1054 Financial Advisory Jobs - Page 14

Hiring for a Leading Financial Services Company Profile: Wealth Manager (Financial Planner) CTC: 5L 16L Location: Dwarka Experience: 2+ years in wealth/financial services Joining: Immediate or short notice preferred Requirements: * Excellent English communication * Presentable and professional * Must have existing clients/book of business * Responsible for client acquisition, portfolio management & financial advisory Interested candidates can share their resume at 9759214475 Key Responsibilities: Manage and review existing client investment portfolios. Acquire new clients through referrals, social media, and financial awareness programs. Conduct financial planning, portfolio analysis, and re...

As a Client Relationship Executive at Jainam Broking Limited in Bhavnagar, your primary role will involve building and nurturing long-term relationships with clients. You will focus on understanding their financial requirements, risk tolerance, and investment objectives to ensure high levels of client satisfaction and retention. By recommending appropriate stock market products and services, you will provide valuable financial advice to clients. Your responsibilities will include: - Addressing client queries and resolving issues through various communication channels like phone, email, or chat. - Assisting clients in opening Demat and trading accounts to facilitate a smooth onboarding proces...

Role Overview: As a Relationship Manager, you will be instrumental in driving the growth of the organization's mortgage loan portfolio. Your primary responsibilities will include engaging with potential clients, establishing strong relationships, and converting leads into mortgage loan customers. Your role is crucial to the company's success in the competitive mortgage lending market, requiring a blend of sales acumen, financial expertise, and exceptional customer service. Key Responsibilities: - Identify and pursue new customer leads for mortgage loans. - Build and maintain strong relationships with potential and existing clients. - Educate clients on mortgage loan products, eligibility cri...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB based across Bangalore. Job Locations: Bangalore - Koramangala Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. En...

Greetings Head of Asset Management Lead financial strategy & planning Oversee investment portfolio & risk management Ensure compliance with regulatory standards Manage stakeholders, CAPEX control & funding request Apply if interested

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

Acquire (HNIs) and manage their investment portfolios across multiple asset classes, including debt, equity, and structured products. understanding of investment products such as bonds, PMS, AIFs, mutual funds, insurance, alternative investments.

As a Mid-Senior level Investment Sales Consultant in the Sales industry, based in Delhi, you are expected to have a minimum of 2 years of experience. Your primary responsibilities will include: - Promoting mutual fund solutions - Nurturing investor relationships - Driving revenue across retail and HNI segments Your role will involve: - Client acquisition - Lead generation - Client engagement - Advisory services - Product consultation - Sales closure - Market tracking - Insights sharing - Reporting - Compliance To excel in this role, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field, along with 2-15 years of experience in sales or advisory roles in mutual...

Role Overview: As a Senior Financial Advisor at UWC Wealth Management, a trusted financial planning and advisory firm since 2008, you will play a crucial role in enriching the lives of individuals and families through the power of investing. Your responsibilities will include developing and implementing personalized financial plans, advising clients on investments, and providing strategies for investment and retirement planning. You will be expected to demonstrate proficiency in Financial Planning, Finance, and Financial Advisory, along with expertise in Investments and Retirement Planning. Strong analytical and problem-solving skills are essential for this role, as well as excellent written...

As a Summer Analyst in our program, you will have the opportunity to fully immerse yourself in our day-to-day activities. You will attend an orientation where you will learn about our culture, benefits, and responsibilities. You will receive training specially designed to help you succeed, and you will work on real responsibilities alongside fellow interns and our experienced team members. Key Responsibilities: - Attend orientation to understand the culture, benefits, and responsibilities - Receive specialized training for success - Work on real responsibilities with fellow interns and team members When submitting your application, you can apply to up to 4 separate business/location combinat...

In this role as a Sales and Marketing Specialist at Vihangam Associates & Company, you will be responsible for developing and executing sales strategies, managing client relationships, providing exceptional customer service, and conducting sales training. Your daily tasks will include identifying sales opportunities, meeting sales targets, and contributing to marketing initiatives to drive business growth. Key Responsibilities: - Develop and execute sales strategies - Manage client relationships - Provide exceptional customer service - Conduct sales training - Identify sales opportunities - Meet sales targets - Contribute to marketing initiatives Qualifications: - Strong Communication and Cu...

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 upd...

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Private Wealth Manager / WM / RM Experience - 2 yrs to 10+ yrs Locations - Delhi , Mumbai , Chennai ,Jaipur,Banglore , Hyderabad Requirement - The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investme...

