Junior Financial Advisor

Company DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...

Company Description Vibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...

We are hiring financial planning advisor. **We need people who are** Active Listener. 2. Passionate about making money work harder for clients by Good Communicator. 4. Willing to take extra steps for clients. 5. Comfortable with Excel & MS Word & PPT 6. Entrepreneur mind set. **Their Day to Day job will include** Align Meetings for prospective...

TBNG, a SEBI Registered Investment Advisory Firm. Our extensive experience in the investment advisory business spans over successful and proficient 2 decades. We have mentored a myriad of entrepreneurs, professionals, business heads and families. We are currently looking for an paraplanner to join our existing team, Paraplanners are professional people...

**Job Detail** **Company Name**: HDFC Sales **Location**: Mhape (Navi Mumbai) **Designation**: Financial Advisor (Full Time) **Description**: Process Insurance Sales No. of Requirements 20 Gender Male/female About Process : Insurance sales involves selling various types of insurance to customers, including home, life, health and auto insurance. People...

Hiring For One of our MNC Company Looking For Senior Advisor Exo : 8+ yrs Work Mode : Hybrid (3 days WFO, 2 Days WFH) Location : bangalore Mandatory Skills : Senior Advisor or Product manager who has worked on 8+years Strong functional expertise in Indirect Tax Technology, Accounting and Finance domains and Knowledge of ERPS (Oracle SAP, Novora, Accounts...

Financial Analysis Senior Advisor Position Overview: In collaboration with our Bangalore and US based Finance stakeholders and strategic partner ANSR for Business Support Services (BSS) in Hyderabad, the financial analysis senior advisor will have responsibility to oversee, track and report on the execution of the on-going BSS contract with ANSR. The...

Financial Analysis Senior AdvisorPosition Overview:In collaboration with our Bangalore and US based Finance stakeholders and strategic partner ANSR for Business Support Services (BSS) in Hyderabad, the financial analysis senior advisor will have responsibility to oversee, track and report on the execution of the on-going BSS contract with ANSR. The contract...

Financial Analysis Senior AdvisorPosition Overview:In collaboration with our Bangalore and US based Finance stakeholders and strategic partner ANSR for Business Support Services (BSS) in Hyderabad, the financial analysis senior advisor will have responsibility to oversee, track and report on the execution of the on-going BSS contract with ANSR. The contract...

Financial Analysis Senior AdvisorPosition Overview:In collaboration with our Bangalore and US based Finance stakeholders and strategic partner ANSR for Business Support Services (BSS) in Hyderabad, the financial analysis senior advisor will have responsibility to oversee, track and report on the execution of the on-going BSS contract with ANSR. The contract...

What We'll Bring: As a member of the Financial Systems team, this Information Technology Advisor role will participate in the design and development of complex solutions in PeopleSoft, Coupa and Kyriba to support the Global Finance and Accounting organization. The role is also responsible for helping define, implement and enforce standards and best...

What We'll Bring: As a member of the Financial Systems team, this Information Technology Advisor role will participate in the design and development of complex solutions in PeopleSoft, Coupa and Kyriba to support the Global Finance and Accounting organization. The role is also responsible for helping define, implement and enforce standards and best...

**Position Name - **Financial Advisor** - Family Offices (Institutional Sales)** **Location - **Mumbai** **Experience Range - **7 - 10 years** **Mandatory Requirement**: - Client Acquisition - Institutional Sales - Client Servicing **About the client**: Our client is one of the premier asset management companies in India, with over 20 years of a track...

Title - Investment/Financial Advisor Qualification - MBA in Finance and NISM Series - Investment Adviser X (Level 1) & (Level2) Experience - Minimum 1 yr with Employer Letter head. Salary - 3Lakh to 4.5Lakh Job Location : Hyderabad Roles and Responsibilities Lead generation through various avenues. Calling customers and updating them about the...

Division: Lead Management System - Financial Services **Designation: Financial Advisor (Insurance Sales)** **Location: Mahape - Navi Mumbai** Experience: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers -...

Designation: Financial Advisor (Insurance Sales) Location: Ghansoli ,Mahape - Navi Mumbai Experience: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving customer queries - Customer follow up and feedback...

Financial Analysis Senior AdvisorPosition Overview:In collaboration with our Bangalore and US based Finance stakeholders and strategic partner ANSR for Business Support Services (BSS) in Hyderabad, the financial analysis senior advisor will have responsibility to oversee, track and report on the execution of the on-going BSS contract with ANSR. The contract...

Job Title: Wealth Manager - Financial Services - Mumbai Wealth management through Mutual Funds, Bonds/NCDs, Market Linked Debenture, Corporate Fixed Deposit, Alternate Investment Funds, Portfolio Management Services, etc. Managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accounts. Key Skills:Additional Benefit :Unlimited...

Equity Advisor Job Description: Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...

Profile Name: Financial AdvisorLocation- Kandivali- Mumbai Responsibilities:·         Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.·         Answering client questions about financial plans and...