Financial Planning Advisor

Job Purpose The purpose of this job is to manage a team of Agency Managers ensure advisor recruitment as per plan and assist the Branch Head to make the branch a profit centre and to achieve annual business targets Job Context Major Challenges Job Context The purpose of this job is to manage a team of Agency Managers ensure advisor recruitment as...

Job Title:Branch Manager Marine LinesAbout the RoleWe are seeking an exceptional Branch Manager to lead our team in the Marine Lines area. As a key member of our management team, you will be responsible for managing a team of Agency Managers, ensuring advisor recruitment meets plan requirements, and assisting the Head Office in making the branch a profit...

Company DescriptionRS Wealth Management Pvt. Ltd. is a comprehensive financial services provider, offering a wide range of investment options, products, and services. Incorporated in 2013, the company is a member of the National Stock Exchange, Bombay Stock Exchange, and Multi Commodity Exchange. The organization serves a diverse client base including...

Technical or Functional Skills requirement Hands on experience:Advanced Financial Reporting and Analysis, Proficiency in Accounting Software and Systems, Audit Management and Internal ControlsTechnical or Functional Skills requirement Theoretical knowledgeGenerally Accepted Accounting Principles (GAAP) and relevant financial reporting standards.Financial...

Job Description – Lead, Overseas Admissions CounselingLocation:Mumbai, IndiaFunction:Student Success & CounselingAbout Lorien FinanceLorien Finance is an AI-powered student lending and career discovery and study abroad guidance platform, reimagining how students prepare for global higher education. Unlike traditional counseling agencies, Lorien Finance...

Job Summary:Key Responsibilities:Lead as a Relationship Managers to achieve business targets and client acquisition goals. Oversee the management of client portfolios, providing guidance on financial planning, investment strategies, and market trends. Reactivate dormant client accounts and identify cross-selling opportunities to drive revenue growth. ...

Job Title: Virtual Relationship Manager – Mutual Fund Sales Location: Goregaon, Mumbai Experience: 1 to 5 Years Industry: Financial Services / Mutual Funds Employment Type: Full-Time (Work from Office) Job Description: We are hiring a Virtual Relationship Manager to join our Mutual Fund Sales team. The ideal candidate should be passionate about financial...

Prudential (UK) in partnership with the HCL group plans to set-up a standalone Indian health insurance company to address the growing healthcare needs of the Indian consumer.This joint venture will combine Prudential's global expertise in insurance and financial services with HCL Groups experience in technology and healthcare solutions.Prudential, with its...

Job Title – Cheif of Staff - Founder's OfficeCompany– Indra Shakti VenturesLocation –Mumbai (on-site at Goregaon, 5 days a week), Full-timeExperience: 3+ yrsIndustry Preference:Premium FMCG,Healthy Living,Direct to Consumer, Lifestyle or Consumer BrandsIndra Holdings oversees the specialty regional rice brand SWAH and a healthy functional beverage...

We are looking for an experiencedScrum Masterwith a strong background in leadingAgile teams within AI-driven projects, and deep domain knowledge inBFSI (Banking, Financial Services, and Insurance)—especiallyWealth and Asset Managementand broaderFinanceoperations.Key Responsibilities:Lead and facilitate Scrum ceremonies : sprint planning, daily stand-ups,...