1064 Financial Advisory Jobs - Page 40

Role & responsibilities • Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines Training RMs & building knowledge levels through training /workshops/in coordination with partner teams Overall building on AUM by growing investment book of the bank and ensuring one stop p...

We are looking for a skilled Senior Consultant with 8-12 years of experience to join our team in the Public Service sub-industry, specifically in Social Services. The ideal candidate will have a strong background in strategy consulting and digital transformation projects. ### Roles and Responsibility Lead project/workstreams on strategy design, target operating model, go-to-market strategy, investment strategy, feasibility studies, and more. Conduct market research and analyze non-public information through unstructured data sources. Develop innovative solutions to complex problems using analytical and problem-solving skills. Collaborate with stakeholders to drive adoption of new technologie...

Role & responsibilities • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers .• Preference to NISM Certified candidates wit...

Greeting from HDFC Bank!! We have urgent opportunity of PB Teller Authorizer - RBB across Hinjewadi area Pune. Note: Candidates having 5+ years experience in Banking need to apply. Job Name - PB Teller Authorizer - Retail Branch Banking Job Title : (Job Name) PB Teller Authorizer Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Purpose Supervising and monitoring branch transactions and sales in order to enhance the value of existing accounts and retention of existing portfolio Job Responsibilities(JR) : Actionable (4-6) Supervisory responsibility Supervise & monitor Personal Banker desks and contract sales staff Branch administration Lobby Management Ensure qu...

We are looking for a Wealth Manager who's done the traditional game but is now ready to break it. Someone who knows how to build real client relationships, not just portfolios. Recommend whats right, not what pays. You won’t be chasing something. Performance bonus

Min. 1 year exp. required in- (Financial Planning Concepts, Wealth Management, Mutual funds, Stocks, Bonds, Debts, Equity) Package upto 7 LPA *Commerce graduate ONLY* US Shift Walk in only Contact@ 7289094130 / yashika.imaginator@gmail.com Required Candidate profile Excellent communication skills are mandate

CA with 10–12 yrs in Business Finance, ideally from Mobile/Retail. Expertise in budgeting, FP&A, audits, SOPs, P&L, partner management, SAP & Excel. Strong in leadership, negotiation, communication, multitasking, & delivering results under pressure.

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

Job Title: Investment Advisor Qualifications: Experience: Fresher Qualification: Any Graduates Excellent communication and interpersonal skills Location: Chennai Teynampet Shift timings: 9:30 AM to 6:30 PM Contact: Josephine HR - 9962430186

Interested Candidates may connect with their Interest Level to Ms.Zoya Shamsi +91-7965081728 ABOUT JOB OPPORTUNITY: We are looking for a talented Sales Wealth Counselor who can counsel the prospective investors over calls and is capable of generating increasing sales for the organization by selling a variety of advisory services. We believe that an effective counselor is an excellent communicator with superior interpersonal skills and finds comfort in presenting services as well as dealing with employee grievances. As a counselor, we, thus, expect from you to be an outstanding communicator with a professional yet amicable approach who contributes in the company by bringing in and locking cus...

Profile Specification: Excellent communication skills are mandate Financial Planning Concepts, Wealth Management, Mutual funds, Stocks, Bonds, Debts, Equity Noida | Gurgaon *Commerce graduate ONLY* Walk in only POC-8448221967 (Tisha)

Designation - Manager/ Sr Manager- 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 various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses....

We are seeking a dynamic and experienced Wealth Manager to join our Wealth Growth Strategies Division. This role involves managing client portfolios, offering expert financial advice, and building strong long-term relationships. Perks and benefits Performance Bonus and Commission Pay

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices. This position will consistently follow high standards of business and professional ethics and legal regulatory requirements when dealing with others and/or performing work activities. Role & responsibilities Assist financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and trans...

Head B2C Marketing & Sales for Investment Products (Pan India Responsibility) Build the entire vertical Strategy&Execution Required Candidate profile Senior Leader with excellent track record in BFSI Sector Proven skills to increase Market share for innovative products & Service Must have handled PAN India responsibility Built & led large teams Perks and benefits Excellent Remuneration and Perks.

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments. Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk. Managing new and existing HNI client relationships with efforts on revenue gener...

About the Role: This Bank is seeking a dynamic Investment Specialist to support their Wealth Management and Priority Banking teams . This is an individual contributor role, primarily responsible for guiding Relationship Managers (RMs) in delivering superior investment solutions to clients. The Investment Specialist will also engage in joint client meetings to provide expert advice, ensuring high-quality service and enhanced client satisfaction. Key Responsibilities: Handhold and mentor Relationship Managers on investment advisory, asset allocation, and portfolio construction. Conduct joint calls/meetings with clients to understand financial goals and provide personalized investment strategie...

Assist in developing & implementing financial strategies aligned with organizational goals Oversee the preparation, monitoring, & reporting of budget Advisory on Financial Restructuring Fund raising, investment portfolios & working capital management Required Candidate profile CA with 10+ years of experience Knowledge of GAAP & IFRS, INDUS accounting and Tax laws Experienced with routine tax compliances, IT, Tax audit, GST, TDS, PFESI, PT, Custom, ROC etc

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Authorizer - RBB across Bangalore. Job Locations: Bangalore - Kengeri Satellite Town Note: Candidates having 3+ years experience in Banking need to apply. Job Name Personal Banker Authorizer - Retail Branch Banking Job Title : (Job Name) Personal Banker Authorizer Business Unit (PA) : Retail Branch Banking Job Purpose To work in an error free environment and ensure that all the processes as laid out by the bank are followed properly without any deviations with proper supervision of the tellers as per the expectations of the bank and its constituents To ensure that the branch customers are adequately serviced and appropri...

FI Sourcing & Onboarding: Identify and onboard new Banks and NBFCs onto the TReDS platform, ensuring smooth integration and compliance with regulatory requirements. Required Candidate profile Experience: 10+ years in Banking/NBFCs, preferably in Supply Chain Finance, Invoice Discounting, or TReDS. FI Sourcing & Engagement

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...

Join Our Elite Wealth Management Team! Are you a dynamic and results-driven wealth manager looking to elevate your career? We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact. Position: Corporate Wealth Manager Key Responsibilities: Client Relationship Management Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspirations and business objectives to offer personalize...

Job description Join Our Elite Wealth Management Team! Are you a dynamic and results-driven wealth manager looking to elevate your career? We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact. Position: Corporate Wealth Manager Key Responsibilities: Client Relationship Management Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspirations and business objectives to o...

Job description Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management( Individual Contributor role) 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 reg...

1. **Financial Assessment**: Evaluating patients' financial situations to understand their ability to pay for medical services. 2. **Insurance Guidance**: Assisting patients in understanding their insurance benefits, including coverage options, co-pays, and deductibles. 3. **Payment Plans**: Developing and negotiating payment plans for patients unable to pay their medical bills upfront. 4. **Financial Assistance Programs**: Identifying and helping patients apply for financial aid or charity care programs available through hospitals or community resources. 5. **Cost Estimates**: Providing patients with estimates of potential out-of-pocket costs for treatments and procedures. 6. **Budgeting Su...