideal place for ambitious individuals to grow their careers.,
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posted 5 days ago
experience1 to 5 Yrs
location
Haryana
skills
  • consultative sales
  • negotiation skills
  • data analytics
  • Microsoft Office
  • communication skills
  • interpersonal skills
  • CRM platforms
  • digital tools
Job Description
As an Associate / Senior Associate Education Loan Counsellor in the Study Abroad Operations team, your role is crucial in helping students achieve their international education goals through tailored loan solutions and collaboration with financial institutions. **Key Responsibilities:** - Counsel students and parents on education loan options, eligibility, and application processes. - Drive conversions of qualified leads into successful loan applications to meet monthly revenue and conversion targets. - Build and maintain strong relationships with banks, NBFCs, and educational institutions for competitive loan offerings. - Provide end-to-end assistance throughout the loan journey, ensuring transparency and customer satisfaction. - Utilize CRM systems and reporting tools for lead management, conversion monitoring, and performance analysis. - Ensure compliance with financial regulations, organizational policies, and ethical practices. - Evaluate loan pipelines and develop strategies for improved conversions. **Desired Skills & Qualifications:** - Minimum 1 year of relevant experience in education loans, financial services, or banking. - Strong consultative sales and negotiation skills with a customer-centric approach. - Ability to establish and nurture long-term partnerships with stakeholders. - Proficiency in CRM platforms, data analytics, Microsoft Office, and digital tools. - Excellent communication and interpersonal skills. - Purpose-driven mindset with a genuine passion for student success. In addition to the responsibilities and qualifications mentioned above, the company offers: - Attractive Compensation Package: Base salary plus performance-based incentives. - Career Advancement Opportunities: Fast-track growth in a rapidly expanding organization. - Impactful Work: Contribute to making higher education abroad more accessible. - Collaborative Culture: Join a dynamic team in a supportive, growth-oriented environment.,
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posted 1 day ago

Financial Advisor

Aditya Birla Capital
experience3 to 7 Yrs
location
Kolkata, West Bengal
skills
  • Lead Generation
  • Sales
  • Cold Calling
  • Relationship Building
  • Business Development
  • Leadership Qualities
Job Description
Role Overview: As an Agency Partner (Team Leader) at apna.co, you will have the primary responsibility of generating sales for the organization, both individually and through leading your team. Your tasks will include recruiting candidates, building a high-performing team, leading them effectively, driving business from the team, and fostering their professional development. Key Responsibilities: - Generate sales for the organization individually and through team efforts - Recruit candidates and build a high-performing team - Lead the team effectively to achieve sales targets - Drive business growth from the team - Develop team members professionally to enhance their skills and performance Qualifications Required: - Strong skillset in lead generation, sales, cold calling, and relationship building - Proficient in business development strategies - Demonstrated leadership qualities - Passionate and driven individual with a focus on personal and organizational growth Join apna.co in this exciting opportunity to have a significant impact on sales efforts and team development. If you are ready to take on this challenge and contribute to the success of the organization, we look forward to welcoming you to our team.,
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posted 2 weeks ago

Financial Advisor

Aditya Birla Sun Life Insurance
experience2 to 6 Yrs
location
Ludhiana, Punjab
skills
  • Financial planning
  • Insurance
  • Investments
  • Communication
  • Analytical skills
  • Relationshipbuilding
Job Description
As a Financial Advisor at Aditya Birla Sun Life Insurance (ABSLI), you will play a crucial role in helping customers plan their finances, choose suitable insurance and investment products, and work towards achieving their financial objectives. The role is full-time and based in Ludhiana, with some flexibility to work from home. Your responsibilities will include: - Understanding customer needs - Recommending insurance and investment plans - Assisting in retirement and wealth planning - Maintaining client relationships - Staying updated on financial products and regulations To excel in this role, you should possess the following qualifications: - Knowledge of financial planning, insurance, and investments - Good communication and relationship-building skills - Ability to analyze customer needs and provide appropriate advice - Finance-related certifications would be advantageous In terms of eligibility criteria, the following are considered: - Minimum qualification of 12th pass - Graduates from any stream - CA or Doctor - Loan DSA - Mutual Fund Distributor - Individuals working in the banking, finance, or insurance sector ABSLI is a reputable joint venture between the Aditya Birla Group and Sun Life Financial, known for its customer-friendly features and a wide range of insurance plans focused on trust, transparency, and financial protection.,
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posted 2 weeks ago

