Financial Service 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...

Vacancy for Mumbai LocationMotilal Oswal Financial Services LimitedEquity Advisor - 5 years and above experience. Energeticand passionate about markets.Franchisee vertical - B2B profileJoining - ImmediatePosition - 10"NOT APPLICABLE FOR FRESHERS"send cv to Subject Line : Application for Role of Equity Advisor

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...

Are you a visionary leader looking to revolutionize the financial services industry?About the RoleWe are seeking an experienced professional with a passion for empowering financial advisors to take on a pivotal leadership role in shaping our business.As Chief Business Officer, you will be responsible for spearheading the growth and development of our advisor...

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...

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...

Key Accountant PositionJob Title: Transaction Advisory Services Manager (Finance and Tax)Location: MumbaiType: Full-TimeAbout the RoleWe are looking for a skilled manager to lead and execute transactions across finance, valuations, due diligence, and tax advisory. The ideal candidate brings technical expertise and can act as a trusted advisor to...

Job Opportunity: Strategic Financial AdvisorWe are seeking a detail-oriented Chartered Accountant with 0-2 years of post-qualification experience to join our consulting team.Key Responsibilities:Strategic Leadership: Deliver strategic financial guidance and direction to client businesses.Decision-Making Support: Advise on key financial initiatives such as...

Job Description:We are seeking a dynamic and experienced financial professional to serve as a trusted advisor to our clients.The ideal candidate will leverage their financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.Key...

Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). 2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. Qualification: Minimum Graduate...