Senior Financial Advisor

Role OverviewAs aFinancial Advisoryou'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...

As a Senior Financial Advisor, you will be the primary point of contact for new clients. You will engage directly with HNIs and upper-middle-class prospects, understand their financial situation, explain our frameworks in a clear and compelling manner, and guide them toward structured investments. This role requires building trust quickly, converting...

Company Overview:FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisoryplatform (web & mobile) that offers Financial Advisory, Retirement Planning and Tax planningsolutions followed by investment execution to complete the entire circle. Committed todriving transformative change, we take pride in being among the early adopters...

RoleOverviewAs anInsurance Advisor, you will lead client-facing insurance advisory and servicing. You will conduct protection needs analysis, audit legacy policies using the MWEC technique, and designFamily Insurance Portfolios (FIPs)that align with client risk profiles and life goals. The role includes onboarding support, renewal management, and claims...

Job Opportunity: Financial Advisor (Equity-Based) – E CelebsLocation : Mumbai / LondonAre you a finance leader who wants to be part of building the next big thing in entertainment, luxury, and Web3?About E CelebsECelebs is pioneering a digital-first ecosystem at the intersection of celebrities, luxury, technology, and the metaverse. We are building a new...

Job Title:A Strategic Financial Advisor is required to play a pivotal role in driving business success through effective financial planning and analysis.Key Responsibilities:Data Preparation and Circulation: Prepare and circulate timely data to stakeholders, ensuring seamless communication and collaboration.Operational Performance Analysis: Analyze...

Chief Business OfficerWe are seeking a visionary leader to drive strategic growth and scale our unique model. This is an opportunity to be part of a movement that revolutionizes the relationship between financial advisors and institutions.Our philosophy is built on one radical belief: the advisor is the asset, and they should own a piece of the value they...

Were Hiring: Senior Communications AdvisorLocation: MumbaiAbout Adfactors PRAdfactors PR is Indias largest and most awarded public relations firm, offering strategic communications solutions to over 500 clients across 40+ sectors, including some of the most respected corporations, financial institutions, and government bodies.Headquartered in Mumbai, we are...

Senior Wealth AdvisorNuvama Wealth Management is one of India's leading wealth and asset management firms. The role requires the candidate to be proficient in financial markets and wealth management.We are looking for a seasoned Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment...

Job Title:Senior Legal AdvisorAbout the Role:We are seeking a highly skilled Senior Legal Advisor to join our team. As a Senior Legal Advisor, you will be responsible for guiding internal stakeholders on legal risks and mitigants while entering into partnerships and ventures. You will also be tasked with safeguarding the bank's interest during documentation,...