724 Financial Advisory Jobs - Page 4

Our Corporate Finance Service Line acts as the investment banking arm of Kroll. They focus on providing merger and acquisition (M&A), transaction opinion, and restructuring advisory services. Hundreds of public corporations, financial sponsors, family-owned businesses and other middle-market and growth companies have met their strategic goals through Kroll s managed sell-side, acquisition or carve-out advisory transaction. Our team has particular expertise in situations absent of a market-clearing mechanism, where advisor independence is paramount, and where scrutiny is elevated. We are looking for Analysts to join our Corporate Finance-M&A team. Day-to-day responsibilities : The concerned a...

Responsibilities: * Provide investment advice to clients * Manage client portfolios * Conduct investment analysis * Implement portfolio strategies * Ensure compliance with regulatory standards Sales incentives

Investment Advisor and cross sales Shift: Day shift, 5 Days Working Graduation (Mandatory) NISM V/VIII/X Certified BFSI Sales or BPO/Financial Services Experience English Proficiency: V5 Salary: 21k-44k As per Experience HR Krapanshi 9111762733 Required Candidate profile * Graduation mandatory. * NISM V/VIII/X Certificate is required * Preferred background in BFSI Sales * Experience in BPO/Financial services * Excellent Communication is Required * Immediate Joiner

Were Hiring Sales Head (Mutual Fund & Fixed Income) Location: Ahmedabad Company: Pravin Ratilal Share and Stock Brokers Ltd. About the Role We are looking for an experienced Sales Head to lead our Mutual Fund & Fixed Income business. The role involves driving sales strategy, managing client relationships, and achieving growth across Retail, HNI, UHNI, and Institutional segments. What You'll Do 1) Lead and manage the sales team to achieve revenue & AUM targets. 2) Drive business in Mutual Funds and Fixed Income products . 3) Build strong relationships with clients and expand our network. 4) Collaborate with product & research teams for tailored solutions. 5) Ensure compliance with SEBI, AMFI ...

Responsibilities: * Prepare financial plans using Excel & PowerPoint * Collaborate with advisors on client needs analysis * Ensure compliance with KYC policies * Manage portfolios through finance expertise & assist Financial Planners with the clients Health insurance

Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requirements: 1. Experienced professionals of more than 10 years, with relevan...

Responsibilities: Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requirements: 1. Experienced professionals of more than 10 y...

Anand Rathi share and stock brokers limited is looking for HNI Relationship Manager to join our dynamic team and embark on a rewarding career journey.Client Acquisition: Identify and prospect high net worth individuals and families, and develop strategies to acquire new HNI clients. Client Engagement: Build and maintain strong, long-lasting relationships with HNI clients, gaining an in-depth understanding of their financial goals and objectives. Comprehensive Assessment : Conduct thorough financial assessments for HNI clients to develop personalized wealth management and investment strategies. Financial Advisory : Investment Planning: Provide expert advice on investment opportunities, portfo...

As a Senior Relationship Manager in Capital Markets, you will be reporting to the Managing Director and taking over qualified leads provided by the business development or marketing team. Your main responsibilities will include conducting discovery calls, pitch presentations, and in-depth conversations with CXOs, founders, or leadership teams. You will also be tasked with creating compelling proposals, managing commercial negotiations, and handling all aspects of deal structuring. Your role will involve driving deals from mid-to-late sales stages to closure with a focus on speed, alignment, and client satisfaction. Additionally, you will work closely with advisory and execution teams to ensu...

As a Financial Advisor and Life Advisor, your primary responsibility will be to provide financial guidance and advice to clients in order to help them achieve their financial goals. You will be required to analyze clients" financial situations, understand their needs and objectives, and recommend appropriate investment strategies, insurance products, and other financial services. Your role will involve building and maintaining relationships with clients, understanding their risk tolerance, investment preferences, and financial goals, and developing customized financial plans to meet their individual needs. You will also be responsible for monitoring and reviewing clients" financial portfolio...

X class Pass to PG Who can : unemployed, jobholders who need extra income , Housewive , Students, Excellent communication and interpersonal skills. Strong sales and negotiation skills. Sriram - 7989244309 sriramu.t18@gmail.com

Direct Responsibilities : Looking for Wealth Relationship Manager 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 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 clie...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

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 Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

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...

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Han...

Company Description Caliber Success is a modern real estate firm established in February 2024, dedicated to transforming the property experience in Gurugram and Dubai. We focus on providing the right property at the right price and the right time, offering expert property advisory for both residential and commercial projects. Our services include investment guidance, bank loan assistance, and complete interior design solutions. Passionate about creating long-term value, Caliber Success aims to deliver honest advice, personalized solutions, and unmatched support to ensure client satisfaction. Role Description This is a full-time on-site role for a Sales Manager located in Gurugram. The Sales ...

Responsibilities: * Manage HNIs' wealth through mutual funds, PMS & investment products * Acquire new HNI clients with expertise in AIFs & financial advisory services Health insurance Annual bonus Provident fund Performance bonus

As a qualified CA or ICWS or CA-CS or ICWA-CS with a minimum of 10 years of experience in the manufacturing sector or in the food industry, your role will involve various key responsibilities in the financial domain. Your primary focus will be on developing and executing comprehensive financial strategies that align with the organization's short-term and long-term business objectives. This includes leading financial planning activities such as forecasting, budgeting, consolidation, and analysis. You will be responsible for developing tools and systems to provide critical financial and operational information to the CEO and stakeholders, offering actionable recommendations for both strategic ...

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open

Janardan Farms and Resorts is seeking a highly strategic Executive Director to spearhead our real estate division and drive the success of our premium, income-generating studio apartment portfolio. Required Candidate profile An MBA in Finance or Real Estate is required. Certifications like CFAA, RERA, or NISM are highly preferred. A minimum of 15 years of total experience in real estate sales and management. Perks and benefits Flexible independent decision making

As a Finance Business Advisor, VP within the Infrastructure CFO organization at Deutsche Bank in Pune, India, you will play a crucial role in partnering with key stakeholders to provide insights into the drivers of the cost base. Your responsibilities will include targeted analytics, reporting, cost transparency, and future view projections to ensure transparency on overall Provider Costs and client allocations towards business divisions. You will be responsible for managing financials for the division, including month-end compilation, prediction, commentary, forecasting, quarterly software Balance Sheet substantiation, and budgeting. Your role will require a strong knowledge of key finance ...

You will be responsible for handling taxation matters and drafting replies. Additionally, you will conduct certifications and audits, as well as manage accounting tasks. The company specializes in the field of Income Tax and GST matters, RERA compliance, and financial advisory. They have expertise in statutory audits under the Companies Act, 2013, and its amendments. The company also conducts statutory audits under Societies & Trust Laws, tax audits under Income Tax and other applicable laws, and transfer pricing audits. They have experience in auditing Public Sector Units, NGOs, internal audits, stock audits, and compliance audits under various applicable laws, along with other audits as re...