82 Financial Advice Jobs - Page 2

As a Chartered Accountant (CA) at our Head Office in Thrissur, you will be responsible for handling financial activities and ensuring compliance with regulations. Your key responsibilities will include: - Managing financial records and preparing reports - Conducting audits and ensuring accuracy of financial information - Providing financial advice to management - Keeping abreast of changes in financial regulations Qualification Required: - Must be a Chartered Accountant (CA) Please send your resume to hr@dhanfin.com. We will consider your profile for future Jobs.,

Job Requirements Job Requirements Job Title - Service RM - Private Banking Group Place of work - Mumbai Business Unit - Retail Banking Function - Private Banking Job Purpose The role holder has the responsibility of managing clients on behalf of the bank, creating and maintaining strong relationships that increase client satisfaction and the sale of products and services contributing to the larger objectives of the bank. It entails the responsibility of providing financial advice to the customers such as investing and financial planning. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring IDFC First becomes the primary bank for al...

You are passionate about finance and eager to make a difference in the world of investments. AssetPlus is searching for a talented Investment Specialist to join their team and embark on an exciting journey towards financial empowerment. **Key Responsibilities:** - 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 client requirements. - Generating sales across products for existing clie...

As a Loan Advisor, your main role will involve assessing clients" financial needs and recommending suitable and appropriate loan solutions. You will guide the team through the application process and collaborate with them to provide expert financial advice to ensure the cash flow remains healthy. Key Responsibilities: - Assess clients" financial needs - Recommend suitable and appropriate loan solutions - Guide the team through the application process - Collaborate with the team to provide expert financial advice Qualifications Required: - Experience in loan processing preferably 5 years Please note that this position is available for Full-time, Part-time, Fresher, and Freelance job types wit...

As a Financial Controller at Indivillage, your role will involve managing accounting functions, ensuring regulatory compliance, and providing strategic financial insights. Your responsibilities will include preparing and presenting accurate financial statements, developing operating budgets, implementing internal controls, and providing financial analysis to support business decisions. Key Responsibilities: - Prepare and present monthly, quarterly, and annual financial statements in accordance with GAAP. - Analyze financial data, identify trends, and provide insights to management. - Oversee month-end and year-end closing processes, ensuring accurate account reconciliation. - Develop and man...

Company Description At The Dot HQ, we empower businesses with a full spectrum of offshore resource solutions, ensuring efficiency, compliance, and growth. Our PODs (Professionals on Demand) provide expert financial support, data-driven insights, and operational assistance. We help businesses scale efficiently, reduce operational load and maintain service excellence without compromising on quality. Our offshore resourcing solutions support businesses across Accounting & Finance, Crypto, Hospitality & Real Estate, and SMEs. Role Description This is a full-time on-site role for a General Practitioner Accountant located in Mumbai. The General Practitioner Accountant will be responsible for provi...

Role Overview You will be a full-time Account Executive based in Bhadohi, responsible for managing client accounts, providing financial advice, and assisting with tax services. Your role will involve conducting financial analyses, preparing reports, and maintaining accurate records. Additionally, you will support internal review processes and ensure compliance with regulatory requirements. Key Responsibilities - Manage client accounts efficiently - Provide financial advice to clients - Conduct financial analyses and prepare reports - Maintain accurate records of financial transactions - Support internal review processes - Ensure compliance with regulatory requirements Qualifications Required...

You will be responsible for implementing account systems and financial practices as a certified accountant. Your role will involve monitoring the duties performed by the accounting team, assessing risks, and devising proper solutions to manage them. As a professional chartered accountant, you will conduct audits both internally and externally. Additionally, you will be required to forecast budgets, conduct tax planning activities, and ensure adherence to national financial laws. Your communication skills will be essential as you will liaise with clients to provide the best solutions, maintain financial management, and deal with taxation. Key Responsibilities: - Implement account systems and ...