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

As a Business Development & Client Relationship Manager at Sharp Advisors, you will play a crucial role in driving revenue growth, fostering strategic partnerships, and expanding our client base. Your responsibilities will include: - Identifying new business opportunities - Nurturing long-term client relationships - Managing key accounts - Maximizing sales and revenue through effective business development strategies - Developing strategic alliances - Engaging in consultative selling - Collaborating with internal teams - Analyzing market trends - Negotiating contracts efficiently To excel in this role, you should hold a Bachelors or Masters degree in Business Administration, Finance, Economi...

You will be joining Money Solution, a financial services company based in Elberton, Georgia, United States, known for offering customized financial services to cater to the diverse needs of clients. The company values customer satisfaction and financial excellence, making it a trusted service provider in the industry. Your role as a Bank Relationship Manager in Delhi, India, will involve developing and nurturing client relationships, understanding their financial needs, and providing tailored financial advice and services. Managing client accounts, addressing client concerns, offering personalized banking solutions, and ensuring compliance with regulatory standards will be part of your respo...

Role Overview: As the Finance Manager for a company related to Car Accessories in Saudi Arabia, you will be responsible for overseeing financial planning, budgeting, and performance analysis across all business entities. Your role will involve preparing and presenting accurate financial statements, reports, and key performance indicators to stakeholders. It is essential to ensure full compliance with local and international financial regulations, corporate policies, and taxation standards. Establishing and maintaining effective internal financial controls to safeguard company assets will be a crucial aspect of your responsibilities. Managing cash flow operations, financial forecasting, and r...

Role Overview: As a Sales Professional at Inventrax, you will play a crucial role in delivering cutting-edge Warehouse Management Systems (WMS) solutions to our clients. Your responsibilities will include financial reporting, tax compliance, auditing, budgeting, bookkeeping, financial analysis, and providing valuable financial advisory to the management. You will be tasked with preparing balance sheets, profit and loss statements, and other financial reports to ensure accurate financial records. Managing tax returns and ensuring compliance with state and federal regulations will be essential in your role. Collaborating with internal and external auditors to guarantee accuracy and compliance ...

As a Manager in the Turnaround and Restructuring Strategy (TRS) team at EY, you will play a crucial role in overseeing and managing insolvency cases. Your responsibilities will include ensuring compliance with regulatory frameworks and regional practices, liaising with clients and stakeholders, developing strong working relationships with onshore teams, and monitoring budgets and resources to ensure timely and high-quality completion of work. Additionally, you will be expected to provide support and coaching to team members, contribute to process improvements, and report progress to senior management. Key Responsibilities: - Manage insolvency cases, ensuring compliance with regulatory framew...

As an Analyst 3 in the Finance & Accounting department at Comcast in Chennai, India, you will play a crucial role in providing accounting services, preparing financial statements, and contributing to management reporting. Your responsibilities will include processing revenue invoices, managing fixed assets, ensuring proper account distribution, and supporting month-end close activities. Your expertise in accounting will be essential as you collaborate with various teams both locally and internationally. - Processing revenue invoices and bank remittances - Managing fixed assets ledger and depreciation processing - Ensuring proper account distribution in alignment with Comcast COA and general ...

Relationship Manager - Financial Services 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...

Role Overview: As a Creative/Content Strategist for the company, your main responsibility will be to develop innovative strategies for digital campaigns. Your focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. You will need to produce original and visually appealing content that maintains a high level of accuracy in grammar, brevity, and syntax across various corporate marketing and communications materials. Key Responsibilities: - Develop innovative strategies for digital campaigns - Create engaging content on topics related to personal finance, retirement planni...

As a Financial Advisor in Allahabad, you will be responsible for providing financial planning and advice to clients to help them achieve their financial objectives. Your duties will include assessing clients" financial situations, creating personalized financial plans, and offering guidance on investments, retirement planning, and other financial services. To succeed in this role, you should have experience in Financial Planning and Finance, possess skills in Investments and Financial Advisory, and be proficient in delivering Retirement Planning services. Strong analytical and problem-solving abilities are necessary, along with excellent communication and interpersonal skills. Holding releva...

Job involves managing all branch operations, including profitability, sales targets, portfolio quality, cost control, and team motivation Complete Branch Team Handling. Responsible for including HNI customers into the Preferred Banking. Required Candidate profile Grade open from Sr Manager to AVP/DVP & VP Relevant Retail Liability Sales Expertise from Banking apply CTC Negotiable