57 Personal Finance Jobs

Greetings from Learn with Fraternity Pvt Ltd, Role Description This is a full-time remote role for a Finance Freelance Academic Writer. The writer will be responsible for researching and writing academic content on various finance-related topics, including personal finance, investments, and general financial concepts. Daily tasks include gathering and synthesizing information, writing and editing academic papers, and collaborating with the team to ensure high-quality output. Qualifications Strong knowledge of Personal Finance and general Finance principles Experience in conducting thorough Research and analysis Understanding of Investments and related concepts Excellent Writing skills with a...

Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations. -Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile. -Conduct thorough analysis of client's financial situations, covering income, expenses, assets, liabilities and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors. -The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs and providing holistic...

Job Role Meeting the Clients & developing Trust & relationship. Customer interactive role with Portfolio Management experience. Portfolio/Investment Engineers, who can help in designing portfolios. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual Fund/ PMS/AIF. Job Requirements Knowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial products (Fixed Income & Equity products) Updated on Current Affairs Excellent communication skills. Educational Qualifications & Certifications Post-Graduation Compulsory NISM VA Compulsory NISM XXIA Compulsory

About Business line/Function: The Subject Matter Stream is primarily responsible for month end closing along with providing oversight and control over day-to-day transactions, operations and activities, including the recording of revenue arising from transactions from various activities including Global Market, Global banking activities and Financing activities. Position Purpose Financial Accountants are involved in the day-to-day maintenance and control of the general ledgers for the entities under their responsibility associated to the assigned products or transversal scope. When applicable, they coordinate review and potential adjustments with other teams. Additionally, they will have to ...

Essential skills / Systems (Including languages & previous experience required) MSc to PhD degree in mathematics or engineering with strong analytical skills. Strong analytical skills and technical background in mathematics, computer science or finance In depth knowledge of at least one but ideally multiple asset classes Extensive experience with object-oriented languages (C++, C#, Python...) including participation in large scale projects Comfortable with large scale libraries and working with different profiles (quants, IT, MO, Risk) Ability to propose new design patterns and architectures with a strong emphasis on clean and ordered code with a focus on industrialization. Good knowledge of...

Position Purpose To automate and maintain all our business line projects related artefacts and regression tests. Have requirement related to Mobile and web based applications and APIs. As an API automation tester, the candidate will be responsible for designing, developing and executing automated tests for APIs to ensure the quality and functionality of the software applications. Candidate will work closely with developers, QA engineers, and other stakeholders to identify test scenarios, develop automation scripts and report defects. Responsibilities Direct Responsibilities Perform Web automation utilizing testing tools such Selenium, APPIUM, APIs Testing Tools, Cucumber Develop, execute and...

Position Purpose Business Management team activities has been increased and requires a Senior level staff to take care of ongoing activities in stabilizing current team strength Responsibilities Direct Responsibilities - Governance and compliance activities to be performed within business entity. - Hands on experience in preparing Presentations for senior management. Contributing Responsibilities - Staff should be able to understand the requirement and deliver the regular BAU within timelines - Supporting other team members activities in their absence Technical & Behavioral Competencies Excellent Communication both in Verbal and Written - Experience in PMO role - MS Office experience - Defin...

Position Purpose Financial Accountants are involved in the day-to-day maintenance and control of the general ledgers for the entities under their responsibility associated to the assigned products or transversal scope. When applicable, they coordinate review and potential adjustments with other teams. Additionally, they will have to ensure quality of data for all Reporting streams and be in charge of performing adjustments when needed in the General ledger. Responsibilities Direct Responsibilities Accounting & Control Functions Banking Products is in charge of all financials topics linked to customers banking products credit & cost of risk, payments, deposit, customer securities, fees, other...

Salary: 3-4L per annum, basis the experience and suitability of the candidate. CFPs / CFP pursuant ONLY. Company Description CAGRfunds is a wealth management company that simplifies the investing decision making process. Their solutions are customized to individual investment goals and provide easy-to-understand reports to track investments efficiently. The company's team of experts conducts in-depth research on various investment opportunities within mutual funds. Role Description This is a full-time on-site role for a Manager - Investments & Client Relations located in Mumbai at CAGRfunds. The role involves working closely with existing clients. This role does NOT involve any sales aspect....

