Financial Concierge Specialist

Responsibilities:Create a financial plan after understanding the client profile.Understand 1 Finance Approach and services.Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress.Verifying and cross-checking the generated financial plans.Perform client service activities.Make nudges for the clients.Ensuring compliance...

Responsibilities: Create a financial plan after understanding the client profile. Understand 1 Finance Approach and services. Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress. Verifying and cross-checking the generated financial plans. Perform client service activities. Make nudges for the clients. Ensuring...

Responsibilities:Create a financial plan after understanding the client profile.Understand 1 Finance Approach and services.Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress.Verifying and cross-checking the generated financial plans.Perform client service activities.Make nudges for the clients.Ensuring compliance...

NPA Acquisition Specialist We are seeking a qualified candidate with a minimum of 3 years of post-qualification experience for the role of NPA Acquisition and Resolution Specialist. The ideal candidate will be responsible for identifying, analyzing, and strategizing the resolution of non-performing assets (NPAs) acquired from banks and financial...

Job Description :-   1. He will have to Manage a team of Financial Advisors while he will also have to tend to some clients financial planning. 2.Should have certifications of CFT,CWM, NISM 10A or 10B 3.He or She should be good in Financial advisory, Wealth Management.  4.Should have experience in handling a very well good portfolio.

About Four Seasons: Four Seasons is powered by our people. We are a collective of individuals who crave to become better, to push ourselves to new heights and to treat each other as we wish to be treated in return. Our team members around the world create amazing experiences for our guests, residents, and partners through a commitment to luxury with...

Job Description : 1. He will have to Manage a team of FinancialAdvisors while he will also have to tend to some clients financialplanning. 2.Should have certifications of CFTCWMNISM 10A or 10B 3.He or She should be good inFinancial advisory Wealth Management. 4.Shouldhave experience in handling a very well goodportfolio.

You are a strategic thinker passionate about driving solutions. You have found the right team.As a Digital Online Support Specialist Team Lead in Client Services, you will be the point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. You will be responsible for assisting high/ultra-high net...

You are a strategic thinker passionate about driving solutions. You have found the right team. As a Digital Online Support Specialist Team Lead in Client Services, you will be the point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. You will be responsible for assisting high/ultra-high net...

You are a strategic thinker passionate about driving solutions. You have found the right team. As a Digital Online Support Specialist Team Lead in Client Services, you will be the point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. You will be responsible for assisting high/ultra-high net...

Specialist, Financial Control-(WD55965) Finance aims to deliver world-class standards in reporting, financial planning and finance processes. We provide insights and analyses that help the bank make sound business decisions – whether in the areas of product development or customer profitability. We also provide capital management, business planning,...

Specialist, Financial Control-(WD55965) Finance aims to deliver world-class standards in reporting, financial planning and finance processes. We provide insights and analyses that help the bank make sound business decisions – whether in the areas of product development or customer profitability. We also provide capital management, business planning,...

Finance Planning and Analysis specialistBlis is looking for a Financial Planning and Analyst Specialist based in Mumbai working for our EMEA,APAC and US subsidiaries.The Financial Planning and Analyst will play a crucial role in supporting business decisions by collaborating with various teams to provide essential commercial finance analysis. The role...

We are seeking a highly skilled and detail-oriented Treasury Operations Specialist to join our team.As a Treasury Operations Specialist, you will play a pivotal role in leading the company's treasury functions, ensuring efficient cash flow management, and optimizing our financial resources.Key Responsibilities: Cash Management - Monitor daily cash...

About us: We are a boutique investment banking firm specializing in the resolution of distressed assets. We focus on providing solutions in high-growth and niche segments, prioritizing the well-being and growth of our team members. At Areion, we offer various learning and development opportunities within the group, fostering a dynamic and rewarding work...

We are seeking a highly skilled and detail-oriented Treasury Operations Specialist to join our team.As a Treasury Operations Specialist, you will play a pivotal role in leading the company's treasury functions, ensuring efficient cash flow management, and optimizing our financial resources.Key Responsibilities: Cash Management - Monitor daily cash...

We are seeking a highly skilled and detail-oriented Treasury Operations Specialist to join our team.As a Treasury Operations Specialist, you will play a pivotal role in leading the company's treasury functions, ensuring efficient cash flow management, and optimizing our financial resources.Key Responsibilities: Cash Management - Monitor daily cash...

We are seeking a highly skilled and detail-oriented Treasury Operations Specialist to join our team. As a Treasury Operations Specialist, you will play a pivotal role in leading the company's treasury functions, ensuring efficient cash flow management, and optimizing our financial resources. Key Responsibilities:  Cash Management - Monitor daily cash...

About Organization: Savani Financials Limited is a medium-sized Non-Banking Financial Services Company engaged in the sole business segment of financial services. Savani Financials Ltd. holds a license from the RBI to operate as an NBFC and is listed on the stock exchange. The Company intends to commence lending operations on April 1, 2024, and is in the...

Job Description - As a Financial MIS Reporting Specialist, your role will involve gathering, analyzing, and presenting financial data to support decision-making processes within the organization. You will be responsible for ensuring accurate and timely reporting of financial information, as well as developing and maintaining various financial reports and...