Financial Advisor

Share:

RK HR Management

Location :

Vadodara, Gujarat, India

Discipline :

Industry

Posted Date :

18 November 2022

Job Type :

Full Time

Salary :

Best in Industry

Job Description

  • Acquire and Maintain relationship and increase AUM from HNI clients.
  • Advising HNI & Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Aggressively track the HNI & Super HNI Client segment in the market for new client acquisition.
  • To research, investigate and update themselves on available investment product basket across asset classes to determine whether they fit into clients’ portfolios.
  • Work along with product team to give feedback and develop need based ‘PRODUCT’ so as to suit the clients requirements

Disclaimer: The information contained in this website is for general information purposes only. The information is provided for general use and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.

Direct and indirect link to other website, including information therein is provided as a general information, we have not been been authorized to provide such link on itaxjobs.com, however we will promptly remove any information if we are asked to do so without being liable for any any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from use of such information and data.

In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website.

Through this website you are able to link to other websites which are not under the control of itaxjobs.com. We have no control over the nature, content and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them.

Every effort is made to keep the website up and running smoothly. However, itaxjobs.com takes no responsibility for, and will not be liable for, the website being temporarily unavailable due to technical issues beyond our control.


Similar Jobs

Financial Accountant

Full Time

  • Clarity Consulting
  • Hyderabad, Telangana, India

Audit assistance Bank Reco Follow up on overdue outstanding from Regions Preparing JE for International Intercompany

Forensic Accountant / Auditor

Full Time

  • Excellent Job Consultancy
  • Delhi, Delhi, India

Qualification Graduate 12th CA Experience 2 to 7 Years Or aboveSalary as per Industry Skill sh

Accountant (2-5 yrs) - Jobs in Ludhiana, Morinda

Full Time

  • AIM CONSULTANCY
  • Ludhiana, Punjab, India

Daily BRS Monthly BRS Tds TDS Payment TDS retrun Income Tax Quartely Results Books Finalisation E Banking Returns Balance Sheet Profit

GST Executive

Full Time

  • Greensurfer
  • Bhopal, Madhya Pradesh, India

We are hiring candidates from accounts domain with professional expertise and good knowledge of SAP B1 and TDS GST taxation Income tax Billing Book keeping Journal records Bank reconciliation etc in a our c

Account Executive

Full Time

  • Hayat Placement Services
  • Kanpur, Uttar Pradesh, India

Responsible for maintaining book of account in Tally Handle day to day accounting work Indoor Outdoor Professional Tax Bank Reconciliations Ledger reconciliations Account Payable

Sr. Executive - Finance & Account

Full Time

  • Croyance Executive Search Pvt. Ltd.
  • Hyderabad, Telangana, India

Preparation of Cash Flow Preparation of bank reconciliation statements Payments to suppliers and vendors CMA data preparation

Accounts/ Finance Position

Full Time

  • Star N Star Placement
  • Lucknow, Uttar Pradesh, India

Opening for Accounts Finance Position in Construction Company Good working knowledge accounts and Finance Exp 5 10 yrs Salary up to 30K

Manager/ Assistant manager - Accounts

Full Time

  • Metro Jobs Consultancy Pvt Ltd
  • Delhi, Delhi, India

Fixed asset activity payroll accounts payable transactions debt activity recording of revenue and Expenses etc Maintains organized set of detailed records and f

Finance & Accounts

Full