Us Taxation1065 Financial Services

Responsibilities:* Manage financial services operations on BSE STAR& MF Utility platform* Execute equity market transactions & handle client queries* Oversee mutual fund ops, CRM & investment execution processesCoordinating with CAMs & Kfintech

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

Job Title: Financial Services Sales and Business DevelopmentLocation: Mumbai BKCJob Description:Are you passionate about financial markets and aspire to excel in the financial services industry? Join our team as a Financial Services Sales and Business Development, where you will play a crucial role in delivering top-notch financial solutions, managing...

Specialist - Finance Operations the jobKey ResponsibilitiesBank & Treasury Operations- Review and monitor internal fund transfers across all bank accounts, monthly investment entries (MF, FD, IMD), and daily banking transactions.- Oversee booking of operating revenue, loan receipts and repayments, correction of mis posted entries, control account tracking,...

**Internship Opportunity: Investment Services (3 Months)** **Company**: Rabaadi Financial Services **Location**: Remote / Work-from-Home **Type**: Internship **About Us**: At **Rabaadi Financial Services**, we aim to assist individuals and families in building, managing, and preserving wealth through mutual funds, PMS, and alternative investments. We have...

Tax Manager We look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, our experience is one-of-a-kind. You can design a career you'll love from top to bottom – we give you the tools you need to succeed and the...

Company Description:At Monedo Financial Services, we are more than a Non-Banking Financial Company; we are your strategic partner in financial empowerment. Founded in 2017 by Ashish Kohli, we specialize in providing personalized financial solutions driven by innovation, ethics, and genuine care. We focus on SME Financing, Healthcare Financing, and Supply...

Role OverviewAs a Financial Advisor you'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...

About 1 Sales and Client Acquisition Find and acquire new clients people and companies using cold calls networking and referrals Achieve daily and monthly sales targets for mutual funds and insurance 2 Product Expertise Clearly explain the features benefits risks and coverage of Mutual Funds Fire Insurance and Marine Insurance 3 Client Relationship...

About The Role :We are seeking a proactive Marketing Specialist to drive client engagement and sales in the insurance and mutual funds sectors. This role requires strong communication skills, fieldwork, and a commitment to building lasting client relationships.Key Responsibilities:- Conduct face-to-face meetings with potential clients to understand their...