153 Financial Advisor Jobs - Page 2

Role & responsibility: The Business Development Manager role is to lead a team, generate new business by building partnerships & guiding team members. Interested candidates can share their updated CV on 7795883858 or mail on riya.goodjob@gmail.com Perks and benefits FIXED CTC+ Incentives+ Medical Benefits+Promotions

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. Preferred candidate profile Strong communication & written...

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. Preferred candidate profile Strong communication & written...

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....

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....

The Finance Advisor supports the team by handling essential tasks such as parts of the annual report, accounting for transactions, and providing analysis for improvements. This role typically does not involve managing a team but is an important part of the group. Job title: Analyst - Finance Job Description: Collaborating with other teams to deliver specific outputs, including parts of the interim or annual report, accounting for restructuring activities, and specific management reporting tasks (e.g., working capital reporting or performance analysis). Preparing accurate and regular reports, analysis, or commentary for management review. Identifying and implementing process improvements to e...

The Financial Advisor role involves being in touch with investors over the phone and updating them about the latest ongoing schemes, which include Mutual Funds, Bonds, etc. You will assist investors in making wise investment decisions based on various factors. Business development and acquiring new investors are key criteria for performance evaluation. As a Financial Advisor, you are required to have a minimum of a graduate degree from any stream. Freshers are encouraged to apply for this position. The remuneration for this role will be as per company norms. The working days for the first 6 months are Monday to Saturday, and after 6 months, you will have alternate Saturdays off. Candidates f...

The Company identified the potential of the Internet to cater to a mass retail segment and transformed its business model from providing information services to institutional customers to retail customers. Money Honey leveraged its position as a provider of financial information and analysis by diversifying into transactional services, primarily for online trading in shares and securities and online as well as offline distribution of personal financial products, like mutual funds, fixed deposits, debentures and RBI Bonds. Tasks Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to he...

As an Analyst 3 in the Finance & Accounting department at Comcast in Chennai, India, your primary responsibility will be to provide accounting services, prepare financial statements, and manage reporting. You will be involved in preparing monthly and quarterly financial analysis and reporting, processing journal entries, and reconciling month-end workpapers. Your role will also include preparing financial reports for statutory audits and collaborating with various departments both locally and internationally. Core Responsibilities: - Prepare and process revenue invoices and bank remittances. - Manage fixed assets, oversee fixed assets ledger, and depreciation processing. - Ensure proper acco...

ROLE:- Quality advisor recruitment To meet potential people in the natural market To grow advisor base To ensure sell of insurance products To ensure quality advisors are recruited Fwd Cv:- recruitments.insurance@gmail.com or call:- 9953580072

Add to favorites Favorited View favorites Position Summary Financial Sr. Manager understanding of financial services industry, specifically focusing on statutory audit, regulatory financials like US GAAP Responsibilities : Responsible for leading the Ascensus India Finance function Manage a team of associates to achieve Company responsibilities Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team. Handle all vendors for accounting, statutory 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 all applicable ...

As an Analyst 3 in the Finance & Accounting department at Comcast in Chennai, India, you will play a crucial role in providing accounting services, preparing financial statements, and contributing to management reporting. Your responsibilities will include processing revenue invoices, managing fixed assets, ensuring proper account distribution, and supporting month-end close activities. Your expertise in accounting will be essential as you collaborate with various teams both locally and internationally. You will be involved in preparing and processing revenue invoices and bank remittances, overseeing fixed assets ledger and depreciation processing, and ensuring proper account distribution in...

Overview Hi Team, I am currently working at CTS Speciality Hospital in the Insurance Department, where I have been for the past year. In total, I have over three years of experience in the health insurance sector, handling various responsibilities related to medical claims, policy coordination, and patient insurance support. I am confident that my experience and skills in health insurance operations make me a valuable asset for roles in this field. Tagged as: insurance Before applying for this position you need to submit your online resume . Click the button below to continue. Related Jobs Financial Advisor AGEAS FEDERAL GROUP Bangalore Freelance 2025-03-14 RELATIONSHIP OFFICER IN BANK Bank ...

Overview ChatGPT You said: Financial Advisor in insurance description ChatGPT said: A Financial Advisor in Insurance is a professional who helps clients choose insurance products that align with their financial goals, risk tolerance, and protection needs. Their primary role is to provide expert guidance on various insurance policies, including: Key Responsibilities: Assess Client Needs - Evaluate clients financial situations, future goals, and risk appetite. Recommend Insurance Solutions - Suggest suitable life, health, property, liability, or business insurance policies. Financial Planning Integration - Incorporate insurance into broader financial planning strategies, such as retirement pla...

Financial Advisor

As a Financial Advisor at Gamut HR Solutions, you will be responsible for providing expert financial planning and investment advice to clients. With a focus on job placements, our company is headquartered in Hyderabad, Telangana, India, and is currently seeking a mid-level candidate with 4 to 6 years of relevant experience for a full-time role. To excel in this position, you should have proven experience as a Financial Advisor or Wealth Manager, along with in-depth knowledge of investment strategies and financial products. Your strong analytical and problem-solving abilities, coupled with excellent communication and interpersonal skills, will be essential in this role. As part of your respon...

Are you a strong communicator with a background in KYC and client onboardingAre you passionate about supporting a strong risk and control culture by ensuring high standards in client due diligence, onboarding, and periodic KYC Reviews (PKR), in line with internal policies and industry best practices We re looking for a KYC Analyst to: perform initial review of client files and requests received from Financial Advisor teams on new account openings, including name and adverse media screening according to internal and external regulations execute the Know Your Client (KYC) activities, ad-hoc regulatory requirement reports, and remediations conduct Periodic KYC Reviews (PKR) of existing WM US cl...

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Dear Candidate, We are recruiting for a finance business partner for the below value chains- A sports manufcturing Company in Bangalore -HSR Layout-near new airport road. Retail Signed Sports/Supply Production Logistics. Responsibilities: You will act as a Finance Business Partner. Ensure that all accounting records reflect precisely the business reality and adhere to the company Standards and local tax and accounting regulations and deliver timely reliable financial statements. Analyze key indicators and be cognizant of the business needs to be able to provide adapted inputs. Share knowledge and best practices through training, workshops and active participation in different forums. Take in...

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.

-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

ROLE:- Quality advisor recruitment To meet potential people in the natural market To grow advisor base To ensure sell of insurance products To ensure quality advisors are recruited Fwd Cv:- recruitments.insurance@gmail.com or call:- 9953580072

ROLE:- Quality advisor recruitment To meet potential people in the natural market To grow advisor base To ensure sell of insurance products To ensure quality advisors are recruited Fwd Cv:- recruitments.insurance@gmail.com or call:- 9953580072

ROLE:- Quality advisor recruitment To meet potential people in the natural market To grow advisor base To ensure sell of insurance products To ensure quality advisors are recruited Fwd Cv:- recruitments.insurance@gmail.com or call:- 9953580072

The Finance Advisor supports the team by handling essential tasks such as parts of the annual report, accounting for transactions, and providing analysis for improvements. This role typically does not involve managing a team but is an important part of the group. Job title: Senior Analyst - Finance Job Description: Desire to work towards a professional finance qualification or part qualified accountant Understands the application of IFRS15 to large contracts, including Order Book reporting requirements and implications on forecasts & business planning Strong written & verbal communication skills Advanced Excel (ie. Power Query), PowerBI and Powerpoint Ability to prioritise and manage multipl...