968 Advisory jobs in India
Analyst Financial Advisory Support
Posted today
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Job Description
emphasis on creating and delivering a unique client experience that defines and differentiates advisors’
practices. This position will consistently follow high standards of business and professional ethics and legal
and regulatory requirements when dealing with others and/or performing work activities.Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,
State IAR, State Insurance)
o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
o Good communication skills
o Basic understanding of MS power point, MS Excel and MS Word
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added
advantage
o Must have an eye to detail with high accuracy levels
o Ability to meet strict timelines per the agreed SLAs for advisor practices
Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeTimings
(8:00p-4:30a)India Business Unit
AWMPO AWMP&S President's OfficeJob Family Group
Business Support & OperationsProcess Trainee Financial Advisory Support
Posted today
Job Viewed
Job Description
- Assist financial advisors in servicing clients through operational and analytical support
- Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures.
- Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts
- Updating team website when necessary
Client outreach functions
- to set up or confirm a meeting appointment date,
- to acknowledge/send greetings,
- to invite for an event,
- to ask them to sign up for Total view, Secure Site, e-Signature, e-delivery.
- Contact client to gather factual, client-level profile information, such as age address, income and marital status
- Contact client to confirm existing (not new) account-level information such as liquidity needs, risk tolerance, investment time-frame, for suitability purposes.
- Future activities (post licensing)
- Accept and process client orders
- Directly assist advisors in identifying and preparing recommendations to buy or sell an Investment. (Only advisors can finalize and communicate recommendations to clients)
Provide an opinion (either in writing or verbally) to the advisor on the benefits or suitability of Investment to clients. (Only advisors can discuss investment recommendations with clients)
**Required Qualifications**- o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance)
- Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
- Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
- Good communication skills - Proven written and oral communication skills with client service orientation
- Basic understanding of MS power point, MS Excel and MS Word
- Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage
- Must have an eye to detail with high accuracy levels
- Ability to meet strict timelines per the agreed SLAs for advisor practices
**Preferred Qualifications**
- Prior experience in customer-based interactions roles both written and verbal will be an added advantage
- Experience of interacting with financial advisors will be preferred
- Experience of being part of and enabling start-ups/ new business set up approach will also considered a positive
**About Our Company**
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
**Full-Time/Part-Time**
Full time
**Timings**
(8:00p-4:30a)
**India Business Unit**
AWMPO AWMP&S President's Office
**Job Family Group**
Business Support & Operations
Process Trainee Financial Advisory Support
Posted today
Job Viewed
Job Description
- Assist financial advisors in servicing clients through operational and analytical support
- Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures.
- Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts
- Updating team website when necessary
Client outreach functions
- to set up or confirm a meeting appointment date,
- to acknowledge/send greetings,
- to invite for an event,
- to ask them to sign up for Total view, Secure Site, e-Signature, e-delivery.
- Contact client to gather factual, client-level profile information, such as age address, income and marital status
- Contact client to confirm existing (not new) account-level information such as liquidity needs, risk tolerance, investment time-frame, for suitability purposes.
- Future activities (post licensing)
- Accept and process client orders
- Directly assist advisors in identifying and preparing recommendations to buy or sell an Investment. (Only advisors can finalize and communicate recommendations to clients)
Provide an opinion (either in writing or verbally) to the advisor on the benefits or suitability of Investment to clients. (Only advisors can discuss investment recommendations with clients)
**Required Qualifications**- o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance)
- Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
- Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
- Good communication skills - Proven written and oral communication skills with client service orientation
- Basic understanding of MS power point, MS Excel and MS Word
- Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage
- Must have an eye to detail with high accuracy levels
- Ability to meet strict timelines per the agreed SLAs for advisor practices
**Preferred Qualifications**
- Prior experience in customer-based interactions roles both written and verbal will be an added advantage
- Experience of interacting with financial advisors will be preferred
- Experience of being part of and enabling start-ups/ new business set up approach will also considered a positive
**About Our Company**
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
**Full-Time/Part-Time**
Full time
**Timings**
(8:00p-4:30a)
**India Business Unit**
AWMPO AWMP&S President's Office
**Job Family Group**
Business Support & Operations
Financial Advisory Services - Credit - Senior Analyst
Posted today
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Job Description
Oxane Partners is a technology-driven solutions provider to the private markets industry. Our solutions transform the way private markets investment firms and banks analyze and manage their investments. We unify our technology with deep domain expertise to provide compelling and relevant solutions across all asset classes. Founded in 2013 by former credit traders from Deutsche Bank, Oxane Partners has grown to a team of 250+ highly skilled financial analysts and technology experts. Oxane Partners is headquartered in London and has additional offices in New York, Gurgaon, and Hyderabad.
