Financial Advisor

2 days ago

Gurgaon, Haryana, India Green Portfolio Full time

About Us

Green Portfolio is a leading Portfolio Management Company in India, registered with SEBI and focusing on the Indian equity markets. With an AUM of over $100 million as of August 2023, we cater to high-net-worth individuals and institutional investors globally.

We are expanding our retail and PMS reach through fintech platforms and require experienced professionals to join our team.

Job Overview

We seek a skilled Wealth Manager to join our esteemed financial advisory team at Green Portfolio This role focuses on Shariah-compliant offerings. As a Wealth Manager, you will guide clients in achieving their financial objectives and provide tailored investment solutions.

Key Responsibilities
  • Building strong relationships with high-net-worth clients, understanding their financial goals, and offering customized investment solutions.
  • Engaging with prospects interested in Portfolio Management Services (PMS) and Smallcase investments via phone calls, messaging, or in-person meetings.
  • Driving revenue growth by expanding the client base, increasing assets under management, and cross-selling additional financial products and services.
  • Developing and managing customized investment portfolios for clients ensuring alignment with their risk tolerance, financial objectives, and market conditions.
  • Conducting in-depth analysis of market trends, economic conditions, and investment opportunities to provide informed recommendations to clients.
  • Collaborating with other Wealth Managers, analysts, and support staff to deliver exceptional client service and achieve team objectives.
Requirements
  • 1-3 years of experience in Portfolio Management Services (PMS) with a solid understanding of various investing avenues and financial instruments.
  • Proven ability to build and nurture client relationships, identify new clients, and enhance engagement with existing clientele.
  • Graduation in finance, accounting, or economics is preferred.
  • Excellent communication skills are essential for this client-facing role.
  • While prior experience in PMS is valued, we welcome individuals with a strong inclination to learn and grow in the field of financial advisory.
What We Offer
  • A competitive salary package with performance-based incentives.
  • The opportunity to work with a diverse range of clients, including high-net-worth individuals and institutional investors.
  • Ongoing professional development and training opportunities to enhance your skills and knowledge in finance.
  • A collaborative and supportive work environment with opportunities for career growth and advancement.
  • An estimated annual salary of ₹800,000 - ₹1,200,000 depending on experience and qualifications.

  • Senior Financial Planning Advisor

    2 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Full time

    About the RoleWe are seeking a highly skilled Senior Financial Planning Advisor to join our team in Gurugram. This is a full-time position with a competitive salary of ₹800,000 - ₹1,200,000 per annum.The successful candidate will work as part of the ABDG Centralized Desk, providing expert support on driving 'Goal Based Advice' including Comprehensive and...

  • Senior Financial Planning Advisor

    2 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Full time

    Ameriprise India LLP is seeking a highly skilled Senior Financial Planning Advisor to join our team as a Technical Support Expert. This role will be responsible for providing expert technical support to advisors on Financial Planning and Advice concepts, including Comprehensive and Foundation Advice.The ideal candidate will have excellent verbal and written...

  • Unsecured Loan and LAP Financial Advisor

    3 weeks ago

    Gurgaon, Haryana, India Aye Finance Pvt. Ltd. Full time

    We are seeking an experienced Unsecured Loan and LAP Financial Advisor to evaluate loan applications, assess creditworthiness, and make informed decisions regarding loan approvals or rejections.About the RoleEvaluate loan applications, considering factors such as credit history, income, and debt-to-equity ratios.Conduct thorough interviews with applicants to...

  • Systems Analyst Expert

    1 week ago

    Gurgaon, Haryana, India Ameriprise Financial Full time

    About Ameriprise Financial">Ameriprise India LLP has been providing client-based financial solutions to help clients plan and achieve their financial objectives for over 125 years. The company is a U.S.-based financial planning firm headquartered in Minneapolis with a global presence. Its focus areas include Asset Management and Advice, Retirement Planning,...

  • Financial Consultant

    2 weeks ago

    Gurgaon, Haryana, India GlassBridge Consulting Full time

    About GlassBridge ConsultingWe are a consulting firm dedicated to providing top-notch services in the insurance industry.Job Title: Senior Insurance AdvisorEstimated Salary: $100,000 - $150,000 per annumJob DescriptionAs a Senior Insurance Advisor at GlassBridge Consulting, you will be responsible for generating sales leads, determining clients' needs, and...

  • Senior Wealth Management Advisor

    2 weeks ago

    Gurgaon, Haryana, India DEVERE GROUP INDIA INVESTMENT ADVISORS PRIVATE LIMITED Full time

    Attractive Career Opportunities with deVere Group India Investment Advisors Private LimitedWe are seeking an experienced Senior Wealth Management Advisor to join our team in Gurugram/Dubai.About Us:deVere Group India Investment Advisors Private Limited is a global leader in wealth management, empowering experienced advisors with continuous training, career...

  • Financial Portfolio Specialist

    6 days ago

    Gurgaon, Haryana, India Client Associates Full time

    **About Client Associates:**Client Associates is India's pioneering Multi Family Office Firm, founded by senior private bankers to provide professional Private Wealth Management services. Recognized as one of the best teams of private bankers in India, we have received numerous awards for our exceptional wealth management services. Job Title: Financial...

