CFP & Sr. Relationship Manager / Investment Advisor Hireginie Talent Cloud

4.0 - 8.0 years

10 - 20 Lacs

gurugram

Work from Office

CFP & Sr. Relationship Manager / Investment Advisor Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market. Job Title: CFP & Sr. Relationship Manager / Investment Advisor Experience: 4-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role: We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relati...

Posted 2 days ago

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Senior Fund Accountant Apex Group

2.0 - 6.0 years

4 - 7 Lacs

hyderabad, pune, bengaluru

Work from Office

Job Specification Account manager with primary responsibility for multiple hedge fund relationships Daily Accounting: Interact with brokers and clients, collect client data from brokers and fund, upload trades/pricing to general ledger system, reconcile positions/cash and resolve any break items Month-End Accounting: Create month-end reporting package, create month-end work papers, prepare investor allocations, review investor statements Year-End Accounting: Prepare year-end audit package which will help facilitate the funds year-end audit, assist auditor in their assessment of the funds control environment Working with various investment products including equities, bonds, swaps, options, F...

Posted 1 month ago

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Expense Audit Associate Amgen Technology Private Limited

1.0 - 3.0 years

2 - 5 Lacs

Hyderabad, Telangana, India

On-site

As an Expense Audit Associate , you will be a key part of maintaining Amgen's internal controls by reviewing expense reports to identify exceptions and validate compliance with company policies. This role is crucial for ensuring the accuracy of employee-submitted expense reports and requires a keen eye for detail and a strong understanding of compliance. Roles & Responsibilities Expense Report Audits: Perform timely and accurate audits of expense reports, flagging and escalating policy violations and compliance risks as they are identified. Documentation & Reporting: Document your findings and contribute to audit insights reporting. You will also support the implementation of new audit rules...

Posted 1 month ago

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Wealth Relationship Manager Talent Corner Hr Services Private Limited

3.0 - 5.0 years

3 - 7 Lacs

Mumbai, Maharashtra, India

On-site

Job description Client first approach with focus on providing the right solution Make financial plan by deep understanding of the Client's financial needs, risk profile Effectively network Acquire new business Represent the Organization and reflect its values Required Candidate profile -3 to 4+ yrs relevant exp in Wealth Management -RM/Financial Planning/Product -CFP/Financial planning a must -Exp in wealth mngt of HNIs -Knowledge of Financial Markets, Products -Relationship Mngt

Posted 2 months ago

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Senior Fund Accountant Apex Group

2.0 - 6.0 years

4 - 7 Lacs

Hyderabad, Pune, Bengaluru

Work from Office

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Financial Planner -WFH Newday Hr Solution

2.0 - 4.0 years

1 - 2 Lacs

Kolkata

Hybrid

Assesses clients' finances, creates investment, tax, retirement,, provides expert financial advice, monitors progress, & ensures compliance with regulations Crafts tailored financial plans, monitors progress, and adapts strategies to market changes. Required Candidate profile Industry - Mutual Fund Distributor Candidates should have financial knowledge, strong analytics, MS Excel proficiency, Female candidate preferred Should be CFP & QPFP certified

Posted 3 months ago

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Paraplanner Ambient Consultancy

2.0 - 7.0 years

3 - 6 Lacs

Chennai, Bengaluru, Mumbai (All Areas)

Hybrid

About this role: The Paraplanner Australia has responsibility for financial planner assistant (Australia) developing comprehensive advice documents for Planners/Advisers that are tailored, researched and technically accurate, and valuable to the client experience. 2+ years experience in assisting Australian Financial planner is essential. Please do NOT apply if you do not have this experience. Key Responsibilities: Handle administrative, implementation and other support tasks for the Financial Planning team Prepare and maintain client files on Xplan and on FYI Docs (as per the Service Standards). Assist with preparation of client meeting agendas and review packs. Knowledge of and comprehensi...

Posted 3 months ago

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Senior Fund Accountant Apex Group

2.0 - 6.0 years

4 - 7 Lacs

hyderabad, pune, bengaluru

Work from Office

Posted Date not available

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