Financial Advisor

Insurance and Investment Allianz
experience3 to 7 Yrs
location
Bihar, Patna
skills
  • Financial Planning
  • Retirement Planning
  • Investments
  • Financial Advisory
  • Analytical Skills
  • Communication Skills
  • Interpersonal Skills
Job Description
As a Financial Advisor at Insurance & Investment Allianz, your role is to assist clients in managing their financial goals, developing financial plans, and providing expert advice on investment strategies, retirement planning, and financial growth. You will work collaboratively with clients to identify their needs, explain financial options, and tailor customized solutions to meet their objectives. Key Responsibilities: - Assist clients in managing their financial goals - Develop financial plans tailored to individual client needs - Provide expert advice on investment strategies and retirement planning - Collaborate with clients to identify their financial needs and objectives - Explain financial options and customize solutions for clients Qualifications Required: - Expertise in Financial Planning and overall understanding of finance principles - Proficiency in Retirement Planning and Investments - Strong skills in Financial Advisory to provide detailed and personalized client support - Excellent analytical, communication, and interpersonal skills - Ability to work independently, prioritize tasks, and build lasting client relationships - Bachelors degree in Finance, Business Administration, or related field preferred - Relevant certifications (e.g., CFP, CFA) are an advantage - Experience in the insurance or investment industry is beneficial Insurance & Investment Allianz is your trusted partner for financial security, offering a one-stop destination for all your financial protection and wealth-building needs. With services including Life Insurance, Health Insurance, Motor & General Insurance, Systematic Investment Plans (SIP), Mutual Funds & Pre-IPO Investments, Retirement & Child Future Planning, the company aims to secure your future with the right insurance plans and smart investment options. Choose Insurance & Investment Allianz for expert guidance tailored to your financial goals, honest and transparent service, quick support, and easy documentation to help you make the best financial decisions with confidence.,
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posted 2 weeks ago

Independent Financial Advisor

Raman Shares & Stocks Pvt Ltd
experience0 to 4 Yrs
location
Faridabad, Haryana
skills
  • Presentation skills
  • Good communication
  • Basic knowledge of financial products
Job Description
You will be working as a Financial Advisor to assist clients in effectively managing their finances and investments. Your responsibilities will include understanding client needs and goals, suggesting appropriate investment options, establishing and nurturing client relationships, as well as meeting sales and business targets. Key Responsibilities: - Understand client needs and goals - Suggest suitable investment options - Build and maintain client relationships - Achieve sales and business targets Qualifications Required: - Good communication and presentation skills - Basic knowledge of financial products - Graduation in any field (Finance preferred) This is a part-time job opportunity with a remote work location.,
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posted 2 weeks ago

FINANCIAL ADVISOR MUMBAI

International Financial Advisor Jobs
experience3 to 7 Yrs
location
All India
skills
  • analytical skills
  • financial sales
  • risk analysis
  • client relationship management
  • numerical skills
  • investment products knowledge
Job Description
Role Overview: Our client, a leading firm epitomizing sustainability, excellence, and social responsibility, is looking for dedicated Investment Advisory Wealth Managers to join their team in Mumbai and Gurugram, Haryana, India. As an Investment Advisory Wealth Manager, you will play a crucial role in managing diverse portfolios and providing personalized financial guidance to clients. Key Responsibilities: - Cultivate and manage a portfolio of wealth management clients (B2C). - Build enduring client relationships through personalized advisory services and consistent communication. - Increase assets under management (AUM) by identifying financial needs and offering suitable solutions. - Conduct thorough client reviews to understand specific needs and create customized wealth management strategies. - Advocate for needs-based solutions, ensuring clients are well-informed and empowered. - Stay updated on market trends and client circumstances to recommend appropriate financial products and services. - Provide personalized advice on various wealth avenues, including Lump Sum Investments, Fixed-Income Products, Global Funds, and more. - Adhere strictly to regulatory and quality standards while keeping abreast of industry developments. Qualifications Required: - Bachelor's degree in business, finance, economics, or a related field is preferred. - Strong numerical and analytical skills with great attention to detail. - UK level 4 advisory qualification or willingness to pursue. - Previous experience with high net worth clients is advantageous. - Familiarity with investment products like offshore investments, bonds, or pension products is a plus. - Exemplary professionalism, integrity, and collaborative spirit, dedicated to delivering excellent service. - Sound judgment and keen risk analysis capabilities. - Proven track record in financial sales. - Driven by ambition, goal-oriented, and committed to achieving targets. Company Benefits: - Opportunities for industry-relevant chartered qualifications. - Various career advancement opportunities and geographical mobility. - Competitive commission structure with transparent bonus incentives. - Comprehensive individual and team training initiatives to support professional development. - Engaging client and employee events promoting a sense of community and collaboration. (Note: This position is suitable for experienced and qualified IFA candidates or individuals looking to start a career in financial services and wealth management. It is not for those in accounting/auditing or financial management. The role is client-facing, sales-driven, and target-oriented.) Subscribe to our IFA and BDM Jobs Newsletter for the latest updates. Role Overview: Our client, a leading firm epitomizing sustainability, excellence, and social responsibility, is looking for dedicated Investment Advisory Wealth Managers to join their team in Mumbai and Gurugram, Haryana, India. As an Investment Advisory Wealth Manager, you will play a crucial role in managing diverse portfolios and providing personalized financial guidance to clients. Key Responsibilities: - Cultivate and manage a portfolio of wealth management clients (B2C). - Build enduring client relationships through personalized advisory services and consistent communication. - Increase assets under management (AUM) by identifying financial needs and offering suitable solutions. - Conduct thorough client reviews to understand specific needs and create customized wealth management strategies. - Advocate for needs-based solutions, ensuring clients are well-informed and empowered. - Stay updated on market trends and client circumstances to recommend appropriate financial products and services. - Provide personalized advice on various wealth avenues, including Lump Sum Investments, Fixed-Income Products, Global Funds, and more. - Adhere strictly to regulatory and quality standards while keeping abreast of industry developments. Qualifications Required: - Bachelor's degree in business, finance, economics, or a related field is preferred. - Strong numerical and analytical skills with great attention to detail. - UK level 4 advisory qualification or willingness to pursue. - Previous experience with high net worth clients is advantageous. - Familiarity with investment products like offshore investments, bonds, or pension products is a plus. - Exemplary professionalism, integrity, and collaborative spirit, dedicated to delivering excellent service. - Sound judgment and keen risk analysis capabilities. - Proven track record in financial sales. - Driven by ambition, goal-oriented, and committed to achieving targets. Company Benefits: - Opportunities for industry-relevant chartered qualifications. - Various career advancement opportunities and geographical mobility. - Competitive commission structure with transparent bonus incentives. - Comprehensive individual and team training initiatives to support professional development. - Engaging client
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posted 1 week ago
experience3 to 7 Yrs
location
Chandigarh
skills
  • Business Development
  • Client Relationship Management
  • Networking
  • Financial Analysis
  • Risk Management
  • Presentation Skills
  • Negotiation Skills
Job Description
You will be responsible for Business Development and Client Relationship Management at Assetian. Your key responsibilities will include: - Managing relationships with top client executives - Leading meetings with existing and new clients to explain various service offerings of the Firm, understand client business plans, and suggest relevant service offerings - Managing client expectations regarding assignments, deliverables, timelines, etc. - Participating in various seminars organized by industry associations for networking and establishing connects with new clients - Managing relationships with various trade bodies/industry associations for potential leads - Delivering technical/marketing presentations at various forums - Contributing to news articles, newsletters, etc - Developing an entry strategy for foreign companies in India - Identifying potential opportunities that can be pursued with existing and new clients The ideal candidate for this role should possess the following qualifications and skills: - CFA (Level 1 or Level 2) or MBA in Finance with more than 3 years of experience - Client engaging and relationship management skills - Networking skills - Excellent English communication skills (written, verbal, and presentation) - Ability to independently deliver on assignments - Balancing Business Development initiatives with ongoing client assignments - Excellent drafting and negotiation skills At Assetian, we specialize in crafting bespoke wealth management solutions, with a focus on Mutual Funds-based niche portfolios that offer diversity and growth potential. Our team, with decades of combined experience, navigates the complex world of investments to deliver tailored financial solutions. We believe in a holistic approach to wealth management, starting with a comprehensive analysis of your financial situation, goals, and risk tolerance.,
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posted 2 weeks ago
experience3 to 7 Yrs
location
Haryana
skills
  • Financial planning
  • Lead generation
  • Business development
  • Investment strategies
  • Communication skills
  • Interpersonal skills
  • Financial products knowledge
  • Wealth management principles
  • Analytical mindset
  • Microsoft Office Suite proficiency
Job Description
As a Wealth Manager at deVere Group, you will play a crucial role in providing expert financial advice and wealth management solutions to clients worldwide. Your responsibilities will include: - Generating leads through networking, referrals, cold calling, and digital marketing strategies. - Conducting comprehensive financial assessments to understand clients" goals, risk tolerance, and financial situations. - Developing personalized wealth management strategies encompassing investment and retirement planning. - Ensuring ongoing monitoring and review of clients" portfolios to align with their financial objectives and market conditions. - Building strong client relationships through regular communication and exceptional service. - Staying updated on market trends, economic developments, and regulatory changes to provide informed recommendations. - Collaborating with internal teams and external partners to deliver holistic financial solutions. Qualifications and Skills required for this role: - Financial planning professional certifications (e.g., CFP, EFA, DIPFA) are preferred. - Demonstrated success in lead generation and business development within the financial services industry. - Strong knowledge of financial products, investment strategies, and wealth management principles. - Excellent communication and interpersonal skills to build trust with clients. - Analytical mindset to assess complex financial situations and offer strategic recommendations. - Results-oriented with a drive to exceed targets and client expectations. - Ability to work independently and collaboratively in a team environment. - Proficiency in Microsoft Office Suite and financial software applications. About deVere Group: deVere Group is a renowned independent financial advisory firm with a global presence in over 100 countries, managing over $10 billion in assets. Joining deVere Group offers you the opportunity to work with a leading industry player, access extensive resources and training, benefit from performance-based incentives, and be part of a dynamic and collaborative work environment committed to professional development and ongoing learning opportunities. If you are a motivated individual passionate about helping clients achieve their financial goals, we encourage you to apply for the Wealth Manager position at deVere Group. Make a positive impact on clients" lives and advance your career in wealth management by joining us. Apply now!,
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Financial Advisor Jobs FAQ's

  • What is the job role of a financial advisor?

    A financial advisor is an advisor who provides consulting and advice about an individual's or commodity's finances. They can help companies or organisations reach their financial goals by providing strategies and ways to create wealth.

  • What qualifications do I need to be a financial advisor?

    To be a financial advisor, one must have a bachelor degree related to finance from an accredited educational institution. Besides, a post-graduate degree in finance is an added advantage for individuals.

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    The rising demand for financial advisors or investment advisors makes it one of the best career options in finance. The benefits of becoming an advisor include unlimited earning prospects, a flexible work schedule, and the ability to tailor one's practice.

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