Financial Advisor

2 weeks ago


Bengaluru, India Vibhinna Ventures Full time

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 analyzing needs and wants of an individual will give clarity on how every major and minor event can be planned well in advance.


Role Description

This is a full-time role with Vibhinna Ventures, located in Bengaluru, with flexibility for some remote work. As a Financial Advisor, you will be responsible for providing financial guidance and advice to clients. Your day-to-day tasks may include analyzing clients' financial situations, developing personalized financial plans, recommending investment options, and monitoring portfolio performance. You will need to stay updated on market trends and regulations to ensure informed decision-making. Effective communication and strong interpersonal skills are essential to build trust and maintain long-term client relationships.


Qualifications

  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Proven experience as a Financial Advisor, Investment Advisor, or similar role
  • Strong knowledge of financial products, investment strategies, and financial planning principles
  • Excellent analytical and problem-solving skills
  • Ability to assess clients' risk tolerance and financial goals
  • Excellent communication and interpersonal skills
  • Proficiency in financial software and tools
  • Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus




  • Financial Advisor

    6 days ago


    Bengaluru, India Adyaa Global Enterprise Full time

    **Job Description: Financial Advisor - Multiple Openings** **Join Our Team as a Financial Advisor & future Leader in the Thriving Life Insurance Sector!** Are you ready to embark on a fulfilling career as a Financial Advisor? Do you possess the skills and passion to make a positive impact on people's financial well-being? If you have what it takes to excel...

  • Financial Advisor

    2 weeks ago


    Bengaluru, India Vibhinna Ventures Full time

    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...

  • Financial Advisor

    2 months ago


    Bengaluru, India ABHEE VENTURES PVT LTD Full time

    HSR Layout, Bangalore Financial Advisor MBA - Finance Real Estate Experience is Mandatory 4-5 Yrs experience required - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy - Respond to prospective customer queries about financial planning -...

  • Financial Advisor

    2 days ago


    Bengaluru, India Adyaa Global Enterprise Full time

    **Job description** **"Join Our Team as a Financial Advisor in the Thriving Life Insurance Sector!** Are you ready to take your career to new heights and make a significant impact on people's lives? We are seeking dynamic individuals to join our team as Financial Advisors in the life insurance industry. As a Financial Advisor, you will play a crucial role...

  • Financial Advisor

    1 month ago


    Bengaluru, India Vibhinna Ventures Full time

    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...

  • Financial Advisor

    2 weeks ago


    Bengaluru, India Vibhinna Ventures Full time

    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...

  • Financial Advisor

    2 weeks ago


    Bengaluru, India Vibhinna Ventures Full time

    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...

  • Financial Advisor

    7 days ago


    Bengaluru, India Max life insurance Full time

    A financial advisor is a professional who gives advice about managing your money to reach financial goals.They help clients achieve their financial goals by offering financial products and services, researching and pursuing investment opportunities, and creating financial plans based on their clients’ objectives, risk tolerance, income, expenses, assets,...


  • Bengaluru, India Pips Technology LLP Full time

    We are seeking a dedicated and knowledgeable Financial and Investment Advisor to join our team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate their financial journey, providing them with personalized guidance and strategies to achieve their financial goals. **Responsibilities**: - Provide expert advice on investment...

  • Financial Life Advisor

    2 months ago


    Bengaluru, India Max life insurance Full time

    A financial advisor's job is to understand a client's financial goals and then assist in creating strategies to achieve them. To do so, financial advisors must be able to understand, and analyze, market trends and to provide sound financial advice based on various financial indicators. **Job Types**: Freelance, Permanent, Part-time, Volunteer Contract...

  • Financial Advisor

    1 week ago


    Bengaluru, India Max life insurance Full time

    This role of a Financial Advisor expects the following from you: 1. Advise regarding financial goals in life. 2. Planning financial goals and mile stones for customers. 3. Customizing the financial future as per the customer preference and income. 4. Thorough knowledge of the solutions we have for the customers(Training will be provided) This is a...


  • Bengaluru, India Vibhinna Ventures Full time

    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...


  • Bengaluru, India Dell Technologies Full time

    **Financial Analysis Advisor** The Dell Security & Resiliency Organization (SRO) manages the security and resiliency risk across all aspects of Dell’s business. With team members located in over 15 countries, you will have an excellent opportunity to influence the security culture at Dell and further develop your career. You will be an expert in the...

  • Financial Advisor

    4 days ago


    Bengaluru, Karnataka, India Jobsin360 Pvt Ltd Full time

    _**FINANCIAL ADVISOR**_ **TELESALES PROCESS** **QUALIFICATION - 12TH** EXPERIENCE- **FRESHERS AND TELESALES EXPERIENCE IN FINANCE **MORE PREFERABLE LOCATION- INFANTRY ROAD,BANGALORE SALARY- **15000-20000(PLUS INCENTIVE)** WORK SHIFT- DAY SHIFT &SUNDAY WEEK OFF **Job Types**: Full-time, Permanent, Fresher **Salary**: ₹15,000.00 - ₹20,000.00 per...

  • Financial Advisor

    1 month ago


    Bengaluru, India Ferdinand Wealth Management Full time

    Our company is looking for knowledgeable & responsible financial advisors to join our team who will be responsible for providing financial guidance to our high-net-worth clients in order to help them accomplish their financial goals & educate them about their financial objectives and risk tolerance and then recommend an appropriate financial planning...


  • Bengaluru, India Mangalam Placement Full time

    **Company**: Oracle Financial Services Software Ltd. **Location** Bengaluru **Experience** 12-15 Years **Key Skills** Business Strategy, Cost Analysis, revenue analysis, Expense Analysis, Profitability Analysis, Financial Projections, Variance Analysis, Trend Analysis **Position: Financial Analysis Advisor** **Experience: 10 to 17 years** **Location:...


  • Bengaluru, India LIC Full time

    Note : This is purely a commission based job there is no fixed salary offered here . One can earn with his own limitCompletely a sales job .We all know India is fast moving from PHYSICAL to DIGITAL because of which there is huge vacuum for Professionals in the world of Financial Planning and hence Financial Planners. The best part is that almostanyone...


  • Bengaluru, India LIC Full time

    Note : This is purely a commission based job there is no fixed salary offered here . One can earn with his own limitCompletely a sales job .We all know India is fast moving from PHYSICAL to DIGITAL because of which there is huge vacuum for Professionals in the world of Financial Planning and hence Financial Planners. The best part is that almostanyone...


  • Bengaluru, India FinAtoZ Full time

    **Company Overview**: FinAtoZ is a SEBI Registered Investment advisory company, started by techie founders who understand the value of human connection in important decisions like investments. Our online platform is a state-of-the-art secure platform and you get details about your portfolio online and can keep track of your financial journey. Our offering...


  • Bengaluru, India LIC Full time

    Company DescriptionLIC (Life Insurance Corporation), a state-owned public sector life insurance corporation, is the largest financial institution and life insurance organization in India. With its central office in Mumbai, LIC has 8 Zonal offices, 109 divisional offices, 2048 fully computerized branches, and 992 satellite offices in rural areas to serve the...