385 Financial Advisory Jobs - Page 9

Key Skills & Responsibilities : Preparation of financial statements, reconciliations and related financial reporting support and assisting in GAAP convergence projects Ind AS / IFRS / US GAAP Financial planning & analysis Performing variance analysis, Budgeting , MIS and dashboarding. Accounting & Reporting processes in a landscape of technological , evolving regulatory requirement , transactional accounting across end-to-end bookkeeping, P2P, R2R O2C processes, statutory financial statement, and audit support. Cash flow management and working capital optimization. Consolidation of financial statements Manage multiple client engagements across Financial Services (FS) and non-FS sector . Draft and present reports to clients with clear recommendations. Utilize project management skills to ensure timely and high-quality deliverables . Apply critical thinking and problem-solving skills to evaluate and mitigate business risks. Eligibility criteria : Education: B.Com/M.Com / CMA / BAF Experience: Atleast 2 years of experience into Risk advisory role. Location: Mumbai, Bangalore, Gurgaon & Delhi Employment Type: Permanent Job Type: Work from Office (flexibility for travel required) Technical Skills: Must have experience in either of financial management, Tax advisory & Compliance, Risk Advisory/Internal Audit. Knowledge of accounting software/ERP systems such as SAP, Oracle, Navision (advantageous). Proficiency in MS Office tools Excel, PowerPoint, Word. Additional Competencies: Strong analytical and communication skills. Ability to collaborate in a team environment and adapt to client needs.

* Min 4+yr exp in Broking sector Handling PMS, wealth management. *Identifying and developing new market segment for revenue generation *Looking a driven Sales Manager to lead regional business expansion, strengthen client relationships. Required Candidate profile *Explore and grow new market segments *Develop high-value client relationships with strategic pricing *Drive regional sales strategy and promotional plans *Advise clients using market research.

Hi, We are hiring - L - CTC - upto 10 lpa & : Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required , & Graduate / Post graduate 2yrs- 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills Regards, Neha Khandelwal neha.k@ipsgroup.co.in

About Bluevine Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, we re empowering entrepreneurs to grow with confidence. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, we ve been supporting SMBs since 2013, serving over 500,000 customers nationwide and growing a dynamic global team of 500 people. Our missionTo fuel small businesses with the financial tools they need to succeed. At Bluevine, you ll be part of a collaborative, fast-paced team that s reshaping the future of banking. Ready to make an impact This is a hybrid role . At Bluevine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment. All of our offices have reopened in accordance with local guidelines, and are following a hybrid model. In-office days will be determined by location and discipline. ABOUT THE ROLE: The successful candidate will be responsible for underwriting loans in accordance with the company s policy and risk appetite while maintaining focus on risk tolerance, growth, and profitability objectives. This position requires a high level of technical expertise, sound judgment and attention to detail with the ability to analyze complex information to assess credit risk, create appropriate loan structures, and ensure compliance with applicable regulations, credit policy/ procedures, in an effort to mitigate loss, delinquency and overall risk. What youll do Underwrite Small business loan applications in accordance to company s policy and procedures Analyze application data including financial statements, bank statements, tax returns and business and personal credit reports Determine Credit worthiness and structure loans within established guidelines and expectations Additional tasks and projects as assigned by manager What we look for Small Business Lending experience required, solid credit fundamentals in a commercial environment. Formal credit training a plus 2+ years of Underwriting experience working in a Commercial underwriting role at a FinTech/bank/financial institution Bachelor s degree in Finance, Accounting, Economics or related field preferred Collaborative mindset and strong communication skills Detail oriented individual with strong analytical skills #LI-MS1 #LI-Hybrid Benefits & Perks Excellent group health coverage and life insurance Stock options Hybrid work model Meal allowance Transportation assistance (terms and conditions apply) Generous paid time off plan, Holidays Company-sponsored mental health benefits Financial advisory services for both short- and long-term goals Learning and development opportunities to support career growth Community-based volunteering opportunities

Kroll Property Tax Services practice assists clients in identifying tax saving opportunities by reviewing their tangible property portfolio and associated property tax assessments and liabilities. We are currently looking for a Tax Lead Analyst to join the Property Tax Services practice. Day-to-day responsibilities : Set up and maintain client data (Legal Entities, Properties, Accounts/Parcels, Assets) Review client information for completeness and integrity Monitor the current laws, trends and techniques relative to US property tax requirements and property valuation to afford the client the most legally advantageous status Ensure all tasks are completed in a timely manner and deadlines are met Proactive participation in continuous improvement activities by challenging processes, suggesting optimization ideas, and involving actively in development Ability to maintain positive client relationships and ensure that all clients needs are met Research and consult with collectors and assessors on various property tax issues Research and process tax bills and property tax notices Ability to help the supervisor coordinate and prioritize assignments and deadlines for team Stay informed on US property tax procedures by participating in training sessions and educational opportunities Prepare the estimated property tax liability accruals of the client Initiate data requests (properties, accounts, assets) from clients and follow up Manage and mentor members of tax team to greater levels of effectiveness and engagement. Maintain effective control procedures over all aspects of the tax process Plan for and develop overall Tax deadline calendar and coordinate timing and inputs with tax team Train new hires (Freshers) on Kroll workflows and client specifications Quality reviews on critical projects Assist supervisor in identifying process gaps and implementing measures Provide inputs to supervisors on Analyst s performance Capture volume / utilization metrics for the assigned work groups and provide the data to supervisors for consolidation Maintain/ensure high performing team and employee satisfaction Essential traits : 4-6 years of US Property Tax experience Bachelor s / Post Graduate degree in accounting, Business or related field Ability to communicate and interact effectively with co-workers and clients Working knowledge of personal computer and multiple software applications used in job functions including Intermediate MS Excel and MS Word Ability to collaborate with Analysts and other team members Demonstrate the ability to obtain technical expertise in the managed field Ability to problem solve and make educated decisions Exposure and hands on experience on the activities involved in Property Tax cycle (Returns/Assessments/Tax Bills) PTMS experience desired Strong organizational and interpersonal skills Positive Can-do Attitude in dealing with ambiguity in a fast-paced environment. About Kroll Join the global leader in risk and financial advisory solutions Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, youll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients valueYour journey begins with Kroll. In order to be considered for a position, you must formally apply via careers.kroll.com. Kroll is committed to equal opportunity and diversity, and recruits people based on merit

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - Margoa, Bangalore, Krishnagiri, channai ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com

Company Details: The Company, ACSPL is engaged in accounting and finance related outsourcing having its presence in Australia, Canada, US and other countries across the globe. The Company provides end-to-end services related to Financial Planning, Accounting, Taxation Audit, Loan management and related services. The Company with its associates is having more than Six Years of presence; and it is a part vertical expansion of Navkar Institute which is one of the leading coaching institutes of India since last 25 years. The Company has ample infrastructure (30,000+ sq. ft.) and manpower resources. It believes in providing a stress free and conducive environment to its employees. Visit our websites for further details, https://ncscorp.com.au/ https://www.ncscorp.ca/ https://www.brokerssupport.com.au/ https://www.navkardigitalinstitute.com/ https://www.navkarinstitute.com/ JD for Paraplanning: Preparing Statement of Advice/ Record of Advice This requires completion of SoAs as per licensee compliance and clients' requirements. This will include Projections and Cost Comparisons etc Administration Work - Conducting Super & Insurance Research, Updating data in software. Preparing Annual Review Pack, Fee Disclosure Statements, Filling Forms for Implementation Process etc. Financial Planners and enabling them to focus on and build relationships with clients.

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 collection. • Ensure 2-3 client meetings are done per day within your territory. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or watsapp-7338112258

Roles & Responsibilities: Manager (5+ yrs exp) - Only Bangalore, Mumbai, Gurgaon location AM (3+ yrs exp) - Only Gurugram, Bangalore, Hyderabad, Mumbai location Qualification - CA qualified only. Reporting to Associate Directors & Directors for execution of large and complex Accounting Advisory Projects (technical as well as process) Researching technical issues and providing input into the preparation of high-quality technical reports and presentations Provide support to related areas such as IFRS / US GAAP convergence, new accounting pronouncements and other regulatory changes which impact accounting decisions Apply Firm's methodologies in servicing clients on IFRS/ US GAAP convergence engagements To be up to date with developments on regulatory and accounting matters Must have a knowledge of Ind AS / IFRS with working knowledge of differences from Indian GAAP to Ind AS. Must be able to apply relevant accounting standards, independently execute Ind AS engagements. Preparing training material and deliver trainings on various accounting e.g., Ind AS / IFRS / US GAAP. Ability to present technical accounting matters to clients and senior team members in a clear and concise manner. Managing and contributing to the delivery of a range of projects focusing on financial reporting. Help in solution development considering the regulatory changes and trends observed in reporting. Assist in business development initiatives of the firm to win in the market.

