2,327 Financial Advisors jobs in India

Company: Mango Financial Advisors
Position: National Head – Sell Side 
Location : Mumbai
Experience: 12–18 years in Investment Banking / Structured Finance / Real Estate Lending

**JOB DESCRIPTION

About KPMG in India**

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.

years of relevant experience in Payments (MT/MX messages, Clearing & Settlement etc.) space as a BA

2) Experience on detailed mapping of the said message types – pain.001, pacs.008, pacs.009, pain.002, MT103, MT202, MT202Cov etc.

3) Experience of working on any Payment Engine such as GPS and international Payment Schemes such as SEPA

4) Good understanding of different types of Clearing and Settlement methods

5) Strong alignment with Agile ways of working

6) Experienced in at least 2-3 Digital project delivery in large banks

7) Core BA Skills – Requirement Gathering/Management/Prioritization, strong in writing User Stories, strong with performing Gap analysis, Strong business acumen (not the IT side)

8) Experienced in working with senior and cross geography stakeholders

9) Strong communication and articulation skills

10) Experience in working on Transformation projects (vs pure IT delivery or Process reengineering) will be preferred

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.

QUALIFICATIONS

A bachelor's degree in business or related field or an MBA

Job Summary:

We are looking for a seasoned professional at the various level to lead and manage engagements related to Internal Controls over Financial Reporting (ICOFR), Internal Financial Controls (IFC), and Sarbanes -Oxley (SOX) compliance. The ideal candidate will bring strong experience in risk and control assessments, process reviews, and controls testing, with the ability to manage teams and client expectations effectively. Prior experience in catering to Financial Services (FS) clients is essential. The candidate should also be comfortable with frequent travel across the Middle East region.

Key Responsibilities:

• Lead end-to-end ICOFR/SOX/IFC compliance programs for clients,including scoping, risk assessments, control design evaluation, and testing.
• Conduct walkthroughs, process documentation, and identification of control gaps with key stakeholders.
• Review and validatecontrol design and operating effectiveness testing documentation.
• Review risk and control matrices (RCM),process narratives, and flowcharts.
• Coordinate with external/internal auditorsand client stakeholders to ensure timelycompletion of engagements.
• Provide actionable recommendations to strengthen internal control environments.
• Stay updated with evolving regulations and standards such as COSO, PCAOB guidelines, and Companies Act requirements (India).
• Coach and mentor junior team members and support in their professional development.
• Prepare and present reportsand dashboards for senior management and audit committees.
• Contribute to business development activities, including proposalwriting and client presentations.

Required Qualifications and Skills:

• Education: Chartered Accountant (CA), MBA (Finance), CPA, or CIA preferred.
• Experience: 2–10 years of experience in SOX/IFC/ICOFR compliance, risk advisory, or internal audit. with demonstrated experience in serving Financial Services (FS) clients such as banks, NBFCs, or insurance firms .
• Strong knowledge of financial reporting processes, risk management, and control evaluation.
• Hands-on experience with COSO Framework, SOX 404, and relevant regulatory requirements.
• Proficient in tools such as MS Excel, PowerPoint, Visio;
  experience with GRCtools (e.G., Archer,SAP GRC, MetricStream) is a plus.
• Excellent communication, presentation, and stakeholder management skills.
• Ability to work underpressure and manage multiple projectsacross geographies with flexibility to travel frequently within the Middle East .

Preferred Attributes:

• Big 4 or consulting firm experience.
• Exposure to ITGCs and automation of controls.
• Experience in sectors such as BFSI

**Exciting Opportunity with HDFC Life – Vashi Branch**

I am looking for **Insurance Advisors (Financial Consultants)** to join us at **HDFC Life, Vashi Branch**.

This is a great chance for individuals who are looking to:

Work **part-time or full-time**

Earn **extra income on a commission basis**

Build a rewarding career in the **insurance & financial services industry**

If you are passionate about helping people plan their financial future and want to create an additional income stream for yourself, this opportunity is for you

Location: Vashi, Navi Mumbai

Role: Financial Consultant (Commission-based)

Interested? Feel free to connect with me here on LinkedIn or drop me a message to learn more.

Let's grow together with HDFC Life

• We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets.
• Key responsibilities:
• Liaise with bank's branch staff and build effective relationships to maximize the business opportunity
• Provide knowledge about the insurance products and support bank's branch staff through training to enable them to generate new business, understand customer needs and recommend suitable life insurance products to customers
• Provide training to the bank branch staff to equip them to sell insurance products to customers and assist them in revenue generation
• Provide guidance to the bank's branch staff in servicing existing customers, solve their queries and concerns and ensure the quality of business is maintained consistently
• Enable business procured through bank's branch staff is aligned to business quality metrics

• Exercise due diligence to prevent unauthorized/ fraudulent transactions

• Candidates who are willing to be mobile and work across locations will be preferred.

• Education and experience:
• Graduation or post-graduation from any stream

• Graduate freshers or candidates with experience of 0 - 2 years

• Note: Compensation and level fitment in the organisation will be offered commensurate with role, education and prior work experience of the candidate.

Company Description

Bandhu4U Services Private Limited, based in the vibrant heart of Delhi, is a leading financial planning company dedicated to empowering individuals and businesses with expert guidance and personalized solutions. Specializing in a comprehensive range of financial services, Bandhu4U offers trading services, investment solutions, insurance expertise, P2P lending platforms, and financial planning and advisory. With a commitment to excellence and a client-centric approach, Bandhu4U aims to optimize your financial potential and secure your financial future.

Role Description

This is a full-time on-site role for a Financial Services Consultant located in New Delhi. The Financial Services Consultant will be responsible for providing expert financial advice and guidance to clients, developing and implementing financial plans, analyzing financial data, and conducting regular reviews of clients' financial situations. The role also involves strategizing investments, offering insurance solutions, and assisting with trading services. Strong communication and consulting skills are essential to build and maintain client relationships.

Qualifications and responsibilities:-

• Finance and Financial Services expertise
• Strong Analytical Skills
• Excellent Communication and Consulting skills
• Ability to develop and implement strategic financial plans
• Experience in the financial planning or investment industry
• Bachelor's degree in Finance, Economics, or related field
• Exp- 0 to 2 year
• Good knowledge of broking and wealth products

Role and Responsibility:

• To monitor closely the HL data and cross-sell insurance (HDFC Life and Non

Life), fixed deposits, and other products as introduced by the company to

home loan customers of HDFC Sales

• To source open market business too and achieve the targets assigned

• To be completely aware of the products being offered by the company and

understand competition offering and handle customer objections

• To ensure proper customer profiling on each call/customer visit, to identify

and understand his/her needs and accordingly recommend investment and

Insurance options

• Relationship building with the Home Loan Executives to whom he is mapped

and to ensure joint calls with the HLE to ensure maximum attachments of the

files being disbursed

• To build a relationship with the customer so that he/she is able to cross-sell

other product offering based on the need of the customer, thereby managing the

entire account of customer. FSA to ensure to source customers family details,

other general insurance details, other loan details, etc.

• To be in sync and work together with the partner representatives

• Understanding the joint ownership of the customer at the time of servicing

etc.

• To ensure timely renewal of the business sourced

• To ensure appropriate processes defined are being followed and undergo the

training and certification for being compliant towards selling of various

products (insurance, mutual funds, etc.)

• To always be well-groomed, and his sales kit should be organized and

complete

• To maintain a company-first attitude and be respectful in attitude towards

other fellow colleagues, seniors, partners, etc.

About the Role:

We are currently seeking a Financial Professional to join one of our client teams.

Our Financial Professional is a collaborative team member supporting core business analysis and metrics for the account.

The Finance Associate will support the Client Account Finance Manager with all areas of the finance function of the account, including month-end reporting, budgeting and forecasting, ensuring timely and accurate financial reporting for the Client, Account Management team and to the JLL Corporate Finance Team. If you are a clear communicator, organized with effective time management skills, demonstrating a willingness to learn and adapt, with the highest standards of behavior, collaborative manner, and work ethic then this role is for you.

What this job involves:

• Work closely with the finance manager and Lead monthly and year-end close activities, ensuring integrity and accuracy of reported results and reconciliation with client billing
• Review and ensure monthly deliverables are accurate and within the agreed timescales
• Advise the Client Finance Manager on any risks highlighted through the preparation of the monthly deliverables
• Support with annual budget plan preparation and submission as assigned
• Month end preparation including GL review and journals/accruals posting
• Cooperation with various stakeholders including Facility Managers, Sourcing, GL Team, Corporate Teams and our counterparts in India to ensure good relationship
• Manage the overall accuracy and timely delivery of the monthly reporting compliance package inclusive of variance analysis, supporting schedules, and forward-looking commentary inclusive of risks and opportunities to contractual budget.
• Ensure compliance with client contract terms, including Master Services Agreements and relevant amendments
• Gain comprehensive understanding of client and corporate financial requirements, translate those requirements to operational and finance teams, and maintain processes to ensure established requirements are met
• Provide oversight and ensure accuracy and compliance with contract terms in the revenue recognition process.
• Manage team in achieving accounts receivable objectives and metrics - oversee maintenance and research on AR over 30 days past due
• Oversee cash management procedures to ensure accounts receivable/payable objectives and contractual vendor payment requirements are achieved for fixed contract and above scope project work.
• Develop and maintain robust internal control systems to safeguard the organization's financial assets; participate in other internal controls-related programs (zero leaks, account reviews, QA findings, etc).
• Design, implement, document, and maintain policies and procedures that optimize efficiency, effectiveness, and internal controls across the portfolio.
• Corporate finance management including: annual and periodic budgeting for the JLL P&L for the assignment, monitoring accuracy of JLL income statement, monitoring corporate receivables, and quarterly revenue attestation.
• Participate in special projects and ad-hoc analysis as required by the management or clients
• Have a comprehensive technical and functional understanding of all finance and accounting systems & processes.

Sounds like you To apply you need:

• Bachelors Degree or higher in a related field (Finance, Accounting, Economics, etc.)
• CPA or CA preferred.
• 8-10 years related experience, working in a large, complex, global public company.
• Experience with US GAAP a plus.
• Demonstrated project & time management skills and a willingness to learn and adapt, with the highest standards of behavior, collaborative manner and work ethic.
• Demonstrated leadership skills with the ability to drive and influence change without authority.
• Experience using information technology as it applies to finance to drive performance and productivity enhancements.
• Excellent proficiency in financial analysis tools (e.g., Excel, financial planning software) and familiarity with ERP systems.
• Strong analytical skills and ability to analyze complex financial data, identify trends, and draw meaningful insights.
• Good team player, independent and able to work under tight timelines.
• Comfort with ambiguity; skilled at problem-solving to meet internal customers needs; proven ability to work through roadblocks; demonstrated critical thinking skills; analytical and process driven.
• Self-starter and quick learner, willing to delve deeply into details.
• Proven ability to collaborate effectively with cross-functional teams and senior management.
• Attention to detail, accuracy, and ability to meet deadlines in a fast-paced environment.
• Effective communication skills (written and verbal) with the ability to develop and maintain relationships on all levels within the organization.

Job Role:

1. Drive life insurance sales through partner bank branches

2. Build & maintain strong bank staff relationships

3. Convert bank leads & walk-ins into sales

4. Achieve monthly business & revenue targets