Financial Advisory

2 weeks ago

mumbai, India 2coms Full time
Profile Name: Financial Advisor
Location- Kandivali- Mumbai

 

Responsibilities:


·         Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.

·         Answering client questions about financial plans and strategies and giving financial advice.

·         Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

·         Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

·         Analysing financial data received from clients to develop strategies for meeting clients' financial goals.

·         Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

·         Implementing financial plans or referring clients to professionals who can help them.

·         Managing and updating client portfolios.

·         Contacting clients periodically to discover changes in their financial status.

·         Building and maintaining your client base.

·         Respond to prospective customer queries about financial planning.

·         Monitor client accounts &identify new opportunities.

 

Requirements and Skills:

·         Bachelor's degree in business, finance, or related field.

·         NISM Level 2 Certification.

·         CFP designation preferred.

·         Knowledge of mutual funds, securities, and insurance industries.

·         Experience providing quality financial advice.

·         Possess strong knowledge of the investment business and strong understanding of financial planning concepts.

·         Proficient in Office 365 especially Excel and Powerpoint.

·         Experience in CRM platforms (Zoho Preferred).

 

Leadership Qualities: Manager

·         Be a team player.

·         Head a team of highly skilled Financial Advisors.

·         Overlook day to day operations.

·         Liaise with various departments to create synergy.

·         Brainstorm with the management for innovative ideas and implementation.

·         Exceed targets to achieve company’s long-term goals.

 

Leadership Qualities: Supervisor

·         Be a team player.

·         Supervise a team of highly skilled Financial Advisors.

·         Ensure smooth functionality of day-to-day operations.

·         Work closely with the Manager to achieve goals and objectives.

·         Achieve individual and team targets for a better career growth.


  • Financial Advisory Services

    4 weeks ago

    Mumbai, India RBSA Advisors LLP Full time

    **Experience**: 4-8 years **Education**: CA/ CFA (USA)/ MBA (Finance) - At least 3 to 5 years of valuation/ financial modelling experience. The person should have worked on complex company forecast and valuation models; - Should have excellent spreadsheet modelling skills, with good analytical skills and an ability to analyse and solve problems. Should...

  • Financial Planner

    1 month ago

    Vashi, Navi Mumbai, Maharashtra, India Finoviser Financial Services Full time

    **Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

  • Risk Advisory

    2 weeks ago

    Mumbai, Maharashtra, India mecklai financial services ltd. Full time

    Apply for Risk Advisory, Career Progress Consultants in Mumbai ,Delhi ,Delhi/ NCR ,Bengaluru/ Bangalore for 2 - 3 Year of Experience on

  • Risk Advisory

    2 weeks ago

    Mumbai, India mecklai financial services ltd. Full time

    Apply for Risk Advisory, Career Progress Consultants in Mumbai ,Delhi ,Delhi/ NCR ,Bengaluru/ Bangalore for 2 - 3 Year of Experience on TimesJobs.com.

  • Senior Financial Analyst

    6 days ago

    mumbai, India Atlas Financial Research and Consulting Full time

    Job Title: Senior Financial AnalystCompany: Atlas Financial Research and ConsultingLocation: Mumbai, MaharashtraAbout Us:Atlas Financial Research and Consulting Pvt Ltd is a rapidly growing organization in the financial solutions industry with ambitious plans to expand across India. Our team is comprised of highly qualified professionals. We have...

  • AVP - Advisory Team - BFS

    3 weeks ago

    Mumbai, India Acaipl Investment & Financial Services Private Lim Full time

    AVP - Advisory Team Identifying the NPAs to be acquired from banks / financial institutions.- Analysing the financial and business viability of the acquired assets and devising the resolution strategy.- Conducting site visits and preparing the reports with the findings/observations of the visit.- Developing Strategies for restructuring, Sale of business...

  • Senior Financial Analyst

    7 days ago

    Mumbai, India Atlas Financial Research and Consulting Full time

    Job Title: Senior Financial AnalystCompany: Atlas Financial Research and ConsultingLocation: Mumbai, MaharashtraAbout Us:Atlas Financial Research and Consulting Pvt Ltd is a rapidly growing organization in the financial solutions industry with ambitious plans to expand across India. Our team is comprised of highly qualified professionals. We have empanelment...

  • Senior Financial Analyst

    6 days ago

    Mumbai, India Atlas Financial Research and Consulting Full time

    Job Title: Senior Financial Analyst Company: Atlas Financial Research and Consulting Location: Mumbai, Maharashtra About Us: Atlas Financial Research and Consulting Pvt Ltd is a rapidly growing organization in the financial solutions industry with ambitious plans to expand across India. Our team is comprised of highly qualified professionals. We have...

  • Senior Financial Analyst

    7 days ago

    Mumbai, India Atlas Financial Research and Consulting Full time

    Job Title: Senior Financial AnalystCompany: Atlas Financial Research and ConsultingLocation: Mumbai, MaharashtraAbout Us:Atlas Financial Research and Consulting Pvt Ltd is a rapidly growing organization in the financial solutions industry with ambitious plans to expand across India. Our team is comprised of highly qualified professionals. We have empanelment...

  • Financial Advisory

    2 weeks ago

    Mumbai, India 2coms Full time

    Profile Name: Financial AdvisorLocation- Kandivali- Mumbai Responsibilities:·         Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.·         Answering client questions about financial plans and...

  • Customer Support Officer

    6 days ago

    Mumbai, India Parag Parikh Financial Advisory Services Limited Full time

    PPFAS Asset Management (PPFAS AMC) has been promoted by Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992. PPFAS Ltd. is also amongst India’s earliest SEBI Registered Portfolio Management Service (PMS) providers. For More Information visit our website: Customer Queries via different...

  • Customer Support Officer

    6 days ago

    Mumbai, India Parag Parikh Financial Advisory Services Limited Full time

    PPFAS Asset Management (PPFAS AMC) has been promoted by Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992. PPFAS Ltd. is also amongst India’s earliest SEBI Registered Portfolio Management Service (PMS) providers. For More Information visit our website: Handling Customer Queries via...

  • Customer Support Officer

    6 days ago

    Mumbai, India Parag Parikh Financial Advisory Services Limited Full time

    PPFAS Asset Management (PPFAS AMC) has been promoted by Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992. PPFAS Ltd. is also amongst India’s earliest SEBI Registered Portfolio Management Service (PMS) providers. For More Information visit our website: Handling Customer Queries via...

  • Manager - Corporate Advisory (Chartered Accountant)

    15 minutes ago

    Mumbai, India Walter Advisors Full time

    Walter Advisors is seeking a dynamic and skilled Chartered Accountant with 2-5 years of post-qualification experience in audit, tax, or consulting to join our team. The ideal candidate will play a key role in providing expert advice and assistance to our clients on various financial matters, including financial planning and analysis, financial reporting,...

  • Finance Expert

    1 week ago

    Mumbai, India Crisil Full time

    CRISIL is hiring for Financial expert for Client Deployment at Mumbai Ports for 2 Years. This will be **CRISIL Contractual Role for 2 Years** **Qualificatin Criteria: - ** MBA finance or CA + Any degrree in graduation (Bchelore in Engineering will be preferable, not compulsory) Experience Requirement: Min 5 Years. Working Knowledge of financial...

  • Financial Advisory

    3 weeks ago

    Mumbai, India Deloitte Full time

    Your potential, unleashed. India’s impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realise your potential amongst cutting edge leaders, and organisations shaping the future of the region, and indeed, the world beyond. At Deloitte, your whole self to work, every day. Combine that...

  • Financial Advisory

    3 weeks ago

    mumbai, India Deloitte Full time

    Your potential, unleashed. India’s impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realise your potential amongst cutting edge leaders, and organisations shaping the future of the region, and indeed, the world beyond. At Deloitte, your whole self to work, every day. Combine...

  • Manager - Corporate Advisory (Chartered Accountant)

    11 hours ago

    Mumbai, India Walter Advisors Full time

    Walter Advisors is seeking a dynamic and skilled Chartered Accountant with 2-5 years of post-qualification experience in audit, tax, or consulting to join our team. The ideal candidate will play a key role in providing expert advice and assistance to our clients on various financial matters, including financial planning and analysis, financial reporting,...

  • Manager - Corporate Advisory (Chartered Accountant)

    10 hours ago

    Mumbai, India Walter Advisors Full time

    Walter Advisors is seeking a dynamic and skilled Chartered Accountant with 2-5 years of post-qualification experience in audit, tax, or consulting to join our team. The ideal candidate will play a key role in providing expert advice and assistance to our clients on various financial matters, including financial planning and analysis, financial reporting,...

  • Manager - Corporate Advisory (Chartered Accountant)

    17 hours ago

    mumbai, India Walter Advisors Full time

    Walter Advisors is seeking a dynamic and skilled Chartered Accountant with 2-5 years of post-qualification experience in audit, tax, or consulting to join our team. The ideal candidate will play a key role in providing expert advice and assistance to our clients on various financial matters, including financial planning and analysis, financial reporting,...