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 -...

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...

**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:...

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**:...

A finance representative, also known as a financial advisor, provides sound financial proposals to clients. Primarily, financial advisors guide and plan the financial decisions of clients based on their needs, goals, and requirements. They recommend financial products and services to manage clients' portfolios.Communication and People Skills. When working as...

A role that can bring immense satisfaction. As an Advisor you will be the primary manager for the investor, understanding their needs, profiling their risk appetite, constructing investment plans, executing them efficiently, monitoring and reviewing the portfolios and financial plans. Growing the book is also a requisite. In short, an Advisor’s role is...

Male or female Job location - Rajajinagar Bangalore Generating Leads, cold calls, Financial advisor **Job Types**: Part-time, Freelance **Salary**: ₹30,000.00 - ₹100,000.00 per week Schedule: - Flexible shift Ability to commute/relocate: - Bengaluru - Bengaluru560001, Karnataka: Reliably commute or planning to relocate before starting work...

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 firmJob responsibilitie Preparing presentations and materials for client and prospective client...

**Responsibilities**: - Provide investment advice and financial planning services to clients - Analyze market trends and economic data to make informed investment recommendations - Manage investment portfolios and monitor investment performance - Build and maintain client relationships through regular communication and meetings - Develop and implement...

insurance advisors are **responsible for advising clients on how to protect against risk**. They work with clients to assess their financial situation and risk profiles and use this information to arrange suitable insurance policies on behalf of the client. this role is purely commission based, we do not provide fixed salary **Job Types**: Part-time,...

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...

You are a strategic thinker passionate about driving solutions using client management skills. You have found the right team. As the Advisor support professional in our Global Private bank Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for client and...

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...

Company OverviewThe Fortune Finance is a leader in the equity market, specializing in converting raw data and information into expert advice using technical and fundamental analysis. With a focus on providing the latest research and details on the capital markets in India, we offer a comprehensive range of stock market services and advisory services. Our...

LEGAL ADVISOR JOB DESCRIPTION : Yellow (getyellow.in) is looking for a rockstar legal advisor candidate to join an early stage, well- funded start-up looking to achieve major disruption in the fintech/legal tech space. Candidate will play a vital role in Yellow's innovation and disruption in the digital estate planning space. Founders have combined decades...

**The Role**: **JOB TITLE: Digital Commercial Advisor** **Where you fit** - Shell has invested in developing differentiated Digital products where an alternative does not exist on the commercial market or is not sufficiently mature to serve a Shell business need - Many of these products remain differentiated compared to the broader market offerings, where...

LEGAL ADVISORJOB DESCRIPTION: Yellow (getyellow.in) is looking for a rockstar legal advisor candidate to join an early stage, well- funded start-up looking to achieve major disruption in the fintech/legal tech space. Candidate will play a vital role in Yellow's innovation and disruption in the digital estate planning space.Founders have combined decades of...

LEGAL ADVISORJOB DESCRIPTION : Yellow (getyellow.in) is looking for a rockstar legal advisor candidate to join an early stage, well- funded start-up looking to achieve major disruption in the fintech/legal tech space. Candidate will play a vital role in Yellow's innovation and disruption in the digital estate planning space.Founders have combined decades of...

Financial Consultant JDPosition: Financial Consultant or Financial AdvisorEducation: Minimum Graduation with NISM-5 (preferred)Experience: 1+ yrs.GENERAL ROLEResponsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc.ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments,...

Practice Finance Controller   Core functions: 1. Minimum 5-7 years of financial revenue and cost controlling experience 2. Experience in annual financial planning, forecasting and monthly close/ variance 3. Ability to interact, engage and influence senior business leaders Knowledge of SAP and financial reporting structure 4. Hands on and...