Senior Financial Advisor

10 hours ago

Mumbai, Maharashtra, India Fintoo Full time ₹ 12,00,000 - ₹ 36,00,000 per year

FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory

platform (web & mobile) that offers Financial Advisory, Retirement Planning and Tax planning

solutions followed by investment execution to complete the entire circle. Committed to

driving transformative change, we take pride in being among the early adopters of

technology-driven wealth management solutions in the Indian financial landscape.

Our vision is to empower and educate individuals to make informed financial decisions and

easily track their finances in real-time.

Originally incubated in Mumbai, we have our Head Office in Mumbai and clients PAN India.

Recently opened an office in Dubai to service the growing global diaspora of NRIs and provide

them world-class fee based advisory and global wealth management solutions.

Job Description:

We are looking for a highly motivated and experienced Financial Advisor to join our team.

The ideal candidate will be passionate about financial planning and have a deep

understanding of financial markets and financial planning theories. As a Financial Advisor,

you will be responsible for providing personalized advice and guidance to clients,

developing investment strategies, asset allocation, debt restructuring etc.

Key Responsibilities:

 Client Engagement:

o Develop and maintain strong relationships with clients, understanding their

unique financial needs and goals.

o Provide personalized advisory services, including ESOP diversification,

investment recommendations, and tax-efficient planning.

 Financial Planning & Strategy:

o Create, review, and optimize financial plans tailored to each client's profile.

o Analyse client portfolios and recommend rebalancing strategies to maximize

returns and minimize risks.

 Market Analysis & Product Knowledge:

o Stay updated on market trends, economic factors, and financial products to

provide informed and timely advice.

o Understand and recommend products, including mutual funds, stocks, bonds,

and alternative investments, based on client profiles and risk tolerance.

 Sales & Business Development:

o Work towards achieving individual and team business targets

o Identify potential high-net-worth clients and support growth initiatives within

the firm.

 Compliance & Documentation:

o Ensure all client interactions, transactions, and recommendations comply with

regulatory standards.

o Maintain detailed and accurate client records, updating portfolios and

capturing key decision points.

  • Senior Financial Advisor

    4 days ago

    Mumbai, Maharashtra, India Fintoo Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company Overview:FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisoryplatform (web & mobile) that offers Financial Advisory, Retirement Planning and Tax planningsolutions followed by investment execution to complete the entire circle. Committed todriving transformative change, we take pride in being among the early adopters...

  • Equity Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Motilal Oswal Financial Services Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Vacancy for Mumbai LocationMotilal Oswal Financial Services LimitedEquity Advisor - 5 years and above experience. Energeticand passionate about markets.Franchisee vertical - B2B profileJoining - ImmediatePosition - 10"NOT APPLICABLE FOR FRESHERS"send cv to Subject Line : Application for Role of Equity Advisor

  • Director - Industry Advisor - BFSI

    4 days ago

    Mumbai, Maharashtra, India Microsoft Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    We are looking for a senior, talented professional to strengthen our Financial Services Industry Advisory Team in Asia as part of the Global - World Wide Financial Services Industry, to create impact with prioritized Financial Institutions in India.  As an Industry Advisor, you will have the opportunity to drive industry-focused sales for Microsoft. This...

  • Associate - Data Researcher

    2 days ago

    Mumbai, Maharashtra, India Forbes Advisor Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company Description Forbes Advisor is a new initiative for consumers under the Forbes Marketplace umbrella that  provides journalist- and expert-written insights, news and reviews on all things personal finance,  health, business, and everyday life decisions. We believe in the power of entrepreneurial capitalism and use it on various platforms to ignite...

  • Sr program Advisor

    1 week ago

    Mumbai, Maharashtra, India Imarticus Learning Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionImarticus Learning is a leading education provider offering high-quality, industry-specific education through innovative technology, specialized training, career assistance, and mentorship from industry professionals. With over a decade of experience, we have impacted over 1,000,000 careers, partnered with 20+ premier institutes, and...

  • Financial Services Sales

    8 hours ago

    Mumbai, Maharashtra, India ORBIS Financial Corporation Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    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...

  • Senior Legal Advisor

    4 days ago

    Mumbai, Maharashtra, India Falcon Multi Services Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Senior Legal Advisor:-We are seeking a highly skilled Senior Legal Advisor to join the Legal Affairs Group.The successful candidate will provide expert legal advice and support on a wide range of matters including contracts, regulatory compliance, joint ventures, litigation, and corporate governance. This role requires in-depth knowledge of Kuwait's legal...

  • Equity Advisor

    4 days ago

    Mumbai, Maharashtra, India GEPL Capital Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionGEPL Capital Pvt Ltd, based in Mumbai, has a client base of over 50k clients with assets under management in excess of $ 800 million. We serve our customers through our 22 offices and 150+ franchisee across the country . We have a loyal support of 180+ colleague who serve our clients needsRole DescriptionThis is a full-time, on-site role...

  • Associate Financial Planning and Analysis

    2 days ago

    Mumbai, Maharashtra, India Tresvista Financial Services Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    About the DepartmentThe Financial Strategy Associate is a multi-faceted role that primarily focuses on financial analysis, MIS reporting and strategic projects. It involves overseeing deliverables across corporate strategy, business performance review, analysis of business and operating models, firmwide budgeting and cost controls, and acquisition screening...

  • Senior Analyst

    4 hours ago

    Mumbai, Maharashtra, India PCR Financial Aggregation Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Operations - Enrollment AnalystWho is Private Client Resources (PCR)?PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from...