1054 Financial Advisory Jobs - Page 17

Associate Virtual Relationship Manager Women Returnee Program Location : Mumbai Grade : AM/DM Were hiring women professionals ready to restart their careers! Join our inclusive team as a Associate Virtual Relationship Manager and help clients with financial solutions, relationship management, and banking product advisory all from a virtual setup. Key Responsibilities: Manage client relationships virtually Cross-sell banking products Provide financial advisory Achieve sales targets Ensure service excellence and compliance Requirements: Prior experience in banking or financial services Good communication & problem-solving skills Familiarity with CRM tools, MS Office, and virtual sales platform...

We are seeking enthusiastic and dedicated Article Assistants/Interns to join our firm and gain hands-on exposure to various aspects of accounting, audit, taxation, compliance, and financial advisory services in diverse industries. As an Article Assistant/Intern, your responsibilities will include assisting in statutory, tax, and internal audits, preparing and filing tax returns (Income Tax, GST, TDS), supporting accounting and bookkeeping functions, aiding in drafting reports and working papers, as well as conducting research on financial, tax, and regulatory matters. To be eligible for this role, you must be pursuing CA and have cleared both groups of IPCC/Inter (or at least Group 1). Addit...

Department: Greater Noida Industrial Development Authority Experience Level: 5+ Years Post-Qualification Job Summary: We are seeking a highly skilled and experienced Senior Associate 2 Chartered Accountant to join our dynamic team. The ideal candidate will bring a minimum of 5 years of relevant post-qualification experience , demonstrating strong technical knowledge, client-handling capabilities, and a proactive approach to problem-solving. This role offers an excellent opportunity to lead engagements, mentor junior staff, and contribute to strategic projects. Key Responsibilities: Lead and manage end-to-end client engagements across [Audit / Tax / Financial Advisory] domains. Ensure timely ...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance Brokerage generation. Required Candidate profile The individual is required to provide advisory services to HNI and Ultra HNI clients in Equity, Derivatives, and Currency. Must have NISM Certificate. Markets. Responsible for brokerage generation.

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 securiti...

Our Corporate Finance Service Line acts as the investment banking arm of Kroll. They focus on providing merger and acquisition (M&A), transaction opinion, and restructuring advisory services. Hundreds of public corporations, financial sponsors, family-owned businesses and other middle-market and growth companies have met their strategic goals through Kroll s managed sell-side, acquisition or carve-out advisory transaction. Our team has particular expertise in situations absent of a market-clearing mechanism, where advisor independence is paramount, and where scrutiny is elevated. We are looking for Analysts to join our Corporate Finance-M&A team. Day-to-day responsibilities : The concerned a...

Responsibilities: * Provide investment advice to clients * Manage client portfolios * Conduct investment analysis * Implement portfolio strategies * Ensure compliance with regulatory standards Sales incentives

Investment Advisor and cross sales Shift: Day shift, 5 Days Working Graduation (Mandatory) NISM V/VIII/X Certified BFSI Sales or BPO/Financial Services Experience English Proficiency: V5 Salary: 21k-44k As per Experience HR Krapanshi 9111762733 Required Candidate profile * Graduation mandatory. * NISM V/VIII/X Certificate is required * Preferred background in BFSI Sales * Experience in BPO/Financial services * Excellent Communication is Required * Immediate Joiner

Were Hiring Sales Head (Mutual Fund & Fixed Income) Location: Ahmedabad Company: Pravin Ratilal Share and Stock Brokers Ltd. About the Role We are looking for an experienced Sales Head to lead our Mutual Fund & Fixed Income business. The role involves driving sales strategy, managing client relationships, and achieving growth across Retail, HNI, UHNI, and Institutional segments. What You'll Do 1) Lead and manage the sales team to achieve revenue & AUM targets. 2) Drive business in Mutual Funds and Fixed Income products . 3) Build strong relationships with clients and expand our network. 4) Collaborate with product & research teams for tailored solutions. 5) Ensure compliance with SEBI, AMFI ...

Responsibilities: * Prepare financial plans using Excel & PowerPoint * Collaborate with advisors on client needs analysis * Ensure compliance with KYC policies * Manage portfolios through finance expertise & assist Financial Planners with the clients Health insurance

Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requirements: 1. Experienced professionals of more than 10 years, with relevan...

Responsibilities: Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requirements: 1. Experienced professionals of more than 10 y...

Anand Rathi share and stock brokers limited is looking for HNI Relationship Manager to join our dynamic team and embark on a rewarding career journey.Client Acquisition: Identify and prospect high net worth individuals and families, and develop strategies to acquire new HNI clients. Client Engagement: Build and maintain strong, long-lasting relationships with HNI clients, gaining an in-depth understanding of their financial goals and objectives. Comprehensive Assessment : Conduct thorough financial assessments for HNI clients to develop personalized wealth management and investment strategies. Financial Advisory : Investment Planning: Provide expert advice on investment opportunities, portfo...

As a Senior Relationship Manager in Capital Markets, you will be reporting to the Managing Director and taking over qualified leads provided by the business development or marketing team. Your main responsibilities will include conducting discovery calls, pitch presentations, and in-depth conversations with CXOs, founders, or leadership teams. You will also be tasked with creating compelling proposals, managing commercial negotiations, and handling all aspects of deal structuring. Your role will involve driving deals from mid-to-late sales stages to closure with a focus on speed, alignment, and client satisfaction. Additionally, you will work closely with advisory and execution teams to ensu...

As a Financial Advisor and Life Advisor, your primary responsibility will be to provide financial guidance and advice to clients in order to help them achieve their financial goals. You will be required to analyze clients" financial situations, understand their needs and objectives, and recommend appropriate investment strategies, insurance products, and other financial services. Your role will involve building and maintaining relationships with clients, understanding their risk tolerance, investment preferences, and financial goals, and developing customized financial plans to meet their individual needs. You will also be responsible for monitoring and reviewing clients" financial portfolio...

X class Pass to PG Who can : unemployed, jobholders who need extra income , Housewive , Students, Excellent communication and interpersonal skills. Strong sales and negotiation skills. Sriram - 7989244309 sriramu.t18@gmail.com

Direct Responsibilities : Looking for Wealth Relationship Manager 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 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 clie...

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

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

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 collectio...

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 collectio...

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Han...

Company Description Caliber Success is a modern real estate firm established in February 2024, dedicated to transforming the property experience in Gurugram and Dubai. We focus on providing the right property at the right price and the right time, offering expert property advisory for both residential and commercial projects. Our services include investment guidance, bank loan assistance, and complete interior design solutions. Passionate about creating long-term value, Caliber Success aims to deliver honest advice, personalized solutions, and unmatched support to ensure client satisfaction. Role Description This is a full-time on-site role for a Sales Manager located in Gurugram. The Sales ...

Responsibilities: * Manage HNIs' wealth through mutual funds, PMS & investment products * Acquire new HNI clients with expertise in AIFs & financial advisory services Health insurance Annual bonus Provident fund Performance bonus

As a qualified CA or ICWS or CA-CS or ICWA-CS with a minimum of 10 years of experience in the manufacturing sector or in the food industry, your role will involve various key responsibilities in the financial domain. Your primary focus will be on developing and executing comprehensive financial strategies that align with the organization's short-term and long-term business objectives. This includes leading financial planning activities such as forecasting, budgeting, consolidation, and analysis. You will be responsible for developing tools and systems to provide critical financial and operational information to the CEO and stakeholders, offering actionable recommendations for both strategic ...