We are currently seeking enthusiastic and detail-oriented individuals to join our dynamic team as Finance Advisors. This role is designed for those who are eager to kick-start their careers in finance, offering a unique chance to learn from experienced professionals and gain hands-on experience in financial advisory services. As a Finance Advisor, you will be responsible for providing clients with sound financial advice, assisting in developing investment strategies, and helping them achieve their financial goals. If you are a recent graduate with a strong analytical mindset, excellent communication skills, and a passion for finance, we invite you to apply and become a part of our innovative and growth-oriented company. Tasks Provide financial advice to clients on investment opportunities and risk management. Analyze market trends and economic data to assist clients in making informed financial decisions. Develop personalized financial plans based on clients' financial goals, risk tolerance, and investment preferences. Maintain up-to-date knowledge of financial products, services, and regulations to ensure compliance and offer accurate advice. Build and maintain strong client relationships through regular communication and exceptional customer service. Requirements Bachelor's degree in Finance, Economics, Business Administration, or related field. Strong analytical and problem-solving skills with a keen attention to detail. Excellent communication and interpersonal skills for client engagement. Proficiency in financial software and MS Office applications. Ability to work independently and as part of a team in a fast-paced environment.

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - Delhi, Bangalore, Gujrat, channai ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact E-brdassociates@workmail.com OR call 8377024167. 9560576207

Lead and manage multiple accounting advisory engagements, ensuring the delivery of high-quality services within established timelines and budgets. Provide technical accounting guidance on complex accounting issues. Required Candidate profile Exp in accounting advisory, audit, or financial consulting. Must have experience with IFRS & GAAP. Interested candidates can share their updated CV on sakshi@yeslandmark.com

We are looking for an enthusiastic "Onboarding Officer/Financial Advisor" to counsel potential investors over the phone and generate sales for the organization by selling various advisory services Responsibilities: Make 150-200 calls daily, achieving a minimum of 5 hours of talk time. Sell equity-based products on calls, managing the process from lead generation to closure. Counsel interested customers, suggesting investment plans tailored to their financial goals. Convert interested leads into clients through proactive follow-ups and effective counseling. Candidate Requirements Communication Skills: Strong communication and people skills are essential. The ideal candidate should exhibit a professional but approachable demeanor. Language Proficiency: Fluent in English and Hindi mandatory Preferred languages: Tamil, Kannada or Malayalam. Experience: 1-2 years of BPO sales experience mandatory (outbound, target-based). Share market experience and knowledge will be an added advantage. Candidate's previous experience should be in hardcore sales. No credit card / Insurance/Dmat / Bank account opening / any CSR experience. Education: Minimum Graduation. Age Limit: Up to 35 years. Gender: Male/Female Location Preference: Central Line - Dadar to Badlapur (Exclude Mumbra); Harbour Line - Airoli to Panvel

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 collection. • Ensure 2-3 client meetings are done per day within your territory.

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 collection. • Ensure 2-3 client meetings are done per day within your territory.

