445 Investment Consulting jobs in India
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
Job Summary
We are seeking an experienced and dynamic Relationship Manager/Financial Advisior to help us to grow in our broking business. The ideal candidate will be responsible for driving business growth, providing strategic leadership, enhancing client engagement, and ensuring the successful execution of investment strategies and services. This is an exciting opportunity to lead a high-performing team and contribute to our client-focused approach in the fast-paced financial services industry.
Key Responsibilities
- Lead as a Relationship Managers to achieve business targets and client acquisition goals.
- Oversee the management of client portfolios, providing guidance on financial planning, investment strategies, and market trends.
- Reactivate dormant client accounts and identify cross-selling opportunities to drive revenue growth.
- Execute high-value and complex transactions on the broking platform, ensuring accuracy and compliance.
- Develop and maintain strong relationships with key clients, ensuring high levels of client satisfaction and retention.
- Monitor market developments, provide regular updates and recommendations to the team and clients.
- Resolve escalated client queries and issues promptly and professionally.
- Collaborate with senior management to design and implement strategies for business expansion and client engagement.
- Ensure adherence to regulatory compliance, internal policies, and quality standards.
- Bachelor&aposs degree Business Administration in Finance or a related field
- Minimum of 3â7 years of experience in financial services, broking, or wealth management.
- Strong knowledge of broking business, investment products, and financial markets.
- Proven track record of leading successful sales and client management teams.
- Excellent communication, leadership, and interpersonal skills.
- Ability to build and maintain relationships with clients and investors.
- NISM VIII certifications preferred.
Skills Required
Client Management, investment strategies, Financial Planning, Financial Markets, investment products
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
Financial Advisor
Posted today
Job Viewed
Job Description
Company Description
Invest Corners is a platform developed by SIORQ Management LLP that utilizes technology to facilitate Real-Estate Projects and advanced asset investments. Since 2019, we have been serving hundreds of investors, offering end-to-end customer solutions and numerous investment opportunities. Our focus on education, transparency, and innovative implementations sets us apart in the FinTech industry. Located in Hyderabad, our team is dedicated to delivering outstanding results by combining business activities with technical expertise.
Role Description
This is a full-time on-site role for a Financial Advisor at Invest Corners, located in Hyderabad. The Financial Advisor will be responsible for managing client portfolios, providing financial advisory and planning services, developing investment strategies, and assisting clients with retirement planning. The role involves regular client interactions, analyzing financial data, and providing tailored financial solutions to meet clients&apos investment goals.
Qualifications
- Experience in Financial Planning and Finance
- Knowledge in Investments and Financial Advisory
- Skills in Retirement Planning and related services
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Ability to work efficiently in a team environment
Skills Required
retirement planning, Investments, Finance, Financial Planning, Financial Advisory
Financial Advisor
Posted today
Job Viewed
Job Description
- He/she will be responsible to convert the interested customers into clients through doing proactively follow-ups and counselling.
- He/she will be responsible to do contribution to the monthly team and Individual targets through sharing and implementing best practices and ideas.
- Dialling 100-150 calls giving 3-5 hours talk time.
- Selling equity based product on call from scratch to end.
- Outbound calling target based experience
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹20,000.00 - ₹30,000.00 per month
Schedule:
- Day shift
Supplemental Pay:
- Commission pay
Ability to commute/relocate:
- Mumbai, Thane, Maharashtra: Reliably commute or planning to relocate before starting work (preferred)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91-XXX
Financial Advisor
Posted today
Job Viewed
Job Description
Generate leads, identify prospects, business calls (Joint), closing the leads.
Salary:
Commision + Bonus + Incentives
Other perks:
Rewards, Recognition, on - roll job with ICICI Prudential after 6 months based on performance, Great career growth
Additional support:
Training
Support from Business Development Manager
Qualification:
Class 12th/Graduate/Post-Graduate
Desired:
Competition Agents, Retired Personal, Private Employees
**Job Types**: Full-time, Part-time
**Benefits**:
- Flexible schedule
- Work from home
Schedule:
- Flexible shift
Supplemental Pay:
- Commission pay
- Performance bonus
Ability to commute/relocate:
- Guwahati, Assam: Reliably commute or planning to relocate before starting work (preferred)
**Education**:
- Higher Secondary(12th Pass) (preferred)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91-XXX
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