603 Financial Advisory jobs in India
Financial Advisory
Posted today
Job Viewed
Job Description
Company Profile:
Money Honey Financial Services Pvt Ltd Money Honey Financial Services Pvt Ltd, incorporated in 8th May of the year 2008 at Mumbai. The Money Honey is a one-stop shop for information, advice as well as transaction execution of financial services. Money Honey along-with its subsidiaries caters to entire gamut of financial services including equities and commodities broking, portfolio management, distribution of mutual funds, Commodities, Govt Bonds, IPO, Fixed Deposit, etc. A specialized and trained team facilitates the smooth acquisition and servicing of a large customer base.
Job Overview:
1.Investment Specialist role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc).
2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix
Qualifications and Skills:
Knowledge or interest in Mutual Funds and Finance
Good communication skills
Basic computer skills
Recent graduates with a degree in Finance or related field
Freshers with a passion for the financial services industry
Please forward your resume, salary history and other pertinent information to the following
person in order to be considered for this position:
or
Financial Advisory
Posted 7 days ago
Job Viewed
Job Description
Company Profile:
Money Honey Financial Services Pvt Ltd Money Honey Financial Services Pvt Ltd, incorporated in 8th May of the year 2008 at Mumbai. The Money Honey is a one-stop shop for information, advice as well as transaction execution of financial services. Money Honey along-with its subsidiaries caters to entire gamut of financial services including equities and commodities broking, portfolio management, distribution of mutual funds, Commodities, Govt Bonds, IPO, Fixed Deposit, etc. A specialized and trained team facilitates the smooth acquisition and servicing of a large customer base.
Job Overview:
1.Investment Specialist role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc).
2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix
Qualifications and Skills:
Knowledge or interest in Mutual Funds and Finance
Good communication skills
Basic computer skills
Recent graduates with a degree in Finance or related field
Freshers with a passion for the financial services industry
Please forward your resume, salary history and other pertinent information to the following
person in order to be considered for this position:
or
Analyst Financial Advisory Support
Posted today
Job Viewed
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 & OperationsAnalyst Financial Advisory Support
Posted today
Job Viewed
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 & OperationsAnalyst Financial Advisory Support
Posted today
Job Viewed
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 & OperationsAssistant Manager - Risk & Financial Advisory
Posted 3 days ago
Job Viewed
Job Description
Job Title: Assistant Manager - Risk & Financial Advisory
Location: Vadodara, Gujarat
Department: Risk & Financial Advisory (RFA)
Reporting To: Manager / Partner – Internal Audit & Due Diligence
Experience Required: 0 – 2 years post-qualification
Qualification: Chartered Accountant (CA) or Cost & Management Accountant (CMA)
About the Role:
We are seeking a dynamic and detail-oriented Assistant Manager to join our Risk & Financial Advisory practice. This role will be instrumental in supporting internal audit engagements, enterprise risk management, and transaction advisory due diligence assignments. As part of a growing and fast-paced advisory team, the role offers exceptional learning and leadership opportunities for ambitious professionals.
Key Responsibilities
Internal Audit & Risk Advisory
- Assist in planning, executing, and reporting on internal audit assignments across various industry sectors.
- Identify internal control weaknesses, operational inefficiencies, and areas of process improvement.
- Review and test business processes, financial transactions, and controls in accordance with established methodologies.
- Prepare risk control matrices (RCMs), walkthroughs, process flowcharts, and audit workpapers.
- Conduct field visits to client sites, including factories, warehouses, or branches as needed.
Transaction Advisory & Due Diligence:
- Participate in financial and operational due diligence for M&A and strategic transactions.
- Perform industry and company research and assist in preparing due diligence reports.
- Evaluate business performance, working capital trends, revenue recognition practices, and compliance issues.
Client Management & Reporting:
- Communicate findings and recommendations to clients and assist in drafting reports.
- Maintain strong professional relationships with client stakeholders during the course of engagements.
- Support senior team members in business development efforts, proposals, and presentations.
Skills & Competencies:
- Strong analytical and problem-solving skills with attention to detail.
- Good understanding of internal controls, accounting standards, and risk frameworks (e.g., COSO, SOX).
- Excellent communication (verbal & written) and interpersonal skills.
- Proficiency in MS Office tools (Excel, Word, PowerPoint); knowledge of audit tools or ERP systems (SAP, Oracle) is a plus.
- Ability to work independently, manage deadlines, and handle multiple assignments.
Preferred Profile:
- Qualified CA or CMA with up to 2 years of experience in internal audit, risk consulting, or transaction advisory.
- Prior internship or work experience with a consulting/advisory firm is advantageous.
- Willingness to travel for assignments as needed (within India or overseas, if required).
Assistant Manager - Risk & Financial Advisory
Posted 3 days ago
Job Viewed
Job Description
Location: Vadodara, Gujarat
Department: Risk & Financial Advisory (RFA)
Reporting To: Manager / Partner – Internal Audit & Due Diligence
Experience Required: 0 – 2 years post-qualification
Qualification: Chartered Accountant (CA) or Cost & Management Accountant (CMA)
About the Role:
We are seeking a dynamic and detail-oriented Assistant Manager to join our Risk & Financial Advisory practice. This role will be instrumental in supporting internal audit engagements, enterprise risk management, and transaction advisory due diligence assignments. As part of a growing and fast-paced advisory team, the role offers exceptional learning and leadership opportunities for ambitious professionals.
Key Responsibilities
Internal Audit & Risk Advisory
Assist in planning, executing, and reporting on internal audit assignments across various industry sectors.
Identify internal control weaknesses, operational inefficiencies, and areas of process improvement.
Review and test business processes, financial transactions, and controls in accordance with established methodologies.
Prepare risk control matrices (RCMs), walkthroughs, process flowcharts, and audit workpapers.
Conduct field visits to client sites, including factories, warehouses, or branches as needed.
Transaction Advisory & Due Diligence:
Participate in financial and operational due diligence for M&A and strategic transactions.
Perform industry and company research and assist in preparing due diligence reports.
Evaluate business performance, working capital trends, revenue recognition practices, and compliance issues.
Client Management & Reporting:
Communicate findings and recommendations to clients and assist in drafting reports.
Maintain strong professional relationships with client stakeholders during the course of engagements.
Support senior team members in business development efforts, proposals, and presentations.
Skills & Competencies:
Strong analytical and problem-solving skills with attention to detail.
Good understanding of internal controls, accounting standards, and risk frameworks (e.g., COSO, SOX).
Excellent communication (verbal & written) and interpersonal skills.
Proficiency in MS Office tools (Excel, Word, PowerPoint); knowledge of audit tools or ERP systems (SAP, Oracle) is a plus.
Ability to work independently, manage deadlines, and handle multiple assignments.
Preferred Profile:
Qualified CA or CMA with up to 2 years of experience in internal audit, risk consulting, or transaction advisory.
Prior internship or work experience with a consulting/advisory firm is advantageous.
Willingness to travel for assignments as needed (within India or overseas, if required).
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Assistant Manager - Risk & Financial Advisory
Posted today
Job Viewed
Job Description
Job Title: Assistant Manager - Risk & Financial Advisory
Location: Vadodara, Gujarat
Department: Risk & Financial Advisory (RFA)
Reporting To: Manager / Partner – Internal Audit & Due Diligence
Experience Required: 0 – 2 years post-qualification
Qualification: Chartered Accountant (CA) or Cost & Management Accountant (CMA)
About the Role:
We are seeking a dynamic and detail-oriented Assistant Manager to join our Risk & Financial Advisory practice. This role will be instrumental in supporting internal audit engagements, enterprise risk management, and transaction advisory due diligence assignments. As part of a growing and fast-paced advisory team, the role offers exceptional learning and leadership opportunities for ambitious professionals.
Key Responsibilities
Internal Audit & Risk Advisory
- Assist in planning, executing, and reporting on internal audit assignments across various industry sectors.
- Identify internal control weaknesses, operational inefficiencies, and areas of process improvement.
- Review and test business processes, financial transactions, and controls in accordance with established methodologies.
- Prepare risk control matrices (RCMs), walkthroughs, process flowcharts, and audit workpapers.
- Conduct field visits to client sites, including factories, warehouses, or branches as needed.
Transaction Advisory & Due Diligence:
- Participate in financial and operational due diligence for M&A and strategic transactions.
- Perform industry and company research and assist in preparing due diligence reports.
- Evaluate business performance, working capital trends, revenue recognition practices, and compliance issues.
Client Management & Reporting:
- Communicate findings and recommendations to clients and assist in drafting reports.
- Maintain strong professional relationships with client stakeholders during the course of engagements.
- Support senior team members in business development efforts, proposals, and presentations.
Skills & Competencies:
- Strong analytical and problem-solving skills with attention to detail.
- Good understanding of internal controls, accounting standards, and risk frameworks (e.g., COSO, SOX).
- Excellent communication (verbal & written) and interpersonal skills.
- Proficiency in MS Office tools (Excel, Word, PowerPoint); knowledge of audit tools or ERP systems (SAP, Oracle) is a plus.
- Ability to work independently, manage deadlines, and handle multiple assignments.
Preferred Profile:
- Qualified CA or CMA with up to 2 years of experience in internal audit, risk consulting, or transaction advisory.
- Prior internship or work experience with a consulting/advisory firm is advantageous.
- Willingness to travel for assignments as needed (within India or overseas, if required).
Process Trainee Financial Advisory Support
Posted 1 day ago
Job Viewed
Job Description
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**
- 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.
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.