Financial Advisor

Strategic Financial ConsultantJob Summary:Seeking a highly skilled and experienced financial advisor to join our team as a strategic financial consultant. In this role, you will be responsible for developing and implementing tailored financial solutions to meet the unique needs of clients.Key Responsibilities:Conduct thorough assessments of client profiles...

Experience 15 years & above Qualification: Any degree with ICWA. - Manage the company’s financial planning - Plan and perform risk management duties - Analyze and manage the organization’s liabilities and investments - Plan, implement and manage investment strategies - Manage fundraising plans and capital structure - Determine finance KPIs - Track and...

US Tax Preparer & Accountant – Join Our Growing Global TeamLocation:CoimbatoreCompany:Financial Crest – Global Accounting & Tax AdvisorsAre you passionate about US taxation and love working with numbers that tell stories?We're looking for experienced US Tax Preparers and Accountants to join our expanding international accounting team at Financial Crest...

Responsibilities:Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutionsConduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial positionMonitor the implementation and progress...

Identify top financial/insurance distributors.Understand advisor value, onboarding & regulations.Hire & onboard advisors per plan.Drive sales to meet targets.Ensure persistency & quality.Train advisors.Manage field ops with Ops & DSDO.

Job description **Responsibilities**: - Provide financial planning support to prospective clients - Cusotmer Service - Prepare Insurance plans **Qualifications**: - Bachelor's degree - 1 Year sales experience - Strong understanding of the insurance business - Excellent interpersonal skills **Job Types**: Full-time, Permanent Part-time hours: 40 per...

Job description **Responsibilities**: - Provide financial planning support to prospective clients - Cusotmer Service - Prepare Insurance plans **Qualifications**: - Bachelor's degree - 1 Year sales experience - Strong understanding of the insurance business - Excellent interpersonal skills **Job Types**: Full-time, Part-time, Regular / Permanent,...

Company DescriptionNiva Bupa Health Insurance Company Ltd., formerly Max Bupa Health Insurance Company Limited, is a joint venture between Fettle Tone LLP, a leading Indian private equity firm, and Bupa Singapore Holdings Pte. Limited, a global healthcare services expert. With a vision to become India's most admired health insurance company, Niva Bupa is...

Job Title:Overview:The ideal candidate will lead end-to-end finance operations, including accounting, budgeting, forecasting, and audits. They will oversee monthly, quarterly, and annual financial closing activities, prepare financial statements, MIS reports, P&L, balance sheets, and cash-flow summaries.They will manage accounts payable/receivable, banking,...

With a proven track record of supporting over 220 orgs, we specialise in aligning talent with their needs, enhancing employee skills, and transforming employer brands. Our data-driven insights fuel decision-making and provide comprehensive support for both acquisition and being acquired, ensuring you are covered from every angle—360° Our client is a...