Financial Consultancy Job Vacancies in Bangalore

Required Local Bangalore Candidates only..Responsibilities Ensure timely compliance under the Companies Act, FEMA regulations and other statutory requirements. Preparation of agenda, notices and supporting documents for conducting meetings. Plan, organize and conduct Board, committee and General Meetings Maintain and update statutory registers, minutes and records and timely fillings with MCA/ROC/GST and other authorities as applicable. Advise the Board on Corporate governance, compliance and secretarial matters from time to time. Monitor regulatory changes and ensure internal processes remain aligned. Coordinate with internal and external auditors for compliance, statutory and secretarial audits Provide required documentation, clarifications, and follow-up on audit queries/ requirements Liaison with regulatory authorities, consultants to close legacy tax matters. Handling exposure on VAT/CST/GST and income Tax notices. Handling monthly Tax returns/TDS and month end closures (MIS) reporting. Maintenance of books of accounts, Preparation of financial statements, coordination with statutory auditors

Job DescriptionRole: PCG- Wealth Sales & AdvisoryCTC: Up to 30 LPAIndustry: Financial ServicesRole Summary:The role involves managing and growing a portfolio of HNI/UHNI PCG clients by offering customised wealth management and investment solutions. This is a revenue-driven role requiring strong relationship management skills and a deep understanding of investment products.Key Responsibilities:Acquire and manage HNI / Affluent clients.Drive revenue through cross-selling and up-selling of wealth products.Offer advisory solutions across:Mutual FundsPMS / AIFStructured ProductsBonds / Fixed IncomeEquity & DerivativesInsurance & Other Investment ProductsBuild long-term relationships and ensure high client retention.Achieve AUM growth and revenue targets.Coordinate with internal product and research teams for customised solutions.Maintain high compliance and regulatory standards.Candidate Profile:Experience: 3+ years with HNI & UHNI client base from the banks, broking or wealth industry with minimum AUM 70cr of wealth.Strong exposure to HNI client handling.Good understanding of capital market products.Proven track record of revenue generation.Excellent communication and negotiation skills.NISM & CFP certifications are preferred.Referrals are highly appreciated.

WE ARE LOOKING FOR FINANCIAL CONSULTANT AND TEAM LEADERS FOR TOP LEADING PRIVATE BANK EARN UPTO 1L AND WORK ONLY 1-2 HOURS WORK FROM HOME, QUALIFICATION 10TH AND ABOVE AND AGE ABOVE 35, MALE AND FEMALE BOTH ,

Urgently looking out for financial advisors for a reputed brand.

The Job is Urgently Opening for Insurance Advisor

Looking for vibrant and Dynamic Candidates for selling health insurance digitally