Role Overview: As a Personal Finance Writer based in Mumbai, your main responsibility will be to create informative articles focusing on personal finance and investments. This will involve tasks such as researching financial topics, analyzing data, developing strategies to simplify complex financial ideas, and producing compelling and accurate content. It is essential to stay updated on the latest developments in the finance industry and incorporate relevant insights into your articles. Collaboration with the editorial team to ensure content quality and relevance is also a key aspect of this role. Key Responsibilities: - Research financial topics and analyze data - Develop strategies to comm...

Greetings from Learn with Fraternity Pvt Ltd, Role Description This is a part-time remote role for a Finance Freelance Academic Writer. The Finance Freelance Academic Writer will be responsible for conducting research, writing academic papers, and providing assistance in finance, personal finance, and investments. Day-to-day tasks include developing content based on research, ensuring accuracy and clarity in writing, and meeting project deadlines. The candidate will collaborate with the team remotely to maintain high-quality standards. Qualifications Strong knowledge and expertise in Finance and Personal Finance Experience in conducting thorough and accurate Research Ability to provide insig...

As a part of Times Internet, a premium digital products company in India, you will play a crucial role in the real estate content division. Your duties will involve being the on-camera face and editorial lead, hosting engaging video content, managing editorial direction, and ensuring informative and compelling content delivery. - **Video Anchoring & Content Creation:** - Host and present real estate-focused videos, covering market analyses, investment strategies, and property showcases. - Collaborate with the content team to simplify complex real estate concepts for a broad audience. - Conduct interviews with industry experts, investors, and developers to provide diverse perspectives. - Enga...

Greetings from Learn with Fraternity Pvt.Ltd, Role Description This is a full-time remote role for a Finance Freelance Academic Writer. The writer will be responsible for conducting in-depth research, creating, and editing academic content related to finance, personal finance, and investments. The role involves writing clear, comprehensive, and polished academic papers while adhering to specific guidelines and deadlines. Qualifications Proficient in Personal Finance, Finance, and Investments Strong Research skills Exceptional Writing skills Experience in academic writing Excellent written and verbal communication skills Ability to work independently and remotely Bachelor's degree in Finance,...

As an associate content writer at Easemoney, your role involves creating high-quality, informative, and engaging content on various financial topics. Your primary responsibility will be to produce well-researched articles that simplify complex financial concepts for the audience. Key Responsibilities: - Write well-researched articles on personal finance, banking, fintech, and wealth management. - Create guides on building credit scores, improving CIBIL scores, and understanding credit reports. - Break down complex financial concepts like mutual funds, loans, insurance, and stock market investing into easy-to-understand content. - Ensure content optimization for Google search while maintainin...

Axis Bank is hiring for Home Loan and Personal Loan. Department : Personal Loan and Home Loan Sales. Designations : Sales Executive / Relationship Officer / Team Leaders Locations : Across Bangalore City. Timing: 09.30 am to 6.00 pm Experience: Fresher or Any Sales experience, preferred Qualification: PUC or Graduate. Remuneration: Fixed 285000 LPA + Attractive Incentive + PF + ESIC Roles & Responsibility: 1- Sales of Loan product. 2- New client acquisition. 3- Convincing customers for new products and maintaining relationship with clients. 4- Develop new relationship with new customer to increase business. 5- Responsible to attending walk in clients at branches. 6- Responsible for processin...

You are passionate about finance and eager to make a difference in the world of investments. AssetPlus is searching for a talented Investment Specialist to join their team and embark on an exciting journey towards financial empowerment. **Key Responsibilities:** - Talking to prospective leads to understand their investment needs, risk tolerance, and financial goals. - Engaging with existing clients to provide personalized financial advice and create relationships. - Understanding the financial products available on the platform and explaining them to clients in a simple manner. - Creating customized portfolios based on client requirements. - Generating sales across products for existing clie...

