1054 Financial Advisory Jobs - Page 15

Responsible for growing revenues of broking, lending products, Share khan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

CFP & Sr. Relationship Manager / Investment Advisor Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market. Job Title: CFP & Sr. Relationship Manager / Investment Advisor Experience: 4-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role: We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relati...

Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members.

Company Description Masterstroke is an online digital SAAS platform offering sales and branding tools to Mutual Fund Distributors. Our platform provides innovative and effective solutions to help mutual fund distributors enhance their sales and branding strategies and engage better with clients. Role Description This is a full-time on-site role for a Relationship Manager. The Relationship Manager will be responsible for building and maintaining relationships with mutual fund distributors, give demo of product, and convert them as members. Job Responsibilities: Contact mutual fund distributors in your city and inform them about the services. Do physical/online meetings with Mutual Fund Distri...

We are seeking a detail-oriented and proactive Order to Cash Consultant to join our Internal Audit & Financial Advisory Team. The role description for your reference is : CA (Inter) /CMA Inter /MBA Finance /B.Com 1-3 years of work experience Good Communication skills & Excel knowledge Should have good knowledge in accounting /Finance/Audit. Exposure to Pricing and Revenue related activities will be an additional advantage. Duration 1 year contract

Job Description: As a part of your role, you will be responsible for various financial activities including financial reporting, tax compliance, auditing, financial analysis, budgeting, forecasting, compliance, and advisory services. Your key responsibilities will include: - Preparing and maintaining financial statements (balance sheets, income statements, cash flow statements) and reports. - Managing tax filings and ensuring compliance with tax laws and regulations. - Conducting audits and risk assessments to identify potential issues and ensure accuracy. - Analyzing financial data to identify trends, variances, and opportunities for improvement. - Developing and monitoring budgets and fore...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Responsible for growing revenues of broking, lending products, Share khan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar 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....

Roles & Responsibilities Handling Income Tax and GST compliance including return filings, assessments, appeals, and litigation matters. Conducting statutory audits, tax audits, GST audits, and internal audits in line with applicable standards. Preparing and reviewing financial statements, MIS reports, and projections . Drafting and filing of appeal documents, replies to notices, and other representations before statutory authorities. Advising clients on tax planning, corporate structuring, and regulatory compliance . Supervising a team of article assistants and ensuring quality deliverables. Coordinating with clients, regulators, and other stakeholders for smooth execution of assignments. St...

Role & responsibilities Engage with Investors & Stakeholders: Build and nurture relationships with UHNIs, family offices, and developers. Understand their investment priorities, bring new connects into the network, and support them through the investment process. Work on Live Deals: Assist in evaluating CRE investment opportunities, including returns, risk analysis, and transaction structuring. Support negotiations and collaborate with legal, finance, and technical partners to ensure smooth execution. Create High-Impact Materials: Prepare investment decks, teasers, market presentations, and updates for investors and stakeholders. Translate numbers into clear insights that help decision-makin...

Dynamic HNI/UHNI hunter delivering precision investment strategies across asset classes, mastering market intel, driving brokerage growth, executing flawless trades, and sustaining elite client relationships with uncompromising excellence.

As an Associate Accounts professional at J P Chawla & Co. LLP, you will be part of the Clients Division where you will assist in maintaining the financial accounts and records for a diverse clientele. Your role will involve collaborating with the Manager Accounts and the team to ensure accurate financial reporting and preparing financial statements and reports. Additionally, you will participate in financial analysis, data interpretation, budgeting, and forecasting processes, providing essential input to support decision-making. Your responsibilities will include: - Assisting in maintaining the financial accounts and records of clients within the Clients Division. - Collaborating with the Ma...

