Financial Services Advise Consultant

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...

About the CompanyCredila Financial Services Limited (Formerly known as HDFC Credila Financial Services Limited) is one of Indias largest education loan non-banking financial companies (NBFCs) offering education loans to Indian students. With an in-depth understanding of the higher education domain in India as well as overseas, Credila offers tailor-made...

Industry:Areion Group of companies consisting of finance companies viz Assets Management Company, NBFC and Advisory etc.Role Summary:We are seeking an experienced and strategic Chief Financial Officer (CFO) to lead the Finance & Accounts department of the Group. The CFO will be a key member of the senior management team, responsible for driving the Groups...

Role & responsibilitiesAdvising & execution of orders on behalf of clients on equity, derivatives and option strategies.Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs.Responsible for generating revenue primarily through...

About UsWe offer expert financial services, focusing on quality-driven delivery and direct client engagement.Our team of specialists provides tailored solutions to enhance business operations and drive growth:Assurance Services: Financial statement audits, internal control evaluations, and risk assessments.Tax Services: Tax planning, compliance, and...

Job DescriptionYou'll have knowledge and experience in the following areas:- An experienced Technology professional, with technology experience at least in one or more services Core Banking / Lending / Customer Relationship Management / Trade Finance- A proven track record of delivering business value from Technology- A track record of delivery within a...

Financial Services Consultant: A Lucrative Career OpportunityThis is an exciting opportunity to work with leading investment banks across the globe. As a Financial Services Consultant, you will have the chance to grow your technical and soft skills, develop a thorough expertise in Capital Markets, and enjoy an attractive salary and benefits...

About:- We are seeking a dynamic and results-driven Assistant Manager - Forex Sales with 4 to 6 years of relevant experience to join our team in Mumbai.- In this role, you will be responsible for driving the growth of the forex business at the assigned branch, working closely under the guidance of the Branch Head.- Your key responsibilities will include...

Hiring for AM & Man for Financial Service Consulting Technology & Banking DomainKeyworks Solution Architect, IT Roadmap, IT Strategy, Technology Consulting, IT SolutionLocation – MumbaiComp. – AM ( 12 to 20 LPA)Man ( 20 to 30 LPA)You'll have knowledge and experience in the following areas:An experienced Technology professional, with technology experience...

About the Role:Financial Services Consulting Manager is required to conduct qualitative and quantitative research on retirement funds, AIFs, mutual funds, and other financial instruments.The ideal candidate will have experience in financial analysis and strong writing skills.Key Responsibilities:Conduct research on fund portfolios, contribution, and...