Financial Advisor

LOOKING FOR SALES EXECUTIVE FOR THE ROLE OF FINANCIAL ADVISOR. JOB RESPOSIBLITIES REQUIRES SOURCING BUSINESS FROM EXISTING CLIENTS AND ACQUIRING NEW CLIENTS THROUGH REFFRELS. FINANCIAL PRODUCTS INCLUDES MUTUAL FUNDS, BONDS, FD, PORTFOLIO MANAGEMENT SERVICES, LIFE INSURANCE AND HEALTH INSURANCE. **Job Types**: Full-time, Permanent **Salary**: ₹20,000.00...

**Location** -- Delhi NCR, Noida sector 99, kaushambi, ghaziabad **Roles and responsibilities of Financial Advisor / Dealer** 1) Acquiring and servicing customers for equity & derivative broking. 2) Responsible for revenue generation in terms of brokerage from existing and new clients by offering the products. 3) According to client portfolio advice them...

About the RoleThis is a key position for our team, responsible for ensuring our advisors and the firm comply with applicable rules and regulations, policies, and procedures.As a Financial Regulatory Specialist, you will play a crucial role in mitigating regulatory risk to the firm by reviewing and recommending appropriate outcomes to client complaints and...

Ameriprise India LLP seeks a highly skilled Lead Business Analyst to join our team. In this role, you will be responsible for leveraging advanced analytics to profile key characteristics of successful advisors and inform hiring decisions. Your expertise will influence decision-making by providing financial or statistical analyses that lead to solutions for...

Leverage advanced analytics to profile key characteristics of successful advisors to inform hiring decisions. Influence decision-making by providing financial or statistical analyses that lead to solutions for advisor risk, making recommendations for action as appropriate. Lead projects from design through implementation and monitoring. Help design and build...

**Job Title: - **Debt Counselling /Financial Advisor Experience: - 1-2 yr Location: - Noida Budget: - 2.4 LPA Skills: - Credit Sales, Tele sales, Core tele sales and Sales (Finacnce Background) **Requirements**:- Good communicationWell-versed with social media apps (WhatsApp, Facebook, Instagram, Telegram etc)Experience doing research using...

Job SummaryWe are seeking a highly skilled Business Intelligence Analyst to join our team at Ameriprise India LLP. As a key member of our organization, you will be responsible for leveraging advanced analytics to profile key characteristics of successful advisors and inform hiring decisions.Key ResponsibilitiesDevelop and implement statistical models to...

**Job description** Who can Onbard a new Client and Provide trade sell advisory Services. Cross selling of third party investment products Seating, Advising clients on Equity, Derivatives Markets. Creation of revenue & Activation of clients through effective Advisory. order punching, Trade confirmation, Portfolio Management Send Cv on Whats app:...

We are looking for a Data Architecture Advisor to join our team at Fiserv, a global leader in payments and financial technology with over 40,000 associates across 100 countries. As a Data Architecture Advisor, you will be responsible for timely and accurate conversion of new and existing Client card base data to Fiserv Card Services systems, from both...

Key Responsibilities• Investigate and resolve investment guideline exceptions pre-trade and post-trade.• Collaborate with portfolio management and other partners to ensure portfolio compliance with regulatory requirements.• Execute manual tests to validate investment guidelines.• Identify and address investment guideline coding issues.•...

Investment Guidelines Monitoring and Compliance SpecialistThe role of Investment Guidelines Monitoring and Compliance Specialist is to ensure that all investment activities are conducted in accordance with relevant laws, regulations, and internal policies. This involves monitoring investment guidelines, investigating exceptions, and working closely with...

Job SummaryThe Compliance Group Lead will be responsible for monitoring investment guidelines to approve orders/trades pre-trade and reviewing compliance alerts at a post-trade level. This role requires a strong understanding of financial markets, investment vehicles, and asset classes.Key ResponsibilitiesInvestigation and resolution of pre-trade and...

Job SummaryThe Compliance Analyst is a key member of our Complaints team, responsible for ensuring our advisors and the firm comply with applicable rules and regulations, policies, and procedures. This role is crucial in mitigating regulatory risk to the firm.Key ResponsibilitiesProcess and resolve customer complaints and field requests, including contacting...

About FiservFiserv is a global leader in payments and financial technology, serving clients in over 100 countries. We're committed to innovation and excellence, with a strong focus on diversity and inclusion.Job Title: Advisor, Data ArchitectureWe're seeking a skilled Data Architecture Advisor to join our team. As a key member of our Service Delivery...

Job SummaryThe Compliance Analyst is a key member of our Complaints team, responsible for ensuring our advisors and the firm comply with applicable rules and regulations, policies, and procedures. This position plays a crucial role in mitigating regulatory risk to the firm by effectively and timely processing complaints.Key ResponsibilitiesProcess and...

About the RoleWe are seeking a skilled Senior Technical Operations Analyst- EUC Operations to join our team. The ideal candidate will have extensive experience in end user computing engineer activities, including implementing and supporting systems deployed to advisors and staff.Key ResponsibilitiesImplement and manage technology infrastructure related to...

Key Responsibilities:As a Compliance Group Lead, you will be responsible for monitoring Investment guideline compliance to approve Orders/Trades pre-trade and review compliance alerts at a post-trade level. Key responsibilities include:Investigation and resolution of pre-trade and post-trade investment guideline exceptionsCollaboration with portfolio...

Job SummaryThe Compliance Group Lead will be responsible for monitoring investment guidelines to approve orders/trades pre-trade and reviewing compliance alerts at a post-trade level. This role requires a strong understanding of financial markets, investment vehicles, and asset classes.Key ResponsibilitiesInvestigation and resolution of investment guideline...

About SigFigSigFig is a leading online investment advisor that empowers individuals to achieve their financial goals. Our platform provides intuitive and customer-centric financial solutions, partnering with major financial institutions to help consumers and institutions make better financial decisions.Job SummaryWe are seeking a Product Designer to join our...

Financial Operations RoleAt Viraaj HR Solutions, we seek a skilled Chartered Accountant to oversee and analyze our financial operations. This position involves ensuring the financial health and compliance of the organization, providing strategic financial advice, and adhering to accounting standards and regulatory requirements.Key ResponsibilitiesOversee the...