389 Financial Advisory Jobs - Page 13

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.

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

Maloo Finvest Services (P) Ltd. is looking for Relationship Associate to join our dynamic team and embark on a rewarding career journey Client Relationship Management: Building and maintaining strong relationships with clients is a key aspect of the role Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations Account Management: Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions They ensure accurate record-keeping and handle any account-related administrative tasks Financial Advisory Support: Relationship Associates assist clients by providing basic financial advice and guidance They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals Cross-Selling and Upselling: Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives Product Knowledge: It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization They should be able to explain product features, benefits, and associated risks to clients

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

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. Kroll is committed to equal opportunity and diversity, and recruits people based on merit #LI-JS1 #LI-Hybrid

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

The SAP Tester role involves working with relevant technologies, ensuring smooth operations, and contributing to business objectives. Responsibilities include analysis, development, implementation, and troubleshooting within the SAP Tester domain.

Job Description Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients . Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities. Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player Regrads, Sandipa 7980475998

has been mandated to hire an Equity Relationship Manager for a full-service financial advisory firm providing investment banking, portfolio advisory, broking, and asset management solutions for corporate & HNI clients. Key Responsibilities: Must have a passion for Equities, having worked extensively with UHNI clients in advising portfolios. Must have strong client relationships built over the years. Primary business Listed Equities-based brokerage. Work with the Research, Technical & product team to take to market the recommendations. To work in sync with the Dealing team to execute the trades. Other areas to focus on - Distribution of wealth products & earn commissions Responsible for overall business and P&L for Private Client Group (can be mutually worked upon) Set & Meet revenue targets at the product level and ensure to meet targets set throughout the year. Should be proficient with knowledge of capital markets as well as third-party products such as AIF, MF, PMS, Insurance etc. (mechanics, commercial structures etc.) Holding strong exposure in Wealth and Equity Markets Handle trading and maintaining relationships with new & existing clients, Advising clients on their equity portfolio for long-term investments, as well as positional trading ideas in stocks for the short/medium term tips, and market-related information Advising the clients to invest in the right investment scheme, depending upon their future needs and returns. Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Educational and professional qualifications: Candidate to be from Securities or relevant Equities back-ground led organisation. Post graduate with minimum 8-12 yrs experience. Should possess strong networking & relationship building skills.

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: Relationship Manager-Investment Advisory Qualifications: Experience: 2-5 yrs of Relevant experience wealth management & Relationship management exp Qualification: Any Graduates Location: Chennai Teynampet Contact Josephine HR - 9962430186

Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing.

Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata About the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships. Key Responsibilities: Build and maintain strong, trusted relationships with HNI and Ultra HNI clients. Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios. Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks. Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients. Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews. Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size. Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities. Requirements: Education: Master's degree from an accredited institution. Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles. Skills: Exceptional communication skills (multilingual preferred). Strong market knowledge and understanding of the financial business. Analytical, resourceful, and convincing skills. High level of interpersonal skills, with a service-oriented mindset. Behavioral Competencies: Perseverance, initiative, and results-driven. Teamwork and cooperation. Creativity, innovation, and adaptability. Cultural sensitivity and the ability to work with diverse clients. Strong attention to customer communication and courtesy. Certifications: Must have certifications as per the industry certification policy.

Job Description Why should you choose Finnovate: Finnovate is a holistic financial planning and wealth advisory platform We are passionate about transforming the way Indians get personal finance advice Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients, Job Title: Financial Fitness Expert Are you passionate about empowering people with financial knowledgeDo you thrive on helping individuals make smart financial decisions for a secure futureIf yes, then this role is for you! Key Responsibilities Guide individuals in making informed financial decisions for long-term financial well-being, Represent Finnovate at conferences, meetings, and industry events to promote financial education, Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs, Build strong relationships with clients by understanding their goals and offering personalized solutions, Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice, Analyze financial data, track progress, and optimize financial plans for better results, Requirements Qualifications & Skills: Strong knowledge of financial planning, investment strategies, and wealth management, Excellent communication and interpersonal skills to educate and engage clients, Analytical mindset with the ability to assess financial data and provide strategic recommendations, Self-driven, goal-oriented, and passionate about helping others achieve financial success, Bachelors degree in finance, economics, or a related field (MBA-Finance preferred) CFP certification is a plus, 4-5 years of experience in financial advisory or related fields, This role is perfect for a go-getter who is ambitious, confident, and eager to make a real impact in the world of financial wellness If youre ready to inspire, educate, and lead, join us at Finnovate! Benefits Benefits on being a part of Finnovate: Health Insurance: Coverage including options for dependents, Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay, Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave, Professional Development: Opportunities for training, workshops, conferences to support employees' career growth, Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions, Company Events and Celebrations: Company outings, team-building activities for bonding between team members

Hi, We have a vacancy in Hyderabad for INVESTMENT SPECIALIST - Leading Bank Grade: Senior Manager or AVP CTC up to 20Lacs fixed Looking for profiles from: Sales or Investment background from banking/fund houses. Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Officers training Driving business /coordinating with Sr. RCMS /National Head Client coverage / joint phone calls Portfolio construction and reviews are done periodically by self and team Training & Development for new joiners for better performance Process adherence Dynamic person who can think and implement new strategies for customer acquisition, penetration and retention. Job Requirements 8-10 years work experience in NBFC, Banks, Mutual Fund industry In depth domain knowledge of Mutual Fund investments in detail, PMS Equity Market. Current Economy Distribution / Channel management Good communication and presentation skills, Good interpersonal skills Ability to work with other people well, Willing to travel. Pro-activeness to know things and drive business and people How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

Purpose of the Job Lead and be responsible for the valuation and risk analysis of new projects (including review of financial models) and for the preparation of financing plans, selection of funding sources / banks (in coordination with the Head of AIFA India), structuring and execution of acquisitions and project financings. Be responsible for or (as the case may be) supervise and approve work on non-project related AIFA activities (e.g. annual impairment tests, lookbacks, etc). Manage, supervise, train and coach junior members of the team. Although the main responsibility and focus is India, flexibility is required to be able to support (as and when required) other sub-regions / other countries within AMEA region. Reporting - Head AIFA, India Key Accountabilities: Monitor and assess liquidity, terms and general trends of project finance debt markets (as applicable to the Region), including international commercial banks, regional and local commercial banks, relevant export credit and multilateral agencies, other funding institutions Monitor and assess competitors approaches to financing / funding projects Monitor relevant development in debt capital markets Ensure compliance with investment guidelines and methodology Objectives: Responsible for the valuation of development projects Responsible for analysis of financial (or financing related) risks and impact of proposed transactions on accounting Lead the structuring and execution of financing plans for new projects Responsible for reviewing and approving financing, accounting and tax related inputs in financial models (where required with the support of relevant expertise centres and/or external consultants) Responsible for reviewing and approving the structure and general soundness of financial models Propose appropriate financing plans, including alternatives or be responsible for selection of appropriate financing plan as delegated by the Head of AFIA AMEA Propose banks / financing institutions and/or agencies to be selected to the Head of AIFA AMEA, or be responsible for selection as delegated by the Head of AFIA AMEA Assist business development decision making process including in developing together with consultants market forecasts Propose and implement relevant sensitivity analysis for investment files Advise on risk allocation, bankability issues, optimisation & tax structuring Identify main project economic and financial risks and advise on the appropriate mitigation factors and definition of appropriate contingencies Responsible for the management of Financial Advisors and Junior Financial on an assignment basis Responsible for the training, development, and general support of junior members of the team Collaborate with Head of AIFA AMEA in the setting of annual objectives and carrying out annual performance review of Financial Advisors and Junior Financial Advisors KPIs: prepare financing plans and/or deliver financing commitments (with all relevant documentation) within the timeframe agreed with BD colleagues (e.g. bid deadlines etc.) Planning: Cooperation with Finance function in the preparation of medium-term plan (PAMT) and budgets, including by providing macro-economic assumptions. Responsible for coordinating / managing junior members of the team assigned to work on PAMT / other planning activities. Implementation: Propose resource allocation for projects / assignments Responsible for preparing request for proposals for banks / advisors / etc. (or delegate to Financial Advisor when appropriate) Lead (or co-lead with Head of AFIA India) negotiations with lenders / financial institutions (or delegate to Financial Advisor when appropriate) When proposing alternative financing plans, responsible for preparation or review of relevant analysis (incl. impact on project economics, execution risk, etc.) Assess the training needs of Financial Advisors and Junior Financial Advisors and propose appropriate actions and support / coach junior members of the team on the job as and when required Monitor & Report: Responsible for monitoring the performance of junior members of the team and report to Head of AIFA India when required Report to Head of AIFA India any material developments in banking / financing markets and any unusual / unexpected project-specific developments Audit & Control: Support any group or external audit Qualifications: MBA Finance / Economics / CA based degree or a professional qualification such as CFA, CIMA, ACA, ACCA (or equivalent) Experience: Between 8 - 12 years of relevant experience, including a minimum of 4 years spent working in AIFA / M&A or project finance Experience in leading the valuation efforts for an acquisition deal, and/or financing efforts for a bid (including leading projects/transactions to financial close) Experience in planning and managing processes and proven experience in managing people within a project team environment. Knowledge and Skills: Proven capabilities to structure and lead all financing aspects of either an acquisition or a project financing (better both) Strong negotiating skills Strong and proven analytical skills, including proficient financial modelling Commercial acumen with good understanding of accounting topics and tax structures Planning ability and capacity to deliver on plans Strong leadership qualities, people management skills and ability to motivate team members Able and willing to train, coach and support more junior team members Presence and interpersonal credibility to represent the company with key financial stakeholders, banks, financial institutions, government agencies / departments and partners. Ability to multitask and to work effectively under pressure Behavioural capabilities: problem solving, strong personality and leadership, common sense and sense of humour. Business Understanding: Sound understanding of the power business and merchant market dynamics, power forecasts including long term forecasts key drivers Proven understanding of merchant market Sound understanding of banking and funding processes / issues Good knowledge of the competitive environment faced in emerging countries Direct knowledge and experience of business environment (or even better power business) in India would be a definite plus Language: Fluent English mandatory. Standard Hindi (and/or other language(s) widely spoken in India) would be a plus. French or Dutch valuable

