Dynamic Senior Financial Advisor
4 days ago
Senior Investment Advisor RoleOur client is a leading fintech platform transforming the way Indians manage their finances.We seek an experienced investment advisory professional to serve as a trusted advisor to clients.About the Position:Client Interaction and Relationship Building:Develop strong, long-lasting relationships with high-net-worth individuals, acting as their primary point of contact for all financial matters.Engage proactively with clients to comprehend their evolving needs, address concerns, and provide personalized advice.Financial Planning and Analysis:Conduct comprehensive financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.Design and present tailored financial plans addressing clients' objectives, risk tolerance, and financial circumstances.Business Development and Growth:Utilize existing networks and relationship-building expertise to acquire new clients and expand assets under management (AUM).
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Process Trainee Financial Advisory Support
6 days ago
Gurgaon, Haryana, India Ameriprise Financial Full time ₹ 5,00,000 - ₹ 15,00,000 per yearThe candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an...
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Financial Advisor
5 days ago
Gurgaon, Haryana, India InCred Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionInCred Wealth is a modern, agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer an end-to-end investment product suite that is tethered to in-depth research, powered by technology, and delivered by a highly experienced and committed team. Our products and...
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Financial Advisor
3 days ago
Gurgaon, Haryana, India Stellar Fortune Financial Services Private Limited Full time ₹ 15,00,000 - ₹ 20,00,000 per yearRoles and ResponsibilitiesProvide financial advisory services to clients, focusing on their specific needs and goals.Develop and maintain strong relationships with existing clients through regular communication and follow-ups.Identify new business opportunities by networking, attending industry events, and leveraging referrals.Conduct market research to stay...
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Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time ₹ 2,50,000 - ₹ 4,00,000 per yearThe candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to their clients. The specialist will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience...
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Scheduling Assistant
2 days ago
Gurgaon, India Ameriprise Financial Full timeWork with Region and Territory leaders to develop a robust activity schedule based on their calendar. Contact targeted advisors to schedule visits, track schedule and report on results and efforts. Proactively contact advisors and their staff and to schedule meetings with Ameriprise field leader and is liaison for any scheduling changes. Additional duties...
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Senior Risk Advisor
2 weeks ago
Gurgaon, Haryana, India Targray Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per yearCompany OverviewTargray - Building sustainable solutions for a world in transitionEstablished in 1987 in Montreal, Canada, Targray is a global leader in the sourcing, transportation, storage, trading and distribution of commodities and advanced materials for a broad range of industry sectors. Our supply solutions help reduce the world's carbon footprint...
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Experienced Financial Advisor
1 day ago
Gurgaon, Haryana, India f78128a9-7265-4fed-bae5-b6f609a8baa7 Full time ₹ 10,00,000 - ₹ 1,20,00,000 per yeardeVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $14 billion under management and more than 100,000 clients in over 100 countries.With 70 offices around the world, the company offers personalised, extensive financial advice...
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Financial Analysis Advisor
5 days ago
Gurgaon, Haryana, India NTT DATA Full time ₹ 12,00,000 - ₹ 36,00,000 per year5year of financial cost controlling experienceExperience in annual financial planning, forecasting and monthly close/ varianceAbility to interact, engage and influence senior business leadersKnowledge of SAP and financial reporting structureHands on and detail oriented, with a strong ability to co-ordinate across different GeographiesAbility to manage...
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Advisor, Financial Planning and Analysis
1 week ago
Gurgaon, Haryana, India Ciena Full time ₹ 20,00,000 - ₹ 25,00,000 per yearAs the global leader in high-speed connectivity, Ciena is committed to a people-first approach. Our teams enjoy a culture focused on prioritizing a flexible work environment that empowers individual growth, well-being, and belonging. We're a technology company that leads with our humanity—driving our business priorities alongside meaningful social,...
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Advisor, Financial Planning and Analysis
1 week ago
Gurgaon, Haryana, India Ciena Full time ₹ 15,00,000 - ₹ 60,00,000 per yearAs the global leader in high-speed connectivity, Ciena is committed to a people-first approach. Our teams enjoy a culture focused on prioritizing a flexible work environment that empowers individual growth, well-being, and belonging. We're a technology company that leads with our humanity—driving our business priorities alongside meaningful social,...