Wealth Manager Profitmart Securities Pvt. Ltd.

2.0 - 6.0 years

0 Lacs

pune, maharashtra

On-site

In this role as a Wealth Manager at PROFITMART SECURITIES PRIVATE LIMITED, you will be based in Pune, India, and will play a crucial role in providing financial planning, investment management, and handling of investments, finance, and insurance for clients on a daily basis. **Key Responsibilities:** - Conduct financial planning and investment management for clients - Manage investments, finance, and insurance matters efficiently - Utilize strong analytical and problem-solving skills to optimize client portfolios - Communicate effectively and build relationships with clients - Stay updated on insurance products and industry trends **Qualifications Required:** - Possess Financial Planning and...

Posted 1 month ago

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Financial Management, Treasury & Compliance CynLr

7.0 - 11.0 years

0 Lacs

karnataka

On-site

Role Overview: As a Financial Management Specialist at CynLr, your role will be pivotal in managing the company's financial models and management systems to maximize the conversion of expenses into investments. You will be responsible for modeling and metricizing intangible values created within the organization in monetary terms and incorporating them into the pricing strategy. Your primary focus will be on mapping the chain-reaction of value across business functions to automate the building of the organization. Key Responsibilities: - Manage cross-border banking, currency movement, and financial management, including treasury management and holding currency management to mitigate value lo...

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