385 Financial Advisory Jobs - Page 10

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

We are looking for Young and energetic Relationship Manager/Sr Relationship Manager for Bangalore location. Salary is not a constraint for right candidates. Interested aspirants can share CV to sharanya.s@bajajcapital.com. Job Description - As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses. Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly Knowledge: Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client. Location - Bangalore

Assisting wealth Managers and Financial Advisory firms based in USA for following operational support tasks like - Daily Processes - Compliance Tasks - Billing Tasks - Portfolio Management - Reporting - Problem Solving

As an Offensive Security Consultant, you'll be reporting to a Vice President in our APAC Offensive Security team and deliver projects for some of the biggest enterprises in the world. You will perform various web application, API, mobile, and infrastructure penetration tests. You will also draft reports based on the assessment results and gathered evidence and help address client inquiries regarding these results. In addition to the execution of traditional security assessments, you will participate in their refinement and improvement. Below are the roles and responsibilities for the Consultant, Offensive Security role based in India: Day to day responsibilities Execute offensive security and consultative engagements for our clients applications, cloud assets, and infrastructure Author deliverables such as vulnerability reports and executive reports Engage with our clients to understand their requirements, update them on project status, answer their queries, and present your findings and recommendations Keep your skills and knowledge up to date with the latest trends in cybersecurity and emerging technology Willingness to work in EST Time zone Essential traits 2+ years in cybersecurity, with at least 1 year in penetration testing, cloud security, or red teaming A strong understanding of offensive security methodology and vulnerability frameworks such as the OWASP Top 10, MITRE ATT&CK, PTES, or others An ability to analyze root causes and deliver technological recommendations to our clients Prerequisites bachelors degree or college diploma in information security, computer science or engineering, software engineering, or IT/System/Network administration Excellent oral and written communication skills Experience working both as part of a team and independently

Manage family wealth, investments, estate, and taxation (including US, Singapore, Dubai, EU tax matter) Handle family constitution meetings, governance, legal compliance, estate planning. Strong in multi-asset investments, taxation, legal structures. Required Candidate profile investment centric profiles Wealth Management Treasury Preferred- manufacturing or power industry.

Relationship Manager Financial Services Experience: Minimum 5 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 .

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Chennai Week off - Sunday

Kroll provides clients with Valuation Advisory Services, Corporate Finance, Governance Risk Investigations & Disputes and Cyber Risk operational support services to the firm s subsidiaries across the globe. The Global Business Solutions (GBS) - Portfolio Valuations Advisory Services teams in India operates as an extension of our global offices and works very closely with their counterparts in the US and EMEA on diverse nature of valuation engagements across industries. Kroll Portfolio Valuation practice specializes in assisting clients with the valuation of alternative investments, specifically securities and positions for which there are no "active market" quotations such as illiquid securities for hedge funds, private equity funds, business development corporations and fund of funds. Kroll team is looking for consultant who will be involved in providing support to our global valuation practice. The opportunity is ideal for professionals who are interested in learning global best practices, tools and techniques by working on valuation engagements for global clients. We are looking for a Consultant who will be involved in providing support to our global valuation practice. The opportunity is ideal for professionals who are interested in learning best practices, tools and techniques by working on valuation engagements for our clients. Day-to-day responsibilities: Building long-term client relationships through exceptional client service including a deep understanding of the client and their needs, exceptional responsiveness, and the delivery of the highest quality service and work product Developing deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge through training and mentoring Managing client engagements from day-to-day interaction with the client through to staffing and managing the resources and work plan through to timely completion Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit Project management including client interviewing, engagement economics, team management, report writing, research and tracking market and industry information Model building and reviewing - DCF models, comparable company models, stock option models, financial instrument, and loan valuations Writing industry reports on emerging sectors and coverage reports on valuation of global Unicorns in the emerging sectors Essential traits: Minimum of 2-3 years of relevant valuation-related work experience in financial services CA, Masters degree in Finance, Accounting or Economics or equivalent thereof (e. g. , CFA); or MBA from an accredited college/university Proven technical skills, proven analytical and problem-solving skills Demonstrated leadership experience including managing and developing client relationships as well as mentoring and developing staff Demonstrated verbal and written communication skills, comfortable speaking with senior management and in front of an audience Ability to manage confidential, sensitive information About Kroll Join the global leader in risk and financial advisory solutions Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, youll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients valueYour journey begins with Kroll. In order to be considered for a position, you must formally apply via careers. kroll. com . Kroll is committed to equal opportunity and diversity, and recruits people based on merit #LI-SC1