  • Senior Financial Strategist

    1 week ago

    Gurgaon, Haryana, India AegisCovenant Full time

    AegisCovenant is offering a competitive salary of $180,000 per year for this role.About the RoleWe are seeking an experienced Senior Financial Strategist to join our team. As a key member of our leadership team, you will be responsible for overseeing our financial strategy, operations, and performance.Key Responsibilities:Financial Strategy and LeadershipYou...

  • Business Operations Specialist

    2 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Full time

    This is a highly rewarding role that will challenge you to make a meaningful impact at Ameriprise Financial. We are seeking an experienced Business Analyst to join our team and take on the exciting responsibility of supporting TPAG - Operations.The primary focus of this role will be on providing regular reports and analysis to support experienced advisor...

  • Financial Services Reconciliation Specialist

    2 weeks ago

    Gurgaon, Haryana, India NTT DATA Services Full time

    Job DescriptionWe are seeking a skilled Financial Services Reconciliation Specialist to join our team in Gurgaon. As a key member of our operations team, you will play a critical role in ensuring the accuracy and integrity of our financial transactions.Responsibilities:Perform daily end-to-end cash reconciliation activities, including conducting analysis and...

  • Business Operations Analyst

    3 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Full time

    This is a full-time role as a Business Operations Analyst in the TPAG Operations team at Ameriprise India LLP, primarily focused on providing regular reports and analysis to support experienced advisor recruiting.

  • Corporate Financial Operations Specialist

    2 days ago

    Gurgaon, Haryana, India Makse Group Full time

    About the Job:At Makse Group, we are seeking a highly skilled Accountant to oversee all day-to-day accounting functions. The ideal candidate will have a strong understanding of financial systems and processes, including General Ledger, billing, T&E, and AP procurement.Responsibilities:Assist in implementing financial systems and processes, ensuring accuracy...

  • Chief Financial Strategist

    3 weeks ago

    Gurgaon, Haryana, India Driffle Full time

    At Driffle, we are revolutionizing financial strategies in the digital goods marketplace. As a Chief Financial Strategist, you will play a vital role in shaping our company's financial future.About the CompanyDriffle is a pioneering platform connecting gamers worldwide, facilitating transactions on a global scale. Our vibrant community of passionate gamers...

  • Expert Financial Consultant

    1 week ago

    Gurgaon, Haryana, India GlassBridge Consulting Full time

    **Job Title:** Expert Financial ConsultantCompany Overview: GlassBridge Consulting is a reputable consulting firm seeking an experienced and skilled financial advisor to join our team.Estimated Salary: ₹25,00,000 - ₹50,00,000 per annumJob Description: As an Expert Financial Consultant with GlassBridge Consulting, you will be responsible for providing...

  • Financial Management Specialist

    4 weeks ago

    Gurgaon, Haryana, India Driffle Full time

    About Driffle:We are a vibrant and dynamic digital goods marketplace serving gamers worldwide.Our mission is to facilitate transactions between gamers and sellers on a global scale, enhancing the gaming experience for everyone.We have carved a niche in the gaming industry by providing a platform for seamless transactions. The Finance Executive will play a...

  • Financial Services Reconciliation Specialist

    3 weeks ago

    Gurgaon, Haryana, India NTT DATA Full time

    About NTT DATAAs a leading global technology services company, NTT DATA is part of the NTT Group, a Fortune 29 telecommunications and services company based in Japan. Our team operates with 60,000 professionals in 36 countries, helping clients respond to market dynamics with flexibility and speed.The OpportunityWe are currently seeking a Reconciliation...

  • Financial Reconciliation Specialist

    3 weeks ago

    Gurgaon, Haryana, India NTT DATA Full time

    Company OverviewNTT DATA is a leading global provider of asset and wealth management solutions. Our company helps corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth through our investment processing, investment management, and investment operations solutions.Estimated Salary: ₹1,200,000 -...

  • Financial Planning Assistant Professional

    2 weeks ago

    Gurgaon, Haryana, India deVere Group Full time

    About deVere GroupWe are one of the world's leading independent financial institutions, providing a range of innovative wealth and investment management services to address our customers' needs.Our company is committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation, and disability. We strive for...

  • Senior Financial Operations Specialist

    1 month ago

    Gurgaon, Haryana, India FyndBridge Consultants and Advisors Full time

    About the RoleWe are seeking a highly skilled and motivated Associate Financial Controller to join our Excellence Center in Jakarta. As a key member of our finance team, you will play a vital role in driving our organization's growth and success.Key ResponsibilitiesDevelop and implement financial processes and procedures to ensure accuracy, efficiency, and...

  • Financial Management Specialist

    10 hours ago

    Gurgaon, Haryana, India Makse Group Full time

    About Makse Services Private LimitedWe are seeking a highly skilled Financial Management Specialist to join our team in the US and India.Estimated Annual Salary: $80,000 - $110,000About the JobThis role will be responsible for all day-to-day Accounting functions of the company, working closely with the Accounting Manager and Director of Finance.The ideal...