Financial Advisor

A job description for a financial advisor typically includes the following elements: **Job Title**: Financial Advisor **Job Summary**: The financial advisor provides comprehensive financial planning and investment management services to clients. They assess clients' financial situations, develop personalized financial strategies, and offer guidance on...

**About the Role**: We are seeking a motivated and detail-oriented individual to assist our Financial Advisor. This role offers a unique opportunity to gain valuable experience in the financial industry and learn from a seasoned professional. Freshers and Experienced can also apply. **Responsibilities**: Administrative Support: - Manage and organize client...

**Job Title: Wealth Manager - Relationships and Business Growth.** **Location: Thane.** **Experience: 2-5 Years.** **About the Role**: - The Wealth Manager is responsible for client acquisition, relationship building, and business growth, while - ensuring client satisfaction through tailored solutions. They collaborate with execution and operations - teams...

Key Responsibilities:Identify top-performing financial, general insurance, and health insurance distributors within assigned territories to outdo competitors.Promote Max-Life Agency Career Opportunities through informative seminars, presentations, and meetings.Understand the value proposition of top advisors/business associates, onboard them, and familiarize...

**Principal Duties/Responsibilities** The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity. Primary responsibilities include: - Preparation of financial...

Principal Duties/Responsibilities The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity. Primary responsibilities include: - Preparation of financial statements...

**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,...

**Operational Delivery** - Processing payment requests in compliance with financial policies and procedures - Conduct reconciliation of incoming & outgoing statements for Clients/ Carriers and maintain up to date records on operating system - Perform daily cash management duties, which includes posting of cash to the ledgers, conducting investigation and...

**_Principal Duties and Responsibilities_** **Operational Delivery** - Processing payment requests in compliance with financial policies and procedures - Conduct reconciliation of incoming & outgoing statements for Clients/ Carriers and maintain up to date records on operating system - Perform daily cash management duties, which includes posting of cash to...

For those who wants to pursue Articleship Training for Chartered Accountancy course have excellent opportunity to know the intricacies of **Financial Market**. This career opportunity involves exposure to the clients who are **Mutual Funds**, **Portfolio Managers, Alternative Investment Funds, Insurance Companies, Stock Exchanges**, etc. The area of work...