The Financialist - Principal Wealth Advisor The Financialist

10.0 - 14.0 years

12 - 22 Lacs

Mumbai

Work from Office

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...

Posted 3 months ago

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Head of Content and Education Phonepe

8.0 - 13.0 years

8 - 13 Lacs

Bengaluru

Work from Office

PhonePe is Indias leading digital payments platform with 400 million registered users and 32 million registered Merchants. Using PhonePe, users can send and receive money, recharge mobile, DTH, and data cards, pay at stores, make utility payments, buy gold, and make investments. PhonePe went live for customers in August 2016 and was the first non-banking UPI app, and offered money transfers to individuals and merchants, recharges, and bill payments to begin with. In 2017, PhonePe forayed into financial services with the launch of digital gold, providing users with a safe and convenient option to buy 24-karat gold securely on its platform. PhonePe has since launched Mutual Funds and Insurance...

Posted 3 months ago

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Head of Content and Education Phonepe

8 - 13 years

8 - 13 Lacs

Bengaluru

Work from Office

About PhonePe Group: PhonePe is Indias leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech-enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is India's first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the company's vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access t...

Posted 4 months ago

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Account Executive Kumar Metal Industries

2.0 - 5.0 years

2 - 4 Lacs

mumbai suburban, mumbai (all areas)

Work from Office

Purpose of Role/Job Summary: This role is responsible for overseeing and managing the complete financial portfolio of company directors, encompassing both personal and business accounts. Main Duties and Responsibilities: Expense Management:- Manage and process all director-related expenses in accordance with company policies; prepare reports for reimbursement and internal records. Ensures accurate financial book keeping, timely reporting, expense tracking, and regulatory compliance. Maintain accurate and up-to-date financial records for each directors personal and business accounts. Arrange air travel for directors by coordinating directly with airline providers. Oversee the accounting and f...

Posted Date not available

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High-Income Role - Relationship Officer | Personal Loan | SIB Bank Hirva Hr Solutions

1.0 - 5.0 years

3 - 4 Lacs

pune, margao, mumbai (all areas)

Work from Office

Post : Relationship Officer * Identify, onboard, and manage to drive personal loan sales * Achieve assigned sales targets and maintain portfolio quality * Analyze market trends and competitor activities to drive business growth Required Candidate profile Graduate must be required Min. 1 year of exp. in Personal Loan Sales Age : 21 to 32 years Candidate have good communication skills For more information Call OR WhatsApp: 90991 10239 HR Nikul Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Posted Date not available

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