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Fresher Wealth Advisor Jobs

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Telephonic For Wealth Advisor Jobs (Freshers)

Mutual Fund Corporate Distribution House

  • 0 - 6 yrs
  • 10.0 Lac/Yr
  • Kolkata
Client Advisory Financial Planning Wealth Management
Person are good in convencing power and talk with confidence are required..
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  • 0 - 6 yrs
  • Nehru Place Delhi
Financial Planning Leadership Relationship Manager Wealth Management Life Insurance Advisor Financial Services
We are looking for ambitious individuals to join our team as Wealth Management and Financial Consultants. This is a unique entrepreneurial opportunity designed for those who want to build their own business with zero capital investment and unlimited earning potential.Key ResponsibilitiesFinancial Advisory: Educate and guide clients on various financial products, including Marriage Plans, Saving Plans, Retirement Pension Plans, and Market-Linked Plans (ULIPs).Network Utilization: Leverage your personal and professional network to provide customized financial protection and wealth creation consulting.Portfolio Management: Help families and individuals secure their future through strategic financial planning (Children's education, marriage, and retirement).Business Development: Operates with an entrepreneur mindset to expand your client base and advisory team.Candidate RequirementsEducation: Graduate / Chartered Accountant (CA) / Retired Professionals / MBA.Experience: Prior experience in Sales, Industrial Sales, or Finance is a plus, but not mandatory.Skills: Excellent communication skills, networking ability, and a self-motivated Business Owner attitude.Mindset: Interest in socio-entrepreneurship and helping others achieve financial security.What We Offer (Benefits)Zero Investment: Start your professional journey without any upfront costs.High Earning Potential: No fixed salary cap; earnings are based on performance and commissions.Flexibility: Work-from-home, part-time, or freelance options available to suit your schedule.Global Recognition: Opportunity to achieve international benchmarks like MDRT (Million Dollar Round Table).Training & Support: Comprehensive professional training and mentorship provided by industry experts.
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Fresher hiring for Finance Advisor

Money Honey Financial Services

  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Goregaon Mumbai
Financial Services Investment Planning Finance Good Communication Skills Wealth Management
Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in line with dynamic asset allocation; 3. Responsible for business growth as well as self growth.
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Mutual Funds Equity Analyst Terminal Operator Derivatives Trader Relationship Manager Wealth Management Wealth Advisor Wealth Manager
Terminal SeatingOrder punching (on behalf of clients)Strong understanding of Mutual Funds, AIFs, PMS, and other financial products can be an added advantageExcellent interpersonal, communication, and relationship-building skills.-Identifying, acquiring, developing and maintaining customer relationshipsManaging and improving relationship values through latest updates & development in market
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Urgent Requirement For Wealth Advisor

Pb Financial Services Imf Pvt Ltd

  • 0 - 2 yrs
  • 3.0 Lac/Yr
  • Delhi
Finance Advisor
Client Portfolio Management Risk Assessment and MitigationPerformance Tracking and Reporting Relationship Management Sales and Business Development
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  • 0 - 6 yrs
  • Around Chennai
Relationship Manager Wealth Management Insurance Advisor Recruitment Development Partner Consultant
Role involves recruitment of team. Should recruit Investment Advisors / Life advisors Should mentor and train the advisors. Development of team members take a more responsibilities Part time and full time available No sales target Rewards and recognitions available flexible working hours
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Wealth Advisor

Pb Financial Services IMF Pvt. Ltd.

  • 0 - 2 yrs
  • 3.0 Lac/Yr
  • Delhi
Marketing Wealth Advisor
Hiring for 5 Wealth Advisor Jobs in Delhi, for Freshers,Required Educational Qualification is : Diploma, B.B.A, B.Com, M.Com, M.Tech with Good knowledge in Marketing etc.Acquiring new clients and onboarding them for investments i Mutual funds and Health Insurance.Conducting Face to face Meeting with Clients...working with Investments, Insurance and Mutual funds...Candidates should posses excellent communication skills and have a quick learning ability...
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  • 0 - 4 yrs
  • Cuffe Parade Mumbai
Stock Market Equity Advisor Sales Manager Equity Sales
DescriptionProfiling clients by conducting an in-depth review of the client's financial requirements, analyzing equity portfolios, and recommending suitable portfolios as per their risk profile.Communicating with prospective clients for advisory services sales.Maintaining healthy relationships with all the potential clients.Achieve business targets in terms of generating revenue, enhancing and upgrading the client relationships.Creation of revenue and activation of clients through effective advisory (Target Based).Desired Candidate:Excellent Communication, Interpersonal, Convincing & Selling Skills.Aggressive and confident individuals with sound knowledge of Equity investing & the stock market.Fluent English, emailing, calling, chatting, other communication.Attractive Incentives.Understanding the Stock Market and Equity Research & Analysis.Monthly incentive and annual performance linked bonus.Salary: 300,000.00 - 400,000.00 per year plus monthly incentive and annual performance linked bonus.RequirementsMaster's/Bachelor's Degree along with 1-2 years of experience in Stock Market. Have an understanding of markets and the operations with focus on client relationship and advisory sales.Strong Verbal and written communication skills along with Microsoft Office proficiency. An understanding of basic CRM platforms, preferably people who have worked under the same profile in the same industry.Ability to work independently and manage employee relations. Adapt to changes and work in an agile manner.
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Financial Advisor

Lic of india

  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Hoshangabad
Financial Planning Marketing Wealth Management Financial Advisor Financial Analysis
Job Openings for 200 Financial Advisor Jobs for Freshers in Hoshangabad Having Educational Qualification of : Higher Secondary, Secondary School with Good Knowledge in Financial Planning, Marketing, Wealth Management Etc.MR P R Meena Denvelopment Officerlic of India Hoshangabad Mp,
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  • 0 - 5 yrs
  • Dwarka Delhi
Financial Planning Financial Advisor Wealth Management Financial Advisory Mutual Funds Sales Investment Manager New Clients Acquisition Leads Generation Financial Goal Planning Asset Management CFP Certified Financial Planner NISM Walk in
Required Candidate Profile: Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. Candidate should have a network of existing clients and corporates with a strong relationship. Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and itsgrowth and profitability drivers. Certification in NISM and CFP is an added advantage. The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team. Create and enforce plans that will help meet the needs of clients. Must be self-motivated, flexible and able to manage several jobs at one time. Willingness to dwell in Start-up Culture. Should have a laptop for work.Roles and responsibilities:1. Existing Client Relationship Management- Managing the existing clients of Ingenetus which includes any service-related, operational or sales-driven requests.- Driving New Business from our existing clients for various financial services- Financial technical analysis of various financial options available like, Mutual Funds, Loans, Insurance, etc.2. New Client Acquisition- Responsible for generating leads and conversion through either or all of the following channelsi) Cold Callsii) Conducting Financial Awareness Programsiii) Referential CallingOther responsibilities:- Meeting the clients and doing the initial screening- Sales Conversion- Managing various MIS- Onboarding prospects from the candidate's existing network- Utilizing Corporate networks to hold Financial Awareness Programs- Presenting achievement through performance reviews
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Personal Financial Advisor

Edelweiss Tokio Life Insurance

  • 0 - 1 yrs
  • 10.0 Lac/Yr
  • Nagpur
Financial Planning Marketing Investment Advisory Sales Wealth Management
We are looking for 5 Personal Financial Advisor Posts in Nagpur-Maharashtra, Financial Planning, Marketing, Investment Advisory, Sales, Marketing, Wealth Management, Investment Advisory, with deep knowledge in Financial Planning, Marketing, Investment Advisory, Sales, Marketing, Wealth Management, Investment Advisory and Required Educational Qualification is : Higher Secondary
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  • 0 - 1 yrs
  • 3.5 Lac/Yr
  • Bardhaman
Financial Planning Marketing Wealth Management Investment Advisory Work From Home
Lead Generation. Call / Visit Clients. Explain Product/Services To Clients And Maintain A Good Working Relationship With Clients.Sales Insurance And Financial Producty. Work From Home,No Target,House Wife More Preferable.
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Financial Advisor

Kotak Mahindra

  • 0 - 6 yrs
  • 3.8 Lac/Yr
  • Ultadanga Kolkata
Financial Planning Marketing Wealth Management Investment Advisory
Must have basic knowledge regarding Insurance Industry. Basic knowledge regarding Financial Planning & Should be able to Work Under Team
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Financial Advisor

Kotak Mahindra Life Pvt Ltd

  • 0 - 1 yrs
  • 0.8 Lac/Yr
  • Dalhousie Road Pathankot
Financial Planning Marketing Wealth Management Investment Advisory Certified Financial Planner
Working Hour - 10.00 am to 7.00 pmBack Office.File Handling.Accounting.Graduation & Class 12 pass out can apply
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Investment Advisor

Delight Financial Services

  • 0 - 1 yrs
  • 2.5 Lac/Yr
  • Indore
Wealth Management Financial Advisory Investment Advisory Private Banking Finance Investment Advisor
Calling For Stock Market Services:-1. Make Calls To The Clients And Explain Them About The Financial Products.2. Filter The Client Needs By Probing And Pitch Them Products/ Cross-Selling.3. Responsible For Sales On Monthly Basis.4. Need To Perform On KRA AND KPI's.5. Passionate Candidate Can Apply.6. Only Finance Background Preferred (B.Com, BBA, M.Com, MBA)
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Financial Advisor

Exide life insurance

Financial Advisor Finance Executive Finance Management Wealth Management
I want to recruit some Fresher & Experience person (Both Male & Female) who are serious, embition, go greter mentality , huge earnings expected person. My Company provide him/her free training experience.
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Financial Advisor

LIC of India

  • 0 - 1 yrs
  • 6.0 Lac/Yr
  • East Delhi
Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor
Hiring for 10 Financial Advisor Jobs in East Delhi Delhi for Freshers,Required Educational Qualification is : Higher Secondary, Secondary School with Good knowledge in Financial Planning,Marketing,Wealth Management,Investment Advisory etc.
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Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor
LICI is recruiting Financial Advisor as Part-Time / Full-Time with high income & rewarding career.
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  • 0 - 1 yrs
  • 6.0 Lac/Yr
  • Ranchi
Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor Work From Home
Responsibilities Of Candidate Include:Sell Life Insurance, Health Insurance, Motor Insurance Like Bike Or CarOpen Saving Account Of Kotak And Axis BankSell Demat Account Of Upstox, Paytm Money, GrowwWork From Your Home And Earn Up To 40% Commission
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Financial Advisor

Niftel Communications Private Ltd.

Excellent English Communication Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor
We have aligned Walk in for Financial Advisor for Niftel Communication Pvt Ltd for Lucknow Location.Experience Required- 1 yr (Freshers can also apply)Salary Package- 1.8 lpaLocation- LucknowNotice - Immediate JoinerJob descriptionResponsible for making outbound calls(in UK) and regular follow up on leads assigned.Build a strong relationship / trust with customers by understanding the customer requirements and suggesting the right product to the Customers.Understand the Customer requirements, encourage them to upgrade /renew the packages.Address all the issues / grievances of customers and provide the right customer experience.Strictly adhere to the process requirementsAble to achieve deadlines and target as assignedResponsible for generating Leads and interacting with customerDesired Candidate Profile:-Good communication and interpersonal skillAbility to think independently and make decisionsCapable of working under pressureShould be a good Team player.Eager to learn new things and implement innovative ideasPersistent and Problem solving abilitiesExcellent communication and Convincing skillsOrganizational and time-management skillsDecision-making skillsMust be a Graduate from a recognized universityShould have excellent interpersonal skills.
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  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Delhi
Customer Relationship Financial Services General Insurance Finance Manager Risk Assessment Insurance Advisor
Wealth & Risk Management by calling existing Clients..On boarding new clients..Corporate PresentationMeeting Clients..Selling Mutual Funds and Insurance
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Personal Financial Advisor

Edelweiss Tokio Life Insurance

  • 0 - 1 yrs
  • 0.8 Lac/Yr
  • Nagpur
Good Communication Skills Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor
Age- Above 25Qualifications-12th pass and aboveTeachers, Tution teachers, social workers, retired persons, housewives,once working women,post office agents,bank agents, business persons, salespersons are preferred
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Hiring Freshers || Wealth Advisor

Kotak Mahindra Life Insurance

  • 0 - 6 yrs
  • Nehru Place Delhi
Interpersonal Skills Needs Analysis Insurance Planning Retirement Income Financial Planning Wealth Management
Location: Delhi - Nehru Place Model: Entrepreneurial / Business Ownership (Zero Investment)Type: Full-Time / Part-Time / Work-from-HomeRole ObjectiveWe are looking for ambitious individuals to join our team as Wealth Managers. Unlike a traditional fixed-salary job, this is a Business Ownership Opportunity where you build your own career with unlimited earning potential and international recognition.Key ResponsibilitiesFinancial Consulting: Analyze client needs and suggest customized solutions (Marriage Plans, Child Education, Retirement, and Market Linked Plans).Networking: Leverage personal and professional networks to provide financial protection advice.Wealth Creation: Help clients grow their assets through ULIPs, Guaranteed Savings, and Tax-saving instruments.Relationship Management: Maintain long-term associations with clients to ensure their financial goals stay on track.What We OfferUnlimited Earnings: No fixed salary cap; your income grows with your efforts.Flexibility: Work as a freelancer or from the comfort of your home.Recognition: Opportunity to achieve international standards like MDRT (Million Dollar Round Table).Training: Full support and professional training to help you become a certified Financial Protection Planner.Zero Investment: Start your own professional journey without any capital requirement.
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