Financial Services Assistant

Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning ExpertKey Responsibilities:Build strong relationships with clients by understanding their goals and offering personalized financial solutions.Guide individuals in making informed financial decisions for long-term financial well-being.Provide expert insights on financial...

Job Title:Equity Relationship ManagerJob Role:The Equity Relationship Manager will be responsible for managing relationships with high-net-worth individuals (HNIs) and retail clients, advising them on equity investments, and ensuring their portfolios are aligned with their financial goals. The role involves client acquisition, portfolio management, and...

Job Description: Term Insurance Sales PersonPosition: Term Insurance Sales ExecutiveLocation: [Insert Location]Employment Type: Full-timeExperience: 1–3 years in insurance/financial product sales preferredAbout the RoleWe are looking for a proactive and results-driven Term Insurance Sales Executive to join our team. The role involves engaging with...

Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning ExpertAre you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for youKey Responsibilities:Build strong relationships with clients by understanding...

Job SummaryThe Assistant to the Chief Operating Officer (COO) plays a pivotal role in ensuring the smooth operation of the executive office. This position requires a highly organized and proactive individual who can manage multiple tasks efficiently. The ideal candidate will provide comprehensive administrative support, assist in project coordination, and...

Job Title: R&T (Registrar & Transfer) ExecutiveJob Location:SakinakaDepartment: Operations / R&T ServicesYears of experience - 0-2 yearsJob Description:We are seeking a detail-oriented and proactive R&T Executive to join our team. The ideal candidate willbe responsible for handling Demat and related operational activities in compliance with SEBI...

Company DescriptionIndian School of Image Management (ISIM) is an internationally approved training institute that offers programs in Image Consulting, Soft Skills, and Personal Branding.Role DescriptionThis is a full-time, on-site role for a Client Services Associate at the Indian School of Image Management in Mumbai. The Client Services Associate will be...

Job Title:Customs Clearance Customer Service ExecutiveLocation:MumbaiExperience:2– 5 yearsSalary:2.5 – 4.20 LPA (based on experience)Job Summary:We are hiring a proactive and detail-oriented Customs Clearance Customer Service Executive to join our team in Mumbai. The candidate will assist clients with customs clearance procedures, ensure documentation is...

Job Title: Service Coordinator – Service DepartmentLocation: MIDC, Andheri, MumbaiReports To: Manager – Service & SupportDepartment: ServiceRole PurposeThe Service Coordinator plays a central role in delivering an outstanding customer experience by ensuring timely, professional, and seamless after-sales service support. This position is responsible for...

Job Objective:To manage end-to-end operational and servicing activities for PMS and AIF clients, including regulatory reporting, data management, fund accounting, and account opening, while ensuring compliance with SEBI and other regulatory bodies.Key Responsibilities:Facilitate PMS and AIF account opening, including documentation, KYC verification, and...