Profile Specification: Excellent communication skills are mandate Commerce graduate ONLY Financial Planning Concepts, Wealth Management, Mutual funds, Stocks, Bonds, Debts, Equity Noida | Gurgaon Virtual interview POC-8448221967 (Tisha)

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.

Financial advisor for insurance sales in telesales process , roll job Required Candidate profile Mandatory experience life & health insurance Perks and benefits Net salary 22k net & esic & pf

Job description About the Role As a Wealth Manager at Alpha, you will play a critical role in understanding our clients financial ambitions and challenges, providing bespoke investment strategies and comprehensive solutions. You will act as the primary point of contact for our esteemed clientele, managing portfolios, offering Family Office services, and ensuring an exceptional client experience at every touchpoint. If you are passionate about building deep relationships, have a sharp financial acumen, and believe in delivering value beyond numbers, this is the opportunity for you. Key Responsibilities Engage with High Net-Worth clients to understand their financial objectives, needs, and concerns. Analyze client data to develop and present customized financial strategies and solutions. Provide regular, insightful portfolio reviews and strategic recommendations. Conduct in-depth analysis of financial products across asset classes to optimize client portfolios. Manage investment portfolios, monitor performance, and ensure alignment with clients' goals. Deliver Alphas value proposition with confidence and clarity during client interactions. Collaborate closely with internal teams to deliver seamless, high-quality service. Stay updated on market trends, regulatory developments, and innovative investment opportunities. Build long-term relationships based on trust, transparency, and consistent value delivery. What We Look For Strong understanding of financial instruments, wealth management, and family office services. Excellent communication and interpersonal skills. Analytical mindset with the ability to interpret and present financial data effectively. A client-centric approach with high ethical standards. Prefered , MBA/CFP/CFA/NISM Role: BFSI, Investments & Trading - OtherIndustry Type: Financial Services (Asset Management)Department: BFSI, Investments & TradingEmployment Type: Full Time, PermanentRole Category: BFSI, Investments & Trading - Other

To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

Provide ethical financial advice following SEBI regulations. Conduct risk profiling and tailor investment strategies for clients. Ensure transparent and client-first financial planning Ideal for: SEBI-certified advisors looking for a reputable firm.