113 Financial Advisor Jobs - Page 3

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp- 7338112258

Add to favorites Favorited View favorites Ascensus has an exceptional leadership role to join our dynamic and rapidly growing organization. We re looking for an accomplished leader with the technical expertise that complements our dedication to delivering exceptional quality with a customer-centric approach. As an Actuary Manager, you will have the incredible opportunity to lead a sizable actuarial team, supporting US actuaries and consultants. Imagine working directly with seasoned professionals, gaining invaluable insights and experience. This role offers you the chance to be at the forefront of transitioning actuarial work, collaborating with internal teams, and engaging in pension actuarial services across single employee, mid-sized, and large-sized pension plans. Our teams benefit from our comprehensive study policy, supporting your career journey to obtain actuarial credentials through IAI, IFOA, SOA, and ASPPA. With our structured training to ensure your readiness, you will also gain expertise in integrating and managing DB plans within broader retirement products and strategies across our organization. Roles & Responsibility: Motivate, lead and support team members to provide excellent customer service and help transition work from onshore, training team members Coordinate with processes and procedures with other managers to provide consistent professional services across teams. Develop staffing strategies for appropriate allocation of resources to meet business needs and client service commitments/objectives. Produce weekly/monthly production metrics reports. Prepare valuation data using Excel or ProVal Perform detailed gain/loss analysis and write commentaries Code, update ProVal to program assumptions and benefits related changes Update report writer tool using summary of results from ProVal Prepare valuation reports for full valuations and interim valuations Act as reviewer for the team and manage team activities on daily basis Education and Skill Requirement: Bachelor s degree in Actuarial Science/Statistics/Mathematics with 60%+ marks At least 8 Actuarial exams cleared will be an advantage Proven Project Management Skills Coordinate the successful training and instruction of new associates Excellent communication and problem-solving skills Ability to work in a collaborative team environment, ask right questions, and seek help when appropriates Flexibility in work culture (Example - She/he should be flexible in Day/Night shift based on business requirement) Tweet

Add to favorites Favorited View favorites Role Description : Associate Financial Analyst position will support the Loans and Distributions team to provide timely and accurate processing of distributions/loans. The role also requires understanding operational workflows as it relates to both the individual role and Operations as a whole. Job Responsibilities: Disbursements: Support timely and accurate processing of disbursements. Research and resolve outstanding issues pertaining to distribution processing. Partner with various trust companies, recordkeepers and internal departments to ensure participant checks are mailed timely. Also ensure all trust excesses are identified and invested or resolved timely. Effectively communicate (verbal/written) with clients on transaction forms that are not in good order and follow up as necessary to ensure timely completion. Identify escalated issues/concerns and refer these to your leadership team. General duties and responsibilities: Consistently provide a high level of customer service while communicating and coordinating with internal/external business units to assist in issue resolution. Document procedures and workflows. Seek out training opportunities offered through the Learning Center. Continuously increase skill set on less familiar topics that have an influence on the department. Responsible for protecting, securing, and proper handling of all confidential data held by Future Plan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Future Plan or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Education and experience: Graduate / Postgraduate in Finance/Accounting background Demonstrates ability to document procedures that are clear and easy to understand. Effectively communicates with clients on specific tasks. Works efficiently with a pre-defined schedule or set of existing priorities. Responsibility to manage own tasks but may need assistance dealing with conflicting priorities. Ability to complete daily work as assigned. Familiarity MS-Office software applications, including Excel & Word Skill Requirement: Good communication skills Good Problem solving and analytical skills Basic MS Office knowledge and preference to good working knowledge of Excel Must be able to adapt the assignments quickly Self-Learner Flexibility in work culture (Example - She/he should be flexible in Day/Night shift based on business requirement) Good Knowledge in Reconciliation Concepts Behavioral Attributes: Work independently and in a team environment Organizational and time management skills Ability to work in a deadline-oriented environment Tweet

Add to favorites Favorited View favorites Position Summary: The primary focus of this position is to support the Recruiting department in creating and maintaining relationships with high performing, active/passive talent through various media and non-media tools and avenues. This role will aid in the responsibility of achieving staffing objectives, acting as a partner to Recruiters by creatively sourcing and evaluating candidates in line with required skills/qualifications and Ascensus core values. This position will work closely with recruiting leadership to understand recruitment needs and meet business hiring objectives. Specifically, utilize the expertise in identifying the highest performing and diverse talent. ***This position is 100% in office and is for the mid or late shift*** Responsibilities: Assist in defining, designing and implementing the Sourcing Strategy for building/managing talent pools for specific candidate profiles/labor shortage positions. Partners with recruiting leadership and Recruiters to understand new job requisition recruiting objectives. Proactively create and maintain a pipeline of qualified candidates through calling/e-mailing, professional networking, data mining, social media, resume databases, etc. Ensure the development and optimization of a broad range of sourcing channels that improve the quantity, quality, and diversity of the talent pool. Measure and monitor the effectiveness of strategic sourcing activities. Manages/updates candidates in various systems - applicant tracking system, CRM, media databases, etc. and provides recruiting leadership weekly activity reports. Communicate with recruiting staff on a regular basis to collaborate on optimum approaches to strengthen candidate pool. Stays current on sourcing best practices/trends. Assists with HR department projects as assigned. Provides back up support of Recruiters and administrative support related activities during absences. Other duties as assigned. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Minimum Requirements : Bachelor s degree 3+ years of Sourcing experience. Ability to work an (8) hour daily schedule that is inclusive of minimally covering 8:30 am to 1 pm US Eastern Standard Time. Proficiency with MS Office and database systems Ability to prioritize and complete a high volume of work, managing multiple projects and coordinating multiple requests to successful completion Excellent verbal and written English communication skills. Excellent organizational skills and attention to detail. Tweet

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential : Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident.

Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident