153 Financial Advisor Jobs - Page 4

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....

Add to favorites Favorited View favorites Ascensus has an exceptional leadership role to join our dynamic and rapidly growing organization. We re looking for an accomplished leader with the technical expertise that complements our dedication to delivering exceptional quality with a customer-centric approach. As an Actuary Manager, you will have the incredible opportunity to lead a sizable actuarial team, supporting US actuaries and consultants. Imagine working directly with seasoned professionals, gaining invaluable insights and experience. This role offers you the chance to be at the forefront of transitioning actuarial work, collaborating with internal teams, and engaging in pension actuar...

Add to favorites Favorited View favorites Role Description : Associate Financial Analyst position will support the Loans and Distributions team to provide timely and accurate processing of distributions/loans. The role also requires understanding operational workflows as it relates to both the individual role and Operations as a whole. Job Responsibilities: Disbursements: Support timely and accurate processing of disbursements. Research and resolve outstanding issues pertaining to distribution processing. Partner with various trust companies, recordkeepers and internal departments to ensure participant checks are mailed timely. Also ensure all trust excesses are identified and invested or re...

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...

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential : Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident.

Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations Desirable: Knowledge about the insurance industry; Should be high on initiative; Well-groomed and confident