Financial Advisor

4 days ago

Gurgaon, India IndiWealth Full time

Job Title: Financial Advisor at IndiWealth

Location: Mumbai, India

Key Responsibilities:
Provide financial advice to clients and assist them in achieving their financial goals.

Manage client portfolios and provide regular updates on performance. Identify new business opportunities and develop new accounts. Build strong relationships with existing clients and provide exceptional customer service. Stay up-to-date with industry trends, investment products, and regulatory developments. Conduct research and analysis to support investment recommendations. Attend client meetings and present investment strategies and recommendations. Provide timely and accurate reports to the

Senior Advisor. Manage and maintain accurate records of client interactions, investment activity, and leads in the company CRM system. Work closely with the customer service team to resolve client issues and ensure customer satisfaction. Requirements:
IndiWealth.

**Salary**: ₹122,035.67 - ₹524,656.26 per year

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Gurgaon, Haryana: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)
- Health insurance

  • Financial Planning Analyst

    2 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Support advisors in creating and delivering comprehensive financial plans for their retail clients.Key ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household levelData inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...

  • Analyst Financial Advisory Support

    2 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisors'practices. This position will...

  • Senior Analyst Financial Advisory Support

    1 week ago

    Gurgaon, Haryana, India Ameriprise Financial Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors' practices. This position will...

  • Analyst Financial Advisory Support

    2 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisors'practices. This position will...

  • Senior Analyst Financial Advisory Support

    2 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors' practices. This position will...

  • Senior Analyst Financial Advisory Support

    1 week ago

    Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors' practices. This position will...

  • Process Trainee Financial Advisory Support

    1 week ago

    Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an...

  • Financial & Compliance Advisor

    2 weeks ago

    Gurgaon, Haryana, India Wizfair Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Role Description: Financial & ComplianceAdvisor (Retired Bank Manager)Location: GurgaonRole PurposeTo leverage decades of banking andfinancial expertise to strengthen the financial backbone of the travel company,ensuring stable growth, compliance, and credibility with financialinstitutions, suppliers, and customers.Key ResponsibilitiesFinancial Planning &...

  • National Sales Consultant

    2 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Full time US$ 1,04,000 - US$ 1,30,878 per year

    Utilize and apply technical product expertise and consultation skills to help advisors with Cash and Bank Deposit products (ONE Financial, Sweep, Money Markets, Bank CDs, Savings Account, etc.) by communicating product benefits/features, sales strategies, rules/regulations, and suitability in response to inbound sales calls. Make periodic outbound calls for...

  • Insurance & Annuities Process Trainee IND

    2 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience...