1054 Financial Advisory Jobs

Your key responsibilities Execute the following as part of the Technical Accounting team using Global service delivery framework: Accounting advice and transactional support and memo writing for mergers, acquisitions, divestitures, investments, structured finance, debt and equity offerings, leasing, and derivatives Support in research and interpretation of changing standards in both U.S. generally accepted accounting principles (US GAAP) and International Financial Reporting Standards (IFRS) and support on meeting the new requirements Technical research, including analyses of guidance from the Financial Accounting Standards Board (FASB), SEC and International Accounting Standards Board (IASB...

Roles and Responsibilities (Key Points) Client Acquisition & Relationship Management Acquire new clients through prospecting, referrals, or leads. Build and maintain long-term relationships with existing clients. Conduct periodic client reviews and portfolio assessments. Investment Planning & Recommendations Understand clients financial goals, risk appetite, and requirements. Recommend suitable investment and insurance products (risk management, retirement, tax-saving, etc.). Educate clients about available financial products and market strategies. Targets Achievement with Concept Selling Promote and sell financial products such as Mutual Funds, SIPs, PMS/AIF, Insurance (Term, Health, PA, Mo...

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Chennai, Madurai, Thiruvananthapuram JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Chennai, Madurai, Thiruvananthapuram Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospective new c...

*Manage HNI client portfolios and pitch for Mutual Funds investments. *Have meetings with HNI clients and generating more leads or better client acquisition. Travel allowance Health insurance Sales incentives Performance bonus Referral bonus Mobile bill reimbursements

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on ...

Urgent Hiring in Spices Industry!!!!! Position: Assistant Manager Finance (Costing) Location: Ernakulam Experience: 4+ years of relevant experience in a Manufacturing Industry/Process industries* Qualification: Chartered Accountant (CA) Salary: 20 LPA Position Overview: Assistant Manager Finance (Costing) to handle the costing and financial management of our factory operations. The ideal candidate will be responsible for cost control, compliance, financial reporting, and ensuring accuracy in all financial transactions and statutory processes. Key Responsibilities: 1. Costing & Financial Control - Prepare and monitor product costing for accuracy and efficiency. - Compare actual costs with sta...

Mega Drive for Mutual Fund Sales, SIP in stock market company Locations - , Coimbatore, Mettupalayam, Coonoor, Erode, Mettur, Gobi. Pollachi .Tiruppur Tiruchengode, Ramanathapuram ctc - 2.5 to 5 lacs Experience in Mutual Fund required Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com

Role & responsibilities Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfactio...

Key Responsibilities: Client Relationship Management: Maintain and develop strong relationships with HNI and retail clients. Serve as the primary point of contact for assigned clients, ensuring prompt and effective resolution of queries and issues. Regularly update clients on market trends, investment opportunities, and portfolio performance. Sales & Advisory Support: Understand client financial needs and provide suitable investment options across equity, mutual funds, bonds, PMS, AIFs, etc. Support business development by cross-selling and upselling investment products. Assist in achieving revenue targets through client retention and acquisition. Onboarding & Documentation: Guide new client...

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Vijayawada Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - 5 Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and sug...

Roles and Responsibilities Provide financial advisory services to clients, focusing on their specific needs and goals. Develop and maintain strong relationships with existing clients through regular communication and follow-ups. Identify new business opportunities by networking, attending industry events, and leveraging referrals. Conduct market research to stay up-to-date on trends and developments in the financial sector. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Desired Candidate Profile 5-10 years of experience in financial products sales or related field. Strong understanding of financial markets, investments, insurance products,...

About Bluevine Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, we re empowering entrepreneurs to grow with confidence. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, we ve been supporting SMBs since 2013, serving over 750,000 customers nationwide and growing a dynamic global team of 500 people. Our missionTo fuel small businesses with the financial tools they need to succeed. At Bluevine, you ll be part of a collaborative, fa...

• Market research on High Net-Worth Individuals (HNI) clients in the region of Chandigarh • Leverage deep product expertise across Mutual Funds, Bonds etc. • Acquire new business clients through targeted networking, referrals, market research. Required Candidate profile • Postgraduates with exp in financial services • Strong track record in HNI/Ultra HNI wealth management & mutual fund. • CFP / NISM V-A certifications are a big plus • Excellent communication

City Head Team leader? Y Team Size: 3-5 Grade: Vice President Business: RETAIL BANKING Department: Retail Liability Products & Fees Sub - Department: FEES Location: Respective Regional / Circle Office About Branch Banking With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services About the Role The City Head Wealth Specialists is a senior sales leadership ro...

