Qualified Financial Advisor

Responsibilities:Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutionsConduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial positionMonitor the implementation and progress...

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM Advisor Vertical: RetailRoles and Responsibilities:Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings...

About This RoleWe are seeking a skilled professional to fill this key position. As a leading provider of financial services, we deliver high-quality solutions to diverse clients.The ideal candidate will be a highly analytical and problem-solving expert with excellent communication skills.Financial planning and analysisBudgeting and forecastingFinancial...

Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & DelhiDesignation: Equity AdvisorVertical: Private Client GroupRoles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product...

As a senior academic advisor, you will play a key role in guiding professionals towards executive education.Key ResponsibilitiesConduct personalized coaching sessions to provide recommendations to prospects.Understand candidate profiles, professional experience, and career aspirations to present program features and benefits persuasively.Convert qualified...

A funded, fast-growing Global private wealth management company looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team. We are looking for an experienced person with a background in investment research & analysis, and an understanding of investment advisory & financial planning.The ideal candidate...

Education ExpertWe are seeking a skilled professional to play a vital role in empowering students throughout their university application journey.About the Role:Prior experience in shortlisting universities based on course, rankings, specialization, location preference, and financial ability of the student/parent is essential.The ideal candidate will have a...

Business Financial Analyst Job DescriptionAbout UsWe are looking for a skilled Business Financial Analyst to join our team. As a Business Financial Analyst, you will play a key role in helping us make informed business decisions by analyzing financial data and providing insights.The ideal candidate will have strong analytical skills, excellent communication...

A funded, fast-growing Global private wealth management company looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team. We are looking for an experienced person with a background in investment research & analysis, and an understanding of investment advisory & financial planning.The ideal candidate...

A funded, fast-growing Global private wealth management company looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team. We are looking for an experienced person with a background in investment research & analysis, and an understanding of investment advisory & financial planning.The ideal candidate...