385 Financial Advisory Jobs - Page 12

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 500,000 customers nationwide and growing a dynamic global team of 500 people. Our mission? To fuel small businesses with the financial tools they need to succeed. At Bluevine, you ll be part of a collaborative, fast-paced team that s reshaping the future of banking. Ready to make an impact? This is a hybrid role . At Bluevine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment. All of our offices have reopened in accordance with local guidelines, and are following a hybrid model. In-office days will be determined by location and discipline. ABOUT THE ROLE: Bluevine is looking for a Fraud Analyst who will be responsible for the critical review of client files throughout the application process and account life-cycle. This person will be responsible for gathering and analyzing data to verify the identity of the business and related principles. Fraud analysts work alongside an experienced risk organization and are exposed to all aspects of FinTech operations in a high-growth startup environment. WHAT YOULL DO: Write reports and document evidence, findings, and recommendations Review appropriate queues to reduce instances of fraud, identify areas of high fraud activity, and work in conjunction with the risk team to make our fraud practices more robust Investigate anomalies that could potentially include fraud Work through high volumes of potential alerts to identify and confirm fraud events Conduct investigations of customer accounts and activity to identify and prevent fraud Identify, prevent, and mitigate digital banking, mobile, electronic, check and/or ACH banking fraud losses Work in conjunction with cross-functional risk teams to reduce instances of fraud Work in conjunction with customer support teams to help with identified instances such as ATO, social engineering and other red flag referrals Put together complex fraud cases and be able to review them with management WHAT WE LOOK FOR: 2+ years of fraud experience Strong analytical and problem-solving skills Passion for delivering a great customer experience Impeccable judgment and acute attention to detail Proven track record of high-performance Bachelor s degree in Business Administration, Finance, or related field preferred Benefits & Perks Excellent group health coverage and life insurance Stock options Hybrid work model Meal allowance Transportation assistance (terms and conditions apply) Generous paid time off plan, Holidays Company-sponsored mental health benefits Financial advisory services for both short- and long-term goals Learning and development opportunities to support career growth Community-based volunteering opportunities

Key responsibilities Prospect new clients (cold calls, referrals, social selling). Manage end-to-end sales cycle. Hit monthly/quarterly revenue targets; track metrics (conversion rate, average ticket size). Performance bonus

Searching for certified financial professional who plays a crucial role in managing, auditing, and advising on financial matters across various sectors. Regulated by the Institute of Chartered Accountants of India (ICAI)

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT Call - 7897726700 Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

Serve as the primary point of contact for the clients, ensuring a seamless and enriching financial journey from onboarding through ongoing engagement Understand and articulate the full spectrum of services offered by 1 Finance to align client needs with appropriate solutions Lead the team in delivering prompt, accurate, and empathetic responses to client queries across personal finance advisory Work closely with advisors, product experts, and cross-functional teams to curate and coordinate customized financial solutions for each client Conduct team reviews to ensure alignment with the company s philosophy and the unique needs of each client Proactively engaged with clients to ensure execution of their personalized financial plans and behavioural nudges, while overseeing overall plan adherence Conduct regular reviews of client portfolios and ensure alignment with their evolving life goals and financial priorities Implement a concierge-style service culture rooted in trust, reliability, and expertise Track and analyze service performance metrics and client feedback to drive continuous improvements Ensure all communication and activities adhere to regulatory guidelines and internal quality standards Manage a team of to ensure delivery excellence and career development Conducted in-person meetings to foster client relations Actively contributed to marketing initiatives, enhancing outreach and brand visibility Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a relatable manner Deep understanding of personal, advisory domains (loans, insurance, investments, taxation, estate planning, cashflow planning) Client-first mind-set with a strong focus on relationship building and problem-solving. Proven ability to manage, mentor, and motivate high-performance teams Structured and analytical thinker with experience in managing service-level metrics and process improvements High adaptability in fast-paced, agile environments MBA in Finance /CFP/CWM/ NISM XA XB

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 500,000 customers nationwide and growing a dynamic global team of 500 people. Our mission? To fuel small businesses with the financial tools they need to succeed. At Bluevine, you ll be part of a collaborative, fast-paced team that s reshaping the future of banking. Ready to make an impact? This is a hybrid role . At Bluevine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment. All of our offices have reopened in accordance with local guidelines, and are following a hybrid model. In-office days will be determined by location and discipline. ABOUT THE ROLE: Job Overview: As the People Operations and Employee Experience Analyst , you will play a key role in delivering high-quality HR operational support and driving initiatives that enhance the employee experience throughout the entire lifecycle from onboarding to exit. You ll partner closely with India and Global People Team, managers, and employees to ensure our internal People systems, processes, and touchpoints are efficient, compliant, and people-centered. Responsibilities People Operations Manage day-to-day HR operations including onboarding, offboarding, data management, HRIS updates, and compliance documentation. Ensure HR systems (e.g., HRIS, payroll integrations) are updated and maintained accurately. Administer employee lifecycle processes such as role changes, leaves, benefits coordination, and verifications. Partner with global People and cross-functional teams to support key programs and audits (e.g., internal controls, compliance tracking). Employee Experience Drive initiatives that enhance employee engagement, well-being, and satisfaction. Own and improve touchpoints such as onboarding experience, employee feedback channels, and internal communications. Coordinate employee engagement programs, recognition efforts, and events in alignment with company culture. Support employee surveys, analyze feedback, and partner with stakeholders to implement action plans. Data and Analytics Maintain People dashboards and deliver reporting on key metrics such as headcount, attrition, onboarding timelines, and experience KPIs. Use data to identify gaps, process inefficiencies, and areas for improvement in employee experience and HR operations. Requirements: Master s degree in human resources, or a related field. 2 to 4 years of proven experience in HR operations, people programs, or employee experience roles, preferably in a high-growth or tech/startup environment. Strong knowledge of HR processes, tools, and systems (experience with HRIS, ticketing tools, and analytics dashboards a plus). Excellent interpersonal and communication skills with a strong focus on employee service and empathy. Highly organized and detail-oriented, with the ability to manage multiple priorities simultaneously. Analytical mindset with experience using data to drive decision-making and improve HR processes. Demonstrated ability to work independently, collaborate cross-functionally, and thrive in a fast-paced, evolving environment. Benefits & Perks Excellent group health coverage and life insurance Stock options Hybrid work model Meal allowance Transportation assistance (terms and conditions apply) Generous paid time off plan, Holidays Company-sponsored mental health benefits Financial advisory services for both short- and long-term goals Learning and development opportunities to support career growth Community-based volunteering opportunities

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 #LI-Hybrid

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 Senior 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 3-6 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 #LI-Hybrid

The ideal candidate will have interest in the relevant areas of investment banking. He / she shall work with start-ups at an early stage from fund-raising as well as corporate finance advisory perspective.

Job Title: Senior Investment Manager Location: Sector-125, Noida Employment type: Full-time/Permanent Overview: This is a full-time on-site role for a Senior Investment Manager at Brand Realty Investors Group located in Noida. We are seeking a dynamic and results-driven individual to join our team as a Business Development and Investor Relations Lead. The primary responsibility of this role is to foster strong relationships to attract new investors and service them. Daily Responsibilities: Develop and execute strategies to attract new investors through network/referrals, conducting market research, attending networking events, and leveraging existing connections. Present investment opportunities to potential investors and address any inquiries or concerns they may have. Handling and Profiling of company structured Real Estate related investment products and pitching them to HNI/ Ultra HNI. Growth through service to Investors. Required Skillset: Proven experience in handling investor relations. Strong interpersonal skills and the ability to build rapport with diverse stakeholders. Excellent communication and negotiation skills.

