1064 Financial Advisory Jobs - Page 36

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 c...

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. Your key responsibilities Technical Excellence Understanding of TA processes and technical understanding of IT landscape Role & responsibilities Collaborate with multiple client departments to provide services while adhering to commercial and legal requirements. Utilize practical problem-solving skills to deliver insightful and practical solutions. Work collabor...

Responsible for growing revenues of broking, lending products, Share khan Education and 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

CONSULTANT/ ASSISTANT MANAGER/ MANAGER/ ASSOCIATE DIRECTOR/ SR. ASSOCIATE DIRECTOR - FINANCIAL CONTROLLER - GURGAON AND MUMBAI Interested candidates kindly get in touch on 8447354794 or share cvs on sanjeet@teaminnovative.net Experience I IFRS, Reporting, preferably banking experience. Candidate should have Oracle Implementation experience Experience in Financial Controllership.

YES SECURITIES is looking for Client Relationship Associate to join our dynamic team and embark on a rewarding career journey. This position involves effective communication, problem-solving, and a commitment to ensuring client satisfaction The Client Relationship Associate serves as a primary point of contact between clients and the organization, aiming to foster long-term partnerships Key Responsibilities : Client Engagement : Build and maintain positive relationships with clients by understanding their needs and providing proactive support Serve as the main point of contact for client inquiries, addressing concerns, and ensuring prompt resolution Client Onboarding : Facilitate the onboard...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - JP Nagar 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. Ensuring RM...

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...

Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales Locations - Bangalore, Chennai, Hubli ctc - 2.5 to 6.5 lacs Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Required Candidate profile Managing portfolio of clients and mutual fund sales Contact Anitha on 9869504403 or Email on qrn.anitha@gmail.com

Relationship Manager- PCG Dealing KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. To ensure active management of clients & achieve the target active AUM 2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4. To achieve healthy revenues without compromising on clients profitability 5. To have clear focus on client mining 6. To conduct regular Client Meetings & update the same in the meeting tracker 7. To attain maximum reach of investment ideas/stock calls initiated 8. To assist in new client acquisition, building n...

Position: Wealth Manager (Certified: NISM XA & XB) Location: Multiple Location Employment Type: Full Time About the Job Fydaa (unit of Multistrato Capital Advisors Private Limited) is a wealth-inclusive Bharat initiative to make a difference in our clients lives and financial well-being. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Our commitment and main objective are to deliver personalized, independent financial advice to each of our clients. As a Wealth Manager, you will have the opportunity to support several individual clients with financial management. Fydaa has obtained SEBI’s license in investment advisory allowing holistic fin...

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, ...

We are looking for Young and energetic Relationship Manager/Sr Relationship Manager for Bangalore location. Salary is not a constraint for right candidates. Interested aspirants can share CV to sharanya.s@bajajcapital.com. Job Description - As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various inve...

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

Job Profile: Job location : Jaipur Role Name : Investment Specialist - Branch Banking/Affluent 1. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category 2 2.A priority customers Sources new bank customers through external individual efforts and acquisition channel 3.Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers 4. Informs customers of new products or product enhancements to further expand the banking relationship 5. Plans and conducts special sales initiatives and events for prospective and existing clients 6. Coordinates with other group companies...

Responsibilities: * Provide financial advice on investments & insurance * Maintain confidentiality at all times * Monitor market trends & risks * Develop personalized financial plans * Collaborate with clients' financial goals Work from home Travel allowance Sales incentives Performance bonus Job/soft skill training

CTC- 3 LPA - 7 LPA (Salary is not a Constraint for Right Candidates) + Variable Pay + Contest Rewards + Fast Track Career Growth Job Description :- Designation - Relationship Manager / Senior Relationship Manager / Deputy Branch Head (Wealth Management) As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of...

Job Title : CA Inter Qualified ( Senior Accountant ) Experience: 3+ years Location: Borivali Professional Summary: Detail-oriented and analytical Senior Accountant with over 3+ years of experience in financial reporting, tax compliance, and internal audits. Pursued Chartered Accountancy till Intermediate level (CA Inter), bringing strong conceptual knowledge in accounting standards, taxation laws, and cost control. Adept at managing end-to-end accounting operations and streamlining finance processes for enhanced accuracy and efficiency. Key Responsibilities: Prepare monthly, quarterly, and annual financial statements. Handle accounts payable/receivable, bank reconciliations, and ledger scrut...

Building and maintaining relationships with clients, particularly High Net Worth Individuals (HNIs), to understand their investment needs and provide tailored financial solutions. Required Candidate profile A bachelor's degree in finance, business, or a related field Strong knowledge of financial markets, particularly equities. Excellent communication and interpersonal skills.

We are looking for Senior Paraplanners to assist wealth advisors operating in U.S. financial markets. This role plays a vital part in delivering high-quality financial planning services by providing administrative support to help deliver exceptional service to individual clients. Role Dimensions Collaborate closely with U.S. based wealth advisors to support comprehensive financial planning needs Providing support for processing client service needs (digital paperwork, report generation, agenda preparation) Document preparation for new clients Provide comprehensive operational support to clients, including facilitating all monetary, maintenance, and paperwork requests through CRM Handle all c...

Relationship (Sr.) Executive We are seeking a dynamic, self-motivated and result driven Relationship Executive to join our team. This role requires a basic understanding of the stock markets as your role will involve offering companys financial services as well as selling subscription plans of Companys business magazine which help our clients maximize their financial potential. As a key member of our organization, you will be responsible for acquiring new clients and enhancing existing relationships with retail and high net worth individuals. Your primary focus will be to promote and sell equity-based investment products over the telephone. Role & Responsibilities: Achieve monthly targets se...

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, ...

Key responsibilities Prospect new clients (cold calls, referrals, social selling). Manage end-to-end sales cycle. Hit monthly/quarterly revenue targets; track metrics (conversion rate, average ticket size). Performance bonus

Searching for certified financial professional who plays a crucial role in managing, auditing, and advising on financial matters across various sectors. Regulated by the Institute of Chartered Accountants of India (ICAI)

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT Call - 7897726700 Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

Serve as the primary point of contact for the clients, ensuring a seamless and enriching financial journey from onboarding through ongoing engagement Understand and articulate the full spectrum of services offered by 1 Finance to align client needs with appropriate solutions Lead the team in delivering prompt, accurate, and empathetic responses to client queries across personal finance advisory Work closely with advisors, product experts, and cross-functional teams to curate and coordinate customized financial solutions for each client Conduct team reviews to ensure alignment with the company s philosophy and the unique needs of each client Proactively engaged with clients to ensure executio...