The Role Part of the broader Data organization, the Document Collections team is responsible for ensuring that all of our clients fund documentation is collected from various sources within SLA’s and uploaded into Addepar to allow the various Data Ops teams to process these documents. This role’s primary responsibility is to extract documents from various sources and upload them into Addepar. In addition this team will be responsible for monitoring data connections and ensuring that any connections failing are addressed quickly and efficiently. The Document Collections team plays a critical role in the success of Addepar’s Data offerings and requires daily communications with various Product Teams, Machine Learning Operations, clients, data providers (Custodians,GPs and Fund Admins), and additional personnel across the organization. What You’ll Do Serve as a "player/mentor" who will contribute to and supervise a successful team of Alternatives Document Collection Operations Analysts. Oversee daily operational workflows for the Alternative Document Collection team. Lead all aspects of the onboarding, mentorship, and career development of individuals on the team through timely and constructive performance feedback, and by providing learning and growth opportunities. Help to oversee and manage the 3rd party/contracting team supporting the Alternatives Document Collection work. Collaborate with Product and Engineering to design, test, and implement new processes and tooling features that improve collection efficiency as well as increase operational efficiency. Manage the Alternatives Document Collection pipeline for Addepar clients, which includes but is not limited to: Accessing various Fund Admin and GP portals and retrieving all relevant documents needing to be processed. Ensuring that the documents are uploaded to the correct Addepar client. Engaging clients, GPs, or Fund Admins if a portal connection fails. Help maintain Document Collection workflow procedures and play-books. Partner with Product and Engineering to implement new processes and tooling features that improve Alternatives Document Collection UX and increase operational workflow efficiency. Who You Are Minimum 7+ years of work experience in the financial advisory, FinTech, or banking industries. Experienced with managing teams, cross-functional projects and/or learning and development initiatives. Forward-looking and pragmatic on finding efficacious solutions to complex issues. Outstanding communication and interpersonal skills for engaging with internal partners, fund admins, GPs,, as well as clients. Ability to think critically and effectively balance multiple projects and processes simultaneously. Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality. Detailed in documenting information and standard processes and exhibits good follow through techniques. Highly self-motivated to take on responsibility, forward thinking and pragmatic, and possess a collaborative team-player mentality. Familiarity with using Salesforce, Jira, Google Suite, and Microsoft Excel preferable. Important Note - This role requires working from our Pune office.

Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journeyA Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms. As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth. Here are some common duties and responsibilities associated with the roleClient Relationship Management Building and maintaining strong relationships with clients is a key aspect of the role. Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations.Account Management Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions. They ensure accurate record-keeping and handle any account-related administrative tasks.Financial Advisory Support Relationship Associates assist clients by providing basic financial advice and guidance. They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals.Cross-Selling and Upselling Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients. This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives.Product Knowledge It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization. They should be able to explain product features, benefits, and associated risks to clients.

