15 Financial Advising Jobs

Role Overview: As a Life Insurance Financial Planner, you will be responsible for guiding clients in selecting suitable life insurance products to align with their financial goals, family needs, and long-term plans. Your role will require exceptional interpersonal skills, a strong ethical foundation, and a comprehensive understanding of insurance solutions. Key Responsibilities: - Build and nurture enduring client relationships by maintaining consistent communication and providing exceptional service. - Evaluate clients' financial circumstances, requirements, and objectives to suggest appropriate life insurance solutions. - Clearly present and elucidate insurance policy options and advantage...

As a Counselor at M.S. Education Consultant in Ahmedabad, you will play a crucial role in guiding and supporting students who are looking to study abroad. Your responsibilities will include: - Conducting one-on-one counseling sessions - Assisting students with the application process - Offering financial advice for education overseas To excel in this role, you should possess the following qualifications: - Strong counseling and communication skills - Knowledge of international educational systems - Experience with student admissions processes - Financial advising expertise for education abroad - Excellent interpersonal skills and empathy - A Bachelor's degree in Counseling, Education, or a r...

You will be responsible for overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing high-quality investment advice to clients. Your duties will include monitoring market trends, ensuring compliance with financial regulations, maintaining client relationships, and leading a high-performing team. Collaboration with internal departments to ensure seamless client experiences and continuously improving service offerings is essential. - Strong skills in financial advising, market analysis, and portfolio management. - Experience with team leadership, mentoring, and performance management. - Exceptional communication and client...

Role Overview: As a financial advisor, your main role will involve offering specialized insurance advice to clients and assessing their financial needs. You will be responsible for selecting suitable policies based on clients' financial portfolios. Your job will also entail advising clients on investments, retirement planning, and other financial matters to help them achieve their goals. Building strong client relationships and staying updated on financial regulations and market trends will be crucial aspects of your role. Key Responsibilities: - Offer specialized insurance advice to clients - Assess client needs and financial portfolios - Select appropriate policies - Advise clients on inve...

Company Description Kotak Mahindra Group, established in 1985, is among India's leading financial services conglomerates. In 2003, Kotak Mahindra Finance Ltd. became the first non-banking finance company in India to receive a banking license from the Reserve Bank of India, transforming it into Kotak Mahindra Bank Limited. The Group provides a wide array of financial services, including commercial banking, stock broking, mutual funds, life insurance, and investment banking, catering to the diverse financial needs of individuals and corporate sectors. With a vast distribution network across India and international presence in cities such as London, New York, Dubai, and Singapore, Kotak Mahindr...

Designation: Associate Finance & Accounts Education: Any graduation in Finance discipline Experience: 0-3 years Job location: Trivandrum Roles and Responsibilities Manage accounts receivable process, including invoicing, payment follow-up, and reconciliations. Collaborate with team members to achieve departmental goals. Maintain accurate records of transactions and perform data entry tasks accurately. Financial Consultation: Provide financial advice and information to customers, addressing inquiries related to billing, statements, and account details. Assist in financial advisory services such as budgeting, forecasting, and risk management. Provide excellent customer service by responding to...

As a senior leader heading the U.S. Bookkeeping Service Line, you will play a crucial role in owning client delivery, operational excellence, and growth of the practice. Your expertise in U.S. bookkeeping, client-facing experience, and ability to scale teams and operations will be vital for success. - Lead and grow the U.S. Bookkeeping vertical, taking full ownership of delivery, quality, and profitability. - Serve as a senior advisor to clients, presenting financials, offering cash flow advice, and supporting decision-making. - Mentor managers/senior managers, develop succession pipelines, and cultivate a performance-driven culture. - Drive the adoption of automation tools, dashboards, and ...

A wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction. Key duties include providing financial advisory services for high-net-worth individuals, monitoring portfolios within risk parameters, and adhering to compliance guidelines. The role requires strong sales, communication, and client engagement skills. Key responsibilities Client relationship management: Drive client servicing and engagement, build AUA, and develop long-term client relationships. Portfolio and risk management: Monitor client positions and portfolio allocations to ensure they align with estab...

As a Mutual Fund Advisor, you will be joining a dynamic financial advisory team. Your primary responsibility will be to provide expert investment guidance to clients. This involves assessing their financial objectives, recommending suitable mutual fund products and portfolio strategies, and monitoring market trends to advise on investment opportunities. Building and maintaining long-term client relationships through regular portfolio reviews and ensuring compliance with regulatory standards and company policies will be crucial. Additionally, you will educate clients on different types of mutual funds and prepare detailed investment proposals and reports. Staying updated with the latest devel...

As a Share Market Company Advisor Firm, you will be responsible for providing guidance and advice to clients on their investments in the stock market. Your role will involve analyzing market trends, evaluating financial data, and making recommendations to help clients make informed decisions. Key Responsibilities: - Analyzing stock market trends and performance - Evaluating financial data and reports - Providing investment advice and recommendations to clients - Monitoring and managing client portfolios - Keeping up-to-date with market news and developments Qualifications Required: - At least 1 year of experience in the stock market or financial advisory field - Strong analytical skills and ...

As a Life Insurance Financial Planner, your role will involve guiding clients to select suitable life insurance products aligned with their financial objectives and family needs. Your interpersonal skills, ethical standards, and comprehensive knowledge of insurance solutions will be essential for success. - Build and nurture enduring client relationships through consistent communication and service. - Evaluate clients" financial circumstances, requirements, and goals to propose appropriate life insurance options. - Present and elucidate insurance policy choices and advantages clearly and persuasively. - Aid clients with application processes, underwriting procedures, and claims as needed. - ...

Role Overview: As a Counselor at M.S. Education Consultant in Ahmedabad, you will play a crucial role in guiding and supporting students who are looking to study abroad. Your responsibilities will include conducting one-on-one counseling sessions, assisting students with the application process, and offering financial advice for education overseas. Your goal will be to simplify the complex application procedures for studying in countries like the U.S., Canada, U.K., Australia, New Zealand, and Cyprus. Key Responsibilities: - Conduct one-on-one counseling sessions with students seeking education abroad - Assist students with the application process for universities in various countries - Prov...

The Insurance Specialist position at United Transfer Logistics Inc, located in Abohar, is a full-time role that involves managing and processing insurance claims, coordinating with insurance brokers, and providing exceptional customer service. As an Insurance Specialist, your daily responsibilities will include evaluating insurance applications, assessing risk, preparing insurance documents, and offering financial advice related to insurance coverage. It is essential to maintain compliance with industry regulations and ensure timely and accurate communication with clients and internal teams. To excel in this role, you should possess insurance and insurance brokerage skills, finance and finan...

As a Share Market Company Advisor Firm, we are looking for a full-time Advisor to join our team. The ideal candidate will have at least 1 year of relevant experience in the field, although this is preferred rather than required. The working schedule for this position is a morning shift, and the work location will be in person. If you are interested in this opportunity, please speak with the employer at +91 8319487268 to discuss the details further.,

You will be joining Scope4job LLP for a full-time on-site role in Mumbai, specifically focusing on Mumbai Wealth Roles. Your primary responsibilities will include managing client portfolios, offering financial advice, formulating wealth management strategies, and carrying out market research. It will be crucial for you to establish strong client relationships and ensure that financial solutions are in line with the clients" objectives. To excel in this role, you should possess expertise in financial advising, portfolio management, and wealth management. Proficiency in market research, data analysis, and effective communication with clients is essential. Your analytical skills, problem-solvin...