Financial Advisor
4 weeks ago
Work Level: Senior Leadership
Core: Communication Skills
Leadership: Public Relations
Role: Retail Branch Banking
Industry Type: Banking
Function: Wealth Manager
Key Skills: Wealth Manager, AIF, PMS, Mutual Fund, Portfolio Handling
Education: Graduate
Note: This is a requirement for one of the Workassist Hiring Partner.
Primary Responsibility:
Wealth Manager
Responsibilities
1. Build and maintain relationships with private banking clients.
2. Understand client needs and offer solutions and support.
3. Analyze financial data to identify opportunities for growth and profit.
4. Coordinate with internal teams to ensure client needs are fulfilled effectively.
5. Adhere to all banking regulatory standards and procedures.
6. Provide strategic financial planning advice to clients.
7. Promote and sell banking services/products to clients.
8. Address any client complaints promptly and professionally.
9. Prepare regular reports on clients portfolio performance.
Qualifications
1. Proven experience as a Private Banking Relationship Manager or similar role.
2. Strong understanding of banking procedures and products.
3. Excellent interpersonal and communication skills.
4. Ability to build relationships with high net-worth individuals.
5. Detail-oriented with strong analytical skills.
6. Knowledge of investment products and services.
Company Description:
Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles to employers across different industries and experience levels. Our e-recruitment technology allows us to quickly adapt to the new normal and assist job seekers in finding the best opportunities and employers in finding the best talent worldwide. We work with over 800+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal to help them recruit great emerging talents. For a
seamless job search experience, visit our website: https://bit.ly/3QBfBU2.
(Note:
There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).
So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don&apost hesitate to apply today. We are waiting for you
-
Financial Advisor
3 weeks ago
Mumbai, Maharashtra, India Imigious Technologies Full timeJob DescriptionCompany OverviewImigious Technologies is an innovative IT company that serves as a business transformation catalyst for clients. A trusted training provider with high-quality IT skills. The dedicated team of professionals with profound expertise in IT services.Job Overview#Motilal Oswal - India's Leading Broking Firm.Looking for Graduates...
-
Mumbai Financial Advisor
7 days ago
Mumbai, Maharashtra, India Jobstation Full timeAt Jobstation, we are looking for a highly skilled and experienced professional to join our team as a Mumbai Financial Advisor.The primary responsibility of this role is to engage and recruit with Independent Financial Advisors (IFAs) and influence them to sell various investment products through the MOFSL platform.The ideal candidate will have strong sales...
-
Strategic Business Financial Advisor
2 days ago
Mumbai, Maharashtra, India Pocket Aces Full timePocket Aces seeks a skilled Strategic Business Financial Advisor to play a key role in supporting business decision-making by providing financial insights, analysis, and strategic recommendations. As a Strategic Business Financial Advisor, you will work closely with business leaders to align financial goals with overall organizational objectives, ensuring...
-
Financial Advisor
3 weeks ago
Navi Mumbai, Maharashtra, India HBS - Hiringlabs Business Solutions Full timeDivision: Lead Management System Financial ServicesDesignation: Financial Advisor (Insurance Sales)Location: Mahape - Navi MumbaiExperience: 1-3 yearsRoles & Responsibilities: Contact businesses and private individuals by telephone to promote services Should be able to explain the product and its benefits to the customers Resolving customer...
-
Financial Reporting Specialist
6 days ago
Mumbai, Maharashtra, India DiTech Financial Services Full timeJob DescriptionCompany OverviewAt DiTech Financial Services, we are committed to delivering exceptional financial solutions to our clients. As a leading provider of accounting services, we pride ourselves on our expertise and dedication to excellence.Job SummaryWe are seeking an experienced Senior Accountant to join our team in the UK and Ireland operations....
-
Mumbai, Maharashtra, India Paulwin George (Proprietor of Angel And Genie) Full timeJob DescriptionJob description- We are looking for Financial Advisor/ Sr. Advisor/ Trainee for a multinational general insuarance and reinsurance company.- Knowledge/Experience- 0 2 years of experience in a role involving financial analysis- Education MBA in FinanceJob Position Summary- The Financial Advisory team caters to various business intelligence...
-
Financial Advisor
6 days ago
Mumbai, Maharashtra, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full timeAbout the Role:Equentis Wealth Advisory Services Private Limited is seeking a Financial Advisor to join our team. As a key member of our sales team, you will be responsible for selling and promoting our company's offerings to potential clients. The ideal candidate will have excellent communication skills, both verbal and written, as well as high telephone...
-
Financial Advisor
7 days ago
Mumbai, Maharashtra, India Talengage Full timeJob Description:This Financial Advisor role involves working with NRI clients to understand their financial goals and develop personalized investment strategies. As a key member of the Talengage team, you will be responsible for managing a portfolio of clients, generating revenue, and providing exceptional customer service.About Us:Talengage is a dynamic and...
-
Financial Advisor
3 weeks ago
Mumbai, Maharashtra, India Acme Services Full timeHiring for PCG Advisor role in Top Broking Location - Mumbai CTC is upto 10 to15 LPA Responsibilities Managing HNI/ UHNI Portfolios Generate business from existing clients Support investment professionals to cultivate client relationships Generate Brokerage Selling Investment products 70 % Dealing 30% TPP Qualifications Bachelor's degree / MBA/ PGDM 5+...
-
Financial Advisor
21 hours ago
Mumbai, Maharashtra, India Acme Services Full timeHiring for PCG Advisor role in Top Broking Location - Mumbai CTC is upto 10 to15 LPA Responsibilities Managing HNI/ UHNI Portfolios Generate business from existing clients Support investment professionals to cultivate client relationships Generate Brokerage Selling Investment products 70 % Dealing 30% TPP Qualifications Bachelor's degree / MBA/ PGDM 5+...
-
Financial Services Expert
3 days ago
Mumbai, Maharashtra, India Emkay Global Financial Services Limited Full timeAbout Emkay Global Financial Services Limited">We are a leading financial services organization, dedicated to creating wealth for our clients over two decades.">Our vision is to provide sound, research-backed financial advice to our diverse clientele, including foreign institutional investors (FIIs), domestic mutual funds, hedge funds, banks, insurance...
-
Financial Banking Specialist
5 days ago
Mumbai, Maharashtra, India Capwise Financial Services Private Limited Full time**About Us**Capwise Financial Services Private Limited is a renowned financial services company based in India. With a strong presence across various sectors, we specialize in a range of services including private equity, debt syndication, M&A, and advisory.We cater to a diverse clientele with in-depth expertise in the Indian financial landscape. Our team is...
-
Senior Private Client Advisor
5 days ago
Mumbai, Maharashtra, India Michael Page Full timeAbout the RoleWe are seeking an experienced Senior Private Client Advisor to join a leading financial services conglomerate in India.The successful candidate will have a strong background in financial markets, including derivatives, currency and commodities.Key responsibilities include:Managing a team of advisors to ensure productivity and meeting...
-
Strategic Portfolio Advisor
7 days ago
Mumbai, Maharashtra, India HDFC securities Full timeJob Description:HDFC Securities is committed to delivering exceptional customer experiences and fostering long-term relationships with clients. We are seeking a highly skilled Strategic Portfolio Advisor to join our team.Key Responsibilities:BUILDING RELATIONSHIPS WITH CLIENTS: Develop and maintain strong, professional relationships with existing and...
-
Financial Data Analyst Manager
5 days ago
Mumbai, Maharashtra, India Paulwin George (Proprietor of Angel And Genie) Full time**Overview of Role**We are seeking an experienced Financial Advisor/Sr Advisor/ Trainee to join our team at Paulwin George (Proprietor of Angel And Genie). As a key member of our Financial Advisory team, you will play a critical role in providing financial analysis and data-driven insights to support business decision-making.**Responsibilities:**Analyse...
-
Strategic Financial Advisor
7 days ago
Mumbai, Maharashtra, India Circle Wealth Advisors Private Limited Full timeCompany OverviewCircle Wealth Advisors Private Limited is a rapidly growing organization with a strong commitment to delivering exceptional financial planning and investment advisory services.Job DescriptionWe are seeking an experienced Financial Planner to join our team. As a key member of our team, you will be responsible for creating comprehensive...
-
Financial Services Representative
6 days ago
Mumbai, Maharashtra, India Prudent Corporate Advisory Services Ltd. Full timeAre you passionate about building relationships and driving business growth? Do you have a strong desire to learn and develop your skills?We are seeking a talented Relationship Manager to join our team at Prudent Corporate Advisory Services Ltd. As a Relationship Manager, you will play a key role in creating a quality network and exposure in the local...
-
Financial Services Coordinator
7 days ago
Mumbai, Maharashtra, India Prudent Corporate Advisory Services Ltd. Full timeAbout the Role:The Relationship Manager position at Prudent Corporate Advisory Services Ltd. requires a dynamic and results-driven individual who can build and maintain relationships with financial advisors and distributors.The ideal candidate will have a proven track record of success in sales, marketing, or a related field, as well as strong communication...
-
Financial Data Analyst
2 days ago
Mumbai, Maharashtra, India FinMen Advisors Full timeJob Title: Financial Data AnalystAbout FinMen AdvisorsWe are a trusted advisor to clients seeking expert credit analysis and strategic decision-making. Our team of professionals leverages industry insights to drive business growth.In this role, you will be responsible for analyzing financial data and performance metrics across various industries. You will...
-
Senior Financial Analyst
5 days ago
Mumbai, Maharashtra, India FinMen Advisors Full timeJob Title: Senior Financial AnalystAt FinMen Advisors, we seek a highly skilled Credit Analyst to join our team. As a key member of our financial analysis department, you will play a vital role in analyzing financial and performance data to help us make informed investment decisions.The successful candidate will have the ability to analyze complex financial...