16 Financial Advice Jobs

You are seeking a highly motivated and skilled Relationship Manager to join the sales team as a Portfolio Specialist. In this role, you will be responsible for making outbound calls to potential customers to promote and sell products or services. The ideal candidate should possess excellent communication skills, a persuasive personality, and a positive attitude. Experience in telesales, the ability to thrive in a fast-paced environment, and comfort in making cold calls are essential for success. Your responsibilities will include building and maintaining strong client relationships to offer tailored financial advice, making cold calls to connect with potential clients, and ensuring high-quality appointments with clients scheduled by the voice and tele calling team. You will manage a group of clients, assist them in reaching financial goals, seek new business opportunities, and stay informed about financial products and market trends to provide optimal advice. Regularly reviewing client portfolios, sharing updates on investments and strategies, adhering to industry rules and company policies, and suggesting additional products or services to current clients when appropriate are also part of your role. To qualify for this position, you should hold a graduate or postgraduate degree in any field, have at least 8 years of experience in wealth management and insurance, possess strong leadership and communication skills, be proficient in Microsoft Excel, demonstrate a track record of meeting sales targets and increasing revenue, and have a good understanding of financial planning and investment strategies.,

Are you passionate about finance and eager to make a difference in the world of investments Ready to make your mark in the world of finance AssetPlus is searching for a talented Investment Specialist to join our team and embark on an exciting journey towards financial empowerment. Key responsibilities include talking to prospective leads to understand their investment needs, risk tolerance, and financial goals. Engaging with existing clients to provide personalized financial advice and create relationships. Understanding the financial products available on the platform and explaining them to clients in a simple manner. Creating customized portfolios based on clients" requirements and generating sales across products for existing clients. Working on being the single point of contact for all further investment needs of the client. Holding portfolio review meetings with clients and improvising as required. Understanding market trends and their impact on portfolios. The ideal candidate should have 2+ years of experience in digital/virtual client acquisition (BFSI preferred). Working knowledge and interest in personal finance, financial markets, and investments. Excellent communication and interpersonal skills. Ability to build and maintain strong client relationships. Location: Chennai (Work from Office) Compensation: Based on experience and current CTC.,

As a Wealth Manager at AQT Direct Limited in Noida, Sector 62, you will be a key member of our dynamic financial services company specializing in investment opportunities, wealth management, and private equity. Your role will involve building and maintaining relationships with high-net-worth individuals (HNIs) and potential investors to drive private equity sales. You will be responsible for conducting a minimum of 40 client meetings per month, focusing on investment opportunities, developing and executing fundraising strategies, and identifying new business opportunities to expand the client portfolio. To excel in this role, you should possess a Bachelor's degree in Finance, Economics, Business Administration, or a related field, along with a minimum of 5 years of experience in sales within the finance or private equity sector. Your strong network of HNIs and demonstrated experience in fundraising will be crucial in meeting the job requirements. Additionally, you should have a proven track record of successful client meetings related to investments, an excellent understanding of financial products, investment strategies, and market dynamics, as well as exceptional communication, negotiation, and interpersonal skills. As a Wealth Manager, you will be expected to provide tailored financial advice and investment solutions to clients, aligning with their financial goals. You will collaborate with internal teams to develop innovative financial products that meet client needs and track market trends and insights to provide clients with strategic investment recommendations. The ability to work independently and as part of a team in a fast-paced, dynamic environment is essential for success in this role.,

The Emerging Corp Relationship Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities: - Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations - Introduces solutions to clients in building and strengthening an effective portfolio; - Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients individual needs - Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate Know Your Client (KYC) and other compliance deliverables are met; - Identifies cross-sell opportunities to deepen and increase share of wallet; - Maximizes client experience by proactive sharing markets updates, trend and intelligence; - Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate - Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB) - Networks with clients to identify avenues for new business opportunities; - Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes - Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time - Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: - 6-10 years of experience - Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients - Demonstrates sound credit skills by being able to structure more complex deals, which can include capital market transactions - Demonstrates advanced level of Early Warning Detection skills - Demonstrates advanced credit skills; able to structure all type of credit deals - Ability to work effectively in team setting - Ability to coordinate multi-functional teams to provide an exceptional client experience. - Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership) - Ability to work under pressure while making sound decisions - Highly focused, able to rapidly identify key priorities, clearly communicate the priorities - A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience - Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients needs. - Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients - Able to quickly adapt priorities based on the latest data insights Education: - Bachelors/University degree, Masters degree preferred If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citis EEO Policy Statement and the Know Your Rights poster.,

The role of Service Relationship Manager in the Private Banking Group requires you to manage clients on behalf of the bank in Mumbai under the Retail Banking business unit, specifically in the Private Banking function. Your primary responsibility involves building and maintaining strong client relationships to enhance satisfaction levels and promote the sale of products and services, thereby contributing to the bank's overall objectives. You will offer financial advice to customers regarding investments and financial planning, ensuring a seamless and enriching customer experience while establishing IDFC First as their primary banking choice. In this role, you will be responsible for managing all sales and service activities within the Private Bank for the assigned region. You will provide customers with comprehensive information on products and services, analyze their financial needs, monitor account performance, and suggest strategies to improve returns. It is crucial to maintain an appropriate control framework, manage operational risks efficiently, and automate key business activities to enhance delivery efficiency. Streamlining digitization processes, ensuring compliance with banking guidelines, and meeting audit and regulatory requirements are essential aspects of this role. As a Service RM, you will gather market intelligence, benchmark against competitor practices, and enhance the customer journey and partner experience to differentiate the bank in the market. Evaluating and implementing digital enablement strategies to improve operational efficiency and collaborating with other departments to offer best-in-class products and services to customers are key responsibilities. On the managerial and leadership front, you will mentor and coach senior team members to instill values of customer centricity, innovation, compliance, and integrity. Creating an environment that fosters automation and digital enablement to cater to customer needs effectively and attracting and retaining top talent for key positions within the team are important leadership responsibilities. To qualify for this role, you should hold a graduate or post-graduate degree in any field and have a minimum of 8 years of relevant experience in the banking sector.,

As a Certified Public Accountant (CPA) at JDS Advisory LLP in Ahmedabad, you will play a pivotal role in ensuring the accuracy and compliance of financial records with applicable laws and regulations. Your responsibilities will include preparing and examining financial records, handling tax returns, conducting audits, maintaining budgets, and assisting in the preparation of financial statements. You will be tasked with providing financial advice to management and clients, ensuring compliance with federal, state, and local financial regulations, and developing and implementing financial strategies to optimize business performance. Staying updated on changes in accounting standards, tax laws, and industry practices will be crucial to your success in this role. To qualify for this position, you must hold a CPA certification and possess a Bachelor's degree in Accounting, Finance, or a related field. Ideally, you will have 0-2 years of experience in accounting or finance roles, along with a strong understanding of accounting principles, tax laws, and financial regulations. Proficiency in accounting software and Microsoft Office Suite, especially Excel, is essential. Your analytical, organizational, and communication skills will be put to the test as you work independently, manage multiple tasks effectively, and ensure high attention to detail and accuracy in financial reporting. Preferred qualifications include experience in public accounting or working with multiple clients, knowledge of international accounting standards and practices, and familiarity with financial forecasting and risk management. In return for your expertise, JDS Advisory LLP offers a competitive salary package, professional development opportunities, and a supportive work environment with room for growth. Join our team and contribute to our commitment to providing top talent to our clients while enhancing your own professional journey.,

The Senior Relationship Manager role at Motilal Oswal Wealth Management Ltd in Chennai is a full-time on-site position that involves managing client portfolios, establishing and nurturing client relationships, and offering financial advice. The ideal candidate for this role would have proven experience in wealth management, financial services, or a related field, with a track record of managing 50 to 100 crores as a wealth relationship manager. Strong communication and interpersonal skills are essential for effectively engaging with clients. Additionally, a sound understanding of investment products, financial planning strategies, and current market trends is required. As a Senior Relationship Manager, you will be expected to analyze and comprehend clients" financial circumstances to deliver tailored solutions that meet their needs. Candidates with professional certifications such as CFP, CFA, or an MBA in Finance are preferred for this role.,

A Relationship Manager in Insurance Banca Sales develops and manages relationships with bank clients, promoting and selling insurance products, providing financial advice, and ensuring customer satisfaction and retention. Graduation mandatory Min 6 months experience required,

SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice. Key Responsibilities Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients , building long-lasting relationships based on trust and exceptional service. Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking. Network strategically and cultivate strong, enduring relationships with clients to understand their financial goals and preferences. Utilize exceptional selling skills, soft skills, and deep product knowledge to effectively communicate value propositions and address client needs. Possess a deep understanding of capital markets and all financial products , enabling you to provide precise and timely advice to clients. Build Assets Under Management (AUM) and expand the client base in alignment with targets defined by the company. Regularly send relevant news, market-related inputs, and insightful reports to clients, keeping them informed and engaged. What We're Looking For Proven experience in acquiring, deepening, and retaining HNI/UHNI client relationships in wealth management. Extensive knowledge of equity and debt-based products, including Mutual Funds, PMS, AIF, and Equity Broking. Familiarity with loan products is a plus. Exceptional selling, communication, and interpersonal skills. A strong grasp of capital markets and financial products to provide sound advice. A results-driven mindset with a track record of building AUM and client base.

SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice. Key Responsibilities Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients , building long-lasting relationships based on trust and exceptional service. Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking. Network strategically and cultivate strong, enduring relationships with clients to understand their financial goals and preferences. Utilize exceptional selling skills, soft skills, and deep product knowledge to effectively communicate value propositions and address client needs. Possess a deep understanding of capital markets and all financial products , enabling you to provide precise and timely advice to clients. Build Assets Under Management (AUM) and expand the client base in alignment with targets defined by the company. Regularly send relevant news, market-related inputs, and insightful reports to clients, keeping them informed and engaged. What We're Looking For Proven experience in acquiring, deepening, and retaining HNI/UHNI client relationships in wealth management. Extensive knowledge of equity and debt-based products, including Mutual Funds, PMS, AIF, and Equity Broking. Familiarity with loan products is a plus. Exceptional selling, communication, and interpersonal skills. A strong grasp of capital markets and financial products to provide sound advice. A results-driven mindset with a track record of building AUM and client base.

SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice. Key Responsibilities Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients , building long-lasting relationships based on trust and exceptional service. Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking. Network strategically and cultivate strong, enduring relationships with clients to understand their financial goals and preferences. Utilize exceptional selling skills, soft skills, and deep product knowledge to effectively communicate value propositions and address client needs. Possess a deep understanding of capital markets and all financial products , enabling you to provide precise and timely advice to clients. Build Assets Under Management (AUM) and expand the client base in alignment with targets defined by the company. Regularly send relevant news, market-related inputs, and insightful reports to clients, keeping them informed and engaged. What We're Looking For Proven experience in acquiring, deepening, and retaining HNI/UHNI client relationships in wealth management. Extensive knowledge of equity and debt-based products, including Mutual Funds, PMS, AIF, and Equity Broking. Familiarity with loan products is a plus. Exceptional selling, communication, and interpersonal skills. A strong grasp of capital markets and financial products to provide sound advice. A results-driven mindset with a track record of building AUM and client base.

SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice. Key Responsibilities Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients , building long-lasting relationships based on trust and exceptional service. Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking. Network strategically and cultivate strong, enduring relationships with clients to understand their financial goals and preferences. Utilize exceptional selling skills, soft skills, and deep product knowledge to effectively communicate value propositions and address client needs. Possess a deep understanding of capital markets and all financial products , enabling you to provide precise and timely advice to clients. Build Assets Under Management (AUM) and expand the client base in alignment with targets defined by the company. Regularly send relevant news, market-related inputs, and insightful reports to clients, keeping them informed and engaged. What We're Looking For Proven experience in acquiring, deepening, and retaining HNI/UHNI client relationships in wealth management. Extensive knowledge of equity and debt-based products, including Mutual Funds, PMS, AIF, and Equity Broking. Familiarity with loan products is a plus. Exceptional selling, communication, and interpersonal skills. A strong grasp of capital markets and financial products to provide sound advice. A results-driven mindset with a track record of building AUM and client base.

Department: Finance & Accounts JOB Location: Karnal Experience: 4-10 Years Job responsibilities Auditing ,Taxation ,Financial Reporting, Financial Advice ,Budgeting, Analysis Risk Management, Internal Controls ,Forensic Accounting

Role Description This is an on-site, full-time role for a Wealth Advisor based at all over Tamilnadu. The Wealth Advisor will be responsible for providing wealth management services, including financial and retirement planning, and investment management. Day-to-day tasks include assessing clients financial needs, developing customized financial plans, managing clients investment portfolios, and providing ongoing financial advice and support. Qualifications Skills in Financial Planning and Retirement Planning Knowledge and experience in Investments and Broking Expertise in Wealth Management Services Strong analytical and problem-solving skills Excellent communication and interpersonal skills Bachelor's degree in Finance, Economics, or related field preferred Relevant certifications such as NISM 8 and IRDA are a plus

Responsibilities Job Description of Relationship Manager To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients. To generate fresh leads and acquire clients through reference to shore up the clientele. Profiling customers and provide Investment plan & financial advice to the client/HNI clients. Ensuring the highest levels of service to the client HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly monthly calls. Desired Skill Should possess effective communication and presentation skills. Ability to convince and negotiate with a confident and determined approach. Should be highly self-motivated and ambitious in achieving goals. Should be capable of thriving in the competitive market. Should be able to work in team and perform independently. Work Status: Full Time Skills: negotiation,amc, b2b sales, mutual funds,b2c sales, mutual fund,communication, client acquisition,financial advice, relationship management, investment,hni, generate fresh leads,presentation, sales.

Job Description of Relationship Manager To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients. To generate fresh leads and acquire clients through reference to shore up the clientele. Profiling customers and provide Investment plan & financial advice to the client/HNI clients. Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Qualification & Experience: Graduate/Postgraduate Designation: Relationship Manager Desired Skill Should possess effective communication and presentation skills. Ability to convince and negotiate with a confident and determined approach. Should be highly self-motivated and ambitious in achieving goals. Should be capable of thriving in the competitive market. Should be able to work in team and perform independently. Work Status: Full Time