Financial Advisor

3 weeks ago

Mumbai, India Corenza Full time

Roles & Responsibilities:Coordinating new client onboarding process with the back office teamData gathering and Financial plan creation within agreed TAT and as per process checklistsPresentation of draft and final plansPortfolio reviews and recommendationsPresentation of portfolio reviews and investment recommendations/exits to clients within agreed turnaround time linesCoordination with Senior Advisors/Wealth Managers and Back Office team for implementation of adviceAid in queries linked to clients financial plan and/or portfolio recommendationsFinancial planning software, risk profiling software housekeeping and portfolio reporting software integration with client reportsResearch software integration for client reportsMaintenance of planning and review calendarsKeeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Planning Trends, Alternate Investments, Macro Economy, Global events)Providing clients with information on new and existing products and schemes in coordination with Research/SeniorsSharing the macro views on global/ local economy, and local /global financial markets with clients during meetingsSharing research/investment updates with clients on an ongoing basis during meetingsWebsite content and social media content maintenance with planner insights

  • Financial Advisor

    1 day ago

    Mumbai, India Surabhi Financial Services Full time

    A member of our talent acquisition team will review your submission and it your experience and skills aligns, we will reach out to you and schedule a call to have a conversation. **Financial Advisor** Job Location - Mumbai Western Suburb : Kandivali (E) **What are we looking for / Job Description** We are looking for Financial Advisors to join our team....

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    1 week ago

    Mumbai, Maharashtra, India MentorBeep Full time

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    7 days ago

    Mumbai, Maharashtra, India Datamatics HR & Consultancy services Full time

    **Job Title**: Financial Advisor - Accounting Services **About Us**: Datamatics is a leading provider of comprehensive accounting services, dedicated to helping businesses in the UK optimize their financial operations. We are seeking a skilled Talent with strong communication abilities and a solid understanding of accounting principles to join our team and...

  • Financial Advisor

    4 weeks ago

    Mumbai, India Corenza Full time

    Roles & Responsibilities:Coordinating new client onboarding process with the back office teamData gathering and Financial plan creation within agreed TAT and as per process checklistsPresentation of draft and final plansPortfolio reviews and recommendationsPresentation of portfolio reviews and investment recommendations/exits to clients within agreed...

  • Financial Advisor

    3 weeks ago

    Mumbai, India Corenza Full time

    Roles & Responsibilities:Coordinating new client onboarding process with the back office teamData gathering and Financial plan creation within agreed TAT and as per process checklistsPresentation of draft and final plansPortfolio reviews and recommendationsPresentation of portfolio reviews and investment recommendations/exits to clients within agreed...

  • Financial Advisor

    4 weeks ago

    Mumbai, India Corenza Full time

    Roles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed...

  • Financial Advisor

    4 weeks ago

    Mumbai, India Corenza Full time

    Roles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed...

  • Financial Advisor

    4 weeks ago

    Mumbai, India Corenza Full time

    Roles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed...

  • Financial advisor

    3 weeks ago

    Mumbai, India Corenza Full time

    Roles & Responsibilities:- Coordinating new client onboarding process with the back office team- Data gathering and Financial plan creation within agreed TAT and as per process checklists- Presentation of draft and final plans- Portfolio reviews and recommendations- Presentation of portfolio reviews and investment recommendations/exits to clients within...

  • Financial Advisor

    4 weeks ago

    Mumbai, India Corenza Full time

    Roles & Responsibilities: - Coordinating new client onboarding process with the back office team - Data gathering and Financial plan creation within agreed TAT and as per process checklists - Presentation of draft and final plans - Portfolio reviews and recommendations - Presentation of portfolio reviews and investment recommendations/exits to clients within...