113 Financial Advisor Jobs - Page 2

-Leads provided by company -Close leads from call centers -Cold calling required -Customer servicing -Bike mandatory -Collection of renewals fwd ur cv at :- recruitments.insurance@gmail.com or call at:- 9953580072

-Leads provided by company -Close leads from call centers -Cold calling required -Customer servicing -Bike mandatory -Collection of renewals fwd ur cv at :- recruitments.insurance@gmail.com or call at:- 9953580072

-Leads provided by company -Close leads from call centers -Cold calling required -Customer servicing -Bike mandatory -Collection of renewals fwd ur cv at :- recruitments.insurance@gmail.com or call at:- 9953580072

-Leads provided by company -Close leads from call centers -Cold calling required -Customer servicing -Bike mandatory -Collection of renewals fwd ur cv at :- recruitments.insurance@gmail.com or call at:- 9953580072

-Leads provided by company -Close leads from call centers -Cold calling required -Customer servicing -Bike mandatory -Collection of renewals fwd ur cv at :- recruitments.insurance@gmail.com or call at:- 9953580072

-Leads provided by company -Close leads from call centers -Cold calling required -Customer servicing -Bike mandatory -Collection of renewals fwd ur cv at :- recruitments.insurance@gmail.com or call at:- 9953580072

Bachelors degree in Finance, Economics, Business Administration, or related field. Strong analytical and problem-solving skills with a keen attention to detail. Excellent communication and interpersonal skills for client engagement. Proficiency in financial software and MS Office applications. Ability to work independently and as part of a team in a fast-paced environment. Tasks Provide financial advice to clients on investment opportunities and risk management. Analyze market trends and economic data to assist clients in making informed financial decisions. Develop personalized financial plans based on clients financial goals, risk tolerance, and investment preferences. Maintain up-to-date knowledge of financial products, services, and regulations to ensure compliance and offer accurate advice. Build and maintain strong client relationships through regular communication and exceptional customer service. Requirements Bachelors degree in Finance, Economics, Business Administration, or related field. Strong analytical and problem-solving skills with a keen attention to detail. Excellent communication and interpersonal skills for client engagement. Proficiency in financial software and MS Office applications. Ability to work independently and as part of a team in a fast-paced environment. Join Money Honey Financial Services as a Finance Advisor. Kickstart your career in Investment Banking with a dynamic team and endless growth opportunities. Apply now! Updated: 3 minutes ago

Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning. If needed, Meeting with clients to understand their needs and demands. Preparing financial plans with a mix of short and long term investments. Providing periodic updates on the performance of investment portfolios. Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes. Requirements Graduate Fresher Finance Knowledge Mathematics

Cultivate and manage investment relationships with clients Serve as the primary advisor, building trust and offering tailored guidance Enhance client connections through personalized investment solutions Expand client base by leveraging market insights and active engagement Drive product sales to suit client needs Provide timely market updates and expert insights Keep clients informed on investments and performance Utilize existing networks and channels to attract new clients Identify opportunities from evolving client and market landscapes Enhance client satisfaction through effective relationship management Required Skills: Deep knowledge of Markets and Products Proficiency in various asset classes Track record of providing sound investment advice Exceptional communication and interpersonal skills Strong analytical capabilities Embrace digital tools and strategies

We are looking to hire a Finance Specialist to be a part of the Travel and Expense team who will be involved in administering the global corporate card program along with other activities relating to Travel and Expense Management. The day-to-day responsibilities include but not limited to: Under direct supervision, administer, monitor, and report on and on the employee corporate credit card program Process corporate card applications and terminations in a timely manner Ensure balances are cleared monthly and any delinquencies are identified and addressed Assist bank reconciliation teams with monthly reviews to ensure payments match entries Proactively create, generate and analyze system reports to ensure compliance with corporate policy Work with manager to increase the effectiveness and efficiency of all related travel and expense policies and procedures in conjunction with the credit card program Understand and apply applicable policies to answer questions concerning travel and expense Provide optimal customer service support for employee corporate card concerns Assist employees with reconciling, accounts as well as resolving fraud cases Contribute to the monitoring and maintenance of the credit card program including the development, implementation, and maintenance of policies, procedures and program metrics Lead and/or participate in team related projects Create and maintain reporting to optimize spend, encourage adoption, and create transparency for corporate card spend Essential traits: Degree in Accounting or Finance with 0-1 years of experience Understanding and working knowledge of Excel and Microsoft Office suite Strong communication, interpersonal, and problem-solving skills Ability to manage multiple projects concurrently and independently Team player with experience working with virtual and remote staff members Excellent organization skills About Kroll In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity not just answering all areas of business. We value the diverse backgrounds and perspectives that enable us to think globally. As part of One team, One Kroll, you ll contribute to a supportive and collaborative work environment that empowers you to excel. Kroll is the premier global valuation and corporate finance advisor with expertise in complex valuation, disputes and investigations, M&A, restructuring, and compliance and regulatory consulting. Our professionals balance analytical skills, deep market insight and independence to help our clients make sound decisions. As an organization, we think globally and encourage our people to do the same. In order to be considered for a position, you must formally apply via careers. kroll. com Kroll is committed to equal opportunity and diversity, and recruits people based on merit. #LI-Hybrid #LI-JC1

Support the team as a player/coach in completing a variety of tasks as per processes assigned within specified parameters of the client/admin/support team. Assist the Manager of the team in addressing client/advisor questions and requests for information related to billing for Fee Based plans, fee schedules, eligible/participant report counts and other plan related issues Lead monthly audits of all asset and non-asset-based invoices for accuracy and completeness and prepare reports for review with the team/manager Support the team with complex issue and handle all escalated issues Perform other duties and special projects as assigned by management. Assist the leader of the team with developing and executing procedures to scale the teams work as the team grows Identify the issues/problems related to processes and work to implement improvements where possible and appropriate in timing Preparing a monthly business report on processes performance against metrics Candidate description: Candidates for this role can demonstrate an understanding of financial services industry, while focusing on protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients Education and experience: Graduate / Postgraduate in Finance/Commerce ,Accounting background MBA Finance Minimum 4 years in finance-related field Account Payable (AP) and Account Receivable (AP) experience Skill Requirement: Good communication skills Good Problem solving and analytical skills Basic MS Office knowledge and good working knowledge of Excel Must be able to adapt the assignments quickly Flexibility in work culture (Example - She/he should be flexible in Day/Night shift based on business requirement) Behavioral Attributes: Work independently and in a team environment Organizational and time management skills Ability to work in a deadline-oriented environment

Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning. If needed, Meeting with clients to understand their needs and demands. Preparing financial plans with a mix of short and long term investments. Providing periodic updates on the performance of investment portfolios. Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes. Requirements Graduate Fresher Finance Knowledge Mathematics

Provide financial advice to clients on investment opportunities and risk management. Analyze market trends and economic data to assist clients in making informed financial decisions. Develop personalized financial plans based on clients financial goals, risk tolerance, and investment preferences. Maintain up-to-date knowledge of financial products, services, and regulations to ensure compliance and offer accurate advice. Build and maintain strong client relationships through regular communication and exceptional customer service. Requirements Bachelors degree in Finance, Economics, Business Administration, or related field. Strong analytical and problem-solving skills with a keen attention to detail. Excellent communication and interpersonal skills for client engagement. Proficiency in financial software and MS Office applications. Ability to work independently and as part of a team in a fast-paced environment.

Strong understanding of financial markets, investment products, economic principles in India &globally, Analyze financial statements &develop valuation models for different asset classes, Strong research, analytical, and quantitative analysis skills. Required Candidate profile Investment Advisor Level 1&2 - NISM Series XB and XB Certification experience 2-4 yrs as Investment Advisor/ analysis, financial modeling, financial analysis, portfolio management with a reputed Org.

The HRIS Consultant is responsible for the administration, liaison and coordination of Workday projects. This role will work in collaboration with project stakeholders within Human Resources as well as other areas within Ascensus lead projects by defining project scope, goals and deliverable. This role will build and support integrations with Workday. Section 2: Job Functions, Essential Duties and Responsibilities Develop a formal plan for carrying out each assigned project using appropriate planning methods and experimental design and testing. Develop and support integrations and reporting between Workday and other 3rd party applications. Develop integrations using Workday tools such as Core Connectors, Package Connectors, Workday Studio and EIBs. Work will include supporting integrations through the development, testing, and deployment of various type of integrations. Direct/execute assigned projects, including data collection/design and developing specifications/testing criteria/recommendations and implementations. Meet with all levels of management to discuss and clarify requests for projects made by management concerning Workday. Prepare detailed written reports and documentation or each project to serve both technical and general users. Partners with the Project Manager to set priorities and conduct long-term planning for Workday. Lead testing and implementing the semi-annual Workday upgrades. Lead various projects with Human Resources. Develop communications and or editing of human resources policies and guidelines when project requires. Development and delivery of progress reports, proposals, requirements and presentations for on-going projects. Estimate the specific resources needed to complete projects in a timely manner. Own the project plan and ensure each member of the team is completing their assignments as required. Conduct project post-mortems and propose recommendations to identify both successful and unsuccessful portions of the project. Research, benchmark, and produce detailed reports, in support of the development of HR management practices. Participate in interdepartmental initiatives, projects as a HR Subject Matter Expert (SME) Manage client expectations, clearly explain policies, processes, procedures and service timelines Develop written procedures and risk mitigation practices for all HR functions Continually analyze new feature to recommend process improvement initiatives including data analysis and functional support. Support merger and acquisition process by providing assistance as needed with gathering and analyzing data Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor s Degree and a minimum of four (4) years experience in the Human Resources field Between two to three years of experience with Workday HCM, Compensation, Benefits, Recruiting, Payroll, Time Tracking and Absence modules. Experience building and supporting integrations within in Workday, including cloud connect, Studio, and EIBs. General understanding of all functional areas of Human Resources Ability to work cross-functionally within Human Resources as well as effectively interact with other departments within Ascensus Ability to shift focus, multi-task, and prioritize in a rapidly changing environment Excellent verbal and written communication skills to regularly assume a broad variety of moderately complex administrative duties, assemble reports containing confidential and sensitive information and respond to questions or requests. Advanced knowledge in MS Office software applications Requires a high degree of independent judgment and discretion Possesses excellent analytical skills Motivated and innovative Detailed oriented with strong organizational and time management skills Strong interpersonal skills with internal and external clients

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp- 7338112258

Add to favorites Favorited View favorites Position Summary: The primary focus of this position is to support the Recruiting department in creating and maintaining relationships with high performing, active/passive talent through various media and non-media tools and avenues. This role will aid in the responsibility of achieving staffing objectives, acting as a partner to Recruiters by creatively sourcing and evaluating candidates in line with required skills/qualifications and Ascensus core values. This position will work closely with recruiting leadership to understand recruitment needs and meet business hiring objectives. Specifically, utilize the expertise in identifying the highest performing and diverse talent. ***This position is 100% in office and is for the mid shift (1pm - 10pm IST)*** Responsibilities: Assist in defining, designing and implementing the Sourcing Strategy for building/managing talent pools for specific candidate profiles/labor shortage positions. Partners with recruiting leadership and Recruiters to understand new job requisition recruiting objectives. Proactively create and maintain a pipeline of qualified candidates through calling/e-mailing, professional networking, data mining, social media, resume databases, etc. Ensure the development and optimization of a broad range of sourcing channels that improve the quantity, quality, and diversity of the talent pool. Measure and monitor the effectiveness of strategic sourcing activities. Manages/updates candidates in various systems - applicant tracking system, CRM, media databases, etc. and provides recruiting leadership weekly activity reports. Communicate with recruiting staff on a regular basis to collaborate on optimum approaches to strengthen candidate pool. Stays current on sourcing best practices/trends. Assists with HR department projects as assigned. Provides back up support of Recruiters and administrative support related activities during absences. Other duties as assigned. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Minimum Requirements : Bachelor s degree 3+ years of Sourcing experience for U.S. and India positions. Ability to work an (8) hour daily schedule that is inclusive of minimally covering 8:30 am to 12:30 pm US Eastern Standard Time. Proficiency with MS Office and database systems Ability to prioritize and complete a high volume of work, managing multiple projects and coordinating multiple requests to successful completion Excellent verbal and written English communication skills. Excellent organizational skills and attention to detail. Tweet

