
Qualified Financial Advisor
1 day ago
Responsibilities:Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions
Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position
Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy
Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant
Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.Create and deliver nudges—timely reminders and communications—to encourage clients to take recommended financial actions
Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements
Skills:Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights
Collaborative mindset with a focus on achieving results through teamwork and client-centric execution
Structured and methodical approach to thinking and execution with strong attention to detail
Comfortable working in agile, fast-paced environments with adaptability to shifting priorities
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Financial Analysis Advisor
4 weeks ago
Hyderabad, Telangana, India Evernorth Health Services Full timeAbout EvernorthEvernorth Health Services a division of The Cigna Group NYSE CI creates pharmacy care and benefits solutions to improve health and increase vitality We relentlessly innovate to make the prediction prevention and treatment of illness and disease more accessible to millions of people About Evernorth Evernorth Health Services a...
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Executive Financial Advisor
5 days ago
Hyderabad, Telangana, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000**Job Title:** Investment AdvisorWe are seeking a highly skilled Investment Advisor to join our team.About the RoleThis is an exciting opportunity for a professional with strong investment knowledge and excellent communication skills to work closely with clients, providing expert guidance on their investment portfolios. The successful candidate will have a...
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Strategic Financial Advisor
4 days ago
Hyderabad, Telangana, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Opportunity">As a senior financial advisor to the executive team, you will provide strategic insights and recommendations on finance, operations, and business planning.">Key Responsibilities">">Lead the execution of strategic business initiatives and ensure alignment with company goals.">Oversee financial planning, budgeting, and reporting processes,...
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Financial Advisor
2 days ago
Hyderabad, Telangana, India Avant Garde Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCultivate and manage investment relationships with clientsServe as the primary advisor, building trust and offering tailored guidanceEnhance client connections through personalized investment solutionsExpand client base by leveraging market insights and active engagementDrive product sales to suit client needsProvide timely market updates and expert...
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Semi-qualified Chartered Accountant
16 hours ago
Hyderabad, Telangana, India Everlogic Business Solutions Full time ₹ 6,00,000 - ₹ 12,00,000 per yearWe are looking for a detail-oriented and proactive Semi-Qualified Chartered Accountant to join our Finance & Accounts team. The ideal candidate should have strong knowledge of accounting, auditing, and taxation, with hands-on experience in financial reporting, compliance, and client deliverables.Key Responsibilities:Assist in preparation and finalization of...
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Investment Advisor- PMS Distribution
3 days ago
Hyderabad, Telangana, India OngoleBulls Full timeJob Title: Investment Advisor – PMS Distribution (NISM XXI-A Certified) Location: Hyderabad, India Company: Ongolebulls Invest Pvt Ltd ⸻ About Ongolebulls Ongolebulls Invest Pvt Ltd is a next-generation, digital-first financial services company. Our offerings span mutual funds distribution, PMS, stock broking, currencies & commodities trading, bonds, and...
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Investment Advisor- PMS Distribution
4 days ago
Hyderabad, Telangana, India OngoleBulls Full timeJob Title: Investment Advisor – PMS Distribution (NISM XXI-A Certified)Location: Hyderabad, IndiaCompany: Ongolebulls Invest Pvt Ltd⸻About OngolebullsOngolebulls Invest Pvt Ltd is a next-generation, digital-first financial services company. Our offerings span mutual funds distribution, PMS, stock broking, currencies & commodities trading, bonds, and...
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Part Time- Insurance Advisor
2 days ago
Hyderabad, Telangana, India iFunds Manager Part timePart-Time role with TATA AIA- Monthly Income 50k to 3 lacs. Only Weekend workWe are looking Freelance/ Part-Time: Life Planner/ Insurance Advisor/ Retirement Advisor. This role leads to MDRT role- which is globally renowned title. Most MDRT earn 25 lacs+.Mode: Freelance/ Part-Time (Only for Serious candidates). IT Employees/ Bank Employee/ Govt & Private...
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High Level Financial Manager
1 week ago
Hyderabad, Telangana, India beBeeFinance Full time ₹ 17,10,600 - ₹ 23,57,200Job OpportunityWe are seeking an experienced professional to lead our Record-to-Report team within the Finance Controllership function.About the RoleThis is a senior-level position requiring a qualified Chartered Accountant with a minimum of 8 years of post-qualification experience and a strong track record in driving process efficiencies, automation, and...
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Hyderabad, Telangana, India OngoleBulls Full timeJob Title: Investment Advisor – PMS Distribution (NISM XXI-A Certified) Location: Company: Ongolebulls Invest Pvt Ltd ⸻Ongolebulls Invest Pvt Ltd is a next-generation, digital-first financial services company. Our offerings span mutual funds distribution, PMS, stock broking, currencies & commodities trading, bonds, and early-stage startup investments. We...