82 Financial Advice Jobs - Page 3

The role involves preparing accurate financial reports, including balance sheets, income statements, and cash flow statements. You will assist in the preparation and management of the school's budget. Conducting internal audits and assisting with external audits will be part of your responsibilities. Analyzing financial data to identify trends, risks, and opportunities is crucial. You will advise on tax planning and ensure compliance with relevant financial laws and regulations. Providing financial advice to school management and stakeholders is essential. Maintaining accurate financial records and managing a team of accounting staff, if applicable, are also key tasks. Problem-solving skills...

As a Distributor at Speedy Finvest, you will play a crucial role in managing and distributing financial products while nurturing client relationships. Your primary responsibilities will include prospecting and onboarding new clients, offering financial advice, collaborating with team members, and achieving sales targets efficiently. To excel in this role, you should hold a Bachelor's degree and possess a fundamental understanding of financial products and services. Your success will be driven by your ability to establish and sustain client relationships through effective communication and interpersonal skills. The role demands both independent work and teamwork, requiring flexibility in work...

As a Chartered Accountant at NIKITA PAPERS LIMITED in Shamli, Uttar Pradesh, you will be responsible for financial reporting, taxation, auditing, and financial analysis. Your role will involve providing financial advice to the management, preparing financial statements, and ensuring compliance with financial regulations. To excel in this role, you should possess strong skills in financial reporting, taxation, auditing, financial analysis, and providing financial advice. You must have a Chartered Accountant certification along with a Bachelor's degree in Accounting or Finance. Additionally, you should demonstrate excellent analytical and problem-solving abilities. The ideal candidate for this...

As a Financial Analyst, your primary responsibilities will include preparing and maintaining accurate financial statements. This will involve creating balance sheets, income statements, and cash flow statements to provide insights into the financial health of the organization. You will also be tasked with managing budgets and forecasts, developing and monitoring budgets, analyzing financial performance, and presenting financial insights to management for informed decision-making. Ensuring the accuracy and completeness of financial records will be crucial in your role. This will involve reconciling financial records, conducting bank reconciliations, and recording journal entries. Additionally...

You are looking for a Senior SMSF Manager to join your team in Pune. As the Senior SMSF Manager, you will have the responsibility of overseeing and managing Self-Managed Superannuation Funds (SMSF) while ensuring compliance with regulations. Your role will also involve providing strategic financial advice to clients. To excel in this position, you should have extensive experience in managing SMSFs and a deep understanding of superannuation laws and regulations. A proven track record in offering financial advice and strategic planning to clients is essential. Your strong analytical skills and attention to detail will be crucial in this role. Additionally, excellent communication and interpers...

As an Accountant at Salasar Techno Engineering Limited, a leading player in transmission line utility monopoles, your main responsibility will be to maintain accurate financial records, including asset, liability, and capital accounts. You will analyze financial data to assess the company's performance, prepare reports such as balance sheets and profit and loss statements, and provide valuable insights to management. Participating in the budgeting process, preparing financial forecasts, and ensuring tax compliance will also be crucial aspects of your role. Additionally, you will be responsible for conducting financial audits, reconciling bank statements, and ensuring the accuracy of financia...

The ideal candidate for this role will be responsible for building a strong relationship with our clients and analyzing their data. You will act as the main point of contact for our clients, maintaining and fostering relationships by providing personalized financial advice and services. Additionally, you will be expected to identify new business opportunities to support the growth of our client base. Your responsibilities will include customer engagement and relationship building to ensure client satisfaction. You will also be involved in cross-selling and revenue generation activities, presenting the value proposition to both sales leads and existing customers. Prospecting for new sales lea...

As a Private Banker/Partner at IDFC FIRST Bank's First Private team in the South region, you will play a crucial role in managing and expanding a portfolio of high net worth clients. Your primary responsibility will be to offer personalized banking and wealth management solutions tailored to the financial goals of your clients. Your key responsibilities will include developing and nurturing relationships with high net worth clients in the South region, understanding their financial objectives to provide customized banking and wealth management solutions. You will also be expected to cross-sell various banking products, investment products, insurance, and loans. Serving as a trusted advisor, ...