Job Description: Investment Analyst Role Overview We are seeking a broad-based Investment Analyst to assist the Chief Investment Officer (CIO) in evaluating a wide range of investment opportunities — primarily direct listed equity and private company deals. The analyst will be responsible for conducting detailed equity research and supporting the CIO in all aspects of the investment process. --- Key Responsibilities Public Equity (Detailed KRAs) Maintain detailed trackers for core and watchlist stocks (quarterly financials, price movements, key ratios). Prepare concise earnings summaries and management commentary post-results season (2–3 pager format). Track news flow, regulatory updates, an...

As a Senior Accountant at Shah & Thar LLP, Chartered Accountants, with a minimum of 1 year of relevant experience in taxation, accounting, and financial advisory, you will have the opportunity to work in Direct and Indirect Tax Compliance, Tax Audits, Concurrent Audits, and Project Finance. This role provides a dynamic and learning-oriented environment to support your professional growth. Key Responsibilities: - Prepare and file GST Returns, TDS Returns, and Income Tax Returns. - Assist in Tax Audits, Statutory Audits, and Concurrent Audits. - Prepare CMA data, project reports, and financial projections for bank finance. - Conduct account reconciliations and finalize books of accounts. - Dra...

Role Overview: As a RA/RIA Partnership Manager at StockGro, your role will be crucial in driving the company's vision of making 400 million Indian millennials investment-ready. You will be responsible for identifying and building relationships with the right RIA partners, educating them on StockGro's value proposition, and ensuring compliance with SEBI regulations. Your expertise in asset classes, wealth advisory models, and SEBI regulations will be instrumental in developing features that cater to the needs of RIA/RA partners and users. Key Responsibilities: - Identify the right RIA partners who align with StockGro's vision and audience. - Build and nurture relationships with financial expe...

Role & responsibilities Execute client trades in line with investment strategies while providing expert advisory to enhance AUM through cross-selling of diverse financial products (MFs, PMS, AIFs, Bonds, FDs, Insurance, etc.) Acquire and retain clients through regular portfolio reviews and personalized investment recommendations. Preferred candidate profile Postgraduate degree with a minimum of 2 years experience (including 6+ months in equity dealing at an Indian broking firm) Strong knowledge of financial products, HNI/UHNI client management, and broking operations NISM Series VIII certification is mandatory.

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Responsibilities: * Manage HNI client portfolios through NISM compliance & PMS expertise. * Provide investment advice, financial planning & relationship management. * Acquire new HNIs, expand existing relationships. Mobile bill reimbursements Retention bonus Sales incentives Travel allowance Health insurance Annual bonus

As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be responsible for acquiring, advising, and managing high-net-worth clients to offer tailored wealth solutions that align with their long-term financial goals. Your role will be pivotal in contributing to the growth of BlissMoney's private client base and delivering exceptional client experiences. **Key Responsibilities:** - Identify and onboard new HNI clients through networking, referrals, and strategic outreach - Contribute to the expansion of BlissMoney's private client base - Understand client objectives, risk profiles, and life goals to recommend suitable investment solutions - Build and nurture trust-based relationsh...

As a Sr. Private Wealth professional in Mumbai, your role involves managing and growing a portfolio of Ultra high-net-worth clients. Your responsibilities include providing comprehensive wealth management and financial advisory services to your clients. Key Responsibilities: - Managing and growing a portfolio of Ultra high-net-worth clients - Providing comprehensive wealth management and financial advisory services - Managing a team of Private Wealth Managers - Creating customized investment strategies - Conducting financial analysis - Reviewing client accounts to ensure alignment with investment goals - Collaborating with internal teams - Participating in business development activities - P...

As an Insurance Agent at our company located in Haora, your role will involve selling insurance policies, providing financial advice, managing customer relationships, and maintaining records of insurance policies sold. You will meet with clients to understand their insurance needs, explain policy details, and collaborate with insurance brokers to offer the best solutions. Your responsibilities will also include handling customer inquiries and issues to ensure client satisfaction. Key Responsibilities: - Sell insurance policies to clients - Provide financial advice to customers - Manage and nurture customer relationships - Maintain accurate records of insurance policies sold - Meet with clien...

Job Description: Easy Investology is looking for dynamic and experienced professionals for the role of Wealth Relationship Manager . Candidates must have prior experience in Wealth Management, Banking, or Financial Advisory , with strong expertise in handling high-net-worth clients and promoting third-party financial products. Key Responsibilities: Build and maintain strong client relationships. Offer personalized investment solutions across mutual funds, insurance, PMS, and other financial products. Achieve sales and revenue targets through effective client engagement. Ensure client satisfaction and long-term portfolio growth. Eligibility: Only candidates from Banking or Wealth Management b...

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Coimbatore, Mettupalayam, Coonoor, Erode, Mettur, Gobi. Pollachi,Tiruppur, Tiruchengode, Ramanathapuram ctc - 2.5 to 5 lacs Experience in Mutual Fund required Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com