1064 Financial Advisory Jobs - Page 43

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...

*Job Title: Deputy Manager- Accounts & Finance* *Location: Sindhu Bhavan Road, Ahmedabad, India* *Department: Finance & Accounts* *Position Type: Full time* *Role Overview* This role is responsible for overseeing and managing the financial and accounting backend operations from the India office to support the Groups finance and accounts functions. The position ensures robust execution of financial controls, timely reporting, standardization of accounting practices, compliance with internal and external regulations, and alignment with the strategic financial objectives of the organization. The incumbent plays a crucial role in enabling the finance through process discipline, analytics, and ef...

What's in it for you? As an Assurance Manager, you will have the freedom to run the practice as an independent division. Envision, develop and strategize to achieve the goals for your division, it is an exciting mix of operational and people development. Providing an opportunities to explore versatile development areas like knowledge development, client development, business development initiatives etc. we present you a platform to expand your horizon by becoming a part of a growing practice JOB DESCRIPTION: Your job responsibilities will include, The execution role of the Assurance Manager would be to finalize the above-mentioned audits and reviews. The role will also include: • Peer Review...

Position : Business Manager-WealthLocation : Ludhiana We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands a strategic mindset, sound financial acumen, and a deep understanding of financial products and market trends. Key responsibilities Client Relationship Management: Acquire, build, and manage a portfolio of high-net-worth clients. Act as a trusted advisor by understanding clients financial need...

Advising clients on financial products & services. Prospect, acquire & retain clients Coordinate with product & research team for taking investment decision Achieve budgeted targets in terms of number of clients/volume of business & assets Required Candidate profile Build & maintain client bases Previous exp in Financial Services Able to understand complex information Good presentation skills & Confidence Good experience in Wealth management Must be analytical

Job Title: Relationship Manager Location: Goa, Pune, Hubli, Belgaum, Devagiri, Mumbai (Dadar, Panvel, Andheri, Fort) About Centricity: Centricity is Indias first full-stack wealth-tech platform built exclusively to empower Independent Financial Professionals (IFPs). We aim to simplify and digitize the investment ecosystem by enabling IFAs, RIAs, CAs, and other advisors to establish, operate, and grow their advisory business with ease. Our integrated platform provides the technology, support, and flexibility required to offer personalized financial solutions at scale—while maintaining independence and ownership. At Centricity, we are on a mission to transform financial advisory into a scalabl...

Client Relationship Management: Establish and maintain effective client relationships within the Cleantech, Infrastructure & Emerging Cleantech sector. Work for sourcing opportunities in newer sectors like Rooftop Solar, Biofuels, Water, Waste to Energy, besides traditional Cleantech & Infrastructure sectors. Understand client needs and provide personalized financial solutions. Financial Solutions Development: Devise tailored financial solutions to address clients' banking and financial advisory requirements. Continuously stay informed about industry trends and innovations to offer competitive solutions. Sales Targets Achievement: Achieve individual sales targets while focusing on growing ac...

We have opening for Knowledge Integrator / Advisory Support in one of the reputed KPO based at Ahmedabad Experience : 1 + Years Role & responsibilities Daily Process Compliance task Billing , Portfolio , Financial Planning Interested candidates with the required qualification and experience are encouraged to send their CV to recp@factjobs.com .

MSME Financing and assist MSMEs in improving business plans with financial opportunities. Offer tax, audit compliance, and financial planning and Accounting Support Help MSMEs prepare financial reports, bid documents, and manage bid Required Candidate profile Should be a Semi Qualified CA/MBA Finance

Role & responsibilities • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Sales Head to achieve sales objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded l...

* Graduation * NISM XA/ NISM XB / NISM VA / NISM VB Certification * Preferred background in BFSI Sales * Experience in BPO or financial services. candidates with NISM VA/VB certification: • Salary-- 20,714 to 32714k in hand HR Arti 9522754537 Required Candidate profile Graduate is required excellent communication NISM OR BFSI experienced is mandatory

Greeting from HDFC Bank!! We have urgent opportunity of Branch Head - RBB across Bangalore. Job Locations: Bangalore - Whitefield Cluster Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : RBB-Branch Mgr Retail Branch Banking Team : (Sub team in the PA) : Retail Branch Banking Reports to (job) : Cluster Head /Circle Head Responsibilities Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, Ensure achievement of overall Branch Targets by g...

Greeting from HDFC Bank!! We have urgent opportunity of SBL Relationship Manager-RBB Bangalore Job Locations: Bangalore ( EPIP ) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - SBL Relationship Manager-RBB Job Title : RBB-SBL Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager / RBH (as applicable) Location of role : Bangalore (EPIP) Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for demonstrating digital capabilities of the Bank to walk-in customer in and around the assigned Smart Banking Lobby with a view to address...

Senior Financial Advisor role focusing on high-net-worth clients and complex financial planning strategies. Key Responsibilities Lead complex financial planning initiatives for high-net-worth clients Mentor junior advisors and contribute to team development Develop sophisticated investment strategies and portfolio management Build and maintain long-term client relationships Stay current with advanced financial planning techniques and regulations Requirements Bachelors degree in Finance or related field CFP or CFA certification required 5+ years of financial advisory experience Proven track record with high-net-worth clients Application Details Click Apply button fill the Form with details an...