1054 Financial Advisory Jobs - Page 20

As a member of the Sales team at Jainam Broking Limited (JBL) based in Ahmedabad, your role will involve various key responsibilities to ensure client satisfaction and successful financial advisory services. You will be responsible for building and maintaining long-term client relationships, understanding their financial needs, recommending suitable stock market products, and providing market updates and insights. Your duties will include addressing client queries and resolving issues through various communication channels like phone, email, or chat. Additionally, you will assist clients in opening Demat and trading accounts, ensuring a smooth onboarding process for new clients. Identifying ...

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Ensure all operations day to day integration along with seamless Liasoning with Research Team Preferred candidate profile ; ( Local candidates from Pune with sizeable PUNE market experience Only) MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth ma...

About Us: Chemtron Science Laboratories Private Limited is India's leading manufacturer and exporter of NPL and NIST traceable gas standards, as well as gas handling equipment. Chemtron has been a key player in sectors such as Automotive, Chemical Manufacturing, Environmental Protection, Food Industry, Oil, and Gas for over 22 years. The company is divided into four main divisions, including Gases and Engineering, excelling in specialized products like Gas Chromatographs and Controlled Atmosphere Chamber Management Systems. With over 15,000 installations across India, Chemtron is a pioneer in ethylene-based fruit ripening solutions. Job Summary: As the Manager Accounts at Chemtron, you will ...

You will be joining a growing firm of Chartered Accountants that offers a wide range of services including auditing, taxation, compliance, consulting, and financial advisory to various clients such as corporates, SMEs, startups, and NGOs across different sectors. The company places high value on professionalism, continuous learning, and teamwork. We are looking for individuals who are motivated, detail-oriented, and focused on their career growth. You should have completed your CA Articleship and be ready to progress further in your professional journey. Your key responsibilities will include assisting in Statutory, Tax, and Internal Audits/Concurrent Audits, supporting Direct & Indirect Tax...

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day. The vibe? Think less hierarchy, ...

SUMMARY: The Senior Private Banker/Team Lead - Wealth Management is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected 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. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining...

Relationship Manager - Financial Services Experience: Minimum 3 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. Mark...

Finance Graduates only (Freshers can apply - Excellent Comms) Must have exposure to Financial Products Salary: Up to 6.5 LPA F2F Interview | Hybrid | 8:30 PM–4:30 AM Pick & Drop Cabs provided Immediate joiners or 30-day notice callnwhstaap:8448760516 Required Candidate profile Exposure to financial products (Mutual Funds, Insurance, Retirement Services & more) is an added advantage Willingness to pursue licensing certifications (Series 7, State Securities/Insurance, etc.)

Hiring for- Investment Advisor & Cross Sale Shift: 5 Days Working * Graduation mandatory. * Sales exp required mutual funds and BFSI industry * Experience in BPO or financial services. Salary- 2,0000 - 45000 HR Himanshu 6232535322 Required Candidate profile Excellent Communication is required

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...

Responsibilities: * Provide financial advice on investments and portfolio management( for mutual funds ) * Manage HNIs' wealth through comprehensive planning for mutual funds Employer contact - Jayant( 7982605331 ) Health insurance Life insurance Sales incentives Performance bonus Referral bonus Leave encashment

About Company One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India. Private Wealth - Head / Lead / TL /AVP / VP Experience - 10 to 25+ yrs Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad,Jaipur Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. Expected to establish strong ties with them by designing & implementing...

Role & responsibilities Coordinate with external asset managers, banks, and financial advisors to optimise investment returns and ensure alignment with the familys objectives. Conduct due diligence on investment opportunities and provide financial analysis and risk assessments. Monitor and manage the family’s investment portfolio, including equities, fixed income, real estate, private equity, and alternative assets. Prepare investment summaries and presentations for family principals and advisors. Maintain detailed investment records and ensure compliance with applicable regulations and family policies. Track and report on portfolio performance, asset allocation, and market trends. Prepare d...

