172 Financial Advisor Jobs - Page 4

-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 ...

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. ...

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 asse...

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 repo...

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 developi...

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. ...

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 t...

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 Cor...

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....

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 perfo...

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...

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 clie...

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 Qualificati...

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 Co...

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 f...

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 ...

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....