As a Knowledge Management (Content Management) professional at Network FP Knowledge Solutions Pvt. Ltd. in Mumbai, you will play a key role in supporting personal finance professionals in their growth and success. Network FP is a premier knowledge and community platform dedicated to empowering financial advisors and distributors with the necessary tools and knowledge to excel in the industry. You will be responsible for conducting research and creating engaging content for various Network FP programs. Additionally, you will collaborate closely with industry seniors and thought leaders, host live sessions and courses, develop quizzes and tests, and design tools and templates to assist financi...

As a global investment banking, securities, and investment management firm, Goldman Sachs is dedicated to utilizing our people, capital, and ideas to drive growth for our clients, shareholders, and the communities we serve. With a rich history dating back to 1869, our firm is headquartered in New York City with a strong presence across the globe. At Goldman Sachs, we value the unique qualities that each individual brings to the table, believing that diversity enhances our collective capabilities. We are deeply committed to fostering an inclusive workplace where every member of our team has ample opportunities for professional and personal growth. From comprehensive training and development i...

Job Description: Aditya Birla Capital Limited is a leading well-diversified non-banking financial services company in India, offering customized solutions in personal finance, SME finance, corporate finance, wealth management, debt capital markets, and loan syndication. As a systemically important non-deposit accepting NBFC, it ranks among the top five largest private diversified NBFCs in India based on AUM. Role Overview: You will be responsible for managing the Retail LAP Tier I Business at Aditya Birla Capital Limited. Your focus will be on expanding the retail footprint of the SME Business to over 75 locations across India. Your primary goal will be to enhance the topline numbers and cre...

As a Client Partner - CFP at Vedant Finserv, an award-winning wealth management firm, your role will be crucial in delivering holistic, trustworthy, and high-impact financial planning services to our clients. Key Responsibilities: - Engage with clients to understand their financial aspirations, life goals, and challenges. - Offer structured, goal-based investment recommendations aligned with risk profiles. - Coordinate periodic portfolio reviews and ensure timely service delivery. - Maintain detailed client records and track follow-ups using internal systems. - Contribute to internal knowledge-sharing and continuous improvement initiatives. - Uphold confidentiality and integrity in every cli...

As a seasoned content professional, you will be responsible for crafting impactful, research-driven, and engaging content on personal finance and investments, especially mutual funds. Your role will require a balance of financial expertise, creativity, and storytelling to drive user engagement and contribute to business growth. Your key responsibilities will include: - Creating insightful long-form content on mutual funds and personal finance. - Collaborating with business teams to align content with growth objectives. - Ideating and delivering educational content to enhance investor awareness. - Staying updated on investment trends and market movements to create topical content. - Ensuring ...

Roles and Responsibilities Teach students about stock markets, equities, capitalization, and related concepts. Develop and deliver engaging lesson plans for online courses on stock market trading. Conduct research analysis to create informative content for educational materials. Provide one-on-one support to students through email or chat sessions. Collaborate with team members to improve course curriculum and teaching methods.

You will be responsible for creating a creative and effective content strategy for WA's digital campaigns. This includes developing content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. Your role will involve producing eye-catching and original content with a focus on grammar, brevity, and syntax for various corporate marketing and communications materials. Additionally, you will be tasked with creating and delivering press releases highlighting WA's achievements, new clients, client news, and employee accomplishments. Your work will span across different content production areas such as website pages...

In this context, the Global Markets Quantitative Research is tasked to build along with the Global Markets IT a new pricing and risk management platform covering all asset classes for both flow and exotics products. To support this initiative, the bank has decided to create in India a pole of expertise around front office risk management and P&L Explain quantitative analysis. The need for such a team originates from the necessity to harmonise, industrialize, and strengthen our tools to support ever growing trade volumes while ensuring a high level of data quality and coping with more stringent regulations. The role being offered is to join this newly created pole of expertise fully integrate...

Role Overview: As a Creative/Content Strategist for the company, your main responsibility will be to develop innovative strategies for digital campaigns. Your focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. You will need to produce original and visually appealing content that maintains a high level of accuracy in grammar, brevity, and syntax across various corporate marketing and communications materials. Key Responsibilities: - Develop innovative strategies for digital campaigns - Create engaging content on topics related to personal finance, retirement planni...