82 Financial Advice Jobs

You will be responsible for the following key responsibilities as an Accountant at Salasar Techno Engineering Limited: - **Financial Record Keeping**: - Maintain accurate records of all financial transactions, including asset, liability, and capital accounts. - **Financial Analysis & Reporting**: - Analyze financial data to understand the company's performance, generate reports (e.g., balance sheet, profit and loss statement), and provide insights for management. - **Budgeting & Forecasting**: - Participate in the budgeting process, prepare financial forecasts, and monitor spending. - **Tax Compliance**: - Ensure the organization complies with tax laws and regulations, preparing and filing t...

As a candidate for the position, you will be responsible for building a strong relationship with clients and analyzing their data. You will serve as the main point of contact for clients, providing personalized financial advice and services while also identifying new business opportunities. Key Responsibilities: - Engage with customers and build strong relationships - Generate revenue through cross-selling - Present the value proposition to sales leads and existing customers - Prospect for new sales leads and successfully close sales - Provide customer support and resolve queries effectively Qualifications Required: - 3-5 years of experience in the banking or financial sector - Graduation is...

Role Overview: As a Senior SMSF Manager at our company located in Pune, you will be responsible for overseeing and managing Self-Managed Superannuation Funds (SMSF). Your role will involve ensuring compliance with regulations and providing strategic financial advice to clients. Key Responsibilities: - Manage Self-Managed Superannuation Funds (SMSF) effectively - Ensure compliance with superannuation laws and regulations - Provide financial advice and strategic planning to clients - Utilize strong analytical skills and attention to detail in your work - Communicate effectively with clients and team members - Work both independently and collaboratively as part of a team Qualifications Required...

As an Emerging Corp Relationship Manager at the company, your role involves staying abreast of developments within your field and contributing to the directional strategy by considering their application in your job and the business. You are recognized as a technical authority in your area and are required to have basic commercial awareness. Your developed communication and diplomacy skills will be essential in guiding, influencing, and convincing others, especially colleagues in other areas and occasional external customers. Your work will have a significant impact on the area through complex deliverables, providing advice and counsel related to the technology or operations of the business,...

As an Emerging Corp Relationship Manager at Citi, you will be a strategic professional with a recognized technical authority in the business. Your role involves building and maintaining relationships with clients, providing innovative solutions, and ensuring compliance with regulatory requirements. Your responsibilities include: - Calling on clients to deepen relationships and anticipate future needs - Introducing solutions to clients and structuring customized solutions - Working closely with Case Manager on client on-boarding and retention - Identifying cross-sell opportunities and maximizing client experience - Driving innovation in client solutions and business development - Networking w...

As a Wealth Manager in Mutual Funds at DR. Shares and Stock Brokers in Chandigarh, you will have the opportunity to leverage your expertise in mutual funds to assist clients in achieving their financial goals. Join us in making a real impact on our clients" financial well-being. **Role Overview:** - Advise clients on suitable mutual fund products based on their financial goals and risk profiles. - Build, maintain, and enhance client relationships through proactive engagement. - Manage client portfolios effectively and monitor fund performance. - Stay informed about mutual fund products, market trends, and compliance requirements. - Ensure client satisfaction by providing professional and eth...

Role Overview: You will be responsible for preparing accurate financial reports including balance sheets, income statements, and cash flow statements. Additionally, you will assist in budget preparation and management, conduct internal audits, analyze financial data, advise on tax planning, ensure compliance with financial regulations, provide financial advice, maintain financial records, manage accounting staff (if applicable), analyze financial problems, and communicate financial information effectively. Qualification Required: - Master's degree preferred Key Responsibilities: - Prepare accurate financial reports - Assist in budget preparation and management - Conduct internal audits and a...

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 managem...

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 managem...

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 managem...

Job Description: - Build and maintain strong relationships with high-net-worth clients. - Provide financial advice and solutions tailored to client needs. - Manage a portfolio of clients, ensuring their financial goals are met. - Conduct regular reviews of client portfolios and make recommendations. - Identify and pursue new business opportunities. - Stay informed about market trends and financial products.,

As an Emerging Corp Relationship Manager at Citi, your role involves being a strategic professional who contributes to directional strategy by staying abreast of developments in your field. You will have a significant impact on the area through complex deliverables and advising on technology or operations. Your work will impact an entire area, affecting the overall performance and effectiveness. **Key Responsibilities:** - Calls on clients to deepen relationships and anticipate future needs - Introduces solutions to clients to build an effective portfolio - Collaborates with product specialists to structure customized solutions - Works with Case Manager on client onboarding and retention - I...

Job Description As a Finance Specialist at our company, you will be responsible for various financial tasks to ensure the smooth operation of our financial activities. Your primary focus will be on preparing financial statements, conducting financial audits, filing taxes, and ensuring compliance with financial regulations. Additionally, you will be involved in financial analysis, budget planning, and providing financial advice to the management team. Your expertise in using accounting software and related technologies will be crucial in performing your duties effectively. Strong analytical skills and attention to detail are essential for success in this role. You should also possess excellen...

Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a GST Income Tax Return Filing & Audit position at TGK Associate located in Surat. The role requires day-to-day tasks such as preparing and filing GST returns, conducting audits, and ensuring compliance with income tax regulations. Responsibilities also include analyzing financial statements and monitoring for any discrepancies, preparing audit reports, and providing financial advice to clients. Qualifications Strong Analytical Skills Effective Communication skills Finance and Financial Statement analysis skills Proficiency in Auditing Attention to Detail and Problem-Solving Skills Ex...

