Financial Advisor

HSR Layout, Bangalore Financial Advisor MBA - Finance Real Estate Experience is Mandatory 4-5 Yrs experience required - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy - Respond to prospective customer queries about financial planning -...

Company DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...

Company DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...

We are seeking a dedicated and knowledgeable Financial and Investment Advisor to join our team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate their financial journey, providing them with personalized guidance and strategies to achieve their financial goals. **Responsibilities**: - Provide expert advice on investment...

A financial advisor's job is to understand a client's financial goals and then assist in creating strategies to achieve them. To do so, financial advisors must be able to understand, and analyze, market trends and to provide sound financial advice based on various financial indicators. **Job Types**: Freelance, Permanent, Part-time, Volunteer Contract...

Company DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...

**Financial Analysis Advisor** The Dell Security & Resiliency Organization (SRO) manages the security and resiliency risk across all aspects of Dell’s business. With team members located in over 15 countries, you will have an excellent opportunity to influence the security culture at Dell and further develop your career. You will be an expert in the...

**Company**: Oracle Financial Services Software Ltd. **Location** Bengaluru **Experience** 12-15 Years **Key Skills** Business Strategy, Cost Analysis, revenue analysis, Expense Analysis, Profitability Analysis, Financial Projections, Variance Analysis, Trend Analysis **Position: Financial Analysis Advisor** **Experience: 10 to 17 years** **Location:...

Note : This is purely a commission based job there is no fixed salary offered here . One can earn with his own limitCompletely a sales job .We all know India is fast moving from PHYSICAL to DIGITAL because of which there is huge vacuum for Professionals in the world of Financial Planning and hence Financial Planners. The best part is that almostanyone...

Note : This is purely a commission based job there is no fixed salary offered here . One can earn with his own limitCompletely a sales job .We all know India is fast moving from PHYSICAL to DIGITAL because of which there is huge vacuum for Professionals in the world of Financial Planning and hence Financial Planners. The best part is that almostanyone...

A Financial Adviser assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. They also network, generate leads, and sell...

Company DescriptionLIC (Life Insurance Corporation), a state-owned public sector life insurance corporation, is the largest financial institution and life insurance organization in India. With its central office in Mumbai, LIC has 8 Zonal offices, 109 divisional offices, 2048 fully computerized branches, and 992 satellite offices in rural areas to serve the...

cross-sell opportunities and proposed appropriate referrals Represent the bank across community organizations and business activities Contribute individually and as a team to accomplish branch-wide goals and activities Note: It's not a cold-calling job. You will be provided with qualified customer leads. **Job Types**: Full-time, Fresher **Salary**:...

Join us and nurture your knowledge and skill-sets. Become a member of one of the most experienced and respected advisory teams in India. - **Our Values**: **Valuing Relationships**: - We don’t just juggle numbers. We are empathetic to our clients. **Transparency & Disclosures**: - Our recommendations are always backed by hows and whys. - **Diligence &...

Note : This is purely a commission based job there is no fixed salary offered here . One can earn with his own limitCompletely a sales job .We all know India is fast moving from PHYSICAL to DIGITAL because of which there is huge vacuum for Professionals in the world of Financial Planning and hence Financial Planners. The best part is that almostanyone...

Hiring people for the position Financial Planning Consultant to our firm located at Vidyaranyapura Bangalore. **Responsibilities**: **Qualifications**: Need to be completed education of P.U.C / Diploma Certification. Having basic knowledge of Computers and Internet usage. Read & Write English language conveniently. On successful selection this job can be...

Hiring people for the position Financial Planning Consultant to our firm located at Vidyaranyapura Bangalore. **Responsibilities**: **Qualifications**: Need to be completed education of P.U.C / Diploma Certification. Having basic knowledge of Computers and Internet usage. Read & Write English language conveniently. On successful selection this job can be...

Client Consultation : Meet with clients to understand their financial goals, risk tolerance, and current financial situation. Assess clients' investment portfolios, liabilities, and financial assets.Financial Planning : Develop comprehensive financial plans that address clients' shortterm and longterm goals, including retirement planning, education funding,...

Introduction to Mutual funds, SIP’s, Alternate Products, Financial plans and execution plans. - Understanding the variety of financial products we deal with. - Completing Online Wealth Management Training. - Completing LinkedIn - Sales training - Attending Fund Manager Meetings / calls deriving the data from them relating to market conditions, current...

Company DescriptionLIC (Life Insurance Corporation), a state-owned public sector life insurance corporation, is the largest financial institution and life insurance organization in India. With its central office in Mumbai, LIC has 8 Zonal offices, 109 divisional offices, 2048 fully computerized branches, and 992 satellite offices in rural areas to serve the...