1064 Financial Advisory Jobs - Page 35

Relationship Manager Financial Services Experience: Minimum 5 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...

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

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...

rontline Consultants is hiring Business Development Managers for its offices in Delhi, Jaipur, Raipur, and Mumbai . The role involves generating leads, acquiring clients, and driving revenue for our consulting and EPC solutions. The candidate will manage end-to-end business development cycles including proposal preparation, client meetings, and relationship management. Responsibilities: Identify and acquire new clients in infrastructure, EPC, and consulting domains Engage with MSMEs, corporates, and banks for loan advisory, DPR/TEV reporting, and project services Prepare and deliver proposals, pitch decks, and engagement letters Track tenders and government schemes for new business opportuni...

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 activate them...

Responsibilities: * Provide expert financial advice to clients * Maintain confidentiality at all times * Monitor market trends and risks * Develop personalized investment plans Accessible workspace

Acquiring HNI/Ultra HNI clients through networking, database, market analysis, and references. Maintaining client relationships and generating Assets Under Management (AUM) from HNI/Ultra HNI clients. Achieving the financial goals of the clients through various product lines, including mutual funds, bonds, alternative investment funds, insurance, and real estate. Providing investment advice to HNI/Ultra HNI clients and managing their overall financial portfolio. Collaborating with product and research teams to make investment decisions for clients. Achieving budgeted targets in terms of client acquisition, business volume, and assets. Sharing regular communications with clients regarding inf...

Responsibilities * Client Relationship Management: Build and nurture strong, long-term relationships with clients through proactive engagement and needs-based selling. * Needs Analysis: Conduct thorough financial needs analysis for clients to understand their unique circumstances, goals, and risk appetite. * Product Consultation: Present and explain various life insurance products (e.g., term plans, endowment plans, ULIPs, retirement solutions) tailored to client requirements. * Sales & Business Development: Actively generate leads, prospect new clients, and achieve sales targets. * After-Sales Service: Provide ongoing support and excellent after-sales service to clients, ensuring policy per...

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...

Role & 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. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings a...

-Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance

Position: Financial Counsellor Department: Operations Qualification: BA/MA (Psychology) Experience: 1 -5 years post-PG Location: Gorakhpur Salary: Best in Industry Interview Mode: On-site / Virtual (as per convenience) Roles & Responsibilities: 1. Call leads of potential patients as per defined targets for each day 2. Counsel patients and resolve their queries 3. Keep track of patient pipeline and share status on conversion 4. Manage the department operationally coordination with doctors and patients 5. Manage donor agencies and other partners If this opportunity matches your profile or career interests, we would be happy to connect further. Warm Regards, Abhishek Pandey Assistant Manager Op...

Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /activating new clients Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) info.aspiringmantra@gmail.com What's up 9318431991

Reputed Wealth Management Company is looking out for the Senior position . Minimum 15 Plus years of Experience in the Wealth Management . For Details contact. 8317340070.

Designation: Branch Head – Wealth Management | CTC: Up to 30 LPA. Lead RMs, manage high-value client portfolios, drive business growth, ensure advisory excellence, compliance, and team performance. Required Candidate profile Experience in wealth management/premium banking/family office advisory. Proven in managing high-value clients. Strong team leader with financial acumen, high EQ, trust, and client focus. Perks and benefits CTC - Upto 30 LPA

Introduction We believe that every candidate brings something special to the table, including you! So, even if you feel that you re close but not an exact match, we encourage you to apply. We d be thrilled to receive applications from exceptional individuals like yourself. Gallagher, a global industry leader in insurance, risk management, and consulting services, boasts a team of over 50,000 professionals worldwide. Our culture, known as The Gallagher Way,is driven by shared values and a passion for excellence. At the heart of our global operations, the Gallagher Center of Excellence (GCoE) in India, founded in 2006, upholds the values of quality, innovation, and teamwork. With 10,000+ profe...

Role & responsibilities Resources 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 Analyst, Wealth Management Team Size Direct: Indirect Team Size (Onrolls): Financial Resources Book Size: INR Net interest income:...

Position Overview: We are seeking a driven and client-focused Independent Financial Advisor (IFA) to provide personalized financial guidance and investment solutions within the broking industry. As an IFA, you will work independently, leveraging access to a wide range of financial products and brokerage platforms to serve clients' diverse needs. Your role will involve building trusted relationships, offering tailored advice on securities, portfolio management, and long-term financial planning. Role & responsibilities: Acquire New IFA to achieve set AUM target Ensure all the paper work for the IFA acquired is done including Referral Agreement registration Visit IFA mapped at Pre-Defined frequ...

Roles and Responsibilities Manage tax compliance for clients, ensuring timely filing of returns and payment of taxes. Provide accounting advisory services to ensure accurate financial reporting and planning. Offer financial advisory services to help clients make informed decisions about their finances. Oversee payroll management, including preparation and submission of payroll reports. Ensure legal compliance by reviewing contracts and agreements for potential tax implications. Desired Candidate Profile 3-8 years of experience in tax consultancy or related field (CA/CS). Strong knowledge of Indian income tax laws, regulations, and procedures. Excellent communication skills with ability to wo...

Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds Revenue generation from dealing & Other Product & Services New Client Prospecting - Through cold-calling, appointments, reference Equity product Health insurance Annual bonus Provident fund

Responsible for growing revenues of broking, lending products, Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

Trade ideation to PMS and AIF Category III fund management, client interaction, cash management,compliance review Generate equity investment ideas with fundamental/quantitative backing Track & deploy derivative & forex strategies for alpha & hedging Required Candidate profile 3 + yrs of market & fund-side experience,PMS/ AIF Strong command over equity research, options strategies,currency markets Passion for markets Willing to work with high intensity & no micromanagement

We are looking for an Analyst Corporate Paralegal who will collaborate closely with corporate governance team and internal firm services colleagues, and business colleagues, assisting with the corporate entity compliance including, management of documents, corporate filings, records and information associated with corporate entity maintenance, ultimate beneficial owner disclosures and registers. You will perform assigned tasks with accountability, independence, judgment, and meticulousness. The role will focus primarily on global entity corporate governance and compliance. Day-to-day responsibilities : Serve as the main custodian for corporate records and minute books, including annual entit...

About Our Client The client is a Indian NBFC company with multiple offices Job Description Private Wealth - Manager / Sr Manager / TL /AVP / VP/ Head Experience - 5 to 20+ yrs Location - Mumbai ,Delhi Hyderabad Education - Graduate /PG ROLES & RESPONSIBILITIES: - Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management Selling of products : Mutual Funds, PMS, Structured Products etc Handle and manage clients. Experience of advising clients across asset classes The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products )...

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, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcas...