1054 Financial Advisory Jobs - Page 9

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - Whitefield Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. Ensuring ...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Head - RBB across Bangalore. Job Locations: Bangalore - Whitefield Cluster (Upcoming Branch) 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 B...

Experienced in managing GAAP conversion and accounting advisory projects under IFRS, US GAAP, and Ind AS. Skilled in IPO financial preparation, cross-border transaction assessments, and drafting technical memos on complex accounting issues. Required Candidate profile Qualified CA with 4+ years of experience into Accounting Advisory with Big 4/ big 6/ Big 10 consulting firms. Should have a team handling experience.

Understand the client's financial situation, needs & goals Diagnose financial gaps & suggest actionable solutions Prepare financial health reports, plan summaries & action plans Stay updated on financial products, regulatory changes & market dev Required Candidate profile Exp in personal finance advisory, wealth management, financial planning, or tax consulting Strong understanding of Indian financial products, taxation, EPF rules & compliance Excellent Communication

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 ...

Dear Aspirants, Job Description Designation: Financial Consultant (Senior Executive/ Assistant Manager/ Manager) Job title - Functional Designation: Sales Department: Branch Reporting to Head: Branch Head Employment Type: Probation -> Permanent Education: Minimum Graduation Experience: Minimum 1 to 5 yrs. Essential Duties and Responsibilities: GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency...

Role & responsibilities 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. Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai , Hyderabad, Bangalore , Delhi Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct ...

Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai , Bangalore, Hyderabad, Delhi Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct s...

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Delhi, Bangalore, Chennai, Hyderabad ctc - 3 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 Min 1 year exp in stock market, Must be keen in sales CTC upto 5 Lakhs/annum Contact QRN Geojit on 08377024167 / email cv @ manuvashist440@gmail.com

You will be joining K R G SAND CO, a firm of Chartered Accountants established in 2013 with its head office in Noida and a branch office in Faridabad, serving clients across India. The role will be based in Neemrana, Rajasthan at a manufacturing unit of one of our clients, where you will be responsible for overseeing and managing all financial aspects of the factory operations. Your role will involve a combination of individual contributions and managerial responsibilities, making you a key contributor in organizational decision-making processes. **Key Responsibilities:** - **Factory Financial Oversight:** - Monitor and manage all financial transactions related to factory operations daily. -...

As a Relationship Manager based in Ludhiana, your role will involve managing day-to-day client interactions, providing financial advice, handling client portfolios, ensuring customer satisfaction, and strategizing to meet client financial goals. Additionally, you will be responsible for maintaining client records, conducting regular client meetings, and contributing to client acquisition efforts. Key Responsibilities: - Manage day-to-day client interactions - Provide financial advice and handle client portfolios - Ensure customer satisfaction and strategize to meet client financial goals - Maintain client records and conduct regular client meetings - Contribute to client acquisition efforts ...

Job Description: As a CA Articleship at MANOJ K SINGH & CO, located in Gurgaon, you will be responsible for various day-to-day tasks related to accounting, audit, taxation, and financial advisory services under the guidance of experienced professionals. Key Responsibilities: - Perform accounting tasks - Assist in audit processes - Handle taxation-related activities - Provide financial advisory services - Work collaboratively with the team - Apply strong analytical and problem-solving skills - Ensure attention to detail and accuracy - Utilize excellent communication and interpersonal skills - Demonstrate knowledge of relevant accounting standards and tax laws Qualifications Required: - Profic...

Role & responsibilities Role and Key Responsibilities: You will be responsible for leading teams in preparation of technical consultation papers on Accounting Standards i.e. Ind AS / IFRS / USGAAP. Should have experience of drafting accounting memos. You are expected to lead IPO readiness and IPO implementation engagements and accordingly, will be involved in various facets of the IPO process. Lead engagements for assisting companies in transitioning to Ind-AS from Indian GAAP (including preparation of diagnostic reports and assistance in conversion). You will be required to lead engagements where we assist companies in audit-readiness and this may involve the following activities Preparatio...

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

Urgent Opening For Equity Dealer - Ahmedabad, Rajkot, Ahmednagar, Parbhani, Surat, Nagpur Amravati, Goa, Aurangabad, Baroda Please find below Job description for the Relationship Manager Dealing role - JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network ...

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 750,000 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, fa...