385 Financial Advisory Jobs - Page 2

Acquire clients for Demat and Trading Accounts focused on generating Equity Revenue. Drive sales of third-party financial products such as Mutual Funds and SIPs. Achieve revenue targets through cross-selling and client engagement. Required Candidate profile Role: Relationship Manager Industry Type: Financial Services (Broking) Role Category: Retail & B2C Sales Education UG: Any Graduate Key Skills Sales Client Acquisition Perks and benefits Incentive and Performance Bonus

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, 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 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 Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure, Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company

Managing UHNI clients & leading team of Wealth Advisors. Mentor & support team members to meet their targets. Guide the team in identifying & onboarding through tailored financial planning & advisory solutions. Drive AUM growth & revenue generation. Required Candidate profile Support the team in delivering quality investment advisory, portfolio reviews & rebalancing strategies. Ensure all activities adhere to regulatory guidelines, internal policies & compliance.

Company Description: BRAND REALTY Investors Group is a group of investors, with over 20 years of experience in Investment Advisory, Land Investment Real Estate transactions and Real Estate development. The group is now focused on investing in lands suitable for Real Estate projects. Such investments in the form of groups of likeminded investors with BRAND REALTY holding the role of management along with being the lead investor in the group. Skills, Knowledge, and Ethics are the hallmarks of the group. Website: https://brandrealty.in/ Overview: We are seeking a dynamic and experienced professional with strong networking and relationship-building skills to join us as an Senior Investment Manager . In this role, you will act as our Brand Ambassador , creating awareness, building goodwill, and promoting our investment philosophy to High-Net-Worth Individuals (HNIs). This position offers a unique opportunity to develop long-term relationships, grow your network, and achieve success through a collaborative and performance-based business model. Key Responsibilities: 1. Brand Representation : Act as the face of the company, fostering trust and credibility among potential investors. Build awareness of our company, investment ideas, and long-term value proposition. 2. Investment Advocacy : Understand our investment philosophy, proposals, and strategies in depth. Develop a strong conviction in our investment approach to effectively communicate its value to potential investors. 3. Business Development : Leverage your network to identify, approach, and onboard HNIs as investors. Market our investment ideas to your network with professionalism and transparency. Develop and nurture long-term relationships with investors, ensuring consistent engagement and satisfaction. 4. Revenue Generation : Drive investments through your network to meet agreed targets. Partner with the company to build a sustainable, long-term pool of investors that generate continuous profits and mutual growth. Remuneration and Benefits: Performance-based remuneration directly linked to the amount of investments brought in through your network. Opportunity to build a long-term revenue stream through ongoing investor relationships. A collaborative environment that values transparency and growth.

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Bangalore, Chennai,Hubli & Krishnagiri ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com

Join Asset Point Financial Services as a Financial Advisory Intern. Learn mutual funds, insurance, and client servicing. Hybrid role. Commission-based onlyearn as you perform. Ideal for finance/marketing students in Navi Mumbai. Sales incentives Flexi working Work from home Annual bonus

As a Merchant Banker at Indira Securities Pvt Ltd, you will utilize your expertise and experience to provide financial advisory, capital raising, M&A support, and corporate structuring services. Your primary focus will be ensuring regulatory compliance while delivering exceptional value to our clients. Your responsibilities will include assisting in capital raising activities such as IPOs, rights issues, and private placements. You will be involved in conducting due diligence, valuations, and deal structuring for mergers & acquisitions. Additionally, you will manage securities underwriting and syndication, provide corporate advisory services on financial strategies, joint ventures, and compliance, and ensure adherence to SEBI regulations to mitigate transaction risks. Building and maintaining strong relationships with investors, clients, and regulators will be crucial in this role. You will also be required to stay updated on financial trends and competitor insights to provide informed market analysis. The ideal candidate for this position will possess strong financial modeling, negotiation, and analytical skills. Expertise in capital markets, investment banking, and regulatory frameworks such as SEBI and the Companies Act is essential. A qualification such as an MBA in Finance, CFA, CA, CS, or CWFA is preferred. Join us at Indira Securities Pvt Ltd to contribute to our dynamic team and be a part of our commitment to excellence in the financial services industry. Regards, Team HR Indira Securities Pvt Ltd,

Job Description: As a Financial Services Advisor at our company located in Pathanamthitta, you will play a crucial role in providing comprehensive financial planning advice to our clients. Your responsibilities will include offering personalized financial plans, assisting with retirement planning, and providing expert guidance on investments. You will be expected to assess each client's unique financial situation, stay up-to-date on the latest financial regulations and products, and monitor client accounts to ensure their financial goals are met. To excel in this role, you should possess a solid knowledge of Financial Planning, Finance, and Investments. Your skills in Retirement Planning and Financial Advisory will be essential in helping our clients secure their financial future. Strong interpersonal and communication skills are key, as you will be interacting with clients on a daily basis. Additionally, the ability to work both independently and collaboratively as part of a team is crucial to succeed in this position. While a Bachelor's degree is preferred, we value relevant experience and expertise in the field of financial services. If you are passionate about helping individuals achieve their financial goals and possess the necessary qualifications, we welcome you to apply for this exciting opportunity.,

We are seeking a motivated and customer-focused Sales Representative to promote and sell mutual funds, equity and insurance products. The ideal candidate will be responsible for identifying client needs, offering suitable financial solutions.

Managing HNI desk, ensuring client satisfaction, retention, growth of HNI portfolio. Acquire new PCG/HNI clients, Ensure smooth transition to dealing team Building new relationships, increasing depth in existing relationships Cross Sell of MF, SIPs. Required Candidate profile Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills. High attention to detail Perks and benefits Plus Incentive & other benefits

As a Relationship Manager Mortgage Loan LAP at Aye Finance Ltd, headquartered in Gurgaon, you will play a crucial role in managing and expanding mortgage loan portfolios for small and micro enterprises across India. Your responsibilities will include conducting credit assessments, processing loan applications, and maintaining strong client relationships. Leveraging your expertise in managing mortgage loans and credit assessment, you will ensure compliance with credit policies and procedures while providing financial advice to clients. To excel in this role, you should possess excellent communication and interpersonal skills, along with a knack for client relationship management and financial advisory. Your ability to work independently and collaboratively as part of a team will be essential in meeting the company's objectives. Any prior experience in the finance industry will be advantageous, and a Bachelor's degree in Finance, Business Administration, or a related field is preferred. Join Aye Finance Ltd in its mission to promote financial inclusion and empower micro-enterprises with access to business loans. Embrace the opportunity to work with a team that values sound business practices, innovation, and socio-economic growth. Be a part of an organization that believes in the potential of its entrepreneurs, investors, and employees, making it a rewarding and fulfilling workplace for all.,

As a dedicated Chartered Accountants team providing comprehensive financial solutions, SRAM & Co. operates in major cities of Madhya Pradesh, Maharashtra, Gujarat, and Rajasthan. Our services encompass Audit and Assurance, Tax Planning and Compliance, Financial Advisory, Business Consulting, and Corporate Governance. Being a category 1 firm with 15 Partners and a team of over 50 members, we aid businesses, individuals, and organizations in navigating the intricate financial landscape. We are seeking a full-time on-site Articled Assistant to join SRAM & Co. The Articled Assistant will play a crucial role in supporting various tasks related to audit and assurance, tax planning and compliance, financial advisory, business consulting, and corporate governance. Collaborating closely with the team, the Articled Assistant will contribute to delivering comprehensive financial solutions. The ideal candidate for this role should have cleared CA Inter both group examinations and possess a strong understanding of Audit and Assurance. Additionally, knowledge of Tax Planning and Compliance, along with good analytical and problem-solving skills, are essential. Attention to detail is a key attribute that we value in potential candidates.,

You will be part of a global network at Yara, collaborating to solve key challenges such as resource scarcity, food insecurity, and environmental change in a profitable and responsible manner. Yara has been working for over a century to feed the world and protect the planet, with a mission to do so in a sustainable and responsible way. They deliver solutions for sustainable agriculture and the environment, providing fertilizers and crop nutrition programs to support food production for the growing world population. Yara's industrial products and solutions aim to reduce emissions, improve air quality, and ensure safe and efficient operations. Yara, founded in Norway in 1905, has a worldwide presence with production, sales, and services operations across countries in America, Europe, Africa, and Asia, employing more than 17,000 individuals. Yara's sales extend to 150 countries, generating sales revenue exceeding 14 billion USD. Safety is of utmost priority at Yara. Yara Fertilizers India Pvt Ltd, a 100% subsidiary of Yara International ASA, has been supplying fertilizers and raw materials to the Indian market for over two decades. Yara India has strengthened its presence in Western and Southern India by offering crop nutrition solutions through a Farmer-centric approach. The company has a strong commitment to serving the agriculture sector in India and improving the livelihood of Indian farmers. Yara acquired Tata Chemicals 1.2 MN MT Urea plant in UP, Northern India, to expand its operations into the northern and eastern geographies of India. **Role And Responsibilities** **Strategic Financial Management & Planning** - Lead budgeting, forecasting, and financial planning processes. - Provide financial advisory for business decisions, revenue generation, and risk mitigation. - Partner with leadership on site-wide strategy through data-driven insights and financial projections. **Accounting, Reporting and Compliance** - Ensure compliance with local GAAP, IFRS, and Fertiliser Industry Coordination Committee (FICC) norms. - Lead internal controls, statutory audits, and timely reporting including HFM, FICC, Gas Pool, and ISO audits. **Cost Control and Commercial Negotiations** - Drive cost control initiatives and implement cost-saving strategies. - Provide financial concurrence for commercial negotiations. - Manage financial aspects of surplus ammonia and CO utilization. **Regulatory Advocacy and Stakeholder Management** - Act as a site representative to regulators and ensure timely submissions and policy advocacy. - Maintain effective relationships with internal and external stakeholders. - Represent the finance function in cross-functional teams. **Team Leadership and Development** - Lead, mentor, and develop the finance and accounting team. - Enhance team capabilities in financial systems, risk management, and compliance. - Champion a culture of accountability, continuous improvement, and adherence to organizational values. **Preferred Skills** - Strong leadership and strategic thinking abilities. - Excellent communication skills. - High integrity with problem-solving mindset and decision-making acumen. - Proficiency in SAP, MS Office, and financial management tools. - Collaborative and persuasive with strong stakeholder management skills. - Ability to interpret financial and regulatory information for actionable business decisions. **Education And Experience** - Education: Chartered Accountant (CA) preferred; Professional degree in Accounting, Finance, or related field. - Experience: Minimum 10 years of overall experience in finance, accounting, and strategic financial planning roles, preferably in a manufacturing or industrial setup. **Contact Details** - Muskan Jain - Human Resources **Apply no later than August 7, 2025** Yara is committed to creating a diverse and inclusive environment and is an equal opportunity employer. Diversity, Equity & Inclusion (DE&I) are firmly anchored in Yara's business strategy, with over 400 employees worldwide involved in D&I networks. Background checks may be conducted as part of the recruitment process when necessary for the job nature, with candidates informed before initiation.,

Our client a leading NBFC Position - Regional Head/Cluster Head -Wealth Management Experience - 10 yrs to 25+ yrs Location - Chennai / Jaipur / Delhi / Mumbai /Ahmedabad / Pune / Kolkata / Indore Requirement - Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. Responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services. Helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. A business manager as he would be responsible for P & L of his team. Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high Maintaining profitability targets by ensuring good IRR and cross sell Identifying streams for revenue growth & developing business plans to build consumer preference Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team To ensure achievement of acquisition, activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

Roles and Responsibilities Manage investor relationships through effective communication, ensuring timely updates on investment portfolio performance. Develop and implement investment strategies to maximize returns while minimizing risk. Identify potential investors, negotiate deals, and close fundraising transactions. Oversee fund management activities, including budgeting, forecasting, and reporting. Provide expert advice on investment advisory services to clients.

About Our Client The client is a Indian NBFC company with multiple offices Job Description Private Wealth - /AVP / VP / Sr VP /Partner Experience - 10 to 25+ yrs Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata Education - Graduate /PG ROLES & RESPONSIBILITIES: - Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management Selling of products : Mutual Funds, PMS, Structured Products etc Handle and manage clients. Experience of advising clients across asset classes To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios To understand clients needs & requirements and accordingly position products & services To coordinate with product and research team for taking investment decision for the clients To provide various investment performance reports and summaries to the clients To build and maintain client bases, along with relevant comments/remarks for future reference To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc. To conduct and assist in organizing seminars, workshops and other business development activities To prepare the MIS reports in the specified formats Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individ Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products from preferred clients Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

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 or call 9824555536 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

Greetings from Avani Consulting!!! Job Title: IFA Channel Manager Mutual Funds B2B Sales (Mumbai) Job Location: Mumbai,Maharashtra Experience Required: 3 to 8years CTC Offered: Up to 15LPA Key Responsibilities: Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you. Advise IFAs on suitable mutual fund products tailored to their clients' needs. Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions. Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness. Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well-informed. Service distributors by addressing their queries and ensuring timely resolution. Develop long-term relationships with key distributors to drive consistent business. Monitor competitor activity and strategize countermeasures to maintain market share. Organize events, conferences, and training sessions for IFAs to promote brand recall and knowledge enhancement. Collaborate with distributors to enhance their soft skills in communication and client interaction. Candidate Profile: Must have a core background in Mutual Funds with experience in Asset Management Companies (AMCs) or Fund Houses. Should possess strong B2B relationship management experience, particularly in managing IFAs. Banking candidates will not be considered as they typically lack focused mutual fund knowledge. Excellent communication skills, polished demeanor, and confident personality are a must. Bold and proactive in managing distributor relationships and driving business growth. Qualifications: Graduate/Postgraduate in Finance or related fields. NISM certifications (if applicable) are preferred. How to Apply: Interested candidates can apply directly by uploading your updated resumes on this job post or email/call us at Mail ID:- aanchal @avaniconsulting.com Ph no :- 9917283370 Best regards!! Aanchal Chowdhury Recruitment Executive.

We're Hiring: Manager Non Assurance (R & C) | Bangalore RSM is seeking a dynamic and experienced Professional to join our growing team in Bangalore . If you have 6+ years of experience in Accounting Advisory or Audit , and a passion for delivering high-quality financial insights, wed love to connect! What You’ll Do: Lead and manage Review and Compilation engagements in line with professional standards. Analyze financial data and performance metrics using advanced analytical procedures. Ensure compliance with lease accounting standards (ASC 842) and revenue recognition procedures. Oversee preparation of accurate financial statements and supporting schedules. Mentor and guide teams across multiple engagements. What We’re Looking For: Bachelor’s degree in Accounting or Commerce; CPA / CA / ACCA preferred. Proven experience in audit or assurance , with strong leadership and client relationship skills. Hands-on experience with review and compilation standards . Strong understanding of financial reporting and compliance. Bonus Points If You Have: Experience managing engagements with taxation components. A successful track record of deploying and mentoring teams across multiple projects. Location: Bangalore Experience: 6+ years Assurance profiles are welcome! Share your updated resume on - Sakshi.Chopra@rsmus.com Ready to take the next step in your career? Apply now or reach out directly—we’re excited to meet you!

Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journeyA Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms. As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth. Here are some common duties and responsibilities associated with the roleClient 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.

A leading private wealth company is hiring wealth managers at Gurugram to manage their UHNI client portfolios and increase the AUM of Family Offices. Position: Wealth RM Budget: up to 45 LPA Department: Wealth Management (no branch banking) Required Candidate profile Candidates working as wealth Managers/advisors/ Investment advisors handling mapped family offices are ideal to apply for this role. Out-of-job or relocation will not be considered

Multiple private banks are hiring Wealth Managers/Private Wealth Managers/Affluent RMs/Branch Managers/ BBG RMs/RM Working Capital, etc for Maharashtra, Gujarat, Rajasthan, Delhi-NCR, Karnataka, Andhra Pradesh, Haryana, Chattisgarh, Goa, Tamil Nadu Required Candidate profile Local candidates with a minimum of 3 years relevant experiance working in any Private Bank in HNI/Business Banking sales and portfolio management or acquisition are most welcome

Responsibilities: * Manage HNIs' wealth through portfolio management & investment advice * Acquire new clients with trading knowledge & MF expertise * Oversee client relationships, ensuring satisfaction & growth

A leading private bank is hiring NRI Relationship Managers at the Kolkata and Jamshedpur locations Required Candidate profile Current NRI RMs have super excellent english communication skills with a minimum 2 years of relevant experience and are most welcome

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) Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above