Please note that rosters are predetermined. Before applying, please ensure you are available to cover the following roster Part Time Roster (20 hours per week): Monday: 12.00pm 4.00pm Tuesday: 12.00pm 4.00pm Wednesday: 12.00pm 4.00pm Thursday: 12.00pm 4.00pm Friday: 12.00pm 4.00pm Travel Will Be Required For This Role. The successful applicant will join our relief team and support surrounding our Sydney East & South Area . Do work that matters As the public face of CommBank, the Retail Banking Services (RBS) team delivers a seamless banking experience to more than 10 million personal and small business customers. We've been serving our local communities for over 100 years, with market-leadin...

Please note that rosters are predetermined. Before applying, please ensure you are available to cover the following roster Part Time Roster (20 hours per week): Monday: 12.00pm - 4.00pm Tuesday: 12.00pm - 4.00pm Wednesday: 12.00pm - 4.00pm Thursday: 12.00pm - 4.00pm Friday: 12.00pm - 4.00pm Do work that matters As the public face of CommBank, the Retail Banking Services (RBS) team delivers a seamless banking experience to more than 10 million personal and small business customers. We've been serving our local communities for over 100 years, with market-leading products, services and technology. What we do has real impact at all stages of people's lives, from opening their first account, savi...

As an Accountant, your role will involve recording all transactions accurately and reconciling accounts. You will also be responsible for preparing balance sheets, income statements, and other financial reports to provide insights into the company's financial health. Additionally, you will need to perform cost and general ledger analysis, identify financial discrepancies, and complete tax audits to ensure compliance with regulations. - Manage budgets, cash flows, and guide investments, mergers, and acquisitions - Create and implement new accounting systems to streamline financial processes - Provide valuable financial advice to the management team on strategic decision-making Qualifications ...

As a Bookkeeper in this role, you will be responsible for various tasks including: - Bookkeeping via Tally - GST Filing - Banking operations - Managing Cash-flow - Handling Receivables - Ensuring Credit policy compliance - Evaluating New credit proposals - Preparation of Bank monthly, quarterly, and annual reporting - Ensuring Bank covenants compliance - Year-end accounts finalization - Coordinating with external auditor for audits - Providing Financial advice to management,

As a Relationship Manager (Home loans) in Mumbai, your role will involve managing client relationships, understanding customer needs, offering home loan products, and ensuring customer satisfaction. You will be responsible for providing financial advice, processing loan applications, and maintaining accurate records. Key Responsibilities: - Manage client relationships - Understand customer needs - Offer home loan products - Ensure customer satisfaction - Provide financial advice - Process loan applications - Maintain accurate records Qualifications Required: - Bachelor's degree in Finance or related field - Proven work experience as a Relationship Manager or similar role - Excellent communic...

As a Company Secretary and Compliance Officer at Prithvi Exchange, your role will be crucial in ensuring compliance with SEBI and corporate laws. Your responsibilities will include managing regulatory filings, maintaining statutory books, and facilitating board meetings. Additionally, you will be tasked with monitoring changes in relevant legislation, providing guidance on corporate governance, and handling communication with stakeholders and regulatory authorities. Key Responsibilities: - Prepare agendas and papers for board meetings, committees, and annual general meetings (AGMs) and follow up on action points. - Ensure compliance with Companies Act, 2013, SEBI (LODR), PIT regulations, SAS...

As an Audit Manager at our company in Ludhiana, you will be responsible for managing various aspects of auditing, tax compliance, financial reporting, and providing financial advice to clients. Your role will involve upholding ethical conduct, ensuring compliance with accounting standards, and building effective client relationships. Key Responsibilities: - Manage and execute assignments related to auditing, tax compliance, and financial reporting. - Provide financial advice and support to clients in compliance matters. - Ensure strict adherence to accounting standards and ethical practices. - Independently plan, conduct, and finalize audit engagements. - Build and maintain effective client ...

As an Equity Dealer at Bigul.co, your role will involve handling day-to-day trading activities, executing equity trades, managing client portfolios, and monitoring market conditions. You will be responsible for making informed decisions on stock investments, providing financial advice to clients, and maintaining accurate records of all transactions. Key Responsibilities: - Introduce clients to the services offered, trading platforms, and account features. - Understand client queries and requirements by engaging with them to comprehend their investment goals, risk tolerance, and financial status. Provide market insights, address queries promptly, and offer accurate information. - Stay informe...

Role Overview: As a Financial Accountant, your role involves maintaining accurate and up-to-date financial records, including general ledger accounts, financial statements, and other relevant documents. You will be responsible for analyzing financial data to identify trends, potential risks, and areas for improvement. Additionally, preparing reports and presentations for management and other stakeholders is part of your key responsibilities. Key Responsibilities: - Financial Recordkeeping: Maintain accurate and up-to-date financial records, including general ledger accounts, financial statements, and other relevant documents. - Financial Analysis and Reporting: Analyze financial data to iden...

As a CA Manager - Taxation, your role involves overseeing tax-related activities such as Income Tax Returns (ITR) filing, financial statement preparation, audits, and providing financial advice. You will be responsible for managing client escalations, supervising complex accounting tasks, and leading a team of accountants and auditors. Key Responsibilities: - Prepare and file income tax returns, ensuring compliance with applicable tax laws and regulations. - Prepare accurate and timely financial statements in accordance with accounting standards. - Provide financial and legal advice to clients on taxation, accounting, and compliance issues. - Address and manage client escalations related to ...

As a Chartered Accountant Inter cleared professional located in Nagpur, your role will involve preparing and examining financial records, ensuring compliance with tax regulations, and providing financial advice to clients. You will be responsible for managing audits, preparing tax returns, engaging in financial planning and analysis, and assisting senior accountants with various tasks. It is essential to maintain accurate and up-to-date financial records in your daily activities. Key responsibilities: - Strong accounting and financial management skills - Proficiency in preparing and examining financial records and tax returns - Experience in conducting and managing audits - Excellent analyti...