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...

As a Senior Financial Advisor, you will be the primary point of contact for new clients. You will engage directly with HNIs and upper-middle-class prospects, understand their financial situation, explain our frameworks in a clear and compelling manner, and guide them toward structured investments. This role requires building trust quickly, converting...

Job Opportunity: Financial Advisor (Equity-Based) – E CelebsLocation : Mumbai / LondonAre you a finance leader who wants to be part of building the next big thing in entertainment, luxury, and Web3?About E CelebsECelebs is pioneering a digital-first ecosystem at the intersection of celebrities, luxury, technology, and the metaverse. We are building a new...

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...

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...

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...

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 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...