Array ( [0] => finance-advisor [1] => hyderabad ) Finance Advisor Jobs in Hyderabad,Finance Advisor Job Vacancies in Hyderabad Telangana
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Finance Advisor Job Vacancies in Hyderabad

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Oracle Financial Functional Consultant - Hyderabad

Blyntrox

  • 4 - 10 yrs
  • Hyderabad
Oracle Financials Oracle Financial Consultant Oracle
Role : Oracle Cloud Financial Functional Consultant - Full timeLocations Hyderabad ,Chennai Bangalore, IndiaOverview:The Oracle Cloud Financial Functional Consultant will design, implement, and maintain configurations using Oracle applications. The ideal candidate will have a robust understanding of Oracle Financial systems such as Payables, Receivables, Cash Management, General Ledger, and Fixed Assets to tailor Oracle applications to meet our business needs. This role involves collaborating with stakeholders to gather requirements, design solutions, and implement Oracle ERP modules across different functional areas.Responsibilities:Design, configure, and customize Oracle Financial modules to meet business requirements, including Payables, Receivables, Cash Management, General Ledger, and Fixed Assets.Collaborate with cross-functional teams, including developers, business analysts, and project managers, to deliver Oracle ERP projects on time and within budget.Implement and manage Oracle Cloud Financials integrations and data migrations.Utilize data tools such as ADFDI and FBDI effectively.Write OTBI reports (knowledge in this area is a plus).Maintain focus on release priorities in a Fusion context.Hands-on experience configuring Oracle Cloud Financials modules, including General Ledger, Accounts Payable, Accounts Receivable, Cash Management, and Fixed Assets.Strong understanding of finance business processes and best practices.Ability to multitask and prioritize tasks effectively.Qualifications:Bachelors degree in computer science, Finance, Accounting, Business Administration, or a related field.Minimum of 6 years of experience in Oracle Financial applications.Excellent problem-solving and communication skills.Oracle Cloud Financials certification(s) is preferred.
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Interview For Finance Advisor || Secondary School - Freshers

PNB Metlife

  • 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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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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Hiring Freshers || SAP Consultant

Rise ERP Solutions

SAP MM SAP FICO Account Payable Material Procurement Financial Accounting General Ledger Accounts Receivable Asset Accounting Problem-solving Business Analysis Purchase Orders Vendor Master Supply Chain Logistics Executive
We have an opening for SAP Consultant to our reputed clients Companies.SKILLS: SAP Modules like -SAP HANASAP FICOSAP MMExp: 0 - 3 years / SAP Fresher can also apply.Location: Chennai, Hyderabad, Mumbai, All Pan India Locations with Remote Access.Qualification - Any Degree with good communications skills.If you are Interested in this opportunity, kindly reach out to the contact person: 9019675488share your cv to the Email id: divya@riseerpsolutions.in
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Jobs by Related Category

Looking For Financial Advisor

Yellow Spark

  • 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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Oracle Technical Consultant - Part Time

Everforce Software India Pvt.Ltd

  • 5 - 10 yrs
  • Hyderabad
Oracle Financials SCM Oracle Manufacturing
Essential Functions: --Highly business process oriented. You should be able to lead business conversations to understand business pain points and process automation opportunities as a lead business analyst. --Develop, implement, and support business solutions in Oracle R12 E-Business Suite environment, particularly in General Ledger (GL), Payables (AP), Receivables (AR), Subledger Accounting (SLA), Assets (FA), Cash Management (CM) & SCM Modules with Oracle Manufacturing.--Excellent working Knowledge of EBS R12.1+ and EBS 12.2+ versions --Lead Requirement Gathering sessions. Perform Fit-Gap analysis. --Work with Oracle Support for knowledge and issue resolution --Support reconciliation between sub-ledgers and General Ledger. --Create test scripts, lead, and perform system testing. Support user acceptance testing and go live. --Assure adherence to all IT controls and maintain alignment with IT Strategies --Manage application life cycles including release planning (enhancement/upgrade), maintenance (bug fix and routine patching) --Manage small to mid-size projects --Perform other duties as assigned or requested Qualifications and Experience: -- A Bachelor's Degree in Computer Science or related field is preferred. -- 5+ years of experience as a Technical/Functional consultant in Oracle Applications 11i/R12.--Expert in Oracle GL, AP, AR, FA, PO, CM, INV, OM, Oracle Manufacturing modules (Needed)--Good working knowledge of RICEW, OBIEE reports, OAF Reports, XML Publisher, Toad & SQL.--Good knowledge of AME and workflow.--Expert in application support including problem analysis and resolution --Knows how to use TOAD or other SQL tools to write simple queries to validate data and support end users.--Capable of working in a fast-paced, dynamic, team-oriented environment. --Should be able to work independently under minimal supervision.
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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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Financial Advisor Intern

Stockart

Business Finance Financial Advisor Intern
Our Internship Program is an opportunity for students to work with SEBI registeredcompany and gain knowledge about financial market & HR opportunities to developtheir skills while learning.During your internship, the concentration will be on helping you understand the theoreticalconcepts with their practicality and implications to help you connect your classroomknowledge and on-field experience. We will be happy to train you to learn new skills whichare extremely helpful in the professional setting.Our internship program can introduce students to many aspects of Full and Part timeemployment opportunities while allowing them to explore their interests and formpersonal career goals.Roles and Responsibility- Networking and partnershipCommunication and reportingPortfolio rebalancing and performingResearch and market analysisRisk managementInvestment advice and portfolio managementFinancial planningClient acquisition and relationship management ( To attract new clients build and maintain long term relationships and provide personalize services)Working towards converting the potential clients to our clients by providing them with detailed information and solving queriesWe are looking forward to start a corporate engagement with your association in making all the colleges aware of our internship and placement program by which all the students have complete knowledge and growth in future for which we will be highly obliged towards you.Kindly find details in attachment for Internship and Placement. If you are interested in collaborating with us for Students Internship & Placement on Pan India location, you can contact us on +91-7607603446 or you can write your query on hr@stockart.co.inNote: Only students eager to learn all about Trading in Stock market and HR Operations should show interest. There is a registration fees of rs500 and this is a 2 month internship where you'll be paid rs10000 per month
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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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Hiring For Financial Advisor

S.Raj Capitals

Corporate Finance Finance Leadership Insurance Advisor Finance Advisor Insurance Manager Sales Director Sales Executive Sales Manager Insurance Coordinator Finance Executive Senior Finance Manager Loan Sales Executive Insurance Loan Loan Advisor
We are searching for a highly observant insurance consultant/advisor to render accurate support on behalf of our steadily expanding firm. The insurance consultant should gather client insurance requirements, deliver appropriate guidance, and suggest insurance plans to match the clients needs.Conduct in-depth consultations with clients to assess their insurance requirements, understand their risk profiles, and identify coverage gaps.The candidate may have worked with an insurance broker or with the direct selling side of insurers or finance sector.Should have good communication skills.Fluent in speaking- English, Hindi, Marathi, TeluguFor more details Call- 7020391733WhatsApp- http://tiny.cc/inad24Email: srajcapitals@gmail.com
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Opening For Sales Advisor Freshers

Prasannajeet Ecommerce

Financial Services Sales Cold Calling Convincing Power Communication Trainer
Online shopping platform distributer profile as a work
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Oracle Cloud -Technical Lead

Solutionzone Consultant

  • 6 - 12 yrs
  • 35.0 Lac/Yr
  • Hyderabad
PLSQL Oracle Technical Consultant Oracle Analyst Oracle Financial Consultant
We are looking for an experienced Oracle EPM professional with a minimum of 6 years of experience to join our team. As an Oracle EPM specialist, you will be responsible for implementing and managing Oracle EPM solutions, specifically PBCS (Planning and Budgeting Cloud Service), FCCS (Financial Consolidation and Close Cloud Service), ARCS (Account Reconciliation Cloud Service), and TRCS (Tax Reporting Cloud Service).Responsibilities:- Design, develop, implement, and maintain Oracle EPM solutions to meet the organization's financial planning, budgeting, consolidation, reconciliation, and reporting needs.- Work closely with business stakeholders to gather requirements, analyze business processes, and identify opportunities for process improvement.- Configure Oracle EPM applications based on best practices and ensure data integrity and accuracy.- Provide support and training to end-users on Oracle EPM applications.- Collaborate with cross-functional teams including finance, IT, and external vendors to deliver successful Oracle EPM projects.Qualifications:- Bachelor's degree in Computer Science, Information Technology or related field.- Minimum of 6 years of experience in implementing and supporting Oracle EPM solutions (PBCS, FCCS, ARCS, TRCS).- Strong understanding of financial planning and budgeting processes.- Experience in designing data integrations between Oracle EPM applications and other systems.- Excellent communication skills and ability to work in a team environment.- Oracle certification in EPM is a plus.If you are a motivated individual with a passion for Oracle EPM technology and a proven track record of successful implementations, we would love to hear from you. Please share your resumes at raghavarrrecruitmentsolutions@gmail.com
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Hiring For Senior Business Manager

Your First Job

Sales Manager Sales Executive Loan Processor Loan Operations Finance Executive Finance Advisor
Role DescriptionThis is a full-time on-site role for an Area Business Manager at Your at First Job .CTC-4-6LPAIdentifying and onboarding the potential DSAs and Channel partners from the open market Build and strengthen relationships with new and existing partners to drive business targets Provide day-to-day operational support to your channel partners Responsible for driving monthly sales targets and respective business metricsJob Requirements Excellent sales skills, e.g. rapport building and negotiation skills Good written and verbal communication skills Should have prior experience in NBFC and DSA preferably in mortgages (Home loan and LAP) Own Conveyance and a strong local industry network are preferred for this role Fluency in the regional language will be an additional benefitQualification required -Minimum graduate in any fieldShould Have a Sales BackgroundShould have a Finance backgroundExperience of 4- 6 Years minimum
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Financial Advisor

Lic IMF

Finance Financial Advisor Work From Home
We are looking for Financial Advisor- location Bangalore, Hyderabad, Hyderabad Gate, Hyderguda, Hydershakote, Hyder Nagar
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Finance Sales Executive

Selections HR Services

Sales Field Sales Financial Services Sales Lead Generation Branch Sales Regional Sales Unit Manager Financial Consultant
. BANCASSURANCE CHANNEL:A. Candidate would be responsible for handling branches of ICICI bankB. Handling walk-in customers of the bank including HNI (High Networking Individuals) and NRI (Non Residents of India)C. Asking or identifying their investment needs and providing solution with a suitable investment planD. Visiting customer for a presentation and help them for a suitable investment plan2. DIRECT MARKETING CHANNEL:A. Candidates would be responsible to work to work on leads provided by the companyB. Generating business from the leads & from the references.C. Organizing various activities & events for generating leads.D. On prior appointments, visit them for a presentation.3. AGENCY CHANNEL:A. Handling a team of financial advisors.B. With the help of seniors, providing them training with regards to various products and investment plans of the company.C. Coordinating and planning with them at every stage to enhance the business of the company.D. Visiting customers along with team.E. Understanding the need of the client/customer and providing information about the product which is suitable for them.
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Opening For Oracle Financial Functional Consultant

NIsh technologies

Oracle EBS Finance Oracle Functional Consultant E-business
7+ years of experience working with Oracle EBS financial modules in a functional consulting capacity.Hands-on experience with Oracle EBS R12 Strong understanding of finance-related business processes such as financial reporting, budgeting, forecasting, and taxation.Ability to configure and customize Oracle EBS finance modules to meet specific business requirements.Excellent communication and interpersonal skills, with the ability to effectively interact with stakeholders at all levels.Certification in Oracle EBS financial modules is a plus.Experience with Oracle Cloud ERP or other ERP systems is advantageous.Proven track record of successfully delivering Oracle EBS finance projects from inception to completion.
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Opening For Financial Consultant