Serve as the primary point of contact for the clients, ensuring a seamless and enriching financial journey from onboarding through ongoing engagement Understand and articulate the full spectrum of services offered by 1 Finance to align client needs with appropriate solutions Lead the team in delivering prompt, accurate, and empathetic responses to client queries across personal finance advisory Work closely with advisors, product experts, and cross-functional teams to curate and coordinate customized financial solutions for each client Conduct team reviews to ensure alignment with the company s philosophy and the unique needs of each client Proactively engaged with clients to ensure execution of their personalized financial plans and behavioural nudges, while overseeing overall plan adherence Conduct regular reviews of client portfolios and ensure alignment with their evolving life goals and financial priorities Implement a concierge-style service culture rooted in trust, reliability, and expertise Track and analyze service performance metrics and client feedback to drive continuous improvements Ensure all communication and activities adhere to regulatory guidelines and internal quality standards Manage a team of to ensure delivery excellence and career development Conducted in-person meetings to foster client relations Actively contributed to marketing initiatives, enhancing outreach and brand visibility Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a relatable manner Deep understanding of personal, advisory domains (loans, insurance, investments, taxation, estate planning, cashflow planning) Client-first mind-set with a strong focus on relationship building and problem-solving. Proven ability to manage, mentor, and motivate high-performance teams Structured and analytical thinker with experience in managing service-level metrics and process improvements

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives. Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning. Portfolio Management: Design and manage investment portfolios based on clients' risk profiles and financial objectives. Monitor market trends and economic developments to make informed investment recommendations. Relationship Building: Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings. Address client inquiries, concerns, and requests in a timely and efficient manner. Cross-Selling and Upselling: Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with client portfolios and financial transactions. Market Research: Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice. Reporting and Documentation: Prepare and maintain accurate records of client interactions, transactions, and portfolio performance. Generate regular reports for clients on their investment portfolios.

Greeting from HDFC Bank!! We have urgent opportunity of SBL Relationship Manager-RBB Bangalore Job Locations: Bangalore ( EPIP ) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - SBL Relationship Manager-RBB Job Title : RBB-SBL Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager / RBH (as applicable) Location of role : Bangalore (EPIP) Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for demonstrating digital capabilities of the Bank to walk-in customer in and around the assigned Smart Banking Lobby with a view to address their banking queries / requirements through digital mode. SBL RM is also responsible for including HNI customers into the Classic /Preferred / Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs , retaining, and enhancing the relationship. To be a one-point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. To assist in conducting joint Promotional Activities within the SBL catchment with a view to enhance portfolio size of the Smart Banking Lobby Key Responsibility Areas : 6 8 Areas Activities Key Decision Making & Key Objectives Engagement SBL RM to take Key decisions associated with to day to day working of the mapped SBL , Customer contacts or outreach strategies , Promotional activities in and around the SBL etc Ensure all Key Objectives set by the Bank for SBL is met which includes Break-even of SBL , Monthly SBL targets , showcasing digital products and migrating customers digitally , Portfolio growth , Generate reference for setting up SBL and in sister concerns /associated Locations Sales/ Revenue generation from SBL Catchment (Non-portfolio Customers) Cross sell products to walk-in Clients in and around immediate catchment of the SBL including Liability , Asset , TPP , Cards etc Acquire family accounts of walk-in customers Promote and sell Straight Through Process (STP) products and Over the counter (OTC) products adopting a Service to Sale approach Generate reference for prospective Portfolio clients Actively take part and spear head promotional marketing activities conducted in SBL catchment to generate sales / Leads. HNW Portfolio management within and nearby SBL (Acquiring, Enhancing, Deepening and Retention) Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Regularly meeting the Key people inside the catchment and increase their Banking relationship Promotional Activities / Operations and Process management To conduct Promotional activities atleast once in a month in and around SBL Catchment to generate sales and Leads of potential customer Error free documentation for all account opening and all customer instructions Ensure KYC / AML norms are adhered to at all points of time Ensure Notices in the SBL are updated To ensure general upkeep of SBL and SBL signages To report to the supervisor on Business outcome and general update on SBL Business / Service issue (if any) Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer To Group ( CTG ) level Customer Service (Portfolio + SBL walk-in) Ensure quality customer service is delivered to SBL customers and that customer queries and complaints are being resolved within TAT SBL Customers are informed about any regulatory or process change. Keep portfolio customers updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Promoting WOW journeys and migrating customer to digital route for usage of products and services Ensure smooth transition of handover/takeover of the portfolio incase of a change Educational Qualifications Key Skills (examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Regional / Local Marketing Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Notes (Any specifications apart from all mentioned above, to be communicated for the role) Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank, Manohar Plaza ITPL Main Road, Survey No 7/1 Katha No 418/1, Near Kudalahalli Gate BEML Layout, Brooke Fields Main Road ITPL Road, Bangalore 560066 (Branch Code - 1472) Date: 06th Jun25 (Friday) Time 10:00 AM 12:00 PM Concern Person: Abhai Srivastava - HR Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2

Min exp 1 year in finance-equity, stocks, wealth management Only bcom, bba, mba finance Package 6.5 lpa Drop cv on supreet.imaginators@gmail.com

Are you a highly persuasive communicator with a passion for helping people navigate financial processes? Paisa bazaar, India's largest consumer credit marketplace, is looking for a driven Advisor- Investment to join our dynamic team. If you thrive in a target-driven environment and are committed to ensuring a seamless user experience, we want to hear from you! Location - Gurgaon Sector 44 Working Days - 6 Days Role - Advisor/SME/Team Lead Key Responsibilities: Build, own, and manage relationships with investors looking to invest in Grips investment products. Own customer acquisition and lead conversion through calls, working with channel partners, and qualifying prospects. Work closely with both internal and external stakeholders to increase investment activity on the platform. Drive AUM on the platform by deepening existing relationships and building new relationships by establishing HNI, advisory and institutional channels. Help investors take investment decisions by understanding investible corpus and risk appetite of the investors. Be the Face of the company for the investors, and the Voice of the investors for the company. Outbound Calls: Make outbound calls to users who have registered but not completed KYC. KYC Explanations: Clearly explain the KYC process, benefits, and compliance. Objection Handling: Address user objections and persuade them to complete KYC. Target Achievement: Meet daily/weekly call and conversion targets. Document Assistance: Assist users with document uploads (ID, address proof). Tech Troubleshooting: Collaborate with the tech team to resolve portal/app issues. Complex Case Escalation: Escalate complex cases (e.g., document rejection) to the KYC operations team. CRM Logging: Log all call outcomes in the CRM system. Reporting: Share daily/weekly reports on conversion rates and user feedback. Compliance & Data Security: Ensure adherence to KYC regulations and maintain user data confidentiality. Interested Candidates can call or WhatsApp their resume on 8800013127 (Kiran) OR kiranyadav@paisabazaar.com

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 Analyst s who will be involved in providing support to our global portfolio 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 0-2 years of 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-Hybrid #LI-JS1

Role & responsibilities Dealing with Ultra HNI Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. 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. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Preferred candidate profile

Understand the client's financial situation, needs & goals Diagnose financial gaps & suggest actionable solutions Prepare financial health reports, plan summaries & action plans Stay updated on financial products, regulatory changes & market dev Required Candidate profile Exp in personal finance advisory, wealth management, financial planning, or tax consulting Strong understanding of Indian financial products, taxation, EPF rules & compliance Excellent Communication

Aditya Birla Capital is hiring dynamic female candidates for sales of investment products. -Engage clients, promote offerings, and achieve targets. -Excellent comms & passion for sales required. Join us to grow your career in financial services.

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp- 7338112258

Responsibilities: * Attend client calls and explain the importance of financial planning. * Creating Financial Planning to onboarded cleints * Manage client portfolios. * Collaborate with clients on investment planning strategies Performance bonus

Relationship Manager Financial Services Experience: Minimum 2 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 .

Excellent communication skills mandate BCOM, BBA, MCOM,, MBA Only Financial Planning Concepts, Wealth Management, Mutual funds, Stocks, Bonds, Debts, Equity Noida | Gurgaon Salary Max 8LPA Call n ping on :8448760516 Mail-sonam.imaginators@gmail.com

Excellent communication skills mandate BCOM, BBA, MCOM,, MBA Only Financial Planning Concepts, Wealth Management, Mutual funds, Stocks, Bonds, Debts, Equity Noida | Gurgaon Salary Max 8LPA Call n ping VED- 9821726929 Mail- Ved.imaginators@gmail.com

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.