Financial Advisor

**Financial Advisor Job Description** Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as personal financial advisors, financial planners, financial advisers, financial service advisors, and investment advisers. **Financial Advisor...

**Job Description - Equity Advisor** **Company Name**: Motilal Oswal Finance Service ltd **Designation**: Equity Advisor **Location**: Shivaji Nagar, Pune **Salary:Upto 5.5 LPA** **About Company**: “ **Motilal Oswal Financial Services Ltd** (MOFSL) was set up by **Motilal Oswal** and **Raamdeo Agrawal** as a broking house in 1987. The company is...

The SHIELD Family, or as we like to call it - SHIELD family, is an ever-growing family of members, built on trust and transparency. As an Advisor representing SHIELD Multi State Co-operative Credit Society Ltd., you will be backed by a wide network of branches and field workers, the most advanced Software and Mobility Technology, a massive goodwill of the...

We arelooking for a Equity Advisor in Indias Leading Financial ServicesCompany. JobRoles andResponsibilities: Advising Super HNI clients on EquityDerivatives currency & commodity Markets. Individually handling clients with the book size of 25lacs & above. Creation of revenue &Activation of clients through effective Advisory. Cross selling of other...

**Insurance Advisor** - Entrepreneurs - Professional - College Students - Financial Consultants **Job Types**: Full-time, Part-time, Freelance, Volunteer **Salary**: ₹10,000.00 - ₹51,028.23 per month **Benefits**: - Work from home Schedule: - Day shift - Flexible shift Supplemental pay types: - Commission pay - Performance bonus

Company DescriptionFinsun Advisor Pvt Ltd is a financial and business advisory firm based in Pune. Our services include Credit Rating Advisory, Debt & Equity syndication, Foreign funding, Structured Solutions, Bridge Funding, Due diligence, Corporate transaction Advisory and Risk Management, Business-modelling and Evaluation of Process Controls and Risk...

Reference Code: - 497-03 - Job Title: **Dealer / Trade Advisors - Financial Services - Pune** - Category: - Broking - Job Description: - Job Title: Dealer / Trade Advisors - Financial Services - Pune - Job Responsibility - These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise...

**Job Title - Finance Business Advisor, AVP** **Location - Pune** **Role Description** It is crucial for the bank to understand how profitable each businesses activity is and Finance has a responsibility to understand precisely the resource commitment the bank makes to any given client or transaction e.g. cost, capital, funding, liquidity and risk....

**Responsibilities** - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs and develop a solid financial plan - Guide clients towards a profitable and secure financial decision - Cultivate client...

About TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.TresVista has more than 1,500...

**Description**: - The Management Accounting Advisor carries out administration activities and tasks in support of the accurate and timely processing of all financial transactions, ensuring the process controls are effectively maintained and monitored. The Management Accounting Advisor conveys a good understanding of established concepts and procedures in...

About TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than...

About TresVista TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more...

About TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than...

Entrepreneurs - Professional - College Students - Financial Consultants **Job Types**: Freelance, Volunteer **Salary**: ₹14,144.27 - ₹51,295.41 per month **Benefits**: - Flexible schedule - Work from home Schedule: - Flexible shift Supplemental pay types: - Commission pay **Speak with the employer** +91 7522931379

Financial Management: Managing budgets, tracking expenses, and ensuring compliance with financial regulations and policies. Invoicing and Billing: Generating and issuing invoices to clients, tracking payments, and managing accounts receivable. Travel Expense Management: Monitoring and reconciling travel expenses incurred by the company, including employee...

The Corporate Banking Relationship Manager (RM) plays a crucial role within a bank, acting as a trusted financial advisor for corporate clients. They are responsible for building strong relationships, understanding client needs, and developing tailored financial solutions to help businesses grow and achieve their goals.Client Acquisition and Relationship...

Collaborate with management to train new employees on company policies and procedures and manage customer concerns via LiveChat. - Foster and develop positive relationships with mental health patients and their family members. - Serve as technical expert with respect to all phases of program implementation relating to school immunization research topics...

Key Member alongwith Management in preparing business plans and developing strategies for Businesses.Primary objective to achive the financial goal of business/esFinancial Modeling of Businesses and reviewing to achive the set targetsM&A Experience (tax, legal & structure) Expertise in planning financial due diligence and the legal due diligence...

About the company: Kamdhenu Spaces is a construction firm based out of Pune with multiple ongoing residential and commercial projects in and around the cityPosition: AccountantLocation: Yerwada, PuneResponsibilities:- Manage all aspects of accounts payable and accounts receivable processes, including invoice processing and vendor payments.- Reconcile bank...