Job Description You will be working as a Relationship Manager (Broking & Sales) at JK Securities Private Limited, located in Nadiad. Your primary responsibility will include managing client portfolios, generating leads, acquiring new clients, and offering financial advisory services. Your role will also involve developing and nurturing client relationships to understand their financial objectives and recommending appropriate investment options. Key Responsibilities - Manage client portfolios effectively - Generate leads and acquire new clients - Provide financial advisory services - Build and maintain strong client relationships - Understand client financial goals and offer suitable investme...

Role Overview: You will be responsible for valuating companies and assisting clients in raising capital. Your role will involve developing various financial models, performing valuation methods, preparing materials for client financing, building client relationships, conducting due diligence, creating client presentations, and managing debt and equity transactions. Your ability to work in a dynamic environment, communicate effectively, and analyze risk will be crucial for this role. Key Responsibilities: - Develop various financial models to value debt and equity for mergers, acquisitions, and capital raising transactions. - Perform valuation methods such as comparable companies, precedents,...

As a Financial Manager, you will be responsible for managing and analyzing financial records, ensuring compliance with regulations, and providing financial advice to businesses and individuals. Your key responsibilities will include: - Collecting, recording, and analyzing financial data - Preparing financial statements, budgets, and reports - Helping businesses make informed decisions by identifying risks and opportunities - Ensuring accurate financial reporting To qualify for this role, you should: - Be a graduate in any specialization - Have 8-10 years of experience in accounts departments - Be confident and presentable - Have good communication and coordination skills - Be flexible to rel...

As a Manager - FP & A in Pune, your role involves various responsibilities including: - Coordinate and direct the preparation of the budget and financial forecasts and report variances. - Preparation and presentation of monthly MIS to the management and investors. - Support in due diligence and data room preparation activity. - Administering Internal and process Audit, Statutory Audit, Tax Audit and Compliance Audit. Additionally, you will be responsible for: - Undertaking financial audits and providing financial advice. - Reviewing the company's systems and conducting Risk Analysis. - Performing tests verifications of financial information and systems. - Maintaining accounting records and p...

As an accountant, your role will involve managing and reporting your company's financial data with a focus on accuracy and regulatory compliance. You will be responsible for preparing financial statements, analyzing records, creating budgets, conducting audits, and offering financial advice to aid in informed decision-making for the business. - Prepare financial statements - Analyze financial records - Create budgets - Conduct audits - Provide financial advice Qualifications required: - Bachelor's degree in Accounting or Finance - CPA certification preferred - Proficiency in financial software and MS Excel ,

You will be responsible for appropriately identifying the needs of both new and current customers to support their success using the product. This will involve developing effective communication with clients and internal team members to address and resolve any issues customers may encounter. Key Responsibilities: - Preparing and analyzing financial statements, including balance sheets, income statements, and cash flow statements. - Maintaining accurate financial records by recording transactions, managing ledgers, and reconciling accounts. - Ensuring compliance with tax regulations by preparing and filing tax returns and staying informed about tax laws. - Conducting audits and internal contr...

As a Financial Accountant, your role involves maintaining accurate financial records by recording and organizing various transactions. You will be responsible for preparing financial statements such as balance sheets and income statements, as well as analyzing financial data to provide insights to the management. Managing budgets, forecasting financial performance, and ensuring tax compliance are also crucial aspects of your job. Additionally, you will conduct internal audits, reconcile accounts, and offer financial advice to support strategic decision-making. Your key responsibilities include: - Accurately recording and organizing financial transactions - Creating balance sheets, income sta...

Role Overview: As a Relationship Manager at Pramerica Life Insurance Limited located in Siliguri, your primary responsibility will be to build and maintain strong relationships with clients. You will provide excellent customer service, offer financial advice, and present insurance solutions. Your role will involve managing client portfolios, identifying new business opportunities, conducting financial needs analysis, and ensuring customer satisfaction. Key Responsibilities: - Build and maintain strong relationships with clients - Provide excellent customer service - Offer financial advice and present insurance solutions - Manage client portfolios effectively - Identify new business opportuni...

