1054 Financial Advisory Jobs - Page 30

You will be joining our client HumGrow.com as a Relationship Manager, where you will play a crucial role in developing and maintaining client relationships within the life insurance sector. Your primary responsibilities will include promoting and selling life insurance products to individuals and businesses, ensuring exceptional customer service, and achieving sales targets. Your key responsibilities will involve developing and maintaining strong client relationships, assessing clients" insurance needs, promoting and selling life insurance products, providing excellent customer service, and addressing inquiries and concerns. You will also be expected to stay updated on industry trends, colla...

About KPMG in India KPMG entities in India are professional services firm(s) affiliated with KPMG International Limited. Established in India in August 1993, KPMG professionals leverage the global network of firms, possessing in-depth knowledge of local laws, regulations, markets, and competition. With offices across India in cities like Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Jaipur, Hyderabad, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara, and Vijayawada, KPMG entities offer services to national and international clients across various sectors. The focus is on delivering rapid, performance-based, industry-specific, and technology-driven services that demonstrate a deep underst...

You will be joining Reliance General Insurance Com Limited. as a full-time Financial Advisor. In this role, you will be tasked with delivering financial planning, retirement planning, investment advice, and comprehensive financial advisory services to clients. Your primary location will be in Jamshedpur, with the opportunity for remote work as well. To excel in this position, you should possess skills in financial planning and finance, along with expertise in retirement planning and investments. A strong foundation in financial advisory is crucial, supported by excellent analytical and problem-solving capabilities. Effective communication and interpersonal skills are essential for client int...

Job Title: Senior Investment Manager Location: Sector-125, Noida Employment type: Full-time/Permanent Overview: This is a full-time on-site role for a Senior Investment Manager at Brand Realty Investors Group located in Noida. We are seeking a dynamic and results-driven individual to join our team as a Business Development and Investor Relations Lead. The primary responsibility of this role is to foster strong relationships to attract new investors and service them. Daily Responsibilities: Develop and execute strategies to attract new investors through network/referrals, conducting market research, attending networking events, and leveraging existing connections. Present investment opportuni...

In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity not just answers in all areas of business. We embrace diverse backgrounds and global perspectives, and we cultivate diversity by respecting, including, and valuing one another. As part of One team, One Kroll , you ll contribute to a supportive and collaborative work environment that empowers you to excel. Our Fixed Asset Advisory Services (FAAS) practice provides valuation of tangible assets for insurance, financial reporting and taxation purposes, fixed asset t...

Roles and Responsibilities Starting with a 1 Month Potential Demonstration and backed by a comprehensive training, you will be absorbed as a Portfolio Manager post stipend period. You will learn to do Portfolio Analysis and Construction, Asset Management , Sector and Indices Watch leading to effective Portfolio Management for the clients assigned to you. You will be coached to conduct Financial research and analysis to manage the Portfolios and help the team provide superior returns. As a fast moving well established Indian Financial Services organisation, GREAT EASTERN looks forward to honesty, accuracy of data submitted and timeliness of reports as key enablers. Kindly note we are not an A...

Job Specifications Role Designation: Advisor Department: franchisee Function: Advisory Company: MOFSL Reporting to: Team Leader Location: MOT Prabhadevi Hyderabad Job Purpose Advising Franchisee on Commodity product Key Deliverables 1. Generating Brokerage. 2. Making them Familiar with the In-house Research Staff. 3. Conducting the Self Awareness Programs for Commodity Segment through Personal Visits/ Seminars / Work Shops and any other business development Activity if needed. 4. Handling important Franchisees and Servicing them Role Requirements 1. Any Graduate with minimum of 2-5 years of experience in the stockbroking industry is preferred. 2. Able to Understand Market Reports and share I...

ob Description for Area Manager - Investment Products Individual financial Advisor - IFA SUMMARY: - Passion for channel business, relationships and qualitative value addition in business IFAs and their clients, competition, other stakeholders ROLES & RESPONSIBILITIES: - • Empanelment of IFAs based on Eligibility criteria designed by the company. • Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the revenue target from the mapped IFA’s • Providing continuous support to the IFAs on day on day • Drive IFA Engagement process • Timely Resolution of IFA’s queries • To research, investigate and update themselves on available investment opportunities/financi...

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investment portfolios and recommending changes to meet their needs Providing ...

Job Specifications Role Designation: Cluster Manager- Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head - Investment Products Location: Hyderabad Job Purpose The role would require complete P&L responsibility for the Team reporting in - To profitably manage and create a team of high achievers. To expand the organisations HNI client base with acquisition of HNI clients . To create a profitable cross sell business at assigned branches . To score high on client satisfaction by providing them best investment advice, managing their portfolios and superior after sales services- To ensure all processes are followed keeping in mind the ethos of the organizati...

You will be joining YC.DO (Y Commercials) as a Financial Advisor, a full-time on-site role located in Pune. Your primary responsibilities will include financial planning, retirement planning, investment management, and offering valuable financial advice to clients. Your role will entail analyzing financial data, evaluating risks, devising financial strategies, and assisting clients in making well-informed financial decisions. To excel in this position, you should possess a strong background in financial planning, finance, retirement planning, and investment management. Your expertise in financial advisory services, coupled with the ability to analyze financial data and assess risks effective...

PMS Business Development | Renowned bank - AMC | Chennai F2F interview - Spot Selection Role & responsibilities 1) Responsible for Concept Selling across the region, leveraging distributor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings with Distrib...

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 securi...

To deliver exceptional volume and revenue performance by acquiring and engaging with clients having an AUM => INR 1 million through need-based approach and ensure client coverage and product penetration through cross-sell and up-sell of products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with Service and Distribution and Product team

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team

Job Responsibilities : Actively sell financial investment products such as PMS (Portfolio Management Services) , AIF (Alternative Investment Funds) , Mutual Funds , etc. Acquire and manage a portfolio of HNI and affluent clients. Understand client financial goals and recommend suitable investment products accordingly. Develop and maintain long-term relationships with clients for repeat business and referrals. Coordinate with internal product teams and ensure seamless client servicing. Track and report on sales targets, market trends, and customer feedback. Desired Candidate Profile : Experience : Minimum 0 -5 years of relevant experience in selling financial products. (Candidates with more e...

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...

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error . Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. Client Management: Maintain clients in an active category as per defined organizational norms. Proac...

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error . Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. Client Management: Maintain clients in an active category as per defined organizational norms. Proac...

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error . Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. Client Management: Maintain clients in an active category as per defined organizational norms. Proac...

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error . Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. Client Management: Maintain clients in an active category as per defined organizational norms. Proac...

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error . Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. Client Management: Maintain clients in an active category as per defined organizational norms. Proac...

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 unde...

" About the client: PSS has been mandated to hire an Equity Relationship Manager for a full-service financial advisory firm providing investment banking, portfolio advisory, broking, and asset management solutions for corporate & HNI clients. Key Responsibilities: Must have a passion for Equities, having worked extensively with UHNI clients in advising portfolios. Must have strong client relationships built over the years. Primary business Listed Equities-based brokerage. Work with the Research, Technical & product team to take to market the recommendations. To work in sync with the Dealing team to execute the trades. Other areas to focus on - Distribution of wealth products & earn commissio...

Role-Cluster Head / Senior / Relationship Manager - Wealth Experience- 6+ Years Mode - WFO- 5.5 days Location- Mumbai / Bangalore / Ahmedabad / Chennai Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial ...