8 Financial Advisors Jobs

As a Wealth Advisory Operations Manager at this financial empowerment platform specifically designed for women, you will be responsible for overseeing and streamlining daily operations for wealth advisory services. This includes managing client onboarding, transaction processing, and reporting. You will need to coordinate with financial advisors and clients to ensure exceptional service. Additionally, you will handle backend support for mutual funds, bonds, insurance, and portfolios. It is crucial to maintain accurate client records and ensure adherence to SEBI standards. Key Responsibilities: - Oversee and streamline daily operations for wealth advisory services. - Manage client onboarding,...

You will be responsible for overseeing and streamlining daily operations for wealth advisory services. This includes managing client onboarding, transaction processing, and reporting. You will need to coordinate with financial advisors and clients to ensure exceptional service. Additionally, you will handle backend support for mutual funds, bonds, insurance, and portfolios. It is crucial to maintain accurate client records and ensure adherence to SEBI standards. - Oversee and streamline daily operations for wealth advisory services. - Manage client onboarding, transaction processing, and reporting. - Coordinate with financial advisors and clients to ensure exceptional service. - Handle backe...

As a Sales Executive in the Stock Broker Channel at BigLadder Technologies, you will be responsible for connecting with stock brokers and financial advisors to promote our CRMs, mobile apps, and digital tools tailored for the finance sector. Your success in this position will be measured by your ability to build strong relationships with clients, drive sales through effective communication, and achieve high performance-based incentives. Key Responsibilities: - Connect with stock brokers and financial advisors to introduce and promote BigLadder Technologies" products - Drive sales by understanding clients" needs and providing suitable solutions - Build and maintain long-term relationships wit...

Role Overview: As a Creative/Content Strategist for the company, your main responsibility will be to develop innovative strategies for digital campaigns. Your focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. You will need to produce original and visually appealing content that maintains a high level of accuracy in grammar, brevity, and syntax across various corporate marketing and communications materials. Key Responsibilities: - Develop innovative strategies for digital campaigns - Create engaging content on topics related to personal finance, retirement planni...

As a Wealth Advisory Services Operations Manager at our financial empowerment platform for women, your primary responsibility will be to oversee and streamline the daily operations of our wealth advisory services. You will play a key role in managing client onboarding, transaction processing, and reporting to ensure a seamless experience for our clients. Working closely with financial advisors and clients, you will be responsible for coordinating efforts to deliver exceptional service and support. This includes handling backend operations related to mutual funds, bonds, insurance, and portfolios to meet the financial needs of our clients effectively. In addition, maintaining accurate client ...

ONLY BCOM,MCOM, BBA AND MBA FINANCE CANDIDATES TO APPLY 8PM TO 4:30 AM (FIXED SHIFT)/ SAT AND SUN OFFS/IMMEDIATE JOINERS CALL VIKAS 8527840989 EMAIL :- VIKASIMAGINATORS@GMAIL.COM EXCELLENT COMMUNICATION( ORAL AND WRITTEN MANDATE FOR THIS ROLE) Required Candidate profile MIN 1-5 YRS EXP IN CUSTOMER BASED INTERACTIONS(ORAL AND WRITTEN) EXPERIENCE OF INTERACTING WITH FINANCIAL ADVISORS EXPOSURE TO FINANCIAL PRODUCTS LIKE MUTUAL FUNDS,INSURANCE, RETIREMENT SERVICES ETC.

Need to identify candidates from advisor recruitment background. should have an exp . of empanelling & dealing with Individual Financial Advisors , Mutual Fund Distributors ( MFD s), Partners . Interested one can call or drop Your CV - 7302599924

Need to identify candidates from advisor recruitment background. should have an exp . of empanelling & dealing with Individual Financial Advisors , Mutual Fund Distributors ( MFD s), Partners . Interested one can call or drop Your CV - 7302599924