1054 Financial Advisory Jobs - Page 29

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...

Anil Sekhri & Company, established in Mumbai in 1983, is a leading financial firm specializing in Media & Entertainment. With over four decades of experience and proprietary processes, our firm has played a pivotal role in the industry's transformation. We provide tailored financial solutions for clients ranging from leading celebrities in film, television, and advertising to performers, authors, and production houses. Our comprehensive services encompass financial advisory, taxation, budgeting, and costing. This is a full-time on-site role for an Article Assistant located in Mumbai. As an Article Assistant at Anil Sekhri & Company, you will be responsible for assisting in audit, financial a...

Responsibilities: * Provide investment advice & financial planning solutions * Manage client queries & problems with expertise * Execute wealth management strategies * Handle client interactions with care

You should have a minimum of 3-5 years of experience as a Chartered Accountant in Financial advisory or Debt Syndication, with the capability to create and interpret financial models. Your role will require strong interpersonal skills and networking capabilities. It is essential to have a good grasp of Credit/Corporate Finance and stay updated on global market trends. Being a quick thinker, possessing excellent time management skills, and having strong communication abilities are key attributes for success in this position. To apply for this position, please send your resume to hr@blendfinance.com with the job title mentioned in the subject line.,

We are looking for a motivated and detail-oriented Loan Advisor to join our team. The Loan Advisor will assist clients in identifying and securing the best loan options based on their needs. This role involves assessing financial eligibility, guiding clients through loan applications, and maintaining relationships with financial institutions to ensure a seamless experience. Key Responsibilities: Assist clients in understanding different loan products, including home loans, personal loans, and business loans. Evaluate client eligibility by analyzing financial documents, credit history, and repayment capacity. Provide clients with tailored loan solutions based on their requirements and budget....

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Provide financial advisory services, including investment planning, portfolio management, and mutual fund sales. Develop and implement effective wealth management strategies for HNI clients. Identify cross-selling opportunities for other banking products and services. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 0-1 year of experience in Wealth Management or related field (e.g., Investment Banking). Certified Financial Planner (CFP) certification preferred but not mandatory. Strong understanding of Investment ...

Greeting from HDFC Bank!! We have urgent opportunity of NRI Relationship Manager Bangalore Job Locations: Across Bangalore - J P NAGAR Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Preferred Relationship Manager NRI Business Job Title : RM-NRI Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head Location of role : Across Bangalore Job Fn : Sales Role Type: IC Job Purpose : To build and manage relationship with Preferred program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Key Responsibili...

Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changin...

Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-t...

Job Summary The key responsibilities are to build and manage strategic partnerships with VCs, accelerators, and incubators, Support startups through webinars, workshops, and 1-on-1 consultations, Oversee the Startup Ambassador Program and drive its growth, Stay updated on industry trends and identify new opportunities. Job Description Responsibilities and Accountabilities: Explore new partnership opportunities with VCs, Accelerators, and Incubators across India and onboard them as startup program partners. Manage existing relationships startup partners across India to help them enable their portfolio companies to grow better via webinars, knowledge sessions, virtual 1- on-1 calls, etc. Manag...

Looking for a CFP- Freelancer who not only has technical expertise in personal finance but can translate that knowledge into simple, engaging content for a wide audience. This role is part finance expert , part content creator , and part educator .

The role of Financial Advisor in Allahabad is a full-time on-site position that involves providing financial planning and advice to clients. Your primary responsibility will be to assist clients in achieving their financial objectives by assessing their financial situations, creating personalized financial plans, and offering guidance on investments, retirement planning, and other financial services. To excel in this role, you should have experience in Financial Planning and Finance, possess skills in Investments and Financial Advisory, and be capable of delivering Retirement Planning services. Strong analytical and problem-solving abilities are essential, along with excellent communication ...

Approach prospecting new clients & advice Financial Products & Services based on client needs conducting market analysis ensuring compliance with regulations. Building relationship & advising clients on investment wealth management insurance etc Required Candidate profile Financial Sales Experience Good Experience in Investment, Insurance, Wealth management etc Handling HNI clients Kindly reach us @ Hema - 7305057834 adducoindia@gmail.com

A. Preparing and maintaining the client files – software entries B. Understanding and analyzing the recommendations to confirm that the compliance requirements are met C. Implementing recommendations D. Review external networks. Required Candidate profile Excellent Verbal & Written Communication Skills Strong Financial and Analytical skills MBA Finance/US-CMA /MBA/M.Com/CFP Market/Portfolio Management/Financial Planning/Derivatives Analyst, NISM

Role & responsibilities Direct Responsibilities 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 clients. 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 activ...

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new ...

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new ...

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new ...

Kadam colors is looking for E-commerce Dispatch Coordinator to join our dynamic team and embark on a rewarding career journey Scheduling and Dispatching:Create daily schedules for drivers, technicians, or service personnel Assign tasks, routes, and work orders to appropriate personnel based on availability and priorities Resource Allocation:Optimize the allocation of vehicles, equipment, and personnel to meet customer demands and operational efficiency Ensure that the right resources are deployed for each task Routing and Navigation:Plan and optimize delivery routes to minimize travel time, fuel consumption, and maximize on-time deliveries Utilize route optimization software and GPS technolo...

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...

Responsibilities: Manage client relationships through mutual fund, MF, PMS, AIF & AMCS sales. Provide wealth management solutions for HNI clients. Conduct NRI services and Premier/Elite portfolio management. Health insurance Annual bonus Provident fund

As a Creative/Content Strategist for WA, you will be responsible for developing innovative digital campaigns. Your main focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. It is crucial to ensure that all content is not only eye-catching and original but also accurate in terms of grammar, brevity, and syntax. Your role will involve crafting press releases that highlight WA's achievements, new clients, client news, and employee accomplishments. Additionally, you will be involved in various aspects of content production such as creating web pages, blogs, Q&As, FAQs, ...

Our client is a prominent Investment Banking firm with a global presence, offering a wide array of products and services including Structured Finance, Corporate Finance, Leverage Buyouts, Private Equity, M&A, and Financial Advisory. The ideal candidate for this role should have a minimum of 15 years of experience, with at least 10 years in Investment Banking or a similar domain within Banks, Financial Institutions, or Fund Houses. As the incumbent, you will be responsible for leading the Vertical, Investor Relations, and Business Development. This position will expose you to a diverse range of deals such as structured finance, project finance, M&A, equity fundraise, and capital markets deals...

Portfolio Management New client acquisition Financial Planning & Advisory services Manage client portfolios - insurance, mutual funds, hedge funds, real estate & fixed income Preferred- AFP / CFP / NISM XA – XB Contact (WHATSAP ONLY) - 9176975879