rontline Consultants is hiring Business Development Managers for its offices in Delhi, Jaipur, Raipur, and Mumbai . The role involves generating leads, acquiring clients, and driving revenue for our consulting and EPC solutions. The candidate will manage end-to-end business development cycles including proposal preparation, client meetings, and relationship management. Responsibilities: Identify and acquire new clients in infrastructure, EPC, and consulting domains Engage with MSMEs, corporates, and banks for loan advisory, DPR/TEV reporting, and project services Prepare and deliver proposals, pitch decks, and engagement letters Track tenders and government schemes for new business opportunities Coordinate with internal technical and delivery teams Maintain strong client relationships and ensure repeat business Attend relevant industry events, exhibitions, and networking meets Willingness to travel (local and outstation as needed) Preferred Background: Prior experience in project finance consulting, EPC, or industrial B2B sales Understanding of financial documentation, project reports, or infrastructure workflows

Role & responsibilities Direct Responsibilities 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Preferred candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF)

Responsibilities: * Provide expert financial advice to clients * Maintain confidentiality at all times * Monitor market trends and risks * Develop personalized investment plans Accessible workspace

Acquiring HNI/Ultra HNI clients through networking, database, market analysis, and references. Maintaining client relationships and generating Assets Under Management (AUM) from HNI/Ultra HNI clients. Achieving the financial goals of the clients through various product lines, including mutual funds, bonds, alternative investment funds, insurance, and real estate. Providing investment advice to HNI/Ultra HNI clients and managing their overall financial portfolio. Collaborating with product and research teams to make investment decisions for clients. Achieving budgeted targets in terms of client acquisition, business volume, and assets. Sharing regular communications with clients regarding information, research, and organizational materials. Candidate Qualifications: The ideal candidate for this role should possess the following qualifications: Detailed product knowledge of key investment products, including mutual funds, bonds, alternative investment funds, insurance, and real estate. Experience in handling an Asset Under Management (AUM) of 20 crores and above. Excellent social and interpersonal skills. Comfortable with client acquisition in a Business-to-Consumer (B2C) setting. Expertise in equity, mutual fund, and real estate advisory, as well as the capital market. Preferably experience in acquisition of High Net Worth Individuals (HNIs) and Ultra HNIs. Required Skills: Networking and relationship-building Knowledge of investment products Client acquisition

Responsibilities * Client Relationship Management: Build and nurture strong, long-term relationships with clients through proactive engagement and needs-based selling. * Needs Analysis: Conduct thorough financial needs analysis for clients to understand their unique circumstances, goals, and risk appetite. * Product Consultation: Present and explain various life insurance products (e.g., term plans, endowment plans, ULIPs, retirement solutions) tailored to client requirements. * Sales & Business Development: Actively generate leads, prospect new clients, and achieve sales targets. * After-Sales Service: Provide ongoing support and excellent after-sales service to clients, ensuring policy persistency and client satisfaction. * Market Intelligence: Stay updated on industry trends, competitor offerings, and regulatory changes. * Professional Development: Continuously enhance product knowledge and sales skills through company-provided training and self-learning.

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory.

Role & responsibilities 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory. Interested candidates can send CV to vinith.yadav@branch.sharekhan.com or Watsapp-7338112258

-Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance

Position: Financial Counsellor Department: Operations Qualification: BA/MA (Psychology) Experience: 1 -5 years post-PG Location: Gorakhpur Salary: Best in Industry Interview Mode: On-site / Virtual (as per convenience) Roles & Responsibilities: 1. Call leads of potential patients as per defined targets for each day 2. Counsel patients and resolve their queries 3. Keep track of patient pipeline and share status on conversion 4. Manage the department operationally coordination with doctors and patients 5. Manage donor agencies and other partners If this opportunity matches your profile or career interests, we would be happy to connect further. Warm Regards, Abhishek Pandey Assistant Manager Operations +91 9599494700 Jobizo | Gurgaon, India www.jobizo.com

Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /activating new clients Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) info.aspiringmantra@gmail.com What's up 9318431991

Reputed Wealth Management Company is looking out for the Senior position . Minimum 15 Plus years of Experience in the Wealth Management . For Details contact. 8317340070.

Designation: Branch Head – Wealth Management | CTC: Up to 30 LPA. Lead RMs, manage high-value client portfolios, drive business growth, ensure advisory excellence, compliance, and team performance. Required Candidate profile Experience in wealth management/premium banking/family office advisory. Proven in managing high-value clients. Strong team leader with financial acumen, high EQ, trust, and client focus. Perks and benefits CTC - Upto 30 LPA

Introduction We believe that every candidate brings something special to the table, including you! So, even if you feel that you re close but not an exact match, we encourage you to apply. We d be thrilled to receive applications from exceptional individuals like yourself. Gallagher, a global industry leader in insurance, risk management, and consulting services, boasts a team of over 50,000 professionals worldwide. Our culture, known as The Gallagher Way,is driven by shared values and a passion for excellence. At the heart of our global operations, the Gallagher Center of Excellence (GCoE) in India, founded in 2006, upholds the values of quality, innovation, and teamwork. With 10,000+ professionals across five India locations, GCoE is where knowledge-driven individuals make a significant impact and build rewarding, long-term careers. Overview The Financial Advisory team caters to various business intelligence needs of reinsurance clients and brokers. The team provides studies based on financial and other relevant data providing critical intelligence on the performance of targeted insurance companies as well as the trends in the insurance markets. How youll make an impact Financial advisory analysts will be involved in in-depth analysis of insurance company financials statements to identify strengths and weaknesses in performance as well as capital adequacy challenges. The analysis is conducted in light of recent developments within the company, industry trends and rating agency views. The analyst will also be involved in studies spanning the client s peers and industry. Also critical to success in the role is involvement in continuous improvement initiatives and development of new reporting tools and products. Gather, analyse, and report on market intelligence on insurance companies Create reports on peer comparison studies Update industry level trend studies Understand current financial performance factors affecting them About you Good understanding of financial statements and accounting concepts Strong analytical skills Excellent communication skills both verbal and written Excellent knowledge of Microsoft office is essential and advanced Excel skills 2 - 4 years of experience in a role involving financial statement analysis Masters level qualification with specialization in finance Additional Information We value inclusion and diversity Inclusion and diversity (ID) is a core part of our business, and it s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the commu nities where we live and work. Gallagher embraces our employees diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out Th e Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color , religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as protected characteristics ) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. ","

Role & responsibilities Resources The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Team Size Direct: Indirect Team Size (Onrolls): Financial Resources Book Size: INR Net interest income: Main Accountabilities Qualifications & Experience Minimum Degree: Postgraduate/ Graduate in any discipline. Minimum Experience 3-6 years of Experience Leadership Competencies: Ownership Speed Passion Boundaryless Behaviour Meritocracy Customer Focus Tech Quotient Cost Consciousness Adaptive Empathetic Collaborative Analytical Compliance Resilient Functional Competencies TCL shall populate as per the existing grid Key Decisions taken Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B2C or B2B clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. JD Written by JD Approved by Preferred candidate profile Perks and benefits

Position Overview: We are seeking a driven and client-focused Independent Financial Advisor (IFA) to provide personalized financial guidance and investment solutions within the broking industry. As an IFA, you will work independently, leveraging access to a wide range of financial products and brokerage platforms to serve clients' diverse needs. Your role will involve building trusted relationships, offering tailored advice on securities, portfolio management, and long-term financial planning. Role & responsibilities: Acquire New IFA to achieve set AUM target Ensure all the paper work for the IFA acquired is done including Referral Agreement registration Visit IFA mapped at Pre-Defined frequency and ensure that he is well trained in all Axis Products and processes and cross sell any third Party PMS if any Ensure proper hand holding is done for new IFAs to ensure that he can smoothly excel the business with Axis Securities Ltd. Training of the IFAs to cross sell AUM products of ASL Working on the existing Franchisee network of ASL in pre-defined territory to cross sell AUM products Preferred candidate profile Graduate / Post Graduate in any stream Great Interpersonal skills should be confident and have high energy levels Work Experience in same field 2 years Minimum NISM Certified.

Roles and Responsibilities Manage tax compliance for clients, ensuring timely filing of returns and payment of taxes. Provide accounting advisory services to ensure accurate financial reporting and planning. Offer financial advisory services to help clients make informed decisions about their finances. Oversee payroll management, including preparation and submission of payroll reports. Ensure legal compliance by reviewing contracts and agreements for potential tax implications. Desired Candidate Profile 3-8 years of experience in tax consultancy or related field (CA/CS). Strong knowledge of Indian income tax laws, regulations, and procedures. Excellent communication skills with ability to work effectively with clients at all levels. Proficiency in MS Office applications (Word, Excel) with basic computer literacy.

Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds Revenue generation from dealing & Other Product & Services New Client Prospecting - Through cold-calling, appointments, reference Equity product Health insurance Annual bonus Provident fund