Financial Advisor - Mumbai - Pnb Metlife India Insurance Company Limited

· Job Brief: · We are seeking a highly motivated and skilled Financial Advisor to join our team. The successful candidate will be responsible for providing investment, tax, and financial planning advice to clients. They will help clients achieve their financial goals and manage ...

Job Description: · 1.Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). · 2.Help them to make wise investment decision based on various factors. Business development and ac ...

ob Description: · 1.Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). · 2.Help them to make wise investment decision based on various factors. Business development and acq ...

The Investment Specialist (Financial Advisor) role involves staying in touch with investors over the phone to update them about the latest ongoing schemes (including MF, FD, Govt. Bonds, Debentures, etc.) and helping them make informed investment decisions based on various factor ...

ob Description: · 1.Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). · 2.Help them to make wise investment decision based on various factors. Business development and acq ...

Job Description: · 1.Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). · 2.Help them to make wise investment decision based on various factors. Business development and ac ...

ob Description: · 1.Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). · 2.Help them to make wise investment decision based on various factors. Business development and acq ...

ob Description: · 1.Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). · 2.Help them to make wise investment decision based on various factors. Business development and acq ...

Be working as part of the Global statutory oversight & command center composed of an international team of qualified accountants focusing on regional & global statutory matters and compliance oversight across FedEx entities internationally Providing support to local teams with sp ...

The Financial Advisor role involves being in touch with investors over the phone to update them about latest schemes, helping them make wise investment decisions based on various factors. · ...

+Coordinate with clients for data gathering and query resolution during the Financial Planning process Prepare Financial Plans Reviews under the guidance of the Financial Adviser Followup with clients for implementation of advice · ...

We are India's largest SEBI registered Equity Advisory Firm which aims at helping equity investors create wealth through long-term investing using proprietary algorithms and automation. · ...

Financial planning specialist to lead conversations with prospects and drive advisory-led acquisition process. · Strong understanding of financial planning concepts — cash flow, asset allocation, risk profiling, ESOP management, and tax basics. · Excellent communication, storytel ...

We are a stock market company looking for confident & energetic Advisors to call clients and explain stock market-related services. · Inbound & outbound client calls · Explain stock market products/services · ...

Advising clients on life-stage-based insurance and investment planning using a consultative and data-driven approach. · Conduct client meetings daily in designated area of Lower Parel West Mumbai. · Conduct financial health assessments to identify client goals and risk profiles. ...

We are building a human expert advisor panel to support AI explanations, validation, and user trust. · * Support AI-generated financial clarity* Review complex cases* Educate users (not sell)* Maintain regulatory integrity · ...

Showcase investment products to clients which may be of interest for them or which are on the approved list; Assist the client in aligning his or her investments as per his or her needs and risk appetite in line with dynamic asset allocation; · ...

MU Finzone is a stock market company looking for confident & energetic Telecaller's. · ...

+Job summary · MantraCare is seeking a Legal Advisor – Financial Security (India) to provide legal guidance related to financial protection, compliance, and risk management. · +ResponsibilitiesProvide legal advice on financial security, compliance and risk protection under Indian ...

We are seeking an experienced Assistant Sales Manager to support business growth and drive revenue in the Financial Services / Wealth Management / Investment Advisory Solutions domain. · Achieve monthly, quarterly, and annual sales targets. · ...