1054 Financial Advisory Jobs - Page 5

Role & responsibilities Direct Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investigor, 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 clients. 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...

As an intern at our company, your day-to-day responsibilities will include: - **Accounting and Bookkeeping**: - **Data Entry**: Record financial transactions and maintain accurate financial records. - **Bank Reconciliation**: Reconcile bank statements with internal records to ensure accuracy. - **Audit Assistance**: - **Field Work**: Participate in on-site audits, gathering and verifying financial information. - **Working Papers**: Prepare and organize working papers and documentation for audit files. - **Tax Preparation**: - **Income Tax Returns**: Assist in preparing individual and corporate income tax returns, ensuring compliance with regulations. - **GST Returns**: Prepare and file month...

Job Description You will be joining Imarticus Learning, a prominent education provider known for delivering top-notch, industry-specific education using cutting-edge technology, specialized training, career support, and mentorship from industry experts. With a rich history of more than a decade, Imarticus has positively influenced over 1,000,000 careers, established partnerships with 20+ prestigious institutes, and collaborated with 3,500+ global hiring partners. Their distinctive teaching approach includes interactive live lectures, group discussions, hybrid learning modules, industry seminars, capstone projects, guest lectures, and soft skills training. Imarticus offers a range of courses ...

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...

As a Financial Advisor at Ashwaq Agro and Diary Farm, your role will involve providing clients with sound financial advice and strategies to help them achieve their financial goals. Your daily responsibilities will include financial planning, advising on investments, retirement planning, and managing clients" financial portfolios. Additionally, you will conduct regular client meetings, perform financial assessments, and stay informed about market trends and regulations to offer well-informed advice. Key Responsibilities: - Provide clients with financial planning and investment advice - Assist clients in retirement planning - Manage clients" financial portfolios - Conduct regular client meeti...

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 We suggest you enter details here. Role Description This is a full-time or part time on-site role for a Financial Advisor located in Kakkanad . The Financial Advisor will be responsible for providing financial planning and investment advisory services to clients. The daily tasks include assessing clients financial situations, developing tailored financial plans, and conducting retirement planning. The Financial Advisor will also be responsible for building and maintaining a client base, updating client information, and keeping up-to-date with financial markets and regulations. Qualifications Proficiency in Financial Planning and Finance Experience in Retirement Planning a...

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

50 nos. FINANCIAL ADVISOR for Axis Max Life Insurance Age: 30+ Gender: Open to all Interview 22-10-25 Time 2-4PM P-118 CIT Road, 2nd Floor Phoolbagan Kolkata 700054 Carry Aadhaar PAN Cancelled cheque, Graduation marksheet. Exam fees applicable.

Looking for Enthusiastic, Well Spoken Youngsters to be a part of our energetic team at our head office in Mumbai. The Candidate must be outspoken, looking to make a career in the Banking and Financial Services Industry and hungry for growth. We are presently recruiting for a Business Development profile and are looking for candidates who can drive our Growth further. We are open to hiring Candidates across most streams with Graduation being the basic requirement. Preference will be given to candidates with 1-2 years of work experience in Sales/Business Development profiles. Freshers who feel they can excel in their work may also apply. Your Take home salary will comprise of an In Hand Fixed ...

Job Title: Financial Advisor / Client Servicing Executive Company: PGP Finance Location: Dhanori Pune (Onsite No work from home) Experience: 05 Years (Freshers and Experienced Both Welcome) Employment Type: Full-time About the Role: PGP Finance is looking for dynamic and customer-focused individuals to join our Wealth Management & Insurance Advisory team. This role involves client servicing, telecalling, and portfolio management across insurance and mutual fund products. For fresher trainning will be provided. Key Responsibilities: Interact with clients to understand their financial needs and recommend suitable investment or insurance products (Life, Health, SIPs, Mutual Funds, etc.). Handle...

Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Financial Advisor, located in Delhi, India. The Financial Advisor will be responsible for providing financial planning advice to clients, assisting with investment strategies, retirement planning, and overall financial advisory. They will meet with clients to discuss their financial goals, create and implement financial plans, and monitor clients accounts to ensure they are on track to meet their objectives. Qualifications Experience in Financial Planning and Finance Knowledge of Retirement Planning and Investments Strong Financial Advisory skills Excellent analytical and problem-so...

Manage family wealth, investments, estate, and taxation (including US, Singapore, Dubai, EU tax matter) Handle family constitution meetings, governance, legal compliance, estate planning. Strong in multi-asset investments, taxation, legal structures. Required Candidate profile investment centric profiles Wealth Management Treasury Preferred- manufacturing or power industry.

Role & responsibilities • Managing the organization's existing clients, including any service-related, operational or sales driven requests. Moreover, drive new business from our existing clients for various financial services • Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the team's morale • Needs to connect with people through phone, emails, chat, screen-sharing and social media platforms in an engaging manner for their financial planning • Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM . • Achieve revenue in terms of income generated through various financial planning solutions conduct and assist in or...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Company Description SBI Life Insurance Co. Ltd., founded in October 2000, is one of India's most trusted life insurance companies. It offers a range of products, including Protection, Pension, Savings, and Health solutions, serving millions of families across the country. SBI Life is committed to customer-first service, operational efficiency, and hassle-free claim settlement. The company also aims to enhance digital experiences for customers and employees. With over 1,110 offices, 26,355 employees, 240,304 agents, and multiple distribution partners, SBI Life makes insurance accessible nationwide. It also supports social causes like child education, healthcare, and disaster relief. Role Desc...

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady ...

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

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

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.

Customer Acquisition: oProactively acquire customers from the branch's vicinity through customer acquisition activities, data collection, and personal references. identify and approach potential clients to grow the customer base. Required Candidate profile Product Sales and Financial Advisory: oOffer financial planning services by recommending appropriate products such as Mutual Funds, Corporate Fixed Deposits, Term Insurance, Health Insurance,

Responsibilities: * Provide financial advice on Mutual funds & portfolio management. * Handle NISM certification requirements. * Meet sales targets for SIP and LUMPSUM. * Regular interaction with HNI and UHNI clients. Health insurance Annual bonus Leave encashment Referral bonus Mobile bill reimbursements Retention bonus Sales incentives Life insurance

Company Description Nirmal Bang, one of the leading stock broking companies in India, serves both retail and institutional clients by offering a variety of financial products and services including equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository Services, and PMS. Co-founded and led by Mr. Dilip Bang and Mr. Kishore Bang, the company brings industry expertise and insight, creating an environment of unmatched commitment to clients. Nirmal Bang's diverse professional backgrounds ensure a blend of experience, skill, and dedication, emphasized by thorough research on local and global developments. The primary goal is to help investors maximize their returns. Role ...