385 Financial Advisory Jobs

Company Description NRI Nivesh is India&aposs most trusted NRI platform, dedicated to helping NRIs make informed financial decisions. Our mission is to create a financially savvy community by providing expert-backed insights and educational resources. We host global real estate expos, 1:1 consultations, and financial literacy exhibitions aimed at guiding NRIs. Our goal is to empower NRIs to make wise investment choices. Role Description This is a full-time on-site role for a Sr. NRI Wealth Relationship Manager based in Mumbai. The Sr. NRI Wealth Relationship Manager will be responsible for providing expert financial advice to NRI clients, developing and maintaining relationships, and offering personalized wealth management solutions. This role involves analyzing financial data, creating investment plans, conducting market research, and ensuring customer satisfaction through regular interactions and updates. Qualifications Experience in financial advisory, wealth management, and investment planning Strong relationship management and client servicing skills Expertise in market research and financial data analysis Excellent communication, presentation, and interpersonal skills Ability to independently manage and grow a portfolio of NRI clients Bachelor&aposs degree in Finance, Business Administration, or related field; MBA or similar advanced qualification is a plus Prior experience working with NRI clients is highly desirable Strong understanding of global markets and real estate investments Passport required for international travel. Show more Show less

As a Proprietor at Mutual Fund Distributor Insurance Advisor, located in Ahmedabad, Gujarat, India, your primary responsibility will be to oversee daily operations, manage client portfolios, and provide investment and insurance advice to clients. You will leverage your experience in investment banking, financial advisory, and insurance advising to assess client needs, develop tailored investment strategies, and ensure compliance with financial regulations. To excel in this role, you must possess a Bachelor's degree in Finance, Economics, Business Administration, or a related field. Additionally, having relevant certifications in finance or insurance advisory would be advantageous. Your proficiency in developing and managing client portfolios, strong knowledge of financial markets and investment strategies, and effective communication and interpersonal skills will be key assets. You will be expected to demonstrate excellent leadership, management, and team coordination skills to drive business growth and lead your staff effectively. Making informed financial decisions and tailoring advice to meet the specific needs of each client will be essential in providing efficient and effective solutions. Your understanding of financial regulations and compliance standards will ensure the integrity and legality of all operations. If you are looking to join a dynamic team that specializes in providing tailored investment and insurance advice, this full-time on-site role at Mutual Fund Distributor Insurance Advisor in Ahmedabad offers you the opportunity to utilize your expertise and experience to help clients achieve their financial goals.,

The Finance Manager is responsible for overseeing the financial operations of an organization. They work closely with executive leaders to identify areas where the organization can improve financially, manage budgets and financial forecasting, and ensure compliance with financial regulations. They are also responsible for managing a team of financial professionals and providing guidance and support to help the organization achieve its financial goals. We are seeking a Finance Manager to oversee the financial operations of our company. The Finance Manager will be responsible for maintaining financial records, creating reports, and analyzing financial data to assist in making strategic business decisions. Responsibilities: Develop and maintain accurate financial records Create financial reports and analyze data to provide insights for decision-making Oversee and manage accounting and finance team Develop and implement financial policies and procedures Monitor cash flow and prepare cash flow forecasts Prepare and present financial reports to management team and stakeholders Ensure compliance with all financial regulations and laws

Anil Sekhri & Company, established in Mumbai in 1983, is a leading financial firm specializing in Media & Entertainment. With over four decades of experience and proprietary processes, our firm has played a pivotal role in the industry's transformation. We provide tailored financial solutions for clients ranging from leading celebrities in film, television, and advertising to performers, authors, and production houses. Our comprehensive services encompass financial advisory, taxation, budgeting, and costing. This is a full-time on-site role for an Article Assistant located in Mumbai. The Article Assistant will be responsible for assisting in audit, financial advisory, taxation, budgeting, and costing tasks. They will work closely with our team to provide tailored solutions for our clients in the Media & Entertainment industry. We also have an opening for the insolvency and bankruptcy team. The ideal candidate for this role should be pursuing or have a Bachelor's degree in Finance, Accounting, or a related field. They should possess skills in financial advisory, taxation, budgeting, and costing. Excellent analytical and problem-solving skills are required, along with a strong attention to detail and accuracy. The ability to work effectively in a team, coupled with good communication and interpersonal skills, is essential. Knowledge of the Media & Entertainment industry is a plus. Candidates are recommended to have knowledge of the IBC code before the interview.,

As a dynamic Chartered Accountant with 6-8 years of post-qualification experience in debt syndication, financial advisory, and management consulting, you will be responsible for playing a leadership role in driving financial strategy and execution for our clients at Walter Advisors. You will be leading a team of 36 professionals, ensuring the successful delivery of our services. Your key responsibilities will include: - Providing strategic financial leadership to client businesses, offering oversight and direction. - Advising on key financial initiatives such as greenfield projects, capital deployment, and business restructuring. - Developing Management Information Systems (MIS) to enable data-driven decision-making and eventual client ownership. - Enhancing financial reporting standards in alignment with Ind AS, regulatory requirements, and industry best practices. - Conducting profitability evaluations and margin optimization to drive sustainable growth. - Assisting founders and promoters in succession planning strategies for long-term business continuity. - Advising clients on ESOP planning and implementation aligned with business goals and employee retention objectives. - Providing compliance and regulatory guidance on statutory matters, accounting standards, corporate disclosures, and audit readiness. - Offering integrated advice on direct and indirect taxation, FEMA, and Companies Act compliance tailored to client operations. In debt syndication, you will: - Lead the end-to-end execution of the debt syndication lifecycle, from structuring and documentation to securing approvals. - Coordinate with commercial, finance, and accounts teams to gather relevant data for optimal debt solutions. - Manage relationships with banks and financial institutions, ensuring covenant compliance and timely reporting. - Support clients through the credit rating process to improve their financial visibility and credibility in the market. We are looking for a Chartered Accountant (CA) with 6-8 years of post-qualification experience in CFO services, financial planning & analysis, debt syndication, or financial advisory. You should have demonstrated experience in managing manufacturing sector clients with a turnover exceeding INR 200 crores. Strong financial planning, accounting, taxation, and regulatory compliance skills are essential, along with exceptional analytical and commercial acumen. Advanced proficiency in Excel and PowerPoint is required for data-driven insights and impactful presentations. Outstanding verbal and written communication skills in English, along with the ability to build trust and rapport with clients and stakeholders, are crucial. You should be able to manage multiple priorities, meet tight deadlines, and thrive in a fast-paced environment.,

JB Patel & Associates is a dynamic and respected Chartered Accountancy firm with over 10 years of experience and a client base exceeding 500 active clients across various industries. We are committed to integrity, professionalism, and excellence in client service. We are currently looking for a Senior Chartered Accountant to lead our Tax & Compliance team. In this leadership position, you will be responsible for client advisory, regulatory representation, team development, and internal management. Key Responsibilities Team Management: Lead and mentor a team of Chartered Accountants and junior professionals. Provide technical guidance on taxation, audit, and compliance matters. Taxation & Audit Oversight: Supervise the preparation and filing of Income Tax Returns, GST Returns, and Statutory Audit Reports. Oversee GST audits and annual returns to ensure accuracy and compliance. Regulatory Representation: Draft replies and represent clients in hearings under the Income Tax Act and GST Act. Coordinate with tax authorities for assessments, notices, and departmental proceedings. Client Advisory & Consultation: Advise clients on legal and tax compliance under the Companies Act, Income Tax Act, and GST regime. Handle assignments related to corporate law, direct and indirect tax advisory, and strategic planning. Compliance Management: Monitor statutory due dates and ensure timely compliance for all clients. Implement compliance frameworks across client accounts. Internal Operations & Coordination: Collaborate with HR and admin teams for recruitment and internal process improvement. Support firm-wide strategy development and decision-making. Technical & Client Support: Be the go-to resource for technical queries within the tax and compliance teams. Maintain strong, long-term relationships with clients and ensure service excellence. What We Offer - A leadership role with the ability to influence organizational growth. - Exposure to diverse industries and complex client engagements. - A collaborative, professional, and growth-oriented work environment. - Opportunities for continuous learning and professional development. - Competitive compensation based on experience and performance. Qualifications We are looking for a vibrant, capable, and committed Chartered Accountant with excellent analytical and problem-solving skills, strong communication and interpersonal skills, proficiency in finance and accounting principles, experience in preparing and analyzing financial statements, auditing, and taxation. The ideal candidate must be a Qualified Chartered Accountant with 1-2 years of experience in chartered accountancy. Knowledge of Indian accounting standards and laws is a plus. Must be located in commutable distance to Navi Mumbai, Maharashtra, India. If you are ready to take your career to the next level and possess the necessary skills and qualifications, we want to hear from you.,

