750 Financial Advisory jobs in India

**Key Responsibilities**- o Internal Operational activities:

- 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**
- 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**- o 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

**Key Responsibilities**- o Internal Operational activities:

- 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**
- 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**- o 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

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.

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

Company 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

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 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.

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.

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 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

JOB DETAILS

We are looking for a full-time Salesforce Administrator to join our team. The Administrator position, reporting directly to the VP, Production, is an integral part of the team, supporting CRM sales activities that directly drive our brand and business trajectory.

The Salesforce Administrator Will Assist The VP, Production With
• Manage, maintain, and optimize the Salesforce platform
• Performing all integration requirements with the broader marketing technology platform
• Manage and enforce governance and controls within Salesforce
• Reviewing and reporting on Salesforce utilization, including timely and accurate key data entry for opportunities, contacts, and key conversations / meetings
• Developing, documenting, and implementing Salesforce best practices to ensure consistency and reliability of data being inputted into the system
• Developing and implementing a perpetual plan to audit, identify, clean up, and keep data in Salesforce accurate and up to date (contacts, companies, personnel charts, and other related data)
• Identifying and improving where Salesforce, the General Ledger (GL), and other critical financial and operating systems have divergent product naming and grouping conventions. They will work across teams to align these conventions to improve comparability and the ease of analysis across systems and stakeholders
• Assist with monthly Salesforce reporting

These Responsibilities Include But Are Not Limited To

The Salesforce Administrator will also be responsible for creating a robust Salesforce experience both in terms of the quality of the information in the system as well as liaising with marketing, sales and business development executives, line of business leaders, and management to ensure their optimal usage and value from the CRM.
• Researching clients, competitors and market trends and create client stories to be housed in Salesforce as well as other key stats helpful to the sales team
• Updating contact information, revenue information and other data points for key clients on a quarterly basis
• Managing data in the system and updating or culling information as appropriate
• Organizing contacts in salesforce
• Prepare sales reports by exporting Salesforce Data as needed using Excel. Create and update additional reports, including quarterly business metrics detailing key statistics for use in sales conversations and communications
• Lias between Marketing and Salesforce Support on user support needs and system functionality/enhancements
• Work with stakeholders on identifying opportunities for system improvements and work across the team for implementation/roll-out, training and other change management essentials

Skills & Qualifications
• College degree in a related field including but not limited to business administration, finance, accounting, marketing, and information technology
• Minimum of 5 years working in a professional environment with a focus on B2B sales, preferably in the financial services industry
• Strong communication (Fluent English: oral and written) and analytical skills
• Must possess solid financial / business sense, ideally with having applied it in a professional setting
• Ability work with large data sets
• Strong excel skills, ideally with prior experience importing / exporting and manipulating Salesforce data and pulling disparate data into professional-looking reports
• Team player who is passionate about business growth and possess the desire/ability to contribute to a high-performing team
• Highly organized, with an ability to handle multiple projects simultaneously with attention to detail and commitment to quality
• Strong experience working with Salesforce CRM
FUNCTIONAL AREA
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We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

About this role: RSM is actively seeking talented Property accounting professionals who are characterized by high motivation, self-direction, strong analytical skills, and a track record of excellence in their previous roles.

Are you an experienced property accounting professional on the hunt for an exciting career opportunity with a leading fund service provider that boasts a best-in-class technology platform and an end-to-end fund service model tailored for the private markets?

Do you aspire to deepen your technical expertise in intricate fund terminologies, address complex accounting challenges, and navigate the intricacies of fund structures within the private markets? Are you enthusiastic about engaging with and collaborating alongside a diverse range of clients? Are you in pursuit of a career that promises stimulating and diverse avenues for professional growth?

If so, RSM's Fund Services + is the right fit for you!

Specific Responsibilities:

Assume ownership of the fund complex, encompassing complete end-to-end responsibilities for property/investment accounting and reporting.

Prepare/review monthly/quarterly and annual financial statements with footnotes including management reporting packages.

Ensure that proper accounting policies, procedures, and internal controls are maintained and that all financial transactions are recorded in accordance with GAAP requirements.

Handle bookkeeping for the entity’s operations which includes cash booking, expense accruals, assets and depreciation accounting, management fees, credit facility maintenance, deal funding, etc.

Support with queries from clients, fund accounting teams, regulatory authorities, and external auditors.

Assist with onboarding new clients, setting up the entities, and assets, and building customized reports in line with the client’s reporting requirements.

Create SOPs and checklists for various processes to ensure completeness, accuracy, and timeliness.

Prepare/review capital calls and distribution calculations and schedules through technology platforms.

Work collaboratively with global team members to manage day-to-day operations and provide client servicing.

Offer mentorship and guidance to new or junior team members.

Qualifications:

RSM seeks to hire individuals who are highly motivated, self-driven, analytical and have demonstrated excellence in prior endeavors.

4+ years of experience in the property/investment services domain with fund managers, fund administrators or public accounting firms

Ability to interpret/apply the financial and operational terms of Investment Agreements and Structures for PE/RE entities.

Undergraduate degree in accounting

CPA and/or CA preferred

Proficient knowledge of Investment accounting platforms (Yardi knowledge a large PLUS!)

Strong analytical skills, detail oriented and highly organized

Demonstrates a strong work ethic, team player, upholds personal and professional integrity, and maintains a positive attitude

Possesses effective oral and written communication skills, as well as influencing skills and leadership capabilities.

Adapts well to dynamic, fast-paced environments and excels at managing multiple projects simultaneously.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at .

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the in the Indian Armed Forces; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation. 

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at .