1064 Financial Advisory Jobs - Page 33

To Apply - Submit Details via form - https://forms.gle/BubdUksV52R3v8Tp8 Ey is looking for a highly skilled and experienced Project Consultant to join their team in Gurgaon. The ideal candidate will have 6-10 years of experience in customer services, with excellent communication skills and the ability to handle customers efficiently. The opportunity : Project Consultant-NAT-PAS WKFA-CNS - PC - Workforce Advisory - Gurgaon Your key responsibilities Technical Excellence Understanding of TA processes and technical understanding of IT landscape Skills and attributes To qualify for the role you must have worked with GCCs in tech and financial services Experience 6-10 years Role & responsibilities...

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. Market...

Max Life Insurance Company Limited is looking for Relationship Associate to join our dynamic team and embark on a rewarding career journey A 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 finan...

Job description Designation - Sr Manager/ Chief Manager/ AVP- Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in ...

Job Description Key Responsibilities: Build strong relationships with clients by understanding their goals and offering personalized financial solutions Guide individuals in making informed financial decisions for long-term financial well-being Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs 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 Represent Finnovate at conferences, meetings, and industry events to promote financial education Qualifications & Skills Bachelors degre...

Education Bachelor degree in Business, Finance, Economics, or a related field. 7 years of experience in product management, wealth management, or financial services. Experience with digital platforms is a plus. Strong interest in wealth management products and client engagement strategies. Exposure to or experience with agile development methodologies is a plus. The ideal candidate will have a good understanding of wealth management, digital engagement, and end-to-end experience transformation. 7+ years of relevant experience leading and managing financial advisory technology, digital wealth / investment platforms or digital transformation in Wealth Management. Experience integrating advisor...

Seeking candidates who are passionate about Investing in general.Good market knowledge to successfully manage clients and ensure satisfaction.Awareness of various micro and macro-economic trends and events taking place both in India and globally. Required Candidate profile Candidate with with Experience of 5- 12+ years Preferably, should have handled similar profile in a Bank or Wealth Management firm.

Bangalore JOB DESCRIPTION: Retail Sales Role - WealthAdvisor Position: Retail Sales Advisor Location: BangloreRole Overview: As a Retail Sales Advisor, you will help clients build wealth through smart equity investments. You will spend most of your day talking to potential customers on the phone,selling our products. Good communication skills are essential. You will need to plan and make new and follow-up calls to meet your targets. Knowing about the equity market andbeing good at selling is crucial. Responsibilities: • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients investin...

• Advising clients in investment planning, insurance coverage to help them reach financial objectives • Determining clients income, expenses, insurance coverage, financial objectives, risk tolerance & other information to develop a financial plan Required Candidate profile • Certified Financial Planner (CFP) mandatory • Proficient in Office 365 especially Excel and PowerPoint. • Experience providing quality financial advice. • Knowledge of mutual funds & insurance. Perks and benefits Provident Fund

Hiring for Financial Advisor Skills - Finance, Share market, Insurance, Annuity Min 4 Years of Exp Salary up to 55k In hand Loc - Gurgaon/Noida Contact 7982741785 ( Kiranpreet Kaur ) Email- kpreetimaginators@gmail.com

Role We are looking for a highly experienced and motivated individual to lead the sales/advisory of Alts financial product offerings. This is a senior leadership role that will manage a team of investment advisors and investor relations executives and report directly to the Founder and CEO. The ideal candidate will be a highly motivated and dedicated professional with extensive experience leading accounts preferably with exposure to financial and capital markets products. Key Roles & Responsibilities Lead a team of certified investment advisors in raising capital for the platform through outbound business development by advising existing and new clients of Alt Capital across various alternat...

Role We are looking for a highly experienced and motivated individual to lead the sales/advisory of Alts financial product offerings. This is a senior leadership role that will manage a team of investment advisors and investor relations executives and report directly to the Founder and CEO. The ideal candidate will be a highly motivated and dedicated professional with extensive experience leading accounts preferably with exposure to financial and capital markets products. Key Roles & Responsibilities Lead a team of certified investment advisors in raising capital for the platform through outbound business development by advising existing and new clients of Alt Capital across various alternat...