LGT Wealth is seeking highly experienced and result-oriented Relationship Managers in the Private Wealth Management space. The ideal candidate will have a deep understanding of financial products, a strong track record of client acquisition and retention, and a current book size exceeding INR 400 Cr. This role involves providing strategic wealth solutions, deepening existing relationships, and acquiring HNI/UHNI clients. Key Responsibilities: Manage and grow a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Provide customized investment advice across asset classes: equity, debt, real estate, alternative investments, PMS, AIFs, and structured products. Deepen wallet...

Assist with onboarding workflows including account setup, custodian paperwork review and CRM updates. Analyse and manage advisor workflows, compliance checklists, and operational task Prepare detailed reports Assistance in Portfolio Services Provident fund

Responsibilities: * Manage HNI client relationships * Provide financial advice on wealth & insurance products * Acquire new clients through networking & referrals * Develop investment strategies using NISM certification Provident fund Health insurance Sales incentives Travel allowance

Key Responsibilities: Make sound investment decisions and carry out investment activities on behalf of individual or institutional clients Advise clients on financial products, securities, funds, assets, and portfolio management Analyze financial data and market trends to identify investment opportunities aligned with clients goals and risk tolerance Structure and present investment strategies aimed at maximizing returns within acceptable risk parameters Monitor client portfolios and provide regular performance updates Ensure compliance with regulatory requirements and internal policies Desired Candidate Profile: Strong understanding of investment principles, portfolio structuring, and finan...

As a Legal Executive at Agarwal & Dhandhania (AD), you will be responsible for managing legal matters related to loan recovery, dispute resolution, and other legal proceedings. Your role will involve drafting and reviewing legal documents, providing legal advice, and representing the company in legal forums. This full-time on-site position is based in Surat, Gujarat. To excel in this role, you should have proficiency in Law, specifically the SARFAESI Act and Arbitration Act. Experience in legal document preparation and legal advice is essential. Strong analytical and problem-solving skills are required to navigate complex legal issues effectively. Excellent written and verbal communication s...

As the ideal candidate for this role, you will be responsible for developing and managing relationships with Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices, wealth advisors, and Trusts, including charitable and retiral entities. Your primary focus will be on sourcing business from these entities to achieve the Annual AUM/Net Sales Target of the assigned Location/Regions. In addition to relationship management, you will also be involved in the hiring and team management process. This includes recruiting quality Key Account Managers and ensuring their productivity through continuous mentoring and training initiatives. You will play a crucial role in driving ...

As an RA/RIA Partnership Manager at StockGro, you will play a pivotal role in our vision of empowering Indian millennials with investment knowledge. StockGro, India's leading stock market education platform, aims to make trading and investing accessible to all users, from beginners to seasoned traders. You will be at the forefront of identifying and collaborating with the right partners in the advisory business to drive high impact and align with StockGro's mission. Your responsibilities will include: - Identifying RIA partners who resonate with StockGro's vision and audience. - Building and maintaining relationships with financial experts, including SEBI-registered Research Analysts (RA) an...

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...

Hiring for- Investment Advisor & Cross Sale Shift: 5 Days Working * Graduation mandatory. * Sales exp required mutual funds and BFSI industry * Experience in BPO or financial services. Salary- 2,0000 - 40000 HR Himanshu 6232535322 Required Candidate profile Excellent written or verbal communication is required Banking experience is mandate

About Bluevine Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, we re empowering entrepreneurs to grow with confidence. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, we ve been supporting SMBs since 2013, serving over 750,000 customers nationwide and growing a dynamic global team of 500 people. Our missionTo fuel small businesses with the financial tools they need to succeed. At Bluevine, you ll be part of a collaborative, fa...

Job Title: Vice President - Wealth Management Company: Bajaj Capital Ltd Location: Pune, jaipur & Ahmedabad Department: Wealth Management Experience: 1012 years Employment Type: Full-Time About Bajaj Capital Bajaj Capital Ltd is one of India’s most trusted investment services companies, serving clients for over 60 years with expert financial planning and a wide array of investment and protection solutions. Our mission is to empower individuals and families to achieve financial freedom through transparent advice, tailored strategies, and a client-first approach. With a strong PAN-India presence, we continue to set industry benchmarks in wealth creation and preservation. Role Overview The Weal...

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady ...