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3 Financial Advising Jobs

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2.0 - 6.0 years

0 Lacs

punjab

On-site

The Insurance Specialist position at United Transfer Logistics Inc, located in Abohar, is a full-time role that involves managing and processing insurance claims, coordinating with insurance brokers, and providing exceptional customer service. As an Insurance Specialist, your daily responsibilities will include evaluating insurance applications, assessing risk, preparing insurance documents, and offering financial advice related to insurance coverage. It is essential to maintain compliance with industry regulations and ensure timely and accurate communication with clients and internal teams. To excel in this role, you should possess insurance and insurance brokerage skills, finance and financial advising expertise, strong communication and customer service abilities, attention to detail, and organizational skills. The position requires the capability to work both independently and collaboratively in an on-site environment. Previous experience in the logistics or transportation industry would be advantageous. A Bachelor's degree in Finance, Business Administration, or a related field is preferred. If you are looking to join a reputable company known for its reliable and efficient services in the logistics and transport industry, then this Insurance Specialist role at United Transfer Logistics Inc could be the perfect opportunity for you. Apply now and be a part of a dynamic team that is dedicated to ensuring the safe and timely delivery of various types of cargo while expanding operations and clientele.,

Posted 2 days ago

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1.0 - 5.0 years

0 Lacs

bhopal, madhya pradesh

On-site

As a Share Market Company Advisor Firm, we are looking for a full-time Advisor to join our team. The ideal candidate will have at least 1 year of relevant experience in the field, although this is preferred rather than required. The working schedule for this position is a morning shift, and the work location will be in person. If you are interested in this opportunity, please speak with the employer at +91 8319487268 to discuss the details further.,

Posted 1 week ago

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3.0 - 7.0 years

0 Lacs

maharashtra

On-site

You will be joining Scope4job LLP for a full-time on-site role in Mumbai, specifically focusing on Mumbai Wealth Roles. Your primary responsibilities will include managing client portfolios, offering financial advice, formulating wealth management strategies, and carrying out market research. It will be crucial for you to establish strong client relationships and ensure that financial solutions are in line with the clients" objectives. To excel in this role, you should possess expertise in financial advising, portfolio management, and wealth management. Proficiency in market research, data analysis, and effective communication with clients is essential. Your analytical skills, problem-solving abilities, and capacity to work autonomously with precision will be key to success. Ideally, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field. Possessing certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) will be advantageous. A minimum of 3-4 years of experience in the financial services industry will further strengthen your candidacy for this position.,

Posted 3 weeks ago

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