1054 Financial Advisory Jobs - Page 28

CFP & Relationship Manager / Investor 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 & Relationship Manager / Investor Advisor Experience: 3-8 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 Certified Financial Planner (CFP) with a proven track record as a Relat...

Money Solution is a financial services company located in Elberton, Georgia, United States, specializing in providing customized financial services to meet the diverse needs of our clients. With a strong commitment to customer satisfaction and financial excellence, we have established ourselves as a trusted service provider in the industry. Join our dedicated team to contribute to delivering exceptional financial solutions and support. As a Bank Relationship Manager in Delhi, India, you will play a crucial role in developing and nurturing client relationships, understanding their financial requirements, and offering tailored financial advice and services. Your responsibilities will include m...

Our client is a leading Investment Banking firm with a global presence. They specialize in a wide range of products and services, including Structured Finance, Corporate Finance, Leverage Buyouts, Private Equity, M&A, and Financial Advisory. The ideal candidate should have over 15 years of experience, with at least 10 years in Investment Banking or a similar domain in Banks, Financial Institutions, or Fund Houses. The role involves spearheading the Vertical, Investor Relations, and Business Development. This position offers the opportunity to work on a variety of deals, such as structured finance, project finance, M&A, equity fund raise, and capital markets deals across different sectors. Th...

We are looking for a Contracts Consultant to join our Construction Disputes Expert Services department in India, with an initial placement in Pune. The role would initially be based on site in Pune, India, seconded to a client for an initial 6-month period with extensions thereto as required. After the initial secondment the individual would either relocate to a different project site or would join the office-based consulting team. Day-to-day responsibilities Manage commercial and contractual activities within the project efficiently and effectively; Develop and deliver structures for contract administration and commercial matters. Implement the companys commercial policies and procedures co...

Responsibilities: Expert Consultation: Preparation of higher complexity SR&ED tax incentive claims and assist with review of claims as required. Maintaining regular contact with assigned clients communicating directly with client personnel in operations, finance, accounting, payroll, and engineering and their accountants to gather relevant information to prepare project costing and complete tax return input. Client Partnership: Cultivate strong relationships with clients to uncover SR&ED opportunities, offering bespoke consultation and support throughout the SR&ED claim lifecycle. Meet with clients in-person and virtually to establish engagement plans, assist with evaluation of eligible acti...

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 - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

PAN India Requiremen: I'm hiring for Financial Advisor. Work location- Jodhpur. Udaipur. Sikar. Delhi . Banglore . Mumbai. Hyderabad Degree mandatory Client budget 2.5 L to 4.5 L Experience minimum 6 month in Mutual funds Sales. Demmat Acounts Sales. 6 days working & 2nd. 4th and Sunday off. Shift time 9 am to 6 pm Good English communication Age limit not above 32yrs Call 8377024167 & 9560576207 OR brdassociates@workmail.com

We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement. Key Responsibilities Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve ...

We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement. Key Responsibilities Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve ...

We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement. Key Responsibilities Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve ...

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....

1. Achieving Business Objectives of the Retail Branch Banking Team through sales of CASA, FD, Loans & TPP like Insurance, Mutual Funds, Demat Accounts etc. 2. Branch handling & team management. 3. Customer service & escalation handling. Required Candidate profile 1. 2+ yrs. as BM from any private sector bank. 2. Good stability with top 2 ratings in last 2 yrs. 3. Must have managed 100 Crs. CASA book branch. Pls connect on 7827930908 for further discussion. Perks and benefits Attactive Incentives

This role is for one of our clients in the Sales industry, based in Delhi. As a Mid-Senior level Investment Sales Consultant, you are expected to have a minimum of 2 years of experience. Your primary responsibilities will include promoting mutual fund solutions, nurturing investor relationships, and 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, and compliance. You will be responsible for proactively identifying and onboarding new investors through various channels, maintaining a pipeline of high-potential leads,...

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 and verbal com...

The Summer Analyst Program is a nine to ten-week internship designed for students pursuing a bachelor's or graduate degree. Throughout the program, you will have the opportunity to fully immerse yourself in the day-to-day activities of the firm. As a participant, you will attend an orientation session where you will gain insights into our culture, understand the benefits, and responsibilities associated with being a part of our organization. You will also undergo training sessions that are specifically tailored to help you succeed in your role. During the internship, you will work on real responsibilities alongside fellow interns and experienced professionals. When submitting your applicatio...

As a Client Relationship Executive at Jainam Broking Limited, located in Bhavnagar, your primary responsibility will be to build and maintain long-term relationships with clients. You will focus on ensuring high levels of client satisfaction and retention by understanding their financial needs, risk tolerance, and investment goals. By recommending suitable stock market products and services, you will play a crucial role in providing financial advisory to clients. In addition to client relationship management, you will also be responsible for addressing client queries and resolving issues through various communication channels such as phone, email, or chat. You will assist clients in opening ...

Job Title: Corporate Banking (Organization & Strategic Client Acquisition) Experience: 9 to 14 years Industry: Banking, Financial Services & Insurance (BFSI) Sector: Corporate Banking About the Role: We are looking for a strategic and entrepreneurial professional to lead client organization and early market penetration for our Corporate Banking division. This role demands a gatecrasher mind-set someone who thrives on opening new doors, building relationships from scratch, and driving go-to-market (GTM) efforts in untapped or underpenetrated sectors. You will combine deep corporate banking expertise with strong sales and marketing instincts to establish and grow strategic client relationships...

Position : Business Manager-Wealth Location : Ludhiana/ Chandigarh We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands a strategic mindset, sound financial acumen, and a deep understanding of financial products and market trends. Key responsibilities Client Relationship Management: Acquire, build, and manage a portfolio of high-net-worth clients. Act as a trusted advisor by understanding clients f...

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM Certificate is required * Preferred background in BFSI Sales * Experience in BPO or financial services. HR Arti 9522754537 Required Candidate profile excellent verbal and written communication is required graduate is mandatory with NISM Certificate

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Jodhpur Sikar Ajmer Udaipur Bhilwara Bikaner ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts 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 9811985863 OR email cv on qrn.placement@gmail.com

Job Description: Tyger Capital, formerly known as Adani Capital, is a non-banking financial company (NBFC) that commenced lending operations in April 2017. The company aims to become the foremost financial services firm with a strong focus on entrepreneurship. Tyger Capital is committed to providing financial solutions that enable businesses to grow and thrive. This full-time on-site role for a Relationship Manager, located in Bhinmal, requires strong relationship management and client servicing skills. As a Relationship Manager, your primary responsibilities will include managing client relationships, understanding client needs, providing tailored financial solutions, and maintaining regula...

As a Creative/Content Strategist for WA, you will be responsible for developing innovative strategies for digital campaigns. Your primary 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 be tasked with producing original and visually appealing content that demonstrates a high level of accuracy in grammar, brevity, and syntax across various corporate marketing and communications materials. In this role, you will also be expected to craft compelling press releases highlighting WA's achievements, new clients, client news, and employee accomplishments. Your...

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM Certificate is required * Preferred background in BFSI Sales * Experience in BPO or financial services. HR Arti 9522754537 Required Candidate profile Excellent communication is mandatory Graduate also is mandatory NISM Certificate is required

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 risk mitigation ...