1054 Financial Advisory Jobs - Page 4

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. NISM ...

EY GDS Assurance FAAS Senior Work Mode- Hybrid Location- Kolkata and Pune Qualification Required - CA fresher (Chartered Accountant) Should be a graduate ( B.com) Your key responsibilities Manage quality of service delivery Ensure quality in delivering client service by directing daily progress of fieldwork, informing Supervisors of engagement status Follow through on client requests in a timely fashion, and manage expectations regarding the timing of deliverables and reports Skills and experience with: technical accounting matters, whitepapers on significant issues like consolidation, IFRS 15, 16, 9 and Knowledge of IFRS 17 would be an added advantage (Corresponding standards in USGAAP as m...

Role & responsibilities Develop and maintain strong relationships with bank partners to drive sales of life insurance products. Conduct regular training sessions for bank staff to ensure they are well-versed in our product offerings. Achieve sales targets and ensure growth in the bancassurance channel. Provide exceptional customer service and support to bank partners and clients. Preferred candidate profile 1. Would prefer candidate with Min 6 months - 4 year of experience in Banca Sales. 2. Min experience of 6 months in current organization (only Insurance). 3. Currently on CTC of 2 to max 4.05 Lacs.

Role & responsibilities Catering to the investment needs of clients by providing them research based advise in Equity, MF, Insurance, PMS & structured products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business targets. Responsible for product penetration and increasing client wallet assure. Identifying Prospective clients and acquiring new clients. Candidate should have experience of managing /acquiring wealth & HNI customers. Preferred candidate profile Candidate should have atleast 4 years of experience handling Wealth Product Sales Any Graduate/Post Graduate with Relevant Experience Good Relationship Management and service focu...

Responsibilities: * Collaborate with clients on investment strategies * Manage client portfolios * Provide financial advice and consulting services * Ensure compliance with regulatory standards * Monitor market trends and risks

To work in coordination with existing dealing and sales team and providevalued added research based inputs to our large clients. To liaison with research teams and provide inputs to clients on sectors,themes, stocks, tactical calls etc. -- To review clients existing equityholdings and provide stock views basis research coverage To constantly engage with research team and large clients on regularbasis to provide value added inputs. . Im not sure if this can be added in JD as therecould be a compliance angle to it. Although, we do this. To ensure MIS is discussed with business managers and leaders and isused to push business and spot gaps. To be a key driver of Equity business from targeted la...

Role Overview: As a Senior Executive/Assistant Manager at Pramerica Life Insurance Limited in Kolkata, you will play a vital role in overseeing daily operations, ensuring customer satisfaction, managing team performance, and developing strategic initiatives to drive business growth. Your responsibilities will include coordinating with other departments, training staff, and providing financial advice to clients. It is crucial that you maintain regulatory compliance and uphold a high standard of service. Your contribution will directly impact the financial stability and fulfillment of dreams for customers. Key Responsibilities: - Oversee daily operations to ensure smooth functioning - Ensure c...

Role Overview: The Equity Seeds is looking for a Progress Partner based in Ajmer to provide expert financial advice, manage portfolios, conduct market research, and develop investment strategies for clients. Your daily responsibilities will include data-driven analysis, creating personalized financial strategies, and ensuring compliance with SEBI regulations. Your role will involve collaborating closely with clients to understand their goals and deliver tailored solutions that meet their investment objectives. Key Responsibilities: - Provide clients with expert financial advice - Manage portfolios and conduct market research - Develop investment strategies based on research and analysis - En...

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Com...

Company Description Arthamay Global Finserve LLP specializes in providing a variety of financial products and services including insurance (health, auto, life), loans, retirement planning, financial planning and advisory, commercial lending, and real estate. Our goal is to cater to diverse financial needs of individuals and businesses to help secure their financial future. Role Description This is a full-time remote role for a Financial Products Distributor. The Financial Products Distributor will be responsible for networking with potential clients, distributing financial products, providing financial advice and solutions, as well as managing client relationships. The individual will also r...

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

strong expertise in Mutual Funds, Insurance, Stocks, and other Financial Products, along with a proven track record of managing high-net-worth client portfolios and delivering exceptional investment advice. Required Candidate profile Minimum 5 years of experience in Wealth Management, Financial Planning, or Investment Advisory. In-depth knowledge of financial products including MFs, insurance, equities, bonds, PMS, AIFs, etc.

We are seeking a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products, and Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business Required Candidate profile Strong knowledge of equity, mutual funds, insurance, and other investment products. SEBI/NISM certifications (if required for advisory roles) will be an added advantage. Perks and benefits Performance-driven incentive structures.

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

We are looking for an experienced Wealth Manager with strong expertise and certifications in Mutual Funds, Insurance, Stocks, and other Financial Products. Work location - Hitech city Required Candidate profile Graduate with mandatory certifications in Mutual Funds, Insurance (IRDA), Equity Advisory (NISM Series VIII, XA/XB); strong knowledge of MFs, insurance, equities, bonds, PMS, AIFs, etc.

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

Urgently hiring for Financial Advisor position for a Banking sector Qualification: Any Graduate Experience: 1-3 yrs (Must have experience in sales, marketing, promotions or telemarketing & in Financial product sales) Location: Mahape - Navi Mumbai

EY GDS Assurance FAAS Senior Work Mode- Hybrid Location- Kolkata and Pune Qualification Required - CA fresher (Chartered Accountant) Should be a graduate ( B.com) Your key responsibilities Manage quality of service delivery Ensure quality in delivering client service by directing daily progress of fieldwork, informing Supervisors of engagement status Follow through on client requests in a timely fashion, and manage expectations regarding the timing of deliverables and reports Skills and experience with: technical accounting matters, whitepapers on significant issues like consolidation, IFRS 15, 16, 9 and Knowledge of IFRS 17 would be an added advantage (Corresponding standards in USGAAP as m...

Job Purpose: The role is focused on driving growth in the Retail Banking business through excellent customer service, premium client acquisition, and cross-selling of banking and investment products. The incumbent will build and maintain strong relationships with key clients, helping them make informed financial decisions, while ensuring the branch delivers a seamless customer experience. Roles and Responsibilities: Manage a portfolio of key clients and deliver personalized financial advisory services Offer Portfolio Investment Services tailored to individual client needs Utilize digital applications for creating product suitability matrices and financial planning Act as a key interface betw...

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...

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Vadodara, Ahmedabad, Surat, Mumbai & Pune Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience: 1-6 Year...

Responsibilities: * Provide expert guidance on Mutual Funds, SIPs, and financial investment planning. * Close sales with HNI individuals * Meet revenue targets through mutual fund sales Employer contact details - 7982605331 ( Jayant ) Retention bonus Performance bonus Sales incentives

JOB DESCRIPTION Manage portfolio of clients, provide tailored financial planning and investment advisory services across multiple asset classes. Engage clients to understand their financial goals and conduct regular portfolio reviews. Support senior managers in growth strategies and drive business development through client acquisition. Role and Responsibilities • Manages portfolio of clients, providing comprehensive financial planning and investment advisory services. • Proactively engage with clients to assess their financial goals, risk appetite, and investment preferences. • Offer tailored investment solutions across asset classes, including equity, debt, MF, PMS, insurance, and structur...