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Advisor Job Vacancies in Hyderabad

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Looking For Project Manager

The Supreme Consultancy

  • 6 - 8 yrs
  • 14.0 Lac/Yr
  • Hyderabad
Sdlc Sdlc Testing Software Project Management Cyber Security Business Analysis Advisor IAM Engineer
Mandatory Criteria(Can't be neglected during screening)1. 7+ years of experience in IT Services / System Integration / Cybersecurity consulting companies.2. Proven experience managing client-facing enterprise implementation projects (not internal IT-only roles).3. Hands-on experience in: Project initiation, AS-IS / TO-BE documentation, Requirement gathering & gap analysis.4. Must have actively played both Project Manager and Business Analyst roles in cybersecurity/enterprise tech projects.5. Prior experience in Identity & Access Management (IAM), Access Governance, Privileged Access, or Security implementations.6. Experience managing projects across full SDLC lifecycle (Design Development Testing Deployment Go-live Support transition).7. Experience working with international enterprise clients.Not Suitable If:1. Pure Scrum Master without documentation ownership.2. Only Business Analyst without delivery accountability.3. Internal IT role without enterprise client exposure.Note- Only Male candidates will be considered for this role.Job DescriptionProject Manager Cybersecurity (PM + BA)Role OverviewAt ENH iSecure, you will work with leading-edge technologies, solving complex IT and business challenges.You will act as the Single Point of Contact (SPOC) for clients and senior management, while leading the successful implementation of cybersecurity technology solutions aligned to business requirements.This role combines Project Management and Business Analysis responsibilities, specifically for cybersecurity projects (product neutral environment).Key ResponsibilitiesLead Project Management and Business Analysis for all cybersecurity projects.Own project initiation, AS-IS / TO-BE documentation, and complete requirement analysis.Coordinate with technology teams for design, development, infrastructure deployment, testing, and production go-live.Mandatory client engagement and stakeholder management throughout the project lifecycle.Act as liaison between clients and developers, ensuring business and technical requirements are identified, validated, and traceable.Ensure adherence to OEM recommended best practices.Facilitate Joint Application Design (JAD) sessions with clients and technical teams.Capture and report project metrics, risks, issues, and actions to stakeholders.Optimize milestone management (Fixed Bid), resource utilization (T&M), and support project efficiency.Coordinate with internal finance to ensure accurate and timely billing.Build strong working relationships with project teams, business leads, and clients.Participate actively in all SDLC phases planning, execution, communication, and post-project activities.Conduct periodic SWOT analysis, proactive risk identification, and mitigation planning.Prepare project documentation and presentations using MS Word, Excel, PowerPoint, and related tools.Core Role ExpectationsStrong Business Analysis capability.Good experience in combined PM + BA activities.Comprehensive understanding of all SDLC phases.Understanding of enterprise software and organizational process alignment.Experience in software delivery management.Experience working with international/global customers.Experience managing technical teams (as reporting manager).Strong stakeholder management skills.Proficiency in MS Word, Excel, MS Project, and other productivity tools.Identity and Access Management (IAM) domain exposure.Excellent verbal and written communication skills.Educational RequirementsMBA in IT Business Management (ITBM) or MBA IT Systems only (Mandatory).MBA HR / Marketing / Finance candidates are not eligible.Engineering graduate from ECE / EEE / IT / CSE only.Additional Requirements:Male candidate onlyEntire graduation from English mediumClean shave and business formals (Grooming Policy)Work from Office onlySkills & QualificationsMust HaveStrong understanding of software systems enabling functional and technical requirements.Solid experience in cybersecurity project environments.Good to HavePrior experience handling cybersecurity projects.Understanding of COBIT standards.CertificationsPreferred (any one):PMPCISACISM
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  • 0 - 6 yrs
  • Hyderabad
Analysis Cost Analysis Attention to Detail
About Us:ManKind24Store is a dynamic organization dedicated to empowering the global Muslim community through innovative solutions and services. We believe in creating a work environment that balances productivity with spiritual and personal well-being, allowing our employees to grow and thrive.Job Summary:We are seeking experienced Observers and Advisers to join our team. As an Observer and Adviser, you will provide expert advice and guidance, observe and analyze business operations, identify areas for improvement, and develop and implement recommendations. This is a fantastic opportunity to work from home and contribute to a meaningful cause.Responsibilities:Provide expert advice and guidanceObserve and analyze business operationsIdentify areas for improvementDevelop and implement recommendationsTrack team performance, evaluate monthly performance, and identify Employee of the MonthWorking Hours:2 hours/day, excluding 30 minutes before and after each obligatory 5 prayersFlexible work arrangements, with the option to work from homeFridays: special day with breaks during the day and afternoon, with optional night workSundays: optional, choose to take the day off or work voluntarilyBenefits:Profit Sharing: Receive a percentage of our profits, ranging from 2.74% to 32.88%, based on your role and performanceFlexible Work Arrangements: Enjoy flexible 2-hour workdays, with the option to work from homeProfessional Growth Opportunities: Develop new skills and advance your career with our comprehensive training and development programsSpiritual Fulfillment: Be part of a team that is dedicated to empowering the global Muslim community, and find meaning and purpose in your workEarnings:25,000 - 60,000 per month (approx.), handling 500-1000 orders of 1,000-5,000 value5.48% profit sharingSpecial Offers:Additional funds from Musaeidin Almuhtajin NGOs Muslim youngsters financial support categoryOpportunities to establish your own startup and become a seller on Mankind24Stores multivendor e-commerce website after 100 working daysEligibility:Only Muslims are eligible to applyAge: 18 or aboveRequirements:Relevant industry experienceAnalytical skillsExcellent communication skillsHow to Apply:If you are a motivated and experienced professional who is passionate about making a positive impact, please apply for this exciting opportunity. Visit our career page to learn more and submit your application: (link unavailable)Join Our Team:At ManKind24Store, we are committed to creating a work environment that balances productivity with spiritual and personal well-being. Join us and be part of a team that is dedicated to empowering the global Muslim community.
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Wealth Rm - Investment Portfolio Advisor

