Finance Advisor Job Vacancies in Vadodara

A Financial Advisor is a professional who helps individuals and businesses manage their finances effectively to achieve short-term and long-term goals. They assess clients financial needs, income, expenses, assets, and liabilities to create personalized financial plans. A financial advisor provides guidance on investments, savings, insurance, retirement planning, tax strategies, and wealth management.They analyze market trends, recommend suitable financial products, and explain risks and benefits clearly to clients. Advisors build strong relationships by understanding clients life goals such as buying a home, childrens education, or retirement security. Regular portfolio reviews and performance monitoring are key responsibilities to ensure plans stay aligned with changing financial situations.A financial advisor must have strong communication, analytical, and problem-solving skills. Knowledge of financial markets, regulations, and investment tools is essential. Trust, integrity, and client confidentiality are critical in this role. Ultimately, a financial advisor helps clients make informed financial decisions and build long-term financial stability and wealth.

#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.

want financial advisor ,

HII Hiring For Leading Financial IndustryWe are Hiring for Sales officer ( Home Loan ) Minimum 6 months experience required in Any Loan & Insurance Fresher Can Also apply Graduation is mustCTC max up to 2.88Lpa + incentivesLocation - Godhra, Halol Modasa Anand & Nadiad - VadodaraInterested candidates kindly share with me your Updated resume on 7898388714NEED RELEVANT & LOCAL CANDIDATES ONLY!! Regards !!Mr. Zuned

Job Overview: Junior Tele Caller role with 1-3 years of experience in Vadodara, Gujarat, India. Full-Time position at Intraday Match, a globally-sourced trading platform with 2-10 employees in Investment Advice sector.Qualifications and Skills: Experience in tele calling and customer communication. Strong customer service skills. Proficiency in Customer Relationship Management (CRM). Knowledge of telecommunications and telemarketing. Excellent communication and interpersonal skills.Roles and Responsibilities: Make outbound calls to potential and existing customers. Promote products or services over the phone. Resolve customer queries and issues. Maintain customer records and update databases. Achieve sales targets and contribute to team goals.

We are looking for 10 Financial Service Consultant Posts in Ahmedabad, Junagadh, Rajkot, Surat, Vadodara, Vapi, with deep knowledge in Banking Sales and Required Educational Qualification is : Other Bachelor Degree

Hiring for 2 Executive Marketing Jobs in Vadodara, Gujarat,Finance Advisor, for Freshers,Required Educational Qualification is : Higher Secondary, Secondary School, Other Bachelor Degree with Good knowledge in Finance Advisor etc.

We have vacant of 10 Direct Marketing Executive Jobs in Surat, Gujarat,Ahmedabad, Gujarat,Vadodara, Gujarat,Rajkot, Gujarat,Banking Sales,CASA,Finance Sales,Advisor,Life Insurance, Experience Required : 1 Year Educational Qualification : Other Bachelor Degree Skill Direct Marketing,advertising,Communication Skills,Technical Sales,Industrial Marketing,FMCG Marketing, Banking Sales,CASA,Finance Sales,Advisor,Life Insurance etc.

We are Looking for Sales Consultant. Sales in Car Automobile

Relationship Management (Wealth):1. Acquiring and Managing demat, trading, investments relationship and responsible for overall growth of Liabilities of the organization and customers. 2. Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of the most important customer segment. To do cross selling for other financial products like: - Mutual Fund, PMS, IPOs etc. to achieve sales & customer acquisition target.3. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business.4. Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.5. Proactively sell the full range of consumer and commercial products to current and potential Relationships.7. Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the Customer Engagement.8. Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments.9. To analyze financial needs of the customers and offer appropriate products with utmost transparency.10. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance.Role Category: Retail Business DevelopmentRole: Business Development Officer

Primary responsibility of the person is to garner loans by developing the relationship with local Real Estate Developers.Work on the database which company provide & call & meet potential clientsCoordinate with the Banker to process & disburse the loan files

Good communication skills & presentable candidates No frequent job hoppers Candidate should have LI background and into Agency channel for a minimum of 2 yearsThis channel is designed especially to sell only ULIP product.

Relationship Management (Wealth):1. Acquiring and Managing demat, trading, investments relationship and responsible for overall growth of Liabilities of the organization and customers. 2. Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of the most important customer segment. To do cross selling for other financial products like: - Mutual Fund, PMS, IPOs etc. to achieve sales & customer acquisition target.3. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business.4. Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.5. Proactively sell the full range of consumer and commercial products to current and potential Relationships.7. Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the Customer Engagement.8. Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments.9. To analyze financial needs of the customers and offer appropriate products with utmost transparency.10. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance.Role Category: Retail Business DevelopmentRole: Business Development Officer