Financial Advisor

**Job Description: Financial Advisor - Multiple Openings** **Join Our Team as a Financial Advisor & future Leader in the Thriving Life Insurance Sector!** Are you ready to embark on a fulfilling career as a Financial Advisor? Do you possess the skills and passion to make a positive impact on people's financial well-being? If you have what it takes to excel...

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...

A financial advisor is a professional who gives advice about managing your money to reach financial goals.They help clients achieve their financial goals by offering financial products and services, researching and pursuing investment opportunities, and creating financial plans based on their clients’ objectives, risk tolerance, income, expenses, assets,...

This role of a Financial Advisor expects the following from you: 1. Advise regarding financial goals in life. 2. Planning financial goals and mile stones for customers. 3. Customizing the financial future as per the customer preference and income. 4. Thorough knowledge of the solutions we have for the customers(Training will be provided) This is a...

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 ADVISOR**_ **TELESALES PROCESS** **QUALIFICATION - 12TH** EXPERIENCE- **FRESHERS AND TELESALES EXPERIENCE IN FINANCE **MORE PREFERABLE LOCATION- INFANTRY ROAD,BANGALORE SALARY- **15000-20000(PLUS INCENTIVE)** WORK SHIFT- DAY SHIFT &SUNDAY WEEK OFF **Job Types**: Full-time, Permanent, Fresher **Salary**: ₹15,000.00 - ₹20,000.00 per...

**Company Overview**: FinAtoZ is a SEBI Registered Investment advisory company, started by techie founders who understand the value of human connection in important decisions like investments. Our online platform is a state-of-the-art secure platform and you get details about your portfolio online and can keep track of your financial journey. Our offering...

Job Description: **Job Types**: Full-time, Fresher **Salary**: ₹12,000.00 - ₹15,000.00 per month **Benefits**: - Cell phone reimbursement Schedule: - Day shift Supplemental pay types: - Performance bonus - Yearly bonus Ability to commute/relocate: - Bangalore, Karnataka: Reliably commute or planning to relocate before starting work...

WORK WITH INDIA’S BEST FINANCIAL ADVISORS and learn what it takes to be the best in the business MAKE A REAL DIFFERENCE in transforming people’s lives, because their financial health brings real happiness SLEEP IN PEACE EVERY NIGHT knowing you have worked productively and ethically, safeguarding your clients’ money as your own WORK FLEXIBLE HOURS and...

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...

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. - Handling Queries & complains of client's & solving it within...

**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using client advisory support skills. You have found the right team. As the Client Advisor professional in our Global Private Bank Advisor Support team you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing...

Ecoforge Advisors - Analyst (Financial Analysis and Consulting) We are looking to hire an Analyst (0-2 years of relevant work experience) with work experience in clean energy/climate change/electric mobility/circular economy industries. Strong skills in financial analysis, financial modeling, transaction advisory and management consulting with a focus on...

**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using financial and legal knowledge skills. You have found the right team. As the Wealth Advisor professional in our team you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - You will be reviewing sophisticated estate plans,...

Core functions: Minimum 2-4 years of financial revenue and cost controlling experience Experience in annual financial planning, forecasting and monthly close/ variance Ability to interact, engage and influence senior business leaders Knowledge of SAP and financial reporting structure Hands on and detail oriented, with a strong ability to co-ordinate...

Account Finance Controller role for large global accounts in Services business. - Will have ownership of P&L, FP&A activities, deal approvals, and business support to client delivery executive and client executive. - Individual would drive various projects / initiatives in the job role - Own and manager customer P&L including Reporting, Forecasting, Outlook,...

**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As the Client Advisor in our Global Private Bank Advisor Support Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for...

Financial Planning Admin FULL TIME | VALENTA AI | INDIA **Job Information**: Industry Financial Services Current Openings 1 Salary As per market standards City Bangalore North State/Province Karnataka Zip/Postal Code 560024 **Knowledge & Skills** - Ability to deal with ambiguity. - Customer centric approach and ensure that customers are...

As a Para planner, you would be assisting the Chief financial planners in aspects like - 1. Research and Analysis: conduct research and analysis on financial products, investment options, and market trends. Gather information and data to support the financial planning recommendations made by the Financial planner. This involves studying investment...