About the Role As a Wealth Manager at Alpha, you will play a critical role in managing and nurturing relationships with High Net-Worth Individuals (HNWIs). Your core responsibility will be to provide strategic investment advisory and ensure a high-quality client experience. While your primary focus will be on client engagement and portfolio advisory, there will be occasions where you will support operational aspects such as transaction execution, documentation follow-up, or service coordination to ensure smooth end-to-end delivery. This role is ideal for professionals who enjoy client-facing responsibilities and are also willing to step in when needed to ensure a seamless and responsive serv...

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description 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 financial advice to high net worth individuals and institutions including ...

Job Role - Urgent opening for Private Wealth Manager / Sr. Wealth Manager / Team Lead - One of Indias oldest stock broking company 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. Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad, Indore, Vadodara, Kolkatta, Chennai, Hyderabad CTC - Best in industry Job Role: Accountable for implementing an integrated plan which addresses wealth creation, w...

Job Role - Urgent opening for Private Wealth Manager / Sr. Wealth Manager / Team Lead - One of Indias oldest stock broking company 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. Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad, Indore, Vadodara, Kolkatta, Chennai, Hyderabad CTC - Best in industry Job Role: Accountable for implementing an integrated plan which addresses wealth creation, w...

Urgent Opening For Equity Dealer - Ahmedabad, Rajkot, Ahmednagar, Parbhani, Surat, Nagpur Amravati, Goa, Aurangabad, Baroda Please find below Job description for the Relationship Manager Dealing role - JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network ...

Barclays Shared Services is looking for Vice President Private Banker to join our dynamic team and embark on a rewarding career journey Banker is responsible for various tasks including planning, execution, and management of related duties They should possess relevant skills and experience to excel in this role Duties include teamwork, problem-solving, and achieving organizational goals Candidates must have strong communication and technical abilities Responsibilities include project management, strategy execution, and performance optimization (More details as per role requirements

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 500,000 customers nationwide and growing a dynamic global team of 500 people. Our mission? To fuel small businesses with the financial tools they need to succeed. At Bluevine, you ll be part of a collaborative, ...

Mega Drive for Mutual Fund Sales - No Freshers please Locations - Bangalore, Delhi, Mumbai, Chennai, Gujrat, Hyderabad Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts ctc - 2.5 to 3.5 lac Required Candidate profile Managing portfolio of clients and mutual fund sales Minimum 6 months experience keen in sales can apply. Contact Priyanka on 9900933432 or whatsapp cv on same number

Key Skills & Responsibilities : Preparation of financial statements, reconciliations and related financial reporting support and assisting in GAAP convergence projects Ind AS / IFRS / US GAAP Financial planning & analysis Performing variance analysis, Budgeting , MIS and dashboarding. Accounting & Reporting processes in a landscape of technological , evolving regulatory requirement , transactional accounting across end-to-end bookkeeping, P2P, R2R O2C processes, statutory financial statement, and audit support. Cash flow management and working capital optimization. Consolidation of financial statements Manage multiple client engagements across Financial Services (FS) and non-FS sector . Draf...

* Min 4+yr exp in Broking sector Handling PMS, wealth management. *Identifying and developing new market segment for revenue generation *Looking a driven Sales Manager to lead regional business expansion, strengthen client relationships. Required Candidate profile *Explore and grow new market segments *Develop high-value client relationships with strategic pricing *Drive regional sales strategy and promotional plans *Advise clients using market research.

Hi, We are hiring - L - CTC - upto 10 lpa & : Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required , & Graduate / Post graduate 2yrs- 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs, will have adv...

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 500,000 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...

Kroll Property Tax Services practice assists clients in identifying tax saving opportunities by reviewing their tangible property portfolio and associated property tax assessments and liabilities. We are currently looking for a Tax Lead Analyst to join the Property Tax Services practice. Day-to-day responsibilities : Set up and maintain client data (Legal Entities, Properties, Accounts/Parcels, Assets) Review client information for completeness and integrity Monitor the current laws, trends and techniques relative to US property tax requirements and property valuation to afford the client the most legally advantageous status Ensure all tasks are completed in a timely manner and deadlines are...