Financial Consultant – Life Insurance Advisory - Gandhinagar - Lawfully Finance

Job summary · Compliance Officer · Key Responsibilities: Draft and maintain Compliance Manual, Compliance Monitoring Programme (CMP), and Compliance Calendar. Conduct AML Business Risk Assessment & grey geography checks. Support concurrent internal audits. · Draft, maintain, and ...

This is a full-time role for a Principal Officer located in GIFT City, · Gandhinagar, · Gujarat.The Principal Officer will oversee all regulatory, · compliance and operational functions of the entity within GIFT City. · Act as the main point of contact with IFSCA and other regula ...

This is a full-time role as the primary interface with IFSCA and ensures that the organization's activities across financial products or securities markets are conducted in full adherence to regulatory requirements. · Act as the main point of contact with IFSCA and other regulato ...

The Principal Officer will oversee all regulatory compliance and operational functions of the entity within GIFT City. · ...

We are seeking a seasoned professional to lead and oversee our Fund Management operations at GIFT City office.The Principal Officer will be responsible for regulatory engagement, fund governance and operational oversight. · ...

Tax professionals at PwC provide advice and guidance to clients on tax planning compliance and strategy helping businesses navigate complex tax regulations and optimize their tax positions. · We are seeking a Manager to join our team responsible for handling advisory compliance e ...

Line of Service · TaxIndustry/Sector · Not ApplicableSpecialism · OperationsManagement Level · ManagerJob Description & Summary · At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help ...

Fusion Finserv (formerly known as Fusion Wealth Management) is a leading financial advisory and consultancy company that aims to manage and alleviate clients' financial concerns with tailored solutions. · ...

Finnovate es una plataforma financiera integral dedicada a transformar cómo los indios reciben consejos financieros personales. Proporciona soluciones financieras personalizadas basadas en objetivos para necesidades únicas del cliente. · ...

The Team Leader will lead mentor and manage a team of Private Wealth RMs drive team performance on AUM revenue client acquisition and productivity set clear targets conduct regular reviews and provide coaching support. · Lead mentor and manage a team of Private Wealth RMs · Drive ...

Wealth & Relationship Manager at Finnovate. Drive client relationship management and long-term retention Advise HNI & retail clients with customized financial solutions Support financial planning portfolio reviews SIP tracking & performance Assist advisors in goal planning cash f ...

This is a role for a Customer Relationship Executive at Abnay WealthWise. The Customer Relationship Executive will be responsible for ensuring customer satisfaction and managing business relationships. · ...

Advise clients on equity stocks-buy/sell. Generate brokerage revenue. · Maintain & build client relationships. Track market updates. Achieve revenue targets.,Client-facing advisory role Ready to visit in filed · ,1–3 yrs equity advisory in stock broking. · Client-facing role with ...

We are looking for dynamic and driven · Sales Professionals with proven experience in banking or financial product sales to join our team as Wealth Officer.This role offers the opportunity to accelerate your career in wealth management by driving sales of Mutual Funds Equity Bon ...

P-1 India PVT.LTD. looking for a Business Development Executive to join our Startup Advisory team.Client acquisition · Relationship management and revenue growth by promoting advisory services related to startups, MSMEs, and Government-backed programs. · ...

The role is focused on client acquisition relationship management and revenue growth by promoting advisory services related to startups MSMEs and Government-backed programs. · ...

About Finnovate · Finnovate is a holistic financial planning and wealth advisory platform committed to transforming how Indians receive personal finance advice. We deliver comprehensive, client-centric financial solutions tailored to individual needs. · Financial Planning & Advis ...

This Freelance Part-Time Adviser role at LIC entails guiding individuals in selecting life insurance products that best suit their needs. · Advising potential clients · Managing customer relationships · ...

This part-time hybrid role of an Insurance Advisor is based in Ahmedabad allowing flexibility with some work-from-home opportunities. · ...

This is a full-time role for a Relationship Manager based in Ahmedabad. The Relationship Manager will manage client relationships, offer personalized financial advisory services, and provide guidance on mutual funds, insurance, loans, · and investment products. · ...

We're hiring financial consultants for a leading financial services company across multiple Gujarat locations. The job involves selling mutual funds, equity, SIP, insurance & bonds and managing clients. · ResponsibilitiesSell Mutual Funds, Equity, SIP, Insurance & Bonds · Acquire ...