Job Title: Advisor PCG Location: Mumbai Experience: Minimum 3 years in broking/trading domain Key Responsibilities: • Executing trades and order-punching across equity, derivatives, options, and cash segments • • • • Managing and servicing an existing base of HNI & UHNI clients Acquiring new clients through research, events, referrals, or network Ensuring exceptional client servicing and relationship building After 2 years of tenure or upon completion of MO milestone, achieving cross-sell targets (e.g., mutual funds, insurance, lending) Key Skills & Qualifications: • • • • • Solid experience in trading platform operation and order execution Deep understanding of derivatives, options, and equ...

Role Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore, Chennai Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) 2. Research Reports based advisory along with client meeting and client upgradation/Client relationship. 3. Ensure adherence to equity advise delivery processes for PCG customers 4. Pass on ground customer feedback to the Senior PCG advisor 5. Support the sales team in delivering specialized advise t...

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 Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Job Description Role Overview You will be a part of the Relationships Department at Ikashi Wealth, engaging with High Net-Worth Individuals (HNIs) to provide top-notch wealth management services. Your primary responsibilities will include building and maintaining strong client relationships, converting leads into managed portfolios, advising clients on investment opportunities, monitoring portfolio performance, and collaborating with internal teams for seamless service delivery. Key Responsibilities - Build and maintain strong relationships with HNI clients - Convert qualified leads into managed portfolios - Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth M...

You have 3-5 years of relevant experience as a CA in Financial advisory or Debt Syndication, and you possess the ability to prepare and understand financial models. Your strong people skills and networking abilities will be valuable in this role. Additionally, your good understanding of Credit/Corporate Finance and global market trends will contribute to your success in the position. As a quick thinker with excellent time management ability and communication skills, you are well-equipped to excel in this role. **Key Responsibilities:** - Prepare and analyze financial models - Provide financial advisory services - Syndicate debts effectively - Utilize strong people skills for networking - Sta...

Big 4 Hiring For Engagement Financial Advisor Contract Drafting Bangalore Qualification: Any graduate Experience : Overall experience - 3-6 years Previous experience (1 to 2 years) in similar role preferred in professional services firms or knowledge services sectors. Role Summary: Set up and maintain engagement records within the system on timely basis and achieve required Turn Around Time (TAT). Collaborate with various internal teams to ensure timely and accurate engagement set-up. Verify supporting documents to set up engagements (contracts & risk related documents). Provide support in resolving any discrepancies or issues related to engagement set-up. Coordination with Contracting team ...

New Requirement : Job in Stock Market : 1.Mutual Fund Sales Advisor. 2. Equity Delar. Location - Delhi. Banglore. Mumbai . Gujrat Chennai. Hyderabad & Noida Eligibility : Graduate Degree mandate. Experience min 6 months to 3yrs required Mutual funds /SIP /equity Sales /Demat accounts Sales in brokeing industry. Experience required for equity delar 1yr with Nism 8. Excellent English + Hindi + Local Language Buget 3 LPA to 5 LPA. Age not above 32yrs . E: brdassociates@workmail.com OR 8377024167

As an Associate at our company located in Ahmedabad (Gujarat), your role will involve assisting with financial planning and advisory services, managing client relationships, conducting market research, preparing financial reports, and supporting senior financial advisors. Key Responsibilities: - Utilize your Financial Planning, Financial Advisory, and Investment Strategy skills to support clients - Conduct Market Research and prepare Financial Reports to assist in decision-making - Apply your Strong Analytical skills to analyze Financial Data effectively - Manage Client Relationships by providing excellent service and support - Utilize your Excellent written and verbal communication skills t...

responsible for Account department head Chief account officer

*Investment Advisor & Cross Sales *Freshers can also Apply *NISM Certified (Any V/VIII/X) *BFSI Sales services experience *English Proficiency: V5 *Salary: 21k-44k As per experience *Shift: Day shift, 5 Days working HR Krapanshi 9111762733 Required Candidate profile * Freshers with Graduation + Any NISM V/VIII/X certificate can also Apply * Preferred background in BFSI Sales * Experience in BPO or financial services. * Excellent Communication is Required

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...