Manage investment portfolios for clients, ensuring alignment with their financial goals. Conduct market research to inform investment decisions. Monitor portfolio performance and adjust strategies as needed. .

Manage investment portfolios for clients, ensuring alignment with their financial goals Conduct market research to inform investment decisions Monitor portfolio performance and adjust strategies as needed Maintain compliance with regulatory standards

Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations. -Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile. -Conduct thorough analysis of client's financial situations, covering income, expenses, assets, liabilities and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors. -The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs and providing holistic solutions. -Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. -Offer continous support to the clients throughout the year, addressing any questions. Work experience: -Relevant work experience with wealth/financial planning products or in client-facing wealth management -Ability to operate in a team-oriented and collaborative environment -Self motivated, flexible and adaptable in an ever-changing environment -Excellent interpersonal and communication skills Commitment to personal and professional development Academic background: Chartered Accountant or Top Tier MBA (Optional) CFP/ CWM or CFA Level 2 cleared/ CFA Level 3 candidates

Role and Responsibilities: - Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk profile. - Conduct thorough analysis of clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios. - Take joint responsibility with the Principal Wealth Advisor for managing client relationships, deeply understanding their financial needs, and providing holistic solutions. - Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. - Offer continuous support to the clients throughout the year, addressing any questions, concerns, or inquiries they may have.

Job Summary We are looking for a highly motivated and results-driven individual for Life Insurance Manager/Distribution Manager in our team The ideal candidate will be responsible for managing and growing our distribution network, developing and executing business strategies, and achieving sales targets. Key Responsibilities Manage and grow the distribution network Develop and execute business strategies to achieve sales targets Build and maintain relationships with channel partners and customers Identify and capitalize on new business opportunities Analyze market trends and competitor activity Ensure compliance with regulatory requirements and company policies Desired Skills And Qualifications Graduate/Postgraduate degree in any discipline Open for Freshers & Experienced Excellent communication, interpersonal, and leadership skills Strong analytical and problem-solving skills What We Offer Competitive salary and benefits package Oversee operations including Advisor Recruitment, Training and Development Opportunities for career growth and development Comprehensive training and support Collaborative and dynamic work environment 3 years Certified Insurance Planner Course from Symbiosis Institute of Management Course How To Apply If you are a motivated and results-driven individual looking to start your career or looking for a change, please submit your resume and cover letter for Screening. Recruitment Process 2 Rounds of Online Interview IRDA EXAM : Selected candidates must fill an application form for IRDA Examination ( 850 IRDA EXAM FEES ) Work as a Financial Advisor for 45 days Financial Advisor to Provisional Distribution Manager after completion training Parameters

Add to favorites Favorited View favorites Position Purpose: Support the Corporate Finance mission by being a highly qualified professional who adheres to departmental and corporate procedures while processing vendor and employee travel and entertainment payments. Role and Key Responsibilities Work closely with the finance coordinators to understand the impact of day to day processing Review of daily cash posting, balancing and approval Review monthly unapplied reports and client refunds Review AR cash monthly close process Monitor day to day collection process Review monthly aged receivable Assist with AR and collection set-up on new acquisitions Interface with internal and external audit Complete special projects for manager and other financial functions within the department as required Comply with Sox audit requirements Support year end external audit Perform other duties and special projects as assigned Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Education and Experience: Graduate / Postgraduate in Finance/Accounting background At least 1 year experience Proven track record of working effectively in flexible work environment in a result-oriented approach Wystar and Lawson experience preferred Key Skills & Knowledge Strong written and verbal communication skills and Good Problem solving and analytical skills Should be a Self-Learner Strong PC skills specifically with Excel. Access skills are a definite plus. Flexibility in work culture (She/he should be flexible in Day/Night shift based on business requirement) Basic understanding of accounting concepts and account reconciliations. Strong problem-solving skills, along with an ability to quickly comprehend and analyze data

Add to favorites Favorited View favorites Role Description : Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team. Should be able to handle all vendors like EY (for accounting), legal compliances. Identify the issues/problems related to processes if any and cascade to the respective team leads in state side. All budgeting aspects budget vs variance, Handling tax audit Preparing a monthly report on financial governance, Coordinating with tax audit, statutory audit, looking at other regulatory financials like US GAAP Candidate description: Accounting professional having an understanding of financial services industry, specifically focusing on statutory audit, regulatory financials like US GAAP Education and Experience: Graduate / Postgraduate in Finance/Accounting background CA/ CA Inter 3-5 years Transfer Pricing and GST Experience Skill Requirement: Good communication skills Good Problem solving and analytical skills Basic MS Office knowledge and preference to good working knowledge of Excel Must be able to adapt the assignments quickly. Preferably should know local language (Tamil/ Telugu) Flexibility in work culture (Example - She/he should be flexible in Day/Night shift based on business requirement) Behavioral Attributes: Work independently and in a team environment. Organizational and time management skills Ability to work in a deadline-oriented environment Tweet

We are seeking a Senior Associate , to be based in our Mumbai office. As a Senior Associate within an expanding team, you will gain exposure to a variety of exciting projects. Building on your existing expertise, you will contribute to larger projects, attending meetings, analysing policies and procedures, assessing customer files and transactional activity and co-authoring reports. At Kroll, your work will help deliver clarity to our clients most complex governance, risk, and transparency challenges. Apply now to join One team, One Kroll. Day-to-day responsibilities: Stay abreast of changes in AML legislation in key jurisdictions of operation and provide regular updates to the team. Assist in the preparation of MLRO reports. Co-ordinate and assist with annual on-site reviews including reviews of DDQ s. Undertake reviews of customer files to evaluate the effectiveness of customer risk assessments and due diligence processes. Assist with project management tasks, including management of documentation received and interview schedules. Drafting training materials (with support from a senior team member). As part of larger projects, provide assistance with a review of core financial crime documentation and provide feedback on the same. Assist with the drafting of client proposals, sales force management and developing service offerings. Essential traits: Strong English oral and written communication skills. Bachelor s or master s degree from an accredited university or college. Proven 3 to 5 years [GO1] minimum of work experience in a financial crime compliance or remediation role. Strong working knowledge of general principles of customer due diligence, ongoing and transaction monitoring requirements within financial services firms. Experience in conducting or assessing the quality of due diligence conducted for a variety of customers including large and small size corporates, financial services firms, trusts, funds/ investors and individuals. Ability to work on own initiative and as part of a team. Client facing, solutions focused skills. Clear, logical thought processes, ability to make decisions and articulate these clearly. Time management skills and ability to work within deadlines. Solution-driven and problem-solving attitude. Strong working knowledge of word, excel and PowerPoint. Legal, in-house or consulting background would be useful. About Kroll In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity not just answers in all areas of business. We value the diverse backgrounds and perspectives that enable us to think globally. As part of One team, One Kroll, you ll contribute to a supportive and collaborative work environment that empowers you to excel. Kroll is the premier global valuation and corporate finance advisor with expertise in complex valuation, disputes and investigations, M&A, restructuring, and compliance and regulatory consulting. Our professionals balance analytical skills, deep market insight and independence to help our clients make sound decisions. As an organization, we think globally and encourage our people to do the same. Kroll is committed to equal opportunity and diversity, and recruits people based on merit. In order to be considered for a position, you must formally apply via careers. kroll. com #LI-IK1 #LI-Hybrid