As a Branch Relationship Manager (BRM) at SBI Card, your primary responsibility is to manage relationships with branch staff and heads to leverage branch customers in achieving sales targets. You will play a crucial role in assisting customers with their financial and investment planning needs by providing financial advice, facilitating transactions, managing risks, ensuring compliance, and assisting with account openings. Key Responsibilities: - Drive productivity and manage acquisition costs - Ensure compliant sourcing processes - Build and nurture relationships with branch managers, key employees, and Regional Managers - Update branches on approvals, declines, incentives earned, and provi...

Role Overview: As a Service Relationship Manager in the Private Banking Group at IDFC First Bank, your main responsibility will be managing clients on behalf of the bank. You will be tasked with creating and maintaining strong relationships with clients to enhance satisfaction and promote the sale of products and services. Your role will involve providing financial advice to customers, including investment and financial planning, in order to ensure a seamless and fulfilling customer experience and establish IDFC First as the primary bank for all banking needs. Key Responsibilities: - Support in managing all Private Bank sales and service activities for the assigned region - Provide comprehen...

As a Tax & Accounting Consultant, you will be responsible for providing tax and accounting services to clients in Jaipur. Your role will involve preparing financial statements, analyzing financial data, and offering strategic financial advice to clients. To excel in this role, you should have expertise in taxation and accounting, possess strong financial statement preparation and analysis skills, and have a deep understanding of tax laws and regulations in the USA and Canada. Previous experience in providing financial advice to clients, proficiency in financial software and tools, and a CPA or CA certification will be advantageous. We are looking for someone with excellent problem-solving an...

The ideal candidate for this role should have the ability to valuate companies and support clients in capital raising efforts. You will play a key role in effective underwriting, analyzing, and closing finance deals. Your quantitative skills and sound judgment will be crucial for success in this position. It is important that you are knowledgeable about underwriting procedures and regulations. Additionally, being an excellent communicator and thriving in a dynamic work environment are essential qualities for this role. Your responsibilities will include developing various financial models to value debt and equity for mergers, acquisitions, and capital raising transactions. You will be involv...

As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with high-net-worth clients, understanding their financial goals, and providing personalized financial advice and solutions tailored to their needs. You will develop comprehensive wealth management strategies, including investment, retirement planning, fixed income & mutual funds, and tax planning. Conducting regular portfolio reviews and adjusting strategies based on market conditions and client needs will be a key part of your role. Staying informed about market trends, economic conditions, and investment opportunities is essential. You will utilize research and analysis to make info...

As an experienced Investment Counselor specializing in advising Ultra High Net Worth Individual (UHNI) Clients in the Private Wealth units of Banks, Non-Banking Financial Companies (NBFCs), External Asset Managers (EAMs), and Wealth management outfits, you will be responsible for providing personalized financial advice tailored to each client's unique financial circumstances and goals. This role requires a minimum of 5 years of relevant experience in this field. Your responsibilities will include reviewing clients" current financial positions, analyzing existing investments, income sources, expenses, and other pertinent financial data. You will be tasked with monitoring portfolio performance...

Responsibilities: * Manage client relationships, deliver financial reports, oversee budgets & forecasts. * Process payments, reconcile accounts, prepare tax returns & GST/TDS. * And all finance related words Provident fund

Responsibilities: * Manage client relationships, deliver financial reports, oversee budgets & forecasts. * Process payments, reconcile accounts, prepare tax returns & GST/TDS. * And all finance related words Provident fund

As a Corporate Governance Officer, your primary responsibilities will include convening and providing administration for annual general meetings (AGMs). This involves tasks such as producing agendas, taking minutes, conveying decisions, and handling meeting correspondence. You will also be required to provide legal, financial, and/or strategic advice during and outside of meetings, as well as advise directors and members of the senior leadership team on corporate governance matters. In this role, it is essential to stay up to date with regulatory or statutory changes and policies that might affect the organization. You will be responsible for ensuring that policies are current and approved, ...