Job Description Join our team at N K Rai & Associates, a well-established Chartered Accountancy partnership firm, as a Chartered Accountant. In this role, you will be responsible for managing assignments in audit and taxation, providing financial advice, and ensuring compliance with relevant laws and regulations. As a full-time on-site Audit and Taxation Manager located in Bhopal, you will work closely with partners and gain diverse client exposure. Your primary responsibilities will include conducting audits, preparing and reviewing financial statements, managing taxation matters, and overseeing audit processes. You will be expected to analyze financial data, prepare tax returns, and ensure...

Please note that rosters are predetermined. Before applying please ensure you are available to cover the following roster consisting of 24.5 hours per week : Monday: 12pm-4pm Tuesday: 12pm-4pm Wednesday: 12pm-4pm Thursday: 9.30am-4pm Friday: 9.30am - 4.30pm 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. Weve been serving our local communities for over 100 years, with market-leading products, services and technology. See yourself in our team As the Customer Banking Specialist in our Balwyn Branch, youll: Have in-depth conversations with every custo...

As a Senior Mortgage Advisor at our Delhi office, you will utilize your extensive experience of over 7 years in offering mortgage advice, managing client portfolios, and guiding customers through the complete home loan process. Your primary responsibilities will include delivering expert financial advice, ensuring regulatory compliance, and assisting clients in securing the most suitable mortgage products tailored to their requirements. You will be expected to provide knowledgeable guidance to clients regarding mortgage products, interest rates, and lending options. Assessing clients" financial situations and eligibility to recommend appropriate mortgage solutions will be an integral part of...

Thorough training program to kickstart your banking career??? Access to extensive employee benefits & discounts?? Be part of a collaborative and high-performing culture?? Please note that rosters are predetermined. Before applying, please ensure you are available to cover the following roster: 22 Hours Per Week Monday & Friday: 11am-4pm Tuesday-Thursday: 12pm-4pm Youll be required to travel frequently to support multiple branches within the Eastern Suburbs 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. Weve been serving our local communities ...

As a Service Delivery Ops Team Lead at Accenture, you will be responsible for overseeing a team to ensure timely delivery of work products with improved quality. Your role will involve client-facing interactions, written and verbal communication skills, and the ability to work independently or with minimal supervision. You will be accountable for various tasks such as allocation, reconciliation, and reporting. Additionally, you will need to demonstrate high levels of critical thinking and independent decision-making. Your responsibilities will include managing team members effectively, resolving disputes, and providing business advisory services. You will be expected to proactively address c...

As a Relationship Manager at IDFC FIRST Bank in Hyderabad, you will play a crucial role in managing and growing a portfolio of high net worth clients within the Retail Banking department. Your primary responsibility will be to develop strong relationships with clients, understand their financial needs, and provide them with personalized financial solutions and exceptional customer service. Key Responsibilities: - Cultivate and nurture relationships with high net worth clients, gaining insights into their financial objectives and aspirations - Offer tailor-made financial advice and solutions to clients, encompassing investment, insurance, and loan products - Actively identify opportunities to...

Maintaining proper accounting records is a key responsibility in this role. You will be assessing financial risks and recommending preventive measures to ensure the financial stability of the organization. Your duties will involve interacting with clients, business partners, auditors, and vendors to maintain strong relationships and ensure smooth financial operations. It will be crucial for you to guarantee complete compliance with state authorities and provide expert financial advice and services to clients. Investigating and resolving any financial discrepancies will be part of your routine tasks, along with conducting internal and external audits to ensure accuracy and transparency. You w...

As an Insurance Agent at our company, you will be responsible for selling insurance policies, managing insurance brokerage, providing finance-related advice, and delivering exceptional customer service. You will work remotely either on a full-time or part-time basis from India. Your primary role will involve closely collaborating with clients to understand their insurance requirements, offering appropriate solutions, and ensuring client satisfaction through regular follow-ups and consultations. To excel in this role, you should possess proficiency in Insurance Sales, Insurance, and Insurance Brokerage. Experience in Finance and providing financial advice will be advantageous. Strong Customer...

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-qual...

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 generat...

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, Busi...

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 co...

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...

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, ...

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 Relationsh...

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 managem...