Financial Advisor

3 weeks ago

Ahmedabad Gujarat, India TTEC Full time

Financial Advisor

**JOB TITLE : Financial Advisor**
**What you’ll be doing**:
**What you’ll bring to us**:

- **Willingness to learn the business and use that knowledge to identify variances in operational and financial performance and research root cause with your operations partners and other teams involved in delivering to our clients.**:

- **Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets.**:

- **Works with business leaders to strategize and model operational delivery that drives improvement in the business to achieve targeted results.**:

- **Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.**:

- **Ability to prioritize work, plan ahead, and manage timelines to meet or exceed deadlines. Ability to communicate status of work, projects, and ad hoc efforts in a timely fashion both written and verbally.**:

- **Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.**:

- **Responsible for maintaining and implementing Excel based complex forecasting models to help predict and model company revenue and expense by client and line of business. These models are multi-variable month base Excel based models.**:

- **Ability to manage annual, quarterly, monthly, and weekly reporting between forecast models and actuals results across multiple clients and lines of business. Willingness to work across multiple teams to capture all the data necessary to report accurately for each reporting period.**:

- **Ability to be consistent and follow modeling, file, and naming conventions. Ability to document your work effort weekly for status reporting to management.**:

- **Ability to recognize when a model, process, or approach is not efficient or is broken. Ability to design the solution, including gaining agreement from your business peers and then implement the solution. In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.**:

- **Willingness to manage/coach one junior financial analyst that supports your portfolio, but manages a smaller number of clients and forecasting models.**:
**What skills you’ll need**:

- **Must have experience in Excel based Financial Planning and Analysis (FP&A). Minimum 4 years’ experience preferred.**:

- **Prior experience in business process outsourcing (BPO) industry or similar industry preferred.**:

- **Experience in pricing and/or business case modeling a benefit, especially Excel based modeling.**:

- **Ability to communicate at different levels both written and spoken.**:

- **Demonstrated experience in Hyperion Essbase.**:

- **Must have a successful track record in planning long-term strategic plans and meeting established milestones.**:

- **Should be informed on current industry trends and technologies to keep business unit on leading edge.**

**Who We Are**:
**Our business is about making customers happy. That’s all we do. Since 1982, we’ve helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world’s leading iconic and disruptive brands, we talk, message, text and video chat with millions of customers every day. These exceptional customer experiences start with you. TTEC is proud to be an equal opportunity employer. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We strive to reflect the communities we serve by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued and comfortable being their authentic selves at work. As a global company, we know diversity is our strength. It enables us to view projects and ideas from dierent vantage points and allows every individual to bring value to the table in their own unique way.**
**About the company**:
**We are a leading global customer experience technology and services company focused on the design, implementation, and delivery of transformative customer experience for many of the world’s most iconic and disruptive brands. We deliver outcome-based customer engagement solutions through TTEC Digital, our digital consultancy that designs and builds human centric, tech-enabled, insight-driven customer experience solutions for clients and TTEC Engage, our delivery center of excellence, that operates customer acquisition, care, fraud prevention and detection, and content moderation services. Founded in 1982, our employees operate on six continents across the globe and live by a set of customer-focused values that gui

  • Pcg Advisor

    1 month ago

    Ahmedabad, India Kapil Consultancy,Ahmedabad Full time

    **Job Title: PCG Advisor** **Key Responsibilities**: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. -...

  • Dealer / Trade Advisors - Financial Services

    4 weeks ago

    Ahmedabad, India Morpheus Human Consulting Full time

    **Morpheus Consulting: Your Trusted Recruitment Partner** At Morpheus Consulting, we specialize in talent acquisition, relationship management, and delivering exceptional service levels in the regional industry. With over a decade of experience, we have established ourselves as a reputable recruitment specialist, serving clients across Asia, Africa, and the...

  • Wealth Advisor

    1 month ago

    Ahmedabad, India Whiteforce Full time

    **Employment Information**: - Industry - ** Wealth Advisor** - Job level - ** Master of Business Administration (M.B.A.)** - Salary - ** 200000 - 600000** - Experience - **1 - 2** - Pay-Type - **Annually** - Close-date - **2023-05-10** - JOB-ID - **JB-28031** - Location - **Ahmedabad** **Job Descriptions**: The Relationship Manager will be responsible for...

  • Insurance advisor

    1 month ago

    Ahmedabad, India Aditya Birla sunlife insurance Full time

    Aditya Birla Sun Life Insurance (ABSLI) is a prominent player in the Indian life insurance industry, offering a diverse range of insurance and investment products. We are committed to providing financial security and protection to individuals and families, helping them achieve their long-term financial goals and aspirations.The RoleAs an Insurance Advisor at...

  • Dealer / Trade Advisors

    1 month ago

    Ahmedabad, India Morpheus Human Consulting Full time

    Reference Code: 497-02 Job Title: **Dealer / Trade Advisors - Financial Services - Ahmedabad** Category: Broking **Job Description**: Job Title: Dealer / Trade Advisors - Financial Services - Ahmedabad Job Responsibility These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise...

  • Early Equity Advisor/agent

    4 weeks ago

    Shilaj, Ahmedabad, Gujarat, India FOREVERCARE INDIA PRIVATE LIMITED Full time

    **Early Equities Capital Advisor/Agent** Roles and Responsibilities: - Develop and implement effective strategies to promote our investment products, focusing on Pre-IPO investments. - Utilize existing networks and actively seek new leads and opportunities for investment. - Educate potential clients about our investment products, emphasizing their benefits...

  • Early Equity Advisor/agent

    1 month ago

    Shilaj, Ahmedabad, Gujarat, India FOREVERCARE INDIA PRIVATE LIMITED Full time

    **Early Equities Capital Advisor/Agent** Roles and Responsibilities: - Develop and implement effective strategies to promote our investment products, focusing on Pre-IPO investments. - Utilize existing networks and actively seek new leads and opportunities for investment. - Educate potential clients about our investment products, emphasizing their benefits...

  • Financial Controller

    7 days ago

    Surat, Gujarat, India Hilton Full time

    Financial Controller The role aims to be recognized as trusted advisors to the business. This role attracts and retains best-in-class finance professionals, develops their finance team and enables them to Thrive. The role communicates with impact to all stakeholders, ensures a robust control and compliance environment and enables the EMEA finance management...

  • Wealth Advisor

    6 days ago

    Ahmedabad, Gujarat, India Wealthstreet Advisors Private Limited Full time

    We are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities,...

  • Sr. RCM Advisor, Dental

    2 weeks ago

    Ahmedabad, India Clinical Excel Computech (CEC) Full time

    Sr. Revenue Cycle Management (RCM) Advisor, Dental:Shifts:Night Shift: 6:30 pm IST to 3:30 am ISTDay Shift: 8:00 am IST to 5:00 pm ISTCompany Overview: Join our dynamic team at CEC, a leading provider of comprehensive business solutions dedicated to supporting dental practices across the United States. We're currently seeking experienced professionals to...

  • Chief Financial Officer

    1 day ago

    Ambawadi, Ahmedabad, Gujarat, India Vintage Solution Full time

    **Role & Responsibilities -** - CFO will look after 2 legal entities focusing on sales & marketing business. - Reporting to the Board, the incumbent shall be responsible for ensuring timely closing books of accounts, P&L, balance sheet, Taxation matters - direct & indirect, audit and legal compliance. - He/she will be responsible for clearing C/F payments,...

  • Advisor Support Us

    1 month ago

    Ahmedabad, India Vrecruit First Full time

    **Core Responsibilities**: Assisting Wealth Managers and Financial Advisory firms based in the US in their: - Daily Processes - Compliance Tasks - Billing Tasks - Portfolio Department - Financial Planning Department **Requirements**: Excellent communication in English with MBA in Finance or any other financial qualifications and interested in being part of...

  • Insurance advisor

    1 month ago

    ahmedabad, India Snaphunt Full time

    The Offer Join a well known brand within Insurance Attractive Salary & Benefits Opportunity to make a positive impact The Job Your responsibilities will include: Attractive commission-based compensation structure with potential for high earnings. Training and development opportunities to enhance your knowledge and skills in insurance sales and financial...

  • Insurance advisor

    1 month ago

    Ahmedabad, India Snaphunt Full time

    The OfferJoin a well known brand within InsuranceAttractive Salary & BenefitsOpportunity to make a positive impactThe JobYour responsibilities will include:Attractive commission-based compensation structure with potential for high earnings.Training and development opportunities to enhance your knowledge and skills in insurance sales and financial...

  • Head Operation Securities Market

    3 days ago

    Ahmedabad, India Orizzonte Consulting Full time

    We have Job opening at Ahemedabad Gift City,Gujarat .we need a CA with around 5-7 years of experience ..it will be as Head of Operations , compliance and will be working from GIFT City , Ahmedabad.We are a leading Investment Managers Company. An experience of at least five (5) years in related activities in the Securities Market or Financial products...

  • Head Operation Securities Market

    3 days ago

    ahmedabad, India Orizzonte Consulting Full time

    We have Job opening at Ahemedabad Gift City,Gujarat .we need a CA with around 5-7 years of experience ..it will be as Head of Operations , compliance and will be working from GIFT City , Ahmedabad.We are a leading Investment Managers Company.An experience of at least five (5) years in related activities in the Securities Market or Financialproducts...

  • Foreign Admission Counselor

    1 month ago

    Ahmedabad, India JUST ABROAD Full time

    **Job description** **Job Title**:Overseas Counseling and Test Preparation Advisor **Location**:Ahmedabad, Gujarat Are you passionate about guiding students in their pursuit of overseas education and test preparation for GRE, GMAT, SAT, and IELTS? We are looking for an experienced Overseas Counseling and Test Preparation Advisor to join our...

  • Foreign Admission Counselor

    1 month ago

    Ahmedabad, India CareerGeek Full time

    **Job Title**:Overseas Counseling and Test Preparation Advisor **Location**:Ahmedabad, Gujarat Are you passionate about guiding students in their pursuit of overseas education and test preparation for GRE, GMAT, SAT, and IELTS? We are looking for an experienced Overseas Counseling and Test Preparation Advisor to join our team. **Responsibilities**: 1....

  • Branch Manager- Agency- Life Insurance- Gujarat

    1 month ago

    Ahmedabad, India Intellismith Full time

    We are talent acquisition partners for allmajor insurance companies in India. We are hiring salesprofessionals for leading insurance companies like Max Life HDFCLife Edelweiss Tokio Kotak Life Aditya Birla Life and Bajaj AllianzLife. JobDetails: Experience: Minimum 10year of experience in Life InsuranceCTC Bracket: upto 15 LPAEducational Qualification:Any...

  • Branch Manager- Agency- Life Insurance- Gujarat

    1 month ago

    ahmedabad, India Intellismith Full time

    We are talent acquisition partners for allmajor insurance companies in India. We are hiring salesprofessionals for leading insurance companies like Max Life HDFCLife Edelweiss Tokio Kotak Life Aditya Birla Life and Bajaj AllianzLife.JobDetails: Experience: Minimum 10year of experience in Life Insurance CTC Bracket: upto 15 LPA Educational Qualification:...