As a CA Manager - Taxation, you will play a pivotal role in managing and overseeing tax-related activities, including Income Tax Returns (ITR), financial statement preparation, audits, and providing financial advice. You will also manage escalations from clients, supervise complex accounting tasks, and lead a dedicated team. Key Responsibilities Income Tax Return (ITR) Filing: Prepare and file income tax returns, ensuring compliance with applicable tax laws and regulations. Financial Statements Preparation: Prepare accurate and timely financial statements in line with accounting standards. Financial And Legal Advisory: Provide financial and legal advice to clients regarding taxation, accounting, and compliance issues. Client Escalation Management: Address and manage any client escalations regarding tax, audit, or accounting matters. Verification And Compliance: Conduct thorough verifications of financial data to ensure accuracy and compliance with tax laws. Complex Accounting Management: Handle complicated accounting tasks, ensuring that accounts are maintained correctly and in accordance with the latest standards. Tax Audits: Lead and manage tax audits, ensuring compliance with audit requirements and resolving any audit-related issues. Team Management: Manage and mentor a team of accountants and auditors, fostering a positive and productive work environment. Ensure that deadlines are met and that work is distributed efficiently among the team. Required Candidate Profile: - Conceptual understanding of accounting, IT, GST, and accounting standards. - Visible Leadership skills can motivate others to achieve. - Strong, professionally credible, and with integrity. - Good communication skills. - Strong interpersonal skills. - Organizational skills and ability to manage deadlines. - Preference will be given to those with work experience from audit firms,

Job Description (4/4): Position: Relationship Manager Branch Sales Grade: E1 Department: Broking Channel Experience: 0 4 Years Location: [Enter city/location] Reporting To: M3 / M4 Industry: BFSI / Financial Services / Stock Broking Employment Type: Full-Time Education: Graduate / Postgraduate About the Role: We are hiring Relationship Managers for a reputed broking firm to drive client acquisition and equity product sales . The ideal candidate is dynamic, target-oriented, and passionate about building relationships in the financial services space. Roles & Responsibilities: Acquire new clients and develop long-term relationships with them. Deepen engagement with existing clients by providing suitable equity investment solutions. Assess client risk profiles and offer relevant investment options. Drive business targets through direct sales efforts. Provide timely reports and updates to reporting managers. Candidate Profile: Graduate or Postgraduate with 04 years of experience in financial product sales . Strong communication and presentation skills. Existing client relationships in financial services are a plus. Self-driven, target-oriented, and proactive in approach. Strong interpersonal, networking, and relationship-building skills. What You Get: Attractive compensation + performance-based incentives On-the-job training and support from experienced mentors Opportunity to grow within a structured career path in broking & investments

As a highly driven and articulate Assistant Vice President (AVP) of Business Development & Client Relations, you will play a crucial role in fostering relationships within the financial services sector. With 8-10 years of experience, your primary focus will be on engaging with high-net-worth individuals (HNIs) and establishing strategic B2B partnerships. Your excellent communication and presentation skills, coupled with fluency in English, will be instrumental in effectively presenting financial products and investment solutions tailored to client profiles. Your key responsibilities will include developing and managing long-term relationships with HNI clients, family offices, and institutional partners. You will be tasked with identifying, pursuing, and converting new B2B partnership opportunities across financial institutions, fintechs, and distribution networks. Your role will also involve creating and delivering high-quality sales presentations, proposals, and reports, acting as a strategic advisor to align financial solutions with client goals, and collaborating with internal teams to ensure seamless onboarding and post-sale service for clients and partners. To excel in this role, you should possess 8-10 years of proven sales experience in financial services, such as wealth management, asset management, private banking, or financial advisory. Your fluency in English, exceptional communication and presentation skills, and a strong network of HNI clients or prior exposure to institutional/B2B relationship building will be critical. Additionally, your ability to independently manage the sales cycle from prospecting to closure, coupled with a high degree of professionalism, integrity, and a client-centric approach, will set you up for success. Ideally, you should hold an MBA/PGDM in Finance, Marketing, or a related field. This position is based in Gurgaon. If you are ready to take on this exciting opportunity and contribute to the growth of our organization, we encourage you to apply now and be a part of our dynamic team at iVentures.,

You will be working as a full-time Financial Advisor at R&V Teleperformance Pvt Ltd, situated in Lucknow. Your primary responsibilities will include offering expert financial guidance to clients regarding financial planning, retirement planning, and investment management. You will be tasked with creating customized financial plans, conducting regular reviews of financial goals, keeping abreast of the latest trends and regulations in the financial industry, and meeting with clients to understand their financial objectives while presenting suitable options. To excel in this role, you should possess expertise in Financial Planning and Financial Advisory, proficiency in Investments and portfolio management, experience in Retirement Planning and designing retirement strategies, strong analytical abilities to evaluate financial markets, excellent communication skills, and interpersonal skills. You should be capable of working effectively under pressure, meeting deadlines, and holding relevant certifications like CFP (Certified Financial Planner) would be advantageous. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is also required.,

Join a global leader in wealth management and become a part of a dynamic team of experienced financial advisors at deVere. We are committed to empowering our advisors by providing continuous training, facilitating career growth, and offering access to an extensive international network of clients. Our organizational culture is built on ambition, innovation, and a strong emphasis on supporting our people to achieve success. As an experienced financial advisor with us, you will have the opportunity to manage diverse wealth portfolios for high-net-worth clients. We provide comprehensive training programs and avenues for career progression to help you enhance your skills and expertise. Additionally, you will have access to a wide range of financial products, including Lump Sum Investments, Pensions, Global Funds, and more. To be considered for this role, you must hold qualifications such as CWM, CISI, CIWM, or CFP. Previous experience in financial advisory roles (excluding accounting, audit, or finance management) is essential. We are looking for individuals with strong relationship-building skills who adopt a personalized advisory approach to client interactions. Your responsibilities as a financial advisor will include building and managing client portfolios by offering tailored wealth solutions, providing advice on global investment opportunities, and identifying risks and opportunities for continuous growth in Assets Under Management (AUM). If you are ambitious, target-driven, and eager to advance your career in financial advisory, join us today and be a part of our success story. Apply now to take your advisory career to new heights with deVere.,

As a Private Banker/ RM (Relationship Manager) at our organization, your core purpose will be to engage with high net-worth individuals and ultra-high net-worth clients, both individuals and corporates, providing them with comprehensive advice on their investment and financial requirements. Your primary responsibilities will include building and managing client relationships, enhancing portfolio sizes, and increasing wallet shares of existing customers while strictly adhering to compliance guidelines. You will be expected to partner with clients to gain insights into their business needs and objectives, effectively communicate our organization's value proposition through proposals and presentations, and engage with clients regularly to provide value-added services. Revenue generation and business development will be key aspects of your role, where you will drive and monitor revenue and volume targets, ensure optimal product penetration including fee-based advisory services, and maintain market mapping for each client. Your proactive approach in sourcing, acquiring, and expanding high-value customer relationships will be crucial in maximizing sales and service opportunities. Additionally, you will be required to build an active internal network to drive superior multi-channel/market service offerings and delivery, creating new opportunities with existing and potential clients. If you are a dynamic professional with a strong background in relationship management and a passion for driving business growth, we invite you to apply for this exciting opportunity. Kindly submit your resume to monica@rypro.co.in for consideration.,

