Senior Qualified Financial Advisor
2 days ago
Responsibilities: Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction. Create and deliver nudges—timely reminders and communications—to encourage clients to take recommended financial actions Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements Skills: Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights Collaborative mindset with a focus on achieving results through teamwork and client-centric execution Structured and methodical approach to thinking and execution with strong attention to detail Comfortable working in agile, fast-paced environments with adaptability to shifting priorities
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Financial Advisor
2 weeks ago
Hyderabad, Telangana, India Elworthy Financial Group Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJob descriptionJoin the team of an Australian-based company providing office management services for small to medium- sized businesses.Our CLIENT is a Financial planning company based in Australia. He is initially looking for an assistant to an adviser who can assist with daily administrative tasks, with the view to moving into a paraplanner and/or financial...
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Financial Advisor
2 days ago
ludhiana district, India Aditya Birla Sun Life Insurance Full timeCompany Description Aditya Birla Sun Life Insurance (ABSLI), started in 2000, is a joint venture between the Aditya Birla Group (India) and Sun Life Financial (Canada). It is one of India’s top private life insurance companies. ABSLI is known for innovative customer-friendly features like the “Free Look Period” and introducing ULIPs in India. The...
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Senior Qualified Financial Advisor
2 days ago
Hyderabad, India 1 Finance Full timeResponsibilities: Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position Monitor the implementation and...
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Financial Advisor
2 weeks ago
Hyderabad Region, India Hdfc Life Insurance Company Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJob Title: Financial Advisor Department: Sales / Wealth Management / Financial Services Location: Hyderabad Region Reports To: Branch Manager / Financial Services Manager / Regional Head Employment Type: Full-time Job Summary:The Financial Advisor is responsible for providing clients with sound financial guidance and solutions tailored to their...
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Financial Advisor For Australia
3 days ago
Hyderabad, Telangana, India Tech Solutions Full time AU$ 60,000 - AU$ 1,20,000 per yearDO NOT APPLY FOR THIS JOB:a) IF YOU CAN NOT SIGN 2-YEAR CONTRACTb) IF YOU CAN NOT SUBMIT YOUR ACADEMIC ORIGINAL CERTIFICATESJob description:Join the team of an Australian-based company providing office management services for small to medium-sized businesses.Our CLIENT is a Financial planning company based in Australia. He is initially looking for an...
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Financial Advisor
3 days ago
Hyderabad, Telangana, India SRI SWETHA ASSOCIATES Full timeTATA AIA COMPANY is recruiting Financial Advisors with flexible timing. People who are looking for second source of income, WFH, Freshers, Housewife and job holder's also can apply. Qualifications: minimum intermediate. Age: 18 years and above. Free online training, flexible timings, no age restrictions, zero investment. Interested people can come for...
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Consultant- Engagement Financial Advisor
2 weeks ago
Hyderabad, India Deloitte Full timeJob Description Summary Position Summary National Office Consultant, Engagement Financial Advisor (EFA Consultant) Engagement Financial Advisors: Deloitte's Engagement Financial Advisor team is comprised of professionals specializing in project and account operations serving as a focal point for aspects of engagement, program, and account management control....
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FinOps Advisor
5 days ago
Hyderabad, India ScaleneWorks Full timeSenior FinOps Advisor Location: Bangalore Job Type: Full-time Department: Finance / Cloud Financial Operations Reports To: Capability Lead Job Summary: We are looking for a Senior FinOps Advisor to lead cloud financial management initiatives, optimize cloud costs, and drive financial accountability across the organization. This role requires a deep...
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Financial Analysis Advisor
3 days ago
Hyderabad, Telangana, India Cigna Healthcare Full time ₹ 15,00,000 - ₹ 30,00,000 per yearFinancial Analysis Advisor - HIH - EvernorthWe are seeking a highly motivated and experienced Financial specialist to join the Corporate Actuarial and Capital Management Team. This role is ideal for someone who excels at financial analysis and attention to financial detail, and can identify and execute on improvements in a financial process. Position...
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Senior Financial Controller
2 days ago
bangalore district, India GoodScore Full timeCompany Overview: GoodScore is on a mission to make financial literacy and credit access simple, actionable, and inclusive for over 150 million Indians who are credit-underserved. From starting personalized credit consulting in 2023 to now empowering over 1 million users to take control of their credit health, we are one of India’s fastest-growing credit...