Jobs: financial services

**About the Organization** Varsha Financial Services is a trusted and established name in the financial services industry, with over three decades of experience. Founded in 1994, we are among India’s early mutual fund distributors, with a strong legacy built on consistency, integrity, and long-standing client relationships. **Key Responsibilities:** -...

OverviewThe Financial Service Associate plays a crucial role in the organization by providing exceptional customer service and support in financial transactions and services. This position is fundamental in ensuring that clients receive accurate information about their financial options and effectively guiding them through the decisions they need to make. As...

OverviewThe Financial Service Associate plays a crucial role in the organization by providing exceptional customer service and support in financial transactions and services. This position is fundamental in ensuring that clients receive accurate information about their financial options and effectively guiding them through the decisions they need to make. As...

**Job description** **Company Description** Financial Friend, located in Jaipur, offers all-inclusive financial planning services thr 3. ough a three-tier consultation process of Analysis >> Advice >> Execution. Clients benefit from systematic investment planning based on their risk profile and financial goals, receiving unbiased advice and...

JD: Investment Specialist Company Profile: We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture,...

**About Finnovate:** Finnovate is a holistic financial planning and wealth advisory platform dedicated to transforming how Indians receive personal finance advice. We provide tailored, goal-based financial solutions for unique client needs. **Key Responsibilities** - Drive **client relationship management** and long-term retention - Advise HNI &...

Job Brief: We are seeking a highly motivated and skilled Financial Advisor to join our team. The successful candidate will be responsible for providing investment, tax, and financial planning advice to clients. They will help clients achieve their financial goals and manage their investment portfolios. The ideal candidate will have a strong dedication to...

Job Brief: We are seeking a highly motivated and skilled Financial Advisor to join our team. The successful candidate will be responsible for providing investment, tax, and financial planning advice to clients. They will help clients achieve their financial goals and manage their investment portfolios. The ideal candidate will have a strong dedication to...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisors’practices. This position will...

**Designation: Marketing of Financial Services** **Experience: 3-4 Years** **Salary: 5 Lakh P.A.+ Incentives** **Intro**: Sapient services diversified into other related complementary business activities namely valuation of tangible and intangible assets, techo-economic viability studies etc. The total business activities of M/s Sapient Services Pvt. Ltd....

Company OverviewMoney Honey Financial Services Pvt. Ltd. is a leading financial services company based in Mumbai, specializing in distribution of financial products such as mutual funds, government bonds, fixed deposits. Roles and ResponsibilitiesAssist clients in choosing suitable investment products such as mutual funds, fixed deposits, bonds, and...

**Designation: Marketing of Financial Services** **Experience: 3-4 Years** **Salary: 10-12 Lakh P.A.+ Incentives** **Intro**: Sapient services diversified into other related complementary business activities namely valuation of tangible and intangible assets, techo-economic viability studies etc. The total business activities of M/s Sapient Services Pvt....

Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in...

Job Summary We are seeking a detail-oriented and self-motivated Chartered Accountant and/or Post Graduate in Finance to join our team as an Associate. The candidate must have 2 to 3 years of experience as a Consultant specifically serving the BFSI and NBFC sectors. In this role, you will leverage your expertise in financial regulations and commercial law to...

Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in...

Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in...

Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in...

Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in...

Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in...

Job Summary We are seeking a detail-oriented and self-motivated Chartered Accountant and/or Post Graduate in Finance to join our team as an Associate. The candidate must have 2 to 3 years of experience as a Consultant specifically serving the BFSI and NBFC sectors. In this role, you will leverage your expertise in financial regulations and commercial law to...