Financial Planning Advisor

About Blend Financial Services LimitedWe are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor - Risk Management Expert, you will be responsible for:Audit and ComplianceFinancial StructuringGlobal Financing SolutionsOur ideal candidate will have expertise in:Controlling business cyclesTracking monthly statusRegular...

Continuous interaction with investors over phone. This will help advisor to build strong relationship with investors. - Providing regular updates about new schemes, products, new issues, dividends, public issues or any changes in market conditions. - Common job duties include interviewing clients, analyzing financial information, recommending financial plans...

Company OverviewImigious Technologies is an innovative IT company that serves as a business transformation catalyst for clients. A trusted training provider with high-quality IT skills. The dedicated team of professionals with profound expertise in IT services.Job Overview #Motilal Oswal - India's Leading Broking Firm. Looking for Graduates...

Job Title: Financial Advisors Team LeadAbout the RoleWe are seeking a skilled and experienced Financial Advisors Team Lead to join our team at Turtlemint. This role will be responsible for managing a team of financial advisors/agents and driving their productivity and focus on renewals.Key Responsibilities* Recruiting and managing a team of financial...

Job title:Financial Planning Advisor/ Investment Advisory **We need people who are-** Active Listener. Passionate about making money work harder for clients by Good Communicator. Willing to take extra steps for clients. Comfortable with Excel & MS Word & PPT Entrepreneur mind set. **Their Day to Day job will include-** Align Meetings for prospective...

**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...

**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...

The Financial Planning Associate will play a crucial role in supporting our team of experienced financial planners in developing and implementing effective financial strategies for our clients. This position offers an excellent opportunity for a detail-oriented professional with a strong passion for financial planning and client...

About CompanyRepresenting a distinguished investment advisory firm with a strong foundation of over 20 years and 2000+ Cr in assets under management. Backed by a team of 50+ professionals, the firm provides a wide array of services, including Financial and Investment Planning, Cross-Border Taxation, Financial Transitions, Retirement Planning, and Asset...

About the Role:We are seeking an experienced Financial Sales Team Lead to join our team at Turtlemint. As a key member of our field sales team, you will be responsible for recruiting and managing a team of financial advisors/agents.Key Responsibilities:Recruiting and managing a team of financial advisors/agents.Managing the complete life cycle of financial...

**Post : Financial Sales Advisor** **- Age : 25-55** **- Experience: 4 + years** **- Salary budget : 30k to 40k** **- Job Location : Andheri (W)** **Roles**: - Provide personalized financial counseling and debt management advice to clients, understanding their unique financial situations and goals. - Analyze clients' debt profiles, including credit...

About CompanyRepresenting a distinguished investment advisory firm with a strong foundation of over 20 years and 2000+ Cr in assets under management. Backed by a team of 50+ professionals, the firm provides a wide array of services, including Financial and Investment Planning, Cross-Border Taxation, Financial Transitions, Retirement Planning, and Asset...

Company OverviewMenschen Consulting Pvt. Ltd. is a leading provider of HR solutions to entrepreneurs. We offer a wide range of services including staffing, HR partnering, on-boarding and training, payroll management, and complete HR outsourcing. With 11-50 employees, we are dedicated to delivering exceptional results to our clients.Job OverviewWe are seeking...

Job Profile: Mutual Fund Advisor Mode: Full time Joining: Immediate JOB PROFILE: MUTUAL FUND ADVISOR Client Relationship Management: - Client Acquisition. - Build and maintain strong relationships with a base of clients. - Conduct in-depth consultations to understand the client's financial goals, risk tolerance, and investment time horizon. Financial...

About Company Representing a distinguished investment advisory firm with a strong foundation of over 20 years and 2000+ Cr in assets under management. Backed by a team of 50+ professionals, the firm provides a wide array of services, including Financial and Investment Planning, Cross-Border Taxation, Financial Transitions, Retirement Planning, and Asset...

About CompanyRepresenting a distinguished investment advisory firm with a strong foundation of over 20 years and 2000+ Cr in assets under management. Backed by a team of 50+ professionals, the firm provides a wide array of services, including Financial and Investment Planning, Cross-Border Taxation, Financial Transitions, Retirement Planning, and Asset...

About CompanyRepresenting a distinguished investment advisory firm with a strong foundation of over 20 years and 2000+ Cr in assets under management. Backed by a team of 50+ professionals, the firm provides a wide array of services, including Financial and Investment Planning, Cross-Border Taxation, Financial Transitions, Retirement Planning, and Asset...

About Company Representing a distinguished investment advisory firm with a strong foundation of over 20 years and 2000+ Cr in assets under management. Backed by a team of 50+ professionals, the firm provides a wide array of services, including Financial and Investment Planning, Cross-Border Taxation, Financial Transitions, Retirement Planning, and Asset...

About CompanyRepresenting a distinguished investment advisory firm with a strong foundation of over 20 years and 2000+ Cr in assets under management. Backed by a team of 50+ professionals, the firm provides a wide array of services, including Financial and Investment Planning, Cross-Border Taxation, Financial Transitions, Retirement Planning, and Asset...

About Company Representing a distinguished investment advisory firm with a strong foundation of over 20 years and 2000+ Cr in assets under management. Backed by a team of 50+ professionals, the firm provides a wide array of services, including Financial and Investment Planning, Cross-Border Taxation, Financial Transitions, Retirement Planning, and Asset...