Financial Advisor Jobs in Kolkata
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Search Results - Financial Advisor Jobs in Kolkata
deVere Group-Kolkata
taking a healthy interest in the well-being of your client’s finances. You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other...
Future Generali India Insurance Company Limited-Kolkata
information, visit our official website.
Role Description
This is a full-time on-site role for an Insurance Financial Advisor at Future Generali India Insurance Company Limited. The Financial Advisor will be responsible for financial planning, retirement...
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Cholamandalam Securities Limited-Kolkata
periodic meetings.
• Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
• Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings...
Cedar Management Consulting International-Kolkata
for over 30 years, has been the definitive source for independent, research, news-analysis and advisory specialized in Financial Technology markets globally. Headquartered in the UK with offices around the world, IBSI has an integrated offering which...
PDM Investment & Trading Company Pvt. Ltd.-Kolkata
Role Description
This is a full-time on-site role for a Wealth Management Associate at PDM Investment Services in Kolkata. The job entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office...
kimbocorp-Kolkata
potential advisors Attractive upfront payouts, similar to insurance or financial advisors with MDRT potential Ongoing and residual payments Other bonuses from building your own team Opportunity to formalise it as your own businesss Advisor options and exit...
SVF Entertainment-Kolkata
Bachelor’s degree in Finance, Economics, or related field (MBA/CA/CFA highly preferred).
• 6-8 years of experience in equity research, portfolio management, or wealth advisory roles.
• Proven track record of managing large investment portfolios, preferably...
Estalvis Advisors Pvt. Ltd.-Kolkata
startups, and personal files. The ideal candidate will possess in-depth knowledge of accounting, income tax, statutory obligations, and statutory audits. Key responsibilities include ensuring compliance, preparing financial statements, managing tax filings...
Rupeek-Kolkata
innovative financial products focused on monetizing India's $2 trillion gold market. Leveraging state-of-the-art technology and an automated asset-light supply chain, Rupeek is transforming the gold loan disbursal landscape across 40+ cities in India...
Emkay Wealth Management-Kolkata
Financial Planning (FP) and Portfolio Services
• To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances.
• Execution of transactions post FP...
DXC Technology-Kolkata
extensive experience in SAP Finance and Treasury modules, with proven expertise in managing S/4HANA migration projects from planning through to successful implementation. This professional will act as a strategic advisor for finance transformation...
ZINFI Technologies, Inc.-Kolkata
conjunction with the Management team to draft, monitor and assess the business and development plan. • Provide and interpret financial information. • Monitor and interpret cash flows and predicting future trends; analyse change and advise accordingly...
Acre Aviation Capital-Kolkata
of commercial aircraft to major airlines, we prioritize the integration of environmentally conscious practices throughout our operations. Our mission is twofold: to deliver attractive financial returns to our investors while simultaneously fostering a positive...
Vikram Solar-Kolkata
legal insights to mitigate risks in procurement agreements, ensuring alignment with operational needs.
• Financial Risk Assessment:
• Collaborate with finance teams to evaluate the financial risks associated with LC/BG-backed transactions.
• Ensure...
Waytogo Consultants-Kolkata
Lead, mentor, and manage a team of wealth management professionals including financial advisors, portfolio managers, and support staff.
Provide ongoing coaching, professional development, and performance reviews to ensure the team meets business...
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