As an experienced consultant with a minimum of 3 years of experience, you will be joining the Corporate Treasury team within the FAAS (Financial Accounting and Advisory Services) line of services. Your role will involve addressing a wide range of treasury management issues, especially in complex transactional contexts such as spin-offs, carve-ins, and carve-outs. Your responsibilities will include: - Transformation of the Treasury function: - Conducting diagnostics of the Treasury function (risks, processes, tools, organization) - Defining the target operational model and action plan - Implementing the target operational model and coordinating with internal and external partners - Change management - Cash Management: - Implementing and deploying cash pooling structures - Automating and securing bank flows - Establishing short and long-term cash forecasts - Reviewing cash reporting critically - Managing banking relationships - Handling inter-company netting - Reviewing treasury management procedures critically - Providing assistance in selecting banking partners - Financing and Investments: - Defining and implementing short and long-term financing strategies - Establishing monitoring indicators for financing strategies - Defining and implementing short and long-term investment strategies - Establishing monitoring indicators for investment strategies - Financial Risk Management: - Identifying and mapping risks, and assessing exposure levels - Implementing hedging strategies and ad-hoc processes - Establishing monitoring indicators for financial risk management strategies - Support in the selection, implementation, and deployment of Treasury Management Systems (TMS): - Defining functional requirements and preparing specifications - Evaluating vendors and benchmarking proposed solutions - Implementation support - Training support in Change Management - Operational Support to Treasury Teams: - Leading consulting missions and supervising operational tasks - Developing solutions for clients based on consulting methodologies and operational knowledge - Contributing to the commercial development of FAAS services - Engaging with top management (Finance and Treasury departments) - Participating in team activities (training, recruitment, events organization) - Continuing technical, operational, and methodological development through training programs Your profile should include: - Graduation from a leading business school, engineering school, or equivalent university degree (Master 2) in Finance and/or Treasury - Minimum of 3 years of previous experience in treasury (consulting firm, software vendor, or corporate environment) - Strong technical skills in corporate treasury and project management (PMO, MOA, AMOA) - Proficiency in English (written and spoken) - Proficiency in MS Word, Excel, and PowerPoint; experience with TMS tools like Kyriba, Diapason, FIS Quantum, Integrity, Datalog, Sage - Ideally certified by a TMS vendor (Kyriba, Diapason, FIS) - Curiosity, proactivity, rigor, ability to handle complex subjects, teamwork spirit, initiative, critical thinking, client relationship skills, intellectual agility, international mobility EY offers you the opportunity to: - Work with international clients and industry leaders, start-ups, or high-value family businesses - Evolve within a human-sized international team - Discover different cultures and benefit from our Mobility4U program - Follow a comprehensive and personalized training program with a mentor supporting your career development - Engage in internal networks focused on ecology, inclusion, social initiatives (EY Foundation, Capital Filles!), and participate in various events (Entrepreneur of the Year awards, Women In, etc.) Additionally, EY provides a comprehensive package including annual discretionary bonus, profit-sharing, referral bonuses, time-off benefits, advantageous health insurance, meal vouchers, 75% reimbursement of public transportation costs, discounted GymLib membership, and various other perks like free access to the Louvre Museum, privileged seats at the Paris Opera, and organized trips via the employee association. Join EY and personalize your career path, develop your technical, financial, and managerial skills. Benefit from dedicated training, access to cutting-edge technologies and specialized resources, internal mobility, expert interventions, and continuous support to overcome today's and tomorrow's challenges. EY is committed to diversity and welcomes all applications, including those from individuals with disabilities. Experience EY, Join us!,

