5,535 Financial Services Representative jobs in India
Financial Services Representative Iii
Posted 1 day ago
Job Viewed
Job Description
That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge - one that only a few people can embrace and thrive upon.
If you see your opportunity in complexity, then we are the right fit for you.
**Job Description**:
**Location**:
Hyderabad Andhra Pradesh
here
and
here
for assistance.
Financial Services Representative I
Posted 1 day ago
Job Viewed
Job Description
That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge - one that only a few people can embrace and thrive upon.
If you see your opportunity in complexity, then we are the right fit for you.
**Job Description**:
**Location**:
Navi Mumbai
here
and
here
for assistance.
Financial Services Operations Representative Ii
Posted 1 day ago
Job Viewed
Job Description
That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge - one that only a few people can embrace and thrive upon.
If you see your opportunity in complexity, then we are the right fit for you.
**Job Description**:
**Location**:
Pune Maharashtra
here
and
here
for assistance.
Financial Services Operations Representative Ii
Posted 1 day ago
Job Viewed
Job Description
That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge - one that only a few people can embrace and thrive upon.
If you see your opportunity in complexity, then we are the right fit for you.
**Job Description**:
**Location**:
Pune Maharashtra
here
and
here
for assistance.
Financial Advisor
Posted today
Job Viewed
Job Description
The Offer
- Join a market leader within Venture Capital / Private Equity
- Fantastic work culture
- Leadership Role
The Job
What the job entails:
- Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets.
- Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases.
- Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools.
- Stay updated on financial trends and perform market research to identify investment opportunities
- Ensure all financial plans and transactions comply with industry regulations and standards.
The Profile
Job Requirements:
- A bachelor's degree in finance, economics, business, or a related field.
- Minimum of 5 years of experience in sales, preferably in a tech or consulting industry
- Strong analytical and problem-solving skills.
- Excellent communication, presentation, and negotiation skills, with the ability to communicate effectively with diverse customers and stakeholders
- In-depth knowledge of financial products and services.
- Ability to build and maintain client relationships.
- Proficiency in financial software and tools.
- High level of integrity, professionalism, and customer orientation, with a results-driven and growth-oriented mindset
The Employer
Our client was founded by experts in law, finance, and strategy who saw a need for a more holistic approach to business consultancy. United by core values of innovation, integrity, and impact, our client offers a 360-degree suite of solutions tailored to each client's needs.
Financial Advisor
Posted today
Job Viewed
Job Description
Venture Smarter was founded by experts in law, finance, and strategy who saw a need for a more holistic approach to business consultancy. United by core values of innovation, integrity, and impact, we offer a 360-degree suite of solutions tailored to each client's needs. Over the years, we've successfully guided businesses through growth, market transitions, and legal complexities. As we look to the future, we're excited to continue being the catalyst that propels businesses to new heights. Join us in venturing smarter. Our mission is to be the driving force behind your business success. We offer specialized consultancy services that address your legal and business challenges, propelling you towards a future of limitless opportunities. By integrating innovation, integrity, and impact into our approach, we create tailored solutions that not only solve immediate issues but also position you for long-term growth. We're not just consultants; we're your partners in navigating the complex landscape of business evolution.
The Role
The role:
Earn up to $5,000 per month (depending on experience) as a Financial Advisor at Venture Smarter. In this role, you'll guide clients in making informed decisions about investments, savings, retirement planning, and other financial matters.
As a Financial Advisor, also known as a Financial Consultant, you'll play a crucial role in helping individuals and businesses manage their finances effectively.
*** Given the high number of applications we receive, we will only respond to those who meet the qualifications for the positions applied for.
Please note that we will not reply to job application inquiries sent to our social media accounts. All communication from us will be conducted via email.
If you do not receive a response, you are welcome to re-apply after six months for another suitable position within our company. ***
Venture Smarter has been featured on media outlets such as CBS News, Digital Journal, and Go Banking Rates. Check us out – you’ll know we’re the place to be.
What the job entails:
- Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets.
- Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases.
- Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools.
- Stay updated on financial trends and perform market research to identify investment opportunities
- Ensure all financial plans and transactions comply with industry regulations and standards.
Ideal Profile
Job Requirements:
- A bachelor's degree in finance, economics, business, or a related field.
- Minimum of 5 years of experience in sales, preferably in a tech or consulting industry
- Strong analytical and problem-solving skills.
- Excellent communication, presentation, and negotiation skills, with the ability to communicate effectively with diverse customers and stakeholders
- In-depth knowledge of financial products and services.
- Ability to build and maintain client relationships.
- Proficiency in financial software and tools.
- High level of integrity, professionalism, and customer orientation, with a results-driven and growth-oriented mindset
What's on Offer?
- Join a market leader within Venture Capital / Private Equity
- Fantastic work culture
- Leadership Role
Financial Advisor
Posted today
Job Viewed
Job Description
Company Description
Wealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, this AMFI-registered Mutual Fund Distributor and wealth management company offers expertise in Mutual Funds, PMS, AIF, and Corporate FDs. Recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 500 Crores.
Role Description
This is a full-time on-site role for a Financial Advisor located in Noida. The Financial Advisor will be responsible for providing financial planning services, advising clients on investment opportunities, calling leads on a daily basis, developing retirement plans, and offering comprehensive financial advice. The role also involves closely working with clients to craft personalized investment strategies and ensuring client satisfaction through regular follow-ups and in-depth financial assessments.
Qualifications
- Financial Planning and Retirement Planning skills
- Only candidates with good experience/understanding about sales of financial products will be considered.
- Experience in Investments and Financial Advisory
- Strong Finance background
- Excellent analytical and decision-making abilities
- Effective communication and interpersonal skills
- Proficiency in using financial planning software
- Bachelor's degree in Finance, Economics, or a related field; CFP certification is a plus
Offered compensation
- 26,000 - 35,000 in-hand per month
- Good incentive structure
- travel allowance
Skills Required
retirement planning, Investments, Financial Planning, Financial Advisory
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