Financial Advisor - Pune

Serve as single point of contact for a defined set of existing clients Lead periodic review meetings (annual / semi-annual / need-based) Track client action items and ensure timely follow-ups Coordinate with planners tax partners and operations for execution Proactively flag clie ...

Assist in the valuation and risk analysis of new projects (including review of financial models) and the preparation of financing plans, selection of funding sources / banks, structuring and execution of acquisitions and project financings. · ...

We are looking for a motivated and energetic Mutual Fund Executive / Relationship Officer to join our growing team.This is a great opportunity to start or grow your career in financial services. · ...

MantraCare is seeking a Legal Advisor – Financial Wellness & Risk (India) to provide legal guidance at the intersection of financial wellbeing , regulatory compliance and risk managementAdvise on legal and regulatory aspects of financial wellness programs in IndiaEnsure complianc ...

· SYSTRA is one of the world's leading engineering and consulting groups specializing in public transport and mobility solutions. For over 65 years, the Group has been committed to helping cities and regions develop by creating, improving and modernizing their transport infrastr ...

Provide financial consultation to new and existing clients. · ...

We urgently hiring for Relationship Manager-Mutual fund in Pune-Pimpr/Satara/Wardha/Aurangabad/Sinhagad/Latur/Nanded. · ...

Please note this is a business opportunity with Kotak Life Insurance. You will be responsible for recruitment and training life advisors · Choose appropriate LA profiles & handhold them till they pass IRDA certification examination · Focusing exclusively on LA monthly income by e ...

· Job Description: · After embracing remarkable achievements in General Insurance & Financial · Planning with gaining trust of over 100 Financial Advisors and 2000+ Clients · in Australia, Laverne Capital has expanded its wings to serve its clients with · Global, Australian and ...

Please note this is a business opportunity with Kotak Life Insurance. You will generate your team of life advisors who will sell insurance policies under your supervision. · ...

This is a part-time remote Advisors role at Prospera Investment. ...

This is a full-time role for a Wealth Management Advisor based in Pune. The advisor will assist clients in managing their financial portfolios and provide expert advice on investment opportunities. · Financial Planning and Retirement Planning skills. · Proficiency in Investments ...

This is a full-time on-site role for a Financial Analyst based in Pune. The Financial Analyst will be responsible for conducting financial planning and analysis to support decision-making processes.The role involves collaborating with cross-functional teams to ensure accurate and ...

We are seeking a Senior Relationship Manager - IFA to join our team in India. The successful candidate will be responsible for managing and enhancing relationships with Independent Financial Advisors, driving business growth, and providing exceptional service to our clients. · Re ...

We are looking for an Accountant to join our team in Pune. The role involves managing and maintaining accurate financial records and accounts, preparing and reviewing financial statements and reports, analyzing financial data to identify trends and areas for improvement, developi ...

+Insight Advisors Private Limited is looking for ESG Associate Sustainability to join our team. · +Managing and maintaining accurate financial records and accounts. · Preparing and reviewing financial statements and reports. · ,1} //valid job = 1 means the job is legitimate. It' ...

This is a full-time role based in Pune for a Chartered Accountant to manage financial statements and ensure compliance with tax-related regulations. · ...

MINIMUM QUALIFICATIONS AND REQUIREMENTS: · Bachelor s degree in Accounting or Finance or Taxation (Commerce) · Chartered Accountant · One to three years of progressive experience · Knowledge of indirect tax strongly preferred, VAT/GST is a plus · Proficient in NetSuite or equival ...

HDFC Life is hiring for *AGENCY CHANNEL* · SDM/BDM/ASM/SM · Location: Pune (Law College, Viman Nagar, Baner,Pimpri, Chakan, Hadapsar, Wakad & Hinjewadi), · Experience: 1 - 6 years of Insurance and BFSI Experience · Qualification: Graduate (Any Stream) · CTC: LPA · Job Description ...

Senior Accountant – Rebates, Incentive & Advisors' Revenue: Our company Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers we are helping build a sustainable economy where everyone can prosper. · ...