Qualified Financial Advisor

Role OverviewAs aFinancial Advisoryou'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...

FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisoryplatform (web & mobile) that offers Financial Advisory, Retirement Planning and Tax planningsolutions followed by investment execution to complete the entire circle. Committed todriving transformative change, we take pride in being among the early adopters...

Vacancy for Mumbai LocationMotilal Oswal Financial Services LimitedEquity Advisor - 5 years and above experience. Energeticand passionate about markets.Franchisee vertical - B2B profileJoining - ImmediatePosition - 10"NOT APPLICABLE FOR FRESHERS"send cv to Subject Line : Application for Role of Equity Advisor

Company DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...

RoleOverviewAs anInsurance Advisor, you will lead client-facing insurance advisory and servicing. You will conduct protection needs analysis, audit legacy policies using the MWEC technique, and designFamily Insurance Portfolios (FIPs)that align with client risk profiles and life goals. The role includes onboarding support, renewal management, and claims...

Job Summary:We are seeking a highly experienced and detail-oriented Head of Financial Reporting to lead and manage all aspects of our financial reporting process. This role is critical to ensuring timely, accurate, and compliant financial statements in accordance with applicable accounting standards (e.g., IND AS/IFRS/US GAAP). The ideal candidate will be a...

Location: Thane(near Station)/ Mumbai(Fort) | Experience: 1-3 Years | Industry: Financial ServicesQuadrate Financial Advisors Pvt LtdQuadrate Financial Advisors Pvt. Ltd are seeking a dynamic Business Development Executives to drive growth in our corporate finance division. Join our fast-paced financial services environment and play a key role in expanding...

Company: Mango Financial AdvisorsPosition: National Head – Sell Side Location : MumbaiExperience: 12–18 years in Investment Banking / Structured Finance / Real Estate Lending About Us Mango Financial Advisors is a leading financial advisory and investment banking firm, specializing in real estate financing and structured debt solutions. With a strong...

JOB DESCRIPTION – FINANCIAL DUE DILIGENCE - ASSISTANT MANAGERAbout Us:Click here to know - 'Who we are?'What’s in it for you?This profile shall strengthen your practical knowledge in Financial due diligence through constant and comprehensive exposure to various aspects like financial modelling, report writing, business restructuring etc. Not restricting...

Job Title: Financial Services Sales and Business DevelopmentLocation: Mumbai BKCJob Description:Are you passionate about financial markets and aspire to excel in the financial services industry? Join our team as a Financial Services Sales and Business Development, where you will play a crucial role in delivering top-notch financial solutions, managing...