As a Relationship Manager specializing in Wealth Management at Simplifin.ai, you will play a crucial role in revolutionizing wealth management through advanced AI-driven tools. Your primary responsibility will be to build and maintain strong relationships with clients, understanding their financial needs and goals to provide tailored advice and solutions. By advising clients on mutual fund portfolios, aligning them with their risk tolerance and financial objectives, you will help them achieve their financial aspirations. Your expertise in financial markets, investment strategies, and economic indicators will be essential as you stay updated on industry trends and regulations. Proactively identifying sales opportunities and meeting targets will contribute to the growth of our wealth management business. Effective communication skills will enable you to deliver complex financial concepts in an engaging manner, ensuring clients are well-informed about their portfolio performance and progress updates. To qualify for this role, you should hold a Bachelor's degree in Finance, Economics, or a related field, with additional qualifications such as an MBA in Finance, CFA (any level), or expertise in financial markets being highly preferred. With 1-2 years of experience in wealth management or financial advisory, you should demonstrate a strong track record in conducting financial planning sessions and advising on mutual fund portfolios. Your analytical thinking, problem-solving abilities, and proactive sales skills will be crucial in evaluating financial portfolios and identifying sales opportunities. At Simplifin.ai, we offer a competitive salary, performance-based incentives, opportunities for professional development, and a collaborative work environment. If you are passionate about wealth management and ready to make a difference in clients" financial journeys, we invite you to join our dynamic team by sending your resume and cover letter to support@simplifin.ai. Visit our website at www.simplifin.ai and be a part of shaping the future of wealth management at Simplifin.ai.,

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Responsibilities: * Manage client portfolios using PMS software * Recommend investments to client for the stocks and securities * Provide financial advice and guidance on buying mutual funds * Monitor market trends and risks Health insurance Annual bonus

Hiring: Independent Financial Advisor (IFA) Responsibilities: Acquire & onboard IFAs to grow AUM Train & support IFAs on products Complete onboarding & referrals Cross-sell investment & wealth products Build strong franchise relationships Required Candidate profile Mumbai / Pune | 6–11 LPA | Top Private Bank Subsidiary 2–5 yrs in Mutual Funds / PMS / AIF sales B2B sales experience Graduate / PG; NISM 10 preferred call 9022157571 Khyati www.hyfly.in

Relationship Manager Financial Services Experience: Minimum 3 Years Qualification: Any Graduate / Postgraduate Key Responsibilities: Client Acquisition & Relationship Management Identify potential customers and generate leads for loan products and liability accounts. Build and maintain strong relationships with both new and existing clients. Understand customer financial needs and provide tailored solutions. Sales & Product Management Promote and sell financial products, including Personal Loans, Business Loans, Credit Cards, Savings Accounts, and Fixed Deposits . Ensure customer retention by managing liabilities effectively. Achieve sales targets for both loan and liability products. Market Analysis & Reporting Stay updated with market trends and competitor offerings to optimize sales strategies. Provide insights on sales performance, customer feedback, and market opportunities. Key Requirements: Minimum 2 years of experience in the financial sector, handling multiple products. Strong sales and negotiation skills . Excellent communication and interpersonal skills . Ability to manage multiple financial products efficiently. Knowledge of banking and financial regulations .

Location: Bangalore Position: Wealth Advisor Broader Role / Responsibilities: Acquisition of Wealth Clients : 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or F2F Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relationship Management 6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. 7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8. To coordinate with product and research team for taking investment decision for the clients. Candidate 9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. 10. Candidates having experience in PMS Sales and meeting clints F2F on ground. 11. Impeccable sales skills to handle HNI clients and PMS. 12. Good Sales negotiator and able to close high ticket sales. 13. Good knowledge of Equity Markets and other Investment assets.

