Senior Financial Advisor
2 weeks ago
Private WealthThe role involves building and maintaining strong relationships with high-net-worth individuals.To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.Expertise in wealth management products including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), MFs, Equity required.Recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.Key Responsibilities:Client Relationship Building: Establish and maintain strong relationships with high-net-worth individuals to deliver personalized financial advice and wealth management solutions.Portfolio Reviews: Conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.Wealth Management Expertise: Provide expertise in wealth management products including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), MFs, and Equity.Investment Strategy Recommendations: Recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.Requirements:Strong Communication Skills: Excellent communication and interpersonal skills to build trust with clients and deliver tailored advice.Financial Knowledge: In-depth knowledge of personal finance, investments, and wealth management principles.Creativity and Analytical Thinking: Ability to think creatively and analytically to develop innovative investment strategies and solutions.Benefits:Fulfilling Work: Opportunity to work with high-net-worth individuals and make a positive impact on their financial well-being.Professional Growth: Chance to develop expertise in wealth management and enhance career prospects.
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Financial Advisor
2 weeks ago
india DPC Consultancy Full timeCompany Description We suggest you enter details here. Role Description This is a full-time on-site role for a Financial Advisor, located in Chunchura. The Financial Advisor will be responsible for providing clients with tailored financial advice, assisting them with financial planning, retirement planning, and investment strategies. This role includes...
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Financial Advisor
3 weeks ago
India Soul AI Full timeJob Description Empower Clients with Financial Strategies as a Financial Advisor! About Us: Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we...
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Financial Advisor
2 weeks ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...
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Financial Advisor
2 weeks ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...
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Financial Advisor
2 weeks ago
india, IN Tata AIA Life Part timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...
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Financial Advisor
2 weeks ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...
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Financial Advisor
1 week ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor‘s required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...
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Financial Advisor
1 week ago
Delhi, India Aditya Birla Capital Full timeJob Description Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Financial Advisor located in Gwalior. The Financial Advisor will be responsible for creating tailored financial plans for clients, offering advice on investments, savings, and retirement planning. Day-to-day tasks include conducting...
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Financial Advisor
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra Corenza Full timeRoles & Responsibilities:Coordinating new client onboarding process with the back office teamData gathering and Financial plan creation within agreed TAT and as per process checklistsPresentation of draft and final plansPortfolio reviews and recommendationsPresentation of portfolio reviews and investment recommendations/exits to clients within agreed...
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Financial Advisor
4 days ago
Surat, India Scholar Clone Full timeJob Description Company Description Scholar Clone provides cutting-edge web and mobile applications tailored to K-12 educational institutions. Our comprehensive solutions streamline operations, personalize learning, and support students, teachers, and management in achieving their goals. With more than 40 modules, we optimize daily operations and empower...
