Financial Advisor

**Division**: Lead Management System - Financial Services **Designation**: Financial Advisor (Insurance Sales) **Location**: Mahape - Navi Mumbai **Experience**: 1-3 years **Roles & Responsibilities**: ∙Contact businesses and private individuals by telephone to promote services ∙Should be able to explain the product and its benefits to the...

Job Title: Business AdvisorCompany: IndiaFilingsAbout IndiaFilings:IndiaFilings is one of India's leading platforms for startups and businesses to access professional services such as registration, taxation, compliance, legal, and financial advisory. We are committed to helping entrepreneurs grow and thrive.Job Overview:As a Business Advisor, you will be...

Company DescriptionUrban Money is Indias first unbiased loan advisory services firm, providing expert advice on all types of loans and mortgage solutions. We facilitate the borrowing process by offering insights on interest rates, lender options, comparisons, and documentation. Our team is composed of talents from banking giants like HSBC, Citibank, and...

Essential Skills: - Proven experience as CFO, Finance Head, or similar profile. - In-depth knowledge of corporate financial law and risk management practices - Excellent knowledge of data analysis and forecasting methods - Proficient in the use of MS Office and financial management software (e.g. SAP and Tally) - Ability to strategize and solve problems -...

Experience 5-10 years in Wealth Management Private Banking HNI Advisory Proven ability to close HNI clients 50L- 1Cr ticket size Strong record of managing portfolios 5Cr Past experience with banks HDFC ICICI Kotak Axis etc AMCs or wealth firms IIFL Edelweiss Anand Rathi Motilal Oswal etc preferred Skills We Value Excellent communication in English Hindi...

**Objectives of this role** - Take responsibility (either directly or via staff) for all cash management, investments, insurance, budgeting, and financial reporting, and help drive the company’s financial strategy and hiring needs - Coordinate development of annual operating, capital, and program budgets, as well as reporting for the same - Ensure cash...

Company - ALOITE GROUP Position - Home Loan Advisor 10 Vacancy Locations-Mumbai - Western & Central, Thane, Navi Mumbai, KDMC Qualification - Any graduate CTC - 4 to 6 lpa Experience - Roles-IC Role (1-4Years exp) relevant experience required **Responsibilities**: Follow up with customers to provide desired loan solution. Will be responsible for...

**Job Title**: Articleship - Chartered Accountant (CA) **Location**: Thane **Department**: Finance & Accounts **Duration**: 3 Years (As per ICAI guidelines) **Reports to**: Senior Chartered Accountant / Manager **Job Summary**: **Key Responsibilities**: - **Audit Support**: - Assist in the preparation and execution of audits, including vouching,...

At VISL, our Core Purpose Your Local Growth Partner delivering Peace of Mind' - finds a strong ally in finance leadership. As the CFO, you drive this purpose by ensuring financial stewardship that fuels sustainable growth, empowers customer delight, and builds peace of mind through trust, transparency, and long-term value creation." Role Overview:The...

**Responsibilities include the following**: - Assisting with Financial analysis on a quarterly basis for Defined Benefit schemes - Downloading Service Level Agreement reports - Sourcing information for Trustee Internal Auditors - Sourcing of back up for CPAS project - Preparing of bank reconciliation processing of year-end accounts - Procuring required...