Financial Services Manager

Financial Services ProfessionalAs a financial services professional, you will play a key role in the development and management of relationships with high-net-worth individuals, family offices, and corporate treasuries. Your primary objective will be to gauge investment interests into fixed income products.Key Responsibilities:Interact with clients to...

Experience 5-10 years in Wealth Management Private Banking HNI Advisory Proven ability to close HNI clients 50L- 1Cr ticket size Strong record of managing portfolios 5Cr Past experience with banks HDFC ICICI Kotak Axis etc AMCs or wealth firms IIFL Edelweiss Anand Rathi Motilal Oswal etc preferred Skills We Value Excellent...

Operations manager job description:At Lifelong Wealth, we owe our success to the efficiency of organizational processes. To help maintain and grow this standard, we're seeking an experienced operations manager to oversee daily activities. The ideal candidate will have a sharp business mind and proven success in managing multiple departments for maximum...

A global accounting startup requires a certified public accountant to manage US-based clients' financial records and tax compliance.Key Responsibilities:Maintain accurate books of accounts, ledgers, journals, and financial statements in accordance with US GAAP.Reconcile bank statements, credit card transactions, and other financial data regularly.Prepare...

Company Profile Our company provides outsourced CFO services to small and medium-sized businesses in India We offer a range of financial management services including financial planning and analysis FP A cash flow management financial reporting budgeting and management information systems MIS We are looking for a Manager to join our team and...

Company ProfileOur company provides outsourced CFO services to small and medium-sized businesses in India. We offer a range of financial management services, including financial planning and analysis (FP&A), cash flow management, financial reporting, budgeting, and management information systems (MIS). We are looking for a Manager to join our team and help...

Unlock a world of opportunity in Financial Services as a Dynamic Growth Leader.We're seeking an ambitious professional with experience in financial services (Wealth Management, Banking, or Investments) to build strategic partnerships with wealth managers, IFAs & institutions.Key responsibilities include:Driving growth across investment products, startup...

About this Role:The Financial Management Specialist is responsible for overseeing financial planning, analysis, and reporting. This role serves as a trusted business partner, providing transparency to local business units on IT performance, key performance indicators (KPIs), and value flows.Key Responsibilities:Analyzing all aspects of the IT process and...

Need good communication skills Experience 0 - 1 Years No. of Openings 01 Education B.A, BAMS, B.Com, B.Sc, Higher Secondary, M.A, Post Graduate Diploma Role Collection Officer Industry Type Banking / Financial Services / Stock Broking Gender Male Job Country India Type of Job Full Time Work Location Type Work from Office ...

About usWe're at the forefront of India's fintech revolution, offering a comprehensive digital platform for retail investors and traders. Our commitment to democratizing financial services provides a suite of products including Stocks, Futures & Options, Mutual Funds, IPOs, all accessible through user-friendly mobile applications and web platforms.