Role & Responsibilities Revenue Generation Achieve bank's objectives in terms of earnings, assets, liabilities, credit quality, etc., as per agreed budgets/targets across all product groups. Relationship Management Seek and acquire new client relationships by understanding financial needs and offering appropriate bank products and services. Manage client relationships end-to-end: need identification, advisory, deal structuring, and closure. Assess client banking needs and risk profiles to ensure optimal risk-reward balance for the bank. Communication & PR Execute brand communication initiatives for designated products. Communicate product positioning and differentiation in the market effectively. Market Research Demonstrate understanding of consumers, competitors, and market dynamics using both primary and secondary research. Credit Appraisal Conduct in-depth analysis of income statements, balance sheets, financial ratios, cash flows, management quality, industry outlook, and economic environment. Documentation & Compliance Maintain high standards of documentation, process compliance, and client communication on an ongoing basis.

HouseEazy is a fast-growing PropTech startup that is revolutionizing the real estate industry through innovative technology-driven solutions. Our mission is to streamline secondary real estate transactions by enhancing transparency and efficiency. To support our continuous growth, we are seeking a seasoned finance professional to join our dynamic team. As a strategic financial advisor, you will play a crucial role in providing valuable insights to the leadership team to facilitate informed business decisions. Collaboration with cross-functional teams will be essential to align financial strategies with overarching business goals. Upholding accuracy and compliance with industry standards and regulations will be a key responsibility, along with establishing robust internal controls to protect the financial well-being of the company. In this role, you will also be responsible for supporting internal and statutory audits, ensuring the timely preparation of financial statements, and adherence to audit requirements. Analyzing and reviewing Balance Sheet and Profit & Loss statements will be integral to maintaining financial precision. Furthermore, you will be tasked with ensuring compliance with relevant tax laws and regulations while optimizing tax strategies. Collaboration with external auditors and tax advisors will be necessary to mitigate financial risks effectively. The ideal candidate for this position must hold a Chartered Accountant (CA) qualification and possess a minimum of 4 years of experience in a finance role, preferably within real estate, PropTech, or a high-growth startup environment. A comprehensive understanding of financial regulations, compliance, and taxation is essential. Strong analytical, problem-solving, and decision-making skills are crucial for success in this role. Additionally, exceptional interpersonal and communication skills are required to collaborate effectively across departments. Demonstrated leadership abilities and the capacity to mentor a finance team are also highly valued. Please note that this position operates on a 6-day workweek schedule.,

The Center Insurance Manager plays a crucial role in leading a team of insurance sales professionals, driving sales strategies, and achieving business goals. You will be responsible for overseeing the sales operations, ensuring exceptional customer service, and fostering a high-performing sales culture within the center. Your role demands strong leadership and strategic thinking to meet sales targets and contribute to the organization's success. Key Responsibilities Develop and execute sales strategies to meet and exceed sales targets. Lead, mentor, and motivate the sales team to achieve individual and collective goals. Ensure efficient operation of the sales center, including staff scheduling, training, and performance management. Build and maintain strong client relationships through proactive communication and excellent service delivery. Monitor and analyze sales performance metrics, providing regular reports and insights to senior management. Collaborate with internal stakeholders to enhance product knowledge and promote cross-selling opportunities. Resolve customer escalations and complaints with professionalism and a focus on problem resolution. Stay updated on industry trends, market changes, and competitor activities to identify opportunities and threats. Conduct regular performance evaluations and provide constructive feedback to optimize individual and team performance. Implement and uphold company policies and procedures, ensuring compliance and ethical conduct within the sales center. Required Qualifications Bachelor's degree in Business Administration, Marketing, or a related field. Proven experience in insurance sales, with at least 4 years in a managerial or supervisory role. Demonstrated track record of meeting and exceeding sales targets within the insurance industry. Strong knowledge of insurance products, regulations, and industry best practices. Excellent leadership, communication, and interpersonal skills. Proficiency in sales management tools and CRM software. Strategic thinker with a data-driven approach to decision-making. Ability to thrive in a fast-paced and dynamic sales environment. Proactive problem-solving abilities and resilience in the face of challenges. Professional certifications in sales or insurance management will be advantageous. Skills: sales management, team leadership, insurance, sales, B2B sales, sales strategies, communication, management, mutual funds, cross-selling, financial advisory.,

The Relationship Manager in the Banca Channel at ESAF Life Insurance plays a crucial role as the primary point of contact between the company and the partnered bank. Your main responsibilities include building and managing relationships with the bank's staff and customers to promote life insurance products, meeting sales targets, providing personalized financial planning and insurance solutions, conducting training for bank staff, identifying cross-selling opportunities, handling customer queries and escalations, ensuring compliance with regulatory standards, preparing sales reports, participating in promotional events, monitoring market trends, and contributing to sales strategies and marketing plans. To qualify for this role, you need a Bachelor's degree, proven work experience as a Relationship Manager in bancassurance or the insurance industry, a strong understanding of life insurance products and sales techniques, excellent communication and negotiation skills, proficiency in CRM software and MS Office, a track record of achieving sales targets, knowledge of regulatory requirements, and preferably a certification in Insurance or Financial Planning. You should also have the ability to build lasting customer relationships, work independently, prioritize tasks effectively, adapt to changing situations, travel as needed, analyze market trends, uphold a professional demeanor, and excel in a fast-paced, collaborative environment. Your success in this role will depend on your skills in sales, financial planning, cross-selling, relationship building, hitting targets, business acquisition, financial advisory, analytical thinking, and a commitment to integrity and customer satisfaction. If you are proactive, results-oriented, and ready to contribute to the growth and success of ESAF Life Insurance, we welcome you to join our team as a Relationship Manager in the Banca Channel.,

As the Branch Manager for the Investment team, you will play a critical role in leading and managing the sales team to drive business growth and achieve sales targets. You will be responsible for overseeing the branch's investment activities, ensuring exceptional customer service, and maximizing investment opportunities. You will lead, motivate, and manage the sales team to achieve targets and KPIs. Additionally, you will develop and implement sales strategies to drive business growth and increase investment revenue. Your key responsibilities will include overseeing the branch's investment operations, ensuring compliance with regulations and policies, and identifying potential investment opportunities to provide guidance to clients based on their financial goals. You will build and maintain strong relationships with new and existing clients to enhance customer satisfaction and loyalty. Monitoring market trends and competitor activities to adjust sales strategies and tactics accordingly will be part of your role. Moreover, you will provide regular reports on sales performance, market trends, and customer feedback to the management. Conducting regular performance evaluations for the sales team, providing ongoing training and mentorship, and collaborating with finance and investment teams to develop innovative investment products and solutions are crucial aspects of the role. You will also ensure efficient branch operations, streamline processes to enhance productivity and customer service, and resolve customer complaints and issues in a timely and professional manner. Your qualifications should include a Bachelor's degree in Finance, Business Administration, or related field; an MBA or CFA is a plus. Proven experience in investment sales and management, preferably in a leadership role, is required. A deep understanding of investment products, financial markets, and industry regulations is essential. Strong track record of achieving sales targets, excellent leadership and team management skills, exceptional communication and interpersonal abilities, and the ability to analyze market trends and competitor activities are also necessary for this role. Furthermore, familiarity with CRM systems, sales tracking tools, and financial software, proactive and results-oriented mindset, ability to thrive in a fast-paced environment, strong work ethic, integrity, and commitment to ethical business practices are key qualifications. Professional certifications such as Series 7, Series 63, experience in collaborating with cross-functional teams and senior management, and demonstrated ability to handle pressure, meet deadlines, and maintain accuracy will be beneficial for this position.,

Relationship Manager will be responsible for acquiring engaging and advising clients on their investment portfolios will act as trusted advisor understanding their goals risk profile & financial background to recommend suitable investment strategies