Job Description
This role is part of our advisory services business and involves working directly with global institutional investors such as investment banks, hedge funds and private equity firms. This is a two-pronged business line, which includes working with the client pre and post deal closure. The role would involve working closely with clients on credit review and financial spreading of leverage loans. The incumbent will be expected to co-ordinate and communicate directly with the client and make sure that the deliverables are completed and shared within the stipulated timeframe.
Requirements
Key Responsibilities• Supporting clients in monitoring the performance of their investments in corporate credit across various sectors
• Write appraisal reports as per client’s requirements based on the quarterly performance
• Identify the key business drivers and KPIs to forecast performance
• Extract and review key data from facility agreements, amendment documents, financial statements, compliance certificates, budgets, etc.
• Monitor financial covenants (leverage ratios, interest coverage ratios, etc.) and other credit metrics to highlight any red flags on the credits
• Present and discuss the analysis with clients
Required Experience/ Skill Set
• Good understanding of the commercial lending process
• Understanding of leveraged loan structures and underlying documentation
• Experience in credit appraisals, capital structure analysis, pro-forma analysis, covenant compliance testing
• Proficiency in using various financial databases
• Ability to work independently and collaboratively as part of a team in a fast-paced environment
• Strong communication skills - written, verbal and interpersonal
• Ability to work well under pressure to meet strict deadlines
• Good attention to detail and a logical thought process to analyse qualitative and quantitative data
• An MBA or an equivalent master’s degree
Financial Planning Specialist / BDM – Financial Advisory / Financial Planning Expert
Posted today
Job Viewed
Job Description
Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert
Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you!
Key Responsibilities:
ü Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
ü Guide individuals in making informed financial decisions for long-term financial well-being.
ü Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
ü Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
ü Analyze financial data, track progress, and optimize financial plans for better results.
ü Represent Finnovate at conferences, meetings, and industry events to promote financial education.
Requirements
Qualifications & Skills:
ü Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred).
ü A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same
ü Minimum of 5+ years of experience in financial advisory or related fields
ü Strong knowledge of financial planning, investment strategies, and wealth management.
ü Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.
ü Analytical mindset with the ability to assess financial data and provide strategic recommendations.
ü Self-driven, goal-oriented, and passionate about helping others achieve financial success.
Requirements
MS-Excel
Financial Planning Specialist / BDM – Financial Advisory / Financial Planning Expert
Posted today
Job Viewed
Job Description
Key Responsibilities:
ü Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
ü Guide individuals in making informed financial decisions for long-term financial well-being.
ü Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
ü Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
ü Analyze financial data, track progress, and optimize financial plans for better results.
ü Represent Finnovate at conferences, meetings, and industry events to promote financial education.
Qualifications & Skills:
ü Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred).
ü A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same
ü Minimum of 2 years of experience in financial advisory or related fields
ü Strong knowledge of financial planning, investment strategies, and wealth management.
ü Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.
ü Analytical mindset with the ability to assess financial data and provide strategic recommendations.
ü Self-driven, goal-oriented, and passionate about helping others achieve financial success.
Requirements
MS-Excel
Financial Planning Specialist / BDM – Financial Advisory / Financial Planning Expert
Posted today
Job Viewed
Job Description
Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert
Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you!
Key Responsibilities:
ü Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
ü Guide individuals in making informed financial decisions for long-term financial well-being.
ü Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
ü Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
ü Analyze financial data, track progress, and optimize financial plans for better results.
ü Represent Finnovate at conferences, meetings, and industry events to promote financial education.
Requirements
Qualifications & Skills:
ü Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred).
ü A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same
ü Minimum of 5+ years of experience in financial advisory or related fields
ü Strong knowledge of financial planning, investment strategies, and wealth management.
ü Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.
ü Analytical mindset with the ability to assess financial data and provide strategic recommendations.
ü Self-driven, goal-oriented, and passionate about helping others achieve financial success.
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Financial Planning Specialist / BDM – Financial Advisory / Financial Planning Expert
Posted today
Job Viewed
Job Description
Key Responsibilities:
ü Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
ü Guide individuals in making informed financial decisions for long-term financial well-being.
ü Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
ü Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
ü Analyze financial data, track progress, and optimize financial plans for better results.
ü Represent Finnovate at conferences, meetings, and industry events to promote financial education.
Qualifications & Skills:
ü Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred).
ü A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same
ü Minimum of 2 years of experience in financial advisory or related fields
ü Strong knowledge of financial planning, investment strategies, and wealth management.
ü Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.
ü Analytical mindset with the ability to assess financial data and provide strategic recommendations.
ü Self-driven, goal-oriented, and passionate about helping others achieve financial success.
Financial Planning Specialist / BDM – Financial Advisory / Financial Planning Expert
Posted today
Job Viewed
Job Description
Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert
Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you!
Key Responsibilities:
ü Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
ü Guide individuals in making informed financial decisions for long-term financial well-being.
ü Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
ü Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
ü Analyze financial data, track progress, and optimize financial plans for better results.
ü Represent Finnovate at conferences, meetings, and industry events to promote financial education.
Requirements
Qualifications & Skills:
ü Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred).
ü A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same
ü Minimum of 5+ years of experience in financial advisory or related fields
ü Strong knowledge of financial planning, investment strategies, and wealth management.
ü Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.
ü Analytical mindset with the ability to assess financial data and provide strategic recommendations.
ü Self-driven, goal-oriented, and passionate about helping others achieve financial success.
Risk Advisory Finance Advisory Manager
Posted today
Job Viewed
Job Description
KPMG entities in India are professional services firm(s). These Indian member firms are affiliated with KPMG International Limited. KPMG was established in India in August 1993. Our professionals leverage the global network of firms, and are conversant with local laws, regulations, markets and competition. KPMG has offices across India in Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Jaipur, Hyderabad, Jaipur, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara and Vijayawada.
KPMG entities in India offer services to national and international clients in India across sectors. We strive to provide rapid, performance-based, industry-focused and technology-enabled services, which reflect a shared knowledge of global and local industries and our experience of the Indian business environment.
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JD for finance advisory:
Skills required:
• Sound technical knowledge and practical experience of Indian GAAP, Ind AS, US GAAP and/or IFRS
• Practical knowledge of finance function and financial reporting process
• Practical knowledge of the financial reporting compliance from a regulatory perspective
• Familiarity with Companies Act, SEBI and related regulatory requirements
• Possess strong domain knowledge, has strong accounting foundation skills
• Experience of financial reporting / accounting implications for M&A / group restructuring
• Experience of financial reporting and finance transformation projects would be an added advantage
Responsibility
• End to end project management. Key activities include guiding the team on technical accounting / financial reporting matters, manage client relationships, monitor project progress and relevant operational / financial matters.
• Application of IGAAP, Ind AS, IFRS and / or US GAAP or an equivalent GAAP on engagements - GAAP conversion and / or topical queries on technical accounting matters
• Financial reporting support (technical as well process related) services to clients
• Assist clients with respect to financial reporting requirements in connection with listing of securities
• Demonstrate in-depth technical capabilities and professional knowledge. Demonstrate ability to assimilate new knowledge
• Possess good business acumen. Remain current on new developments in advisory services capabilities and industry knowledge
• Work with stringent deadlines and deliver effectively and efficiently
Equal employment opportunity information
KPMG India has a policy of providing equal opportunity for all applicants and employees regardless of their color, caste, religion, age, sex/gender, national origin, citizenship, sexual orientation, gender identity or expression, disability or other legally protected status. KPMG India values diversity and we request you to submit the details below to support us in our endeavor for diversity. Providing the below information is voluntary and refusal to submit such information will not be prejudicial to you.
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The Candidate
? Possess strong domain knowledge, accounting knowledge and experience
? Strong analytical and problem solving skills. Possess strong data analytics skills and knowledge of advanced data analytical tools will be an advantage
? Consistent display of leadership skills
? Excellent client management and communication skills
? Sound organizational, planning and prioritization skills
? Strong stakeholder management experience
? Understanding of IT systems, Knowledge of MS office (MS Excel, PowerPoint, Word etc.), Hands on IT ( SAP / Oracle) experience will be an added plus
? Qualification : CA
? 5+ years of post-qualification experience
? Relevant certifications would be an added advantage