Senior Financial Advisor Purpose of the Job Lead and be responsible for the valuation and risk analysis of new projects (including review of financial models) and for the preparation of financing plans, selection of funding sources / banks (in coordination with the Head of AIFA India), structuring and execution of acquisitions and project financings Be responsible for or (as the case may be) supervise and approve work on non-project related AIFA activities (e-g annual impairment tests, lookbacks, etc) Manage, supervise, train and coach junior members of the team Although the main responsibility and focus is India, flexibility is required to be able to support (as and when required) other sub-regions / other countries within AMEA region, Reporting Head AIFA, India Key Accountabilities: Monitor and assess liquidity, terms and general trends of project finance debt markets (as applicable to the Region), including international commercial banks, regional and local commercial banks, relevant export credit and multilateral agencies, other funding institutions Monitor and assess competitorsapproaches to financing / funding projects Monitor relevant development in debt capital markets Ensure compliance with investment guidelines and methodology Objectives: Responsible for the valuation of development projects Responsible for analysis of financial (or financing related) risks and impact of proposed transactions on accounting Lead the structuring and execution of financing plans for new projects Responsible for reviewing and approving financing, accounting and tax related inputs in financial models (where required with the support of relevant expertise centres and/or external consultants) Responsible for reviewing and approving the structure and general soundness of financial models Propose appropriate financing plans, including alternatives or be responsible for selection of appropriate financing plan as delegated by the Head of AFIA AMEA Propose banks / financing institutions and/or agencies to be selected to the Head of AIFA AMEA, or be responsible for selection as delegated by the Head of AFIA AMEA Assist business development decision making process including in developing together with consultantsmarket forecasts Propose and implement relevant sensitivity analysis for investment files Advise on risk allocation, bankability issues, optimisation & tax structuring Identify main project economic and financial risks and advise on the appropriate mitigation factors and definition of appropriate contingencies Responsible for the management of Financial Advisors and Junior Financial on an assignment basis Responsible for the training, development, and general support of junior members of the team Collaborate with Head of AIFA AMEA in the setting of annual objectives and carrying out annual performance review of Financial Advisors and Junior Financial Advisors KPIs: prepare financing plans and/or deliver financing commitments (with all relevant documentation) within the timeframe agreed with BD colleagues (e-g bid deadlines etc ) Planning: Cooperation with Finance function in the preparation of medium-term plan (?PAMT?) and budgets, including by providing macro-economic assumptions Responsible for coordinating / managing junior members of the team assigned to work on PAMT / other planning activities, Implementation: Propose resource allocation for projects / assignments Responsible for preparing request for proposals for banks / advisors / etc (or delegate to Financial Advisor when appropriate) Lead (or co-lead with Head of AFIA India) negotiations with lenders / financial institutions (or delegate to Financial Advisor when appropriate) When proposing alternative financing plans, responsible for preparation or review of relevant analysis (incl impact on project economics, execution risk, etc ) Assess the training needs of Financial Advisors and Junior Financial Advisors and propose appropriate actions and support / coach junior members of the team on the job as and when required Monitor & Report: Responsible for monitoring the performance of junior members of the team and report to Head of AIFA India when required Report to Head of AIFA India any material developments in banking / financing markets and any unusual / unexpected project-specific developments Audit & Control: Support any group or external audit Qualifications: MBA Finance / Economics / CA based degree or a professional qualification such as CFA, CIMA, ACA, ACCA (or equivalent) Experience: Between 8 12 years of relevant experience, including a minimum of 4 years spent working in AIFA / M&A or project finance Experience in leading the valuation efforts for an acquisition deal, and/or financing efforts for a bid (including leading projects/transactions to financial close) Experience in planning and managing processes and proven experience in managing people within a project team environment, Knowledge and Skills: Proven capabilities to structure and lead all financing aspects of either an acquisition or a project financing (better both) Strong negotiating skills Strong and proven analytical skills, including proficient financial modelling Commercial acumen with good understanding of accounting topics and tax structures Planning ability and capacity to deliver on plans Strong leadership qualities, people management skills and ability to motivate team members Able and willing to train, coach and support more junior team members Presence and interpersonal credibility to represent the company with key financial stakeholders, banks, financial institutions, government agencies / departments and partners, Ability to multitask and to work effectively under pressure Behavioural capabilities: problem solving, strong personality and leadership, common sense and sense of humour, Business Understanding: Sound understanding of the power business and merchant market dynamics, power forecasts including long term forecasts key drivers Proven understanding of merchant market Sound understanding of banking and funding processes / issues Good knowledge of the competitive environment faced in emerging countries Direct knowledge and experience of business environment (or even better power business) in India would be a definite plus Language: Fluent English mandatory Standard Hindi (and/or other language(s) widely spoken in India) would be a plus French or Dutch valuable Location/travel: Pune, Maharashtra, India, Travel within India and some travel to Dubai can be expected, Field: AIFA Employee Status: Permanent Schedule: Full time Primary Location: Pune, Maharashtra, India Business Unit: T&G Division: T&G AMEA India Legal Entity: SOLAIREDIRECT INDIA LLP Professional Experience: Skilled ( >3 experience <15 years) Education Level: Master's Degree

Position: Manager / Sr. Manager Sales (Experience with private wealth counters / ND and Banking Wealth and Retail) Company: A Leading Mutual Fund Investment Company in India Location: [Specify Location if known] Experience: 4+ Years Qualification: Full-time Graduation (MBA preferred) About the Company Join one of India's top mutual fund investment companies, known for its strong market presence, consistent performance, and customer-centric approach to wealth creation. Key Responsibilities Drive AUM growth , Net Sales , and Market Share for AMC at the assigned branch level. Manage channel relationships across IFAs (Independent Financial Advisors) , National Distributors (NDs) , and Banks . Lead, manage, and develop the branch sales team to achieve business targets. Ensure high standards of Customer Service and Regulatory Compliance . Monitor and support client servicing activities related to payments, redemptions , and query resolution . Required Skills & Experience Proven experience in channel sales and distribution management in the mutual fund or BFSI industry. Ability to build and manage strong relationships with high-end distributors and investors . Deep knowledge of the mutual fund industry , including products, equity, debt, and ETFs . Strong strategic thinking with the ability to execute plans effectively in a competitive environment. Excellent communication, interpersonal, and team leadership skills . High energy levels with a proactive, target-driven approach. Preferred Candidate Profile Prior experience in handling a large number of IFAs and National Distributors . A pleasing personality and a confident communicator. Strong business acumen with an eye for growth opportunities in the region. To Apply: If this opportunity interests you, please share your updated resume at GAURAV@FLEXYMANAGERS.COM or contact us at 9599518777. Thanks & Regards Gaurav Thakur Interim Management Solutions Pvt. Ltd Contact: (M) +91-9599518777 Email id: gaurav@flexymanagers.com Company URL : www.flexymanagers.com https://www.linkedin.com/in/gaurav-thakur-a385072b/

Job Locations: AHMEDABAD, VADODARA, SURAT & RAJKOT Role Name: Investment Specialist - Branch Banking / Affluent Channel JOB ROLE: DEVELOPS NEW AND EXPANDS EXISTING HIGH NET WORTH CUSTOMER RELATIONSHIPS FOR LIABILITIES BY SOURCING CATEGORY A PRIORITY CUSTOMERS. SOURCES NEW BANK CUSTOMERS THROUGH EXTERNAL INDIVIDUAL EFFORTS AND ACQUISITION CHANNEL. ENSURES HIGH LEVELS OF CUSTOMER SERVICE ORIENTATION AND APPLICATION OF BANK POLICY. CROSS SELLS BANK PRODUCTS TO EXISTING SET OF CUSTOMERS INFORMS CUSTOMERS OF NEW PRODUCTS OR PRODUCT ENHANCEMENTS TO FURTHER EXPAND THE BANKING RELATIONSHIP. PLANS AND CONDUCTS SPECIAL SALES INITIATIVES AND EVENTS FOR PROSPECTIVE AND EXISTING CLIENTS. COORDINATES WITH OTHER GROUP COMPANIES TO PROVIDE SEAMLESS ACCESS TO OTHER PRODUCTS. MAINTAINS COMPLETE RELATIONSHIP RECORD FOR ASSIGNED CUSTOMER ACCOUNTS. JOB REQUIREMENT: DEVELOPING AND MAINTAINING BANKING RELATIONSHIPS WITH A SELECT GROUP OF HIGH NET WORTH CUSTOMERS THROUGH INDIVIDUALIZED CUSTOMER SERVICES. ADEPT AT CONSTRUING FINANCIAL REPORTS & HANDLING MIS GENERATION. POST GRADUATE - 6 -10 YEARS OF EXPERIENCE AMFI / IRDA

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 annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

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 annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore , Hyderabad , Aurangabad , Kochi.

Must Haves – 5+ years of experience as a Principal Officer in activities relating to advice in financial products or securities or funds or asset or portfolio management Post-graduate degree or post graduate diploma in finance, accountancy, business management, commerce, economics, capital market, banking, insurance or actuarial science OR Post Graduate Program in the Securities Market (Investment Advisory) from NISM of a duration not less than one year OR Professional qualification by obtaining a CFA Charter from the CFA Institute. Active NISM Certification on financial planning or fund or asset or portfolio management or investment advisory services Ability to work effectively with diverse teams and stakeholders, fostering collaboration and synergy. Roles and responsibilities- Providing strategic direction and vision for the organization, aligning with its mission, goals, and objectives. Overseeing financial planning, budgeting, and reporting processes, monitoring financial performance, and managing resources effectively. Provide investment advice to clients in line with SEBI regulations. Responsible for all compliance matters and communications with SEBI.

Acquiring, Deepening and Retaining HNI UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Portfolio Management Services Sales of equity and related products, cross selling of other financial products Regular client meetings Required Candidate profile Gradate with 3-4 Yrs experience in Stock Broking Co Strong product knowledge of capital market. Excellent communication skills NISM Certificate info.aspiringmmantra@gmail.com What's Up 9318431991

Acquiring, Deepening and Retaining HNI UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Portfolio Management Services Sales of equity and related products, cross selling of other financial products Regular client meetings Required Candidate profile Gradate with 3-4 Yrs experience in Stock Broking Co Strong product knowledge and understanding of capital market. Excellent communication skills info.aspiringmmantra@gmail.com What's Up 9318431991