Financial Advisor

Job Description Description We are looking for a motivated and enthusiastic Life Insurance Advisor to join our team. This role is ideal for freshers/entry-level candidates who are eager to start their careers in the insurance industry. As a Life Insurance Advisor, you will be responsible for guiding clients in choosing the right life insurance policies to...

Role & responsibilitiesFinancial Strategy & PlanningDevelop and implement financial strategies aligned with the companys short- and long-term business goals.Monitor financial performance by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances.Financial Reporting & ComplianceOversee preparation of accurate...

Job Description Description The Finance Advisor will provide expert financial guidance to clients, helping them to achieve their financial goals through personalized financial planning and investment strategies. This entry-level position is ideal for freshers who are eager to begin their career in finance and are passionate about helping others manage their...

Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor Vertical: Private Client Group Roles and Responsibilities: - Execute trades on behalf of clients, aligning with their investment strategies and preferences. - Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM)...

Looking for a CTO advisor and guide to mentor and audit Saa S platform. Needs to be extremely sophisticated resource. This can be a full time of part-time role depending on your availability. About Simplify VMSSimplify VMS is a next-generation Vendor Management System (VMS) and Contingent Workforce Management Platform designed for global enterprises and...

Agency Channel Recruit & Manage the team of financial advisors Meet with customers on appointment basis along with advisor. Sell Life insurance and other investments products of the company Any family business/good market ref will preferred

Head - Investor Relations Company: Care Pal Group ( Impact Guru, Care Pal Secure, Care Pal Money)Reports to: Co-FoundersLocation: Mumbai Suburbs (Andheri)About Care Pal Group: Care Pal Group is a one-stop solution for healthcare (patient) financing in India, housing three brands – Impact Guru.com (Healthcare crowdfunding), Care Pal Secure (Health Insurance...

Role Overview: Individual contributor responsible for driving business through Independent Financial Advisors (IFAs) and Mutual Fund Distributors (MFDs) in the Mumbai region.Role & responsibilitiesBuild and manage strong IFA/MFD relationships to grow business.Onboard and empanel new distributors.Conduct joint client meetings and ensure smooth...

**Job description** Job Overview: **Responsibilities**: Financial Planning and Analysis: Develop, implement, and manage financial policies and procedures. Conduct financial analysis to support strategic business decisions. Provide insightful recommendations for improving financial performance. Financial Reporting: Prepare and analyze financial statements...

Job Description Key Responsibilities: - Trade Execution: - Execute buy and sell orders for institutional clients, ensuring timely, efficient, and cost-effective execution. - Manage and monitor large trades across various asset classes (equities, fixed income, derivatives, etc.) while minimizing market impact. - Analyze market conditions to determine the best...