Financial Advice Jobs – Apply to Latest Financial Advice Job Vacancies

4.0 - 9.0 years

3 - 8 Lacs

Haryana

Work from Office

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

Posted 1 week ago

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Wealth Advisor Religare Broking (RBL)

2.0 - 5.0 years

2 - 5 Lacs

Erode

Work from Office

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

Posted 1 week ago

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Relationship Manager - Mutual Funds - Sales - AMC Tetrahed

3.0 - 7.0 years

5 - 10 Lacs

Mumbai

Work from Office

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.

Posted 2 weeks ago

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RM - Mutual Funds - Sales - AMC Tetrahed

1 - 5 years

1 - 5 Lacs

Mumbai

Work from Office

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

Posted 1 month ago

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