APS Enterprises

Mutual Funds Mutual Funds Sales Finance Advisor Walk in
Financial Consultant/ Relationship manager JDCompany: Geojit Financial ServicesPosition: Financial Consultant or Financial AdvisorEducation: Minimum Graduation with NISM-5 or NISM -8 (preferred)Experience: 1+ years or Fresher with NISM certificateCTC: 18k to 25k per month ( can give upto 35k for deserving candidates)GENERAL ROLEResponsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. Also acquire new clients and open Dmat accountsSummary of roleRoles and responsibilities is to open demat account of clients . 1. One to one interaction with clients to open DMAT account and solve queries. 2. Give demat account related services at client visit. 3. Explain the client benefits of opening the with us , & help them understand how to handle the account by giving demo. 4. Engaging with clients relations and asking them for referencing to open account. 5. Completing monthly target for fulfillment of the organization.ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency trading, Mutual Funds, Insuranceand PMS Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and onmarket trends. Cross Sell to existing clients Keep regular contacts with the clients of the branch through telephone calls and meetings Assist team members in the Branch to close leads Provide investment application forms to clients and assist them in filling Provide after sales service, follow-up and ensure client retention Ensure the maintenance and enhancement of the AUM of the branch Prepare daily sales report and send to Branch Head and Sales Manager Make prompt entries in the back office of business done by branch in the Equity & Currency Segments Support branch promotional activities
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Oracle Financial Functional Consultant

Ace Skills Edutech

Oracle Fusion Accounts Receivable Specialist
Role: Oracle Fusion Finance Functional Consultant (Advance Collections)Experience: 5 8 YearsLocation: Hyderabad, Bangalore, PuneNotice Period: Immediate or 30 days.Job Description: Qualified Chartered Accountants CA or ICWAI or masters degree in business administration (MBA Finance) with 7 to 10 years of total experience with at least 5 to 7 years of Oracle Cloud ERP Applications implementation experience and 2 to 3 years of Industry experience in Finance and Accounting Preference would be given for Cloud Financial implementation experience. Experience in modules like Advance Collections, and GL, AP, AR, FA, Cash Management, Project Costing, Project Billing, Project Management, Oracle Time & Labor, Project Contracts and Risk Management Cloud modules like Advanced Financial Control (AFC) & Advanced Access Control (ACS), EPM, Financial Consolidation Hub, Internal Controls Manager, iReceivables, internet expenses, Advance Collections, Treasury, Public Sector Financials At least 4 full life cycle implementations, preferably with US implementation experience. Should have experience in conducting Strategy Sessions for Data Conversion, Integration/Report Functional Design Workshop, conducting architecture, design and solution workshops and Conference Room Pilots Should have experience in configuring the Applications in a client facing role. Should be master of industry trends and demonstrated value of Cloud Solutions to multiple Customers. Active participation in Community forum, publications in professional forum will be added advantage. Excellent communication skills both written & verbal, mandatory. Good interpersonal skills with ability to build rapport with all stakeholders. Ability to present ideas and solutions in a clear & concise manner. Self-motivated with a lot of energy and drive. Should have the ability and willingness to learn. Should be good team player and have good analytical skills.
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Hiring For Financial Advisor

Max Life Insurance Co Lytd

  • 3 - 9 yrs
  • 10.0 Lac/Yr
  • Hyderabad
Self Motivated Proactive Talkative Analytical Skills Finance Advisor Work From Home
Looking for like minded people with good contacts to join my Team of Financial Advisors. A Freelance profile with Exponential Financial Growth, Career, Rewards n Recognition at National n International Forums / Conclave.. Income for a lifetimeMinimum Earnings of 40K P/M to 1 Lac n Above Per Month. Flexible Work Hours.People from Banking /Health Insurance/ General Insurance / Real Estate Consultants / Chit Fund Agents / Mutual Fund Distributors / Financial Services provider / Loans / working or Retd. Govt Employees ( Central / State ) / Software / People starting their Second Innings. Can Join my Team.
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Opening For Financial Counsellor (Female Only)

HR4U Consulting

  • 2 - 3 yrs
  • 5.0 Lac/Yr
  • Gachibowli Hyderabad
Patient Relation Officer Financial Consultant Walk in
- Patient Coordination- Financial counselling regarding various plans & packages.- Package conversions.- Patient Satisfaction
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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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Urgent Requirement For Financial Advisory

Big Bee Consultant

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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Looking For Financial Advisory (Senior)

Big Bee Consultant

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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