PL Info Consultancy & Services

Exp in Selling Wealth Products MF PMS AIF SIP Insurance
Job Openings for 50 Wealth RM - Investment Portfolio Advisor Jobs with minimum 4 Years Experience in Bangalore, Hyderabad, Mysore, Manglaur, Vijayawada, Visakhapatnam, having Educational qualification of : Other Bachelor Degree with Good knowledge in Exp in Selling Wealth Products MF, PMS, AIF, SIP, Insurance, NISM 5 Mandatory etc.
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Fashion Consultant (female Only)

Tailortech Private Limited

Fashion Styling Fashion Advisor Fabric Knowledge Garment Designing Apparel Designer
Fashion ConsultantFashion Consultant Responsibilities: Listening to the client's needs and understanding their individual personality. Providing tailored advice on individual pieces, whole outfits, colors, styles, and fabrics that will suit the client's preferences, style, body type, and price range, as well as the occasion they're dressing for. Selling merchandise and increasing sales for the company. Remaining up to date with current fashion trends and principles. Updating your portfolio of looks and trends to reflect seasonal fashion changes and to develop new outfits and recommendations for clients. Generating and pursuing leads to grow your client base. Following up with clients via phone or email and answering requests and questions.Fashion Consultant Requirements: Minimum Diploma In Fashion Designing. Minimum of 2 years experience in retail or a fashion-related position. Strong working knowledge of fashion trends, designers, and brands. Excellent communication, sales, and customer service skills. Good organizational and time management skills. Strong networking and social media skills. Willingness and ability to travel to client locations.
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Executive - Client Support

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations
Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.
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  • 0 - 6 yrs
  • Hyderabad
Communication Skills Sales Finance Advisor
Finance advisor Note : once selected need to pay 850/- for IRDA exam Cv / Resume Printout Documents Soft copay : Aadhar Pan card10th certificate Passport size photoBank passbook/cancelled cheque Marriage date Blood groupEmail id Contact numbers (2)Nominee aadhar card
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Good Communication Skills 6 Months Of Experience in Telesales Minimum
We are looking for 50 Product Advisor Posts in Chennai, with deep knowledge in Good Communication Skills, 6 Months of experience in Telesales Minimum and Required Educational Qualification is : Higher Secondary, Other Bachelor Degree
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HR Advisor

Rightfit Resources OPC Pvt. Ltd.

HR Strategy Employee Relations HR MBA Convincing Power Team Motivation Payroll Organisation Structuring Good Communication Self Confidence
**Job Title:** HR Assistant **Company:** RightFit Resources OPC Pvt Ltd **Job Type:** Full-Time **Location:** **PAN Odisha** ### **Job Description:** RightFit Resources OPC Pvt Ltd is looking for a dynamic **HR Assistant** to support our human resources operations across **Odisha**. The ideal candidate will assist in recruitment, employee engagement, and HR administrative tasks. ### **Key Responsibilities:** - Assist in **recruitment** by screening resumes, scheduling interviews, and coordinating with candidates. - Maintain and update employee records and HR databases. - Handle employee queries and support HR policies and procedures. - Assist in onboarding new employees and conducting orientation sessions. - Help organize training programs and employee engagement activities. - Prepare reports and assist in payroll and attendance management. ### **Requirements:** - Bachelor's degree in HR, Business Administration, or a related field. - 0-2 years of experience in HR or a related role. - Good communication and interpersonal skills. - Proficiency in MS Office (Excel, Word, PowerPoint). - Ability to multitask and work in a fast-paced environment. ### **Benefits:** - Opportunity to work in a dynamic HR team. - Hands-on experience in recruitment and employee management. - Career growth opportunities within the company. ** Apply for jobs:** [https://forms.gle/Z5AttdqEpRC2VCZ6A](https://forms.gle/Z5AttdqEpRC2VCZ6A)
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  • 0 - 2 yrs
  • 2.3 Lac/Yr
  • Greater Hyderabad
English Language Cold Calling Tele Marketing Tele Counselor Tele Sales Financial Services Voice Process
Provide excellent customer support while adhering to company policy. Make daily outbound calls on the given data at least 80-100 per day and reach out to potential customers. Have a conversion of 3-5 per day. Do not violate company policy or provide any incorrect or misleading information to customers and clients. Do not spread false commitments to customers. Conduct your work in accordance with company policy. Maintain records efficiently and provide a proper reporting to your senior officer on a day-to-day basis
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Entrepreneural Insurance Advisor
Part-Time role with TATA AIA- Monthly Income 50k to 3 lacs. Only Weekend workWe are looking Freelance/ Part-Time: Life Planner/ Insurance Advisor/ Retirement Advisor. This role leads to MDRT role- which is globally renowned title. Most MDRT earn 25 lacs+.Mode: Freelance/ Part-Time (Only for Serious candidates). IT Employees/ Bank Employee/ Govt & Private Employees/ Housewife with workex also welcome to join.Benefit: Monthly income of Rs. 50k to 3 lac per month + Foreign Trips + Insurance coverage + Monthly Allowances + Lifelong incomeEducation: Graduation or Post GraduationWorking: All Digital/ WFHCompany: Tata AIA (India's 5th Largest Insurance company). Part of $400 billion Tata Group. TATA AIA annual revenue is Rs. 25,000 Cr, 16000+ Employees, 400+ Branches, 55000+ Advisors. https://www.tataaia.com/Insurance On-boarding & Training: Will be provided by Experts (Free)No Application FEE. Zero Registration Fee.Location: Pan- India. Limited SeatsIf Interested- Whatsapp to Register: 6302573035
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Advisor- For L S B Isy.

Nextgen Placement

Sales Financial Advisor Leadership Investment Banking Financial Services BFSI
#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.
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Basic Computers Communication Advisor Quality Assurance Leader Patient Care Executive
HIRING FOR:1.Domestic Ticketing Executive: 28,500 to 45,500Airlines jobs opened for Ground Staff, Cabin crew, Floor manager, Ticketing officer, Loader, Helper, trolley boy, Electrician, Computer operator, Food counter, Luggage counter, Security staff, And other diffrent job catagory.Qualification required 8th,10th, 12th, Graduate, Post Graduate and Diploma HoldersFacilities: cab + Meal + Leaving + P.F + Medical + Insurance + ESI Facility + 8 Hours Duty Timing + 5 Days working + Over TimeFreshers and experienced candicates both can applyMale / Female both categoriesFor joining related detailsThank YouHR Raunak AroraCall Us ; 9124392309
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Financial Services Sales Cold Calling Convincing Power Communication Trainer
Online shopping platform distributer profile as a work
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Presentation Skills C Brand Communication Insurance Knowledge
TATA AIA life insurance company is India's largest & fastest growing Life Insurance platform.working as Life Insurance Advisor (POSP) and earn competitive payouts with us.
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Communication Advisor Presentation Skills Writing Skills Guest Relation Manager
Job Openings for 5 Pr Manager Jobs for Freshers in Bengaluru,Hyderabad,Chennai,Pune having Educational qualification of : Higher Secondary with Good knowledge in Communication Advisor,Presentation Skills,Writing Skills,Guest Relation Manager etc.
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Good Communication Trainer Employee Counseling Product Marketing Executive
Distributor profile as a work
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Motilal Oswal- Hiring

Scinext Group Skills & Technology Private Limited

Training Finance Equity Broking Equity Advisor Sales Training Manager Financial Executive
Key Responsibilities:1. Provide training and support to newly onboarded franchisees to help them achieve their quick start targets and integrate smoothly into the Motilal Oswal network.2. Collaborate with department managers to understand specific training needs for their respective teams and tailor training programs accordingly.3. Lead training sessions for the internal sales and advisory teams, including teachback sessions to reinforce learning and retention.4. Organize and facilitate various franchisee engagement activities, such as Value-Added Training (VAT) sessions and Motilal Oswal Seminars (MOS), to enhance franchisee satisfaction and loyalty.5. Design and conduct focused franchisee training programs to address specific needs and challenges, ensuring maximum impact and effectiveness.6. Conduct monthly meetings with department heads to identify training needs for franchisees and develop training plans accordingly.7. Continuously invest in self-development to stay updated on industry trends, product knowledge, and training methodologies.Skills:- Proven experience in training delivery, particularly in the financial services industry or franchise management.- Strong understanding of Equity and training methodologies, adult learning principles, and instructional design.- Excellent communication, presentation, and interpersonal skills.- Ability to collaborate effectively with department heads, managers, and franchisees.- Experience in organizing and facilitating engagement activities and events.- Demonstrated ability to design and deliver focused training programs to address specific needs and challenges.- Commitment to ongoing self-development and learning to stay updated on industry trends and best practices.
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Recruitment Development Bulk Hiring Talent Acquisition Corporate HR End to End Recruitment Interviewing Candidates Advisor Project Lead Network Marketing Social Marketing Digital Marketing Recruitment Advertising
You are looking for work from home opportunityWe have multiple profilesEarning potential : 12k - 25kTiming: 3h - 4h (flexible) Requirements----Name: Age: 18+Education: Any degreeState:Candidates should be Freshers, Experienced, House wives, Students. If you are interested please contact here immediately... whatsApp 9999231767Note: We need serious, passionate and motivated candidates who can grow with us.
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b2c Retail Sales b2c Sales b2c Marketing Insurance Sales Direct Sales
Role & responsibilities Job Role: Inside Sales (no fieldwork)Actively seek out new sales opportunities through walk in customers at establishment, and responsible for attractnng new customers.Engaging with customers and help them toward products and services that meet their specific needs.Have in-depth of knowledge of the products and services. Understand the benefits of each product and communicate with impact. Engage with customer and discover their wants and needs; Submit daily sales report through the company sales app.Answering consumers' questions, processing transactions, and making a good impression on behalf of the company.Seeing up camps, and work with di*erent stakeholders on marketing activities, promoting diferent products and services.Collaborate with team members to achieve better results.Gather feedback from customers or prospects and share with internal teams.This role will be on Monalisa Manpower Management Payroll. Preferred candidate profile Female candidates Prefered.Proficiency in the Telugu language is a must. Perks and benefits CTC: Includes Provident Fund (PF) and Professional Tax (PT)Incentives: Performance based Probation Period: 6 months
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Senior Relationship Manager

Ace Skills Edutech

Investment Advisor Client Management Team Management Skills
Key Responsibilities:Client Relationship Management:Manage and grow a portfolio of high-net-worth clients.Ensure exceptional client service by addressing client needs and concerns promptly and effectively.Develop and maintain strong, long-term relationships with clients.Team Leadership and Management:Lead, mentor, and manage a team of relationship managers.Foster a collaborative and high-performance team environment.Ensure team members achieve their individual and team goals.Business Development:Leverage an existing client base to identify and pursue new business opportunities.Develop and implement strategies to attract and retain clients.Drive wealth generation opportunities through innovative financial solutions.Financial Expertise:Provide expert advice on financial investments and products.Stay up-to-date with market trends and regulatory changes.Develop and present financial plans and investment strategies to clients.Performance Management:Set performance targets for the team and monitor progress.Implement a fast-track promotion and increment plan for exceptional performance.Manage and report on key performance indicators (KPIs).Communication and Interpersonal Skills:Exhibit excellent verbal and written communication skills.Demonstrate strong interpersonal skills to build rapport with clients and colleagues.Ensure clear and transparent communication within the team and with clients.Incentive Programs:Participate in attractive incentive programs based on performance.Benefit from wealth generation opportunities through Employee Stock Ownership Plans (ESOPs).Enjoy competitive compensation with additional rewards for achieving targets.Qualifications:Min of 5 years of experience as a Senior Relationship Manager.Undergraduate degree is required; MBA is advantageousShould have NISM V-A and NISM XXI certificationsProven track record of managing a client base and delivering exceptional client service.knowledge of financial & Investmen
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Legal Advisor

Rightfit Resources OPC Pvt. Ltd.

Legal Legal Operations Legal Services Legal Attorney Legal Coordinator Legal Counsel Legal Editor Legal Practitioner
Dear Candidates,Greetings from Rightfit Resources!We are hiring for the following role:**Legal Advisor****Salary**: 15,000 to 60,000 per month**Qualification**: Fresher / Experienced**Role Responsibilities**:- Provide legal advice and support on various legal issues.- Draft and review contracts, agreements, and legal documents.- Ensure company compliance with legal and regulatory requirements.**Key Skills**:- Strong knowledge of corporate and commercial law.- Excellent drafting and negotiation skills.- Ability to provide strategic legal advice.If you are passionate, motivated, and looking to join a dynamic team, we want to hear from you! Apply now and take your career to the next level with Rightfit Resources.**How to Apply**: [Job Apply](https://forms.gle/Z5AttdqEpRC2VCZ6A)For more information, visit our [official website](https://rightfitresources.com).Note: Only shortlisted candidates will be contacted for the interview process.
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Opening For Medical Pathologists

Rightfit Resources OPC Pvt. Ltd.

Critical Care Critical Care Advisor Pediatric Critical Care Medicine Duty Doctor Pathology Medical Pathologists Consultant Pathologist
Dear Doctors,Greeting from rightfit resources,we are hiring doctors,1) 1st Round- Virtual2) 2nd Round - F2F interviewMust have experience :-a) Candidate must have experience of working in hospital with critical care unit exposureb) Must have worked with cancer patients, mental health / near to death
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Receptionist Jobs in Bhubaneswar (0-6 Years)

Rightfit Resources OPC Pvt. Ltd.

Telecaller Telephone Receptionist Microsoft Excel Communication Advisor Translator Walk in
Dear Candidates,Greeting from Right fit resources,we are looking Telecaller / receptionist jobs in bhubaneswarsalary :- 10k to 25KQualifications Experience in Phone Etiquette, Receptionist Duties, and Front Office Operations Excellent Customer Service skills Strong Communication skills, both verbal and written Ability to multitask and work under pressure Excellent organizational skills and attention to detail Ability to work in a team and maintain a positive attitude Proficiency in Microsoft Office Suite Bachelor's degree in Hospitality Management is a plusAbout companies:-Rightfit Resources(OPC) Pvt. Ltd. is a well-known name in the placement industry. This placement agency was founded by Mr. Sappati Bala Krishna. He is the CEO of the firm and laid its foundation in the year 2017. we are very happies say 10,000+ candidates given a job oppersinity. Stong client bases on PAN INDIA.Services We Offer:-1.HR SERVICES2.Job Consultancy3.HR Training4.HR Consultancy5.Staffing Services
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Opening For Wealth Manager

Ace Skills Edutech

Wealth Manager Portfolio Manager Investment Advisor HNI Client Handling HNI Acquisition
Job Title: Wealth Manager (HNI) Financial Services - Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWe are seeking an experienced and accomplished Wealth Manager to lead our HNI and Ultra HNI client segment. The Wealth Manager will be responsible for managing a portfolio of high-value clients, providing comprehensive wealth management solutions, and delivering exceptional service to ensure client satisfaction and loyalty. and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFs.Job Responsibilities: Client Relationship Management. Investment Advisory. Wealth Planning and Financial Advisory. Portfolio Management Product Expertise Client Education and Communication Compliance and Regulatory Oversight Performance Tracking and Reporting Team Leadership and CollaborationKey Skills: Mandatory: Proven track record as a Wealth Manager or similar role within the financial services industry managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accountsIndustry: Financial ServicesGender: OpenExperience: 2 to 5 yearsJob Location: Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWorking Days: 6 daysQualification: Bachelor's degree in Finance, Economics, or related fieldNotice Period: Immediate to 30 daysRelocation candidates: No
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Finance Advisor

Big Bee Consultant

  • 5 - 10 yrs
  • 20.0 Lac/Yr
  • Hyderabad
Financial Planning Relationship Manager Wealth Wealth Manager Wealth Advisor BFSI Leadership Financial Reporting Analytical Ability Analytical Skil Sales Financial Services Corporate Finance Financial Consultancy
INDUSTRY: Personal Finance/Financial PlanningJOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)
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Financial Planning Relationship Manager Wealth Wealth Manager Wealth Advisor BFSI Leadership Financial Reporting Analytical Ability Analytical Skil Sales
JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)
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Financial Planning Manager Financial Planning Relationship Manager Wealth Wealth Manager Wealth Advisor
Education: Postgraduate (AFP / CFP preferred) with NISM XA XBIndustry: Personal Finance / Financial Planning.JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directed
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