Qualified Financial Advisor
4 weeks ago
Responsibilities:- Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions- Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position- Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy- Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant- Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.- Create and deliver nudges—timely reminders and communications—to encourage clients to take recommended financial actions- Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirementsSkills:- Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights- Collaborative mindset with a focus on achieving results through teamwork and client-centric execution- Structured and methodical approach to thinking and execution with strong attention to detail- Comfortable working in agile, fast-paced environments with adaptability to shifting priorities
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Financial Advisor
2 weeks ago
Bengaluru/Bangalore Region, India Hdfc Life Insurance Company Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per yearPrimary Responsibility of Financial Advisors is to identify potential Customers to promote Traditional Savings Plans of HDFC We provide support by sending a qualified Sales Manager to help in closure of the process Process followed for On Boarding Round 1: Screening Round face to face interview Round 2 : Invite selected candidates to...
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Financial Advisor
4 weeks ago
Bengaluru, India BHARAT RESEARCHERS CLOUD Full timeCompany Description Bharat Researchers Cloud, based in Bengaluru, is dedicated to building the largest digital platform for the Research and Innovation Sector called BHARC PLATFORM. Our mission is to foster collaboration, knowledge sharing, and meaningful connections within various domains. We provide opportunities for job creation, R&D, and...
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Financial Advisor
4 weeks ago
Bengaluru, India BHARAT RESEARCHERS CLOUD Full timeCompany Description Bharat Researchers Cloud, based in Bengaluru, is dedicated to building the largest digital platform for the Research and Innovation Sector called BHARC PLATFORM. Our mission is to foster collaboration, knowledge sharing, and meaningful connections within various domains. We provide opportunities for job creation, R&D, and...
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Qualified Financial Advisor
4 weeks ago
Bengaluru, India 1 Finance Full timeResponsibilities: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...
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Qualified Financial Advisor
4 weeks ago
Bengaluru, India 1 Finance Full timeResponsibilities: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...
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Financial Advisor
5 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...
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Financial Advisor
2 weeks ago
Bengaluru, Karnataka, India ICICI Prudential Life Insurance Full timeJob overview: Financial Advisor helps clients select life insurance policies that meet their financial needs and long-term goals. They assess clients' financial situations, explain different insurance options, and guide them in making informed decisions to protect their families and assets. Key Responsibilities: Identify potential clients through...
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Financial Analysis Advisor
1 week ago
Bengaluru, India NTT DATA Full time**Req ID**: 156197 We are currently seeking a Financial Analysis Advisor to join our team in Bangalore, Karnātaka (IN-KA), India (IN). Facilitates the management of Client Delivery Management (CDM) financial processes and programs in supporting the delivery organization in successfully achieving financial goals and objectives. Primary CDM lead for the...
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Associate Financial Advisor
1 week ago
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...
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Financial Analysis Specialist Advisor
6 days ago
Bengaluru, Karnataka, India NTT DATA Global Delivery Services Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per yearFinancial Analysis Advisor Core functions: Minimum 5-7 years of financial revenue and cost controlling experience2. Experience in annual financial planning, forecasting, monthly close/ variance, cost control and margin improvement. 3. Ability to interact, engage and influence senior business leaders Knowledge of SAP and financial reporting structure4....