
Qualified Financial Advisor
15 hours 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
3 days ago
Bengaluru/Bangalore Region, India Hdfc Life Insurance Company Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per yearPrimary Responsibility of Financial Advisors is to identify potential Customers to promote Traditional Savings Plans of HDFC We provide support by sending a qualified Sales Manager to help in closure of the process Process followed for On Boarding Round 1: Screening Round face to face interview Round 2 : Invite selected candidates to...
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Qualified Financial Advisor
1 day ago
Bangalore, 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
bangalore, 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
2 days ago
bangalore, 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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Advisor, Product Management
1 week ago
bangalore district, India Fiserv Full timeLocation: Pune, Bangalore, Noida Experience range: 9 to 13 Years What you should know about us: Fiserv is a global fintech leader with 40,000-plus (and growing) associates proudly serving clients in more than 100 countries. As a FORTUNE™ 500 company, one of Fast Company’s Most Innovative Companies, and a top scorer on Bloomberg’s Gender-Equality...
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Bangalore, India Mohammed Nasir Ahmed Full timeJob Title: Collection Executive – Recovery (Experienced) Location: JP Nagar Job Type: Full-Time Experience Required: 1 to 3 Years Languages Required: Hindi, Haryanvi, Gujarati any one (mandatory) Job Summary: We are seeking experienced and motivated Collection Executives to join our Recovery team. The ideal candidates will have 1 to 3 years of hands-on...
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Financial Controller
1 week ago
bangalore district, India Computacenter Full timeLife on the Team At Computacenter India, you’ll be joining a collaborative, fast-paced environment where finance plays a pivotal role in driving strategic decision-making and operational excellence. As the Financial Controller, you’ll be a key member of the leadership team, overseeing the integrity of our financial operations, leading a skilled finance...
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Qualified/Semi-qualified CS
1 day ago
Bangalore, India GAA Consulting ||| Corporate Legal Full timeWhat we are looking for: GAA Consulting is looking for a full-time Qualified / Semi-qualified Company Secretary . Position: Senior Associate / Associate Type: Full-time, on-site Location: Greater Bengaluru Area (GBA) Joining: Immediate joiners are preferred Firm Description: GAA Consulting is a peer-reviewed, independent, and...
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Qualified/Semi-qualified CS
16 hours ago
bangalore, India GAA Consulting ||| Corporate Legal Full timeWhat we are looking for:GAA Consulting is looking for a full-time Qualified / Semi-qualified Company Secretary.Position: Senior Associate / AssociateType: Full-time, on-siteLocation: Greater Bengaluru Area (GBA)Joining: Immediate joiners are preferredFirm Description:GAA Consulting is a peer-reviewed, independent, and professionally managed organization with...
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Program Advisor
1 week ago
bangalore district, India Interview Kickstart Full timeNote: This is an office-based role in Bangalore with general shifts. Please only apply if you are in Bangalore and ready to commute to the office. Program Advisor - India Working Days - 5.5 Days Shift Timing - 10 AM - 7 PM (IST) Who are we, you ask? Interviews can be hard. And when it comes to the top tech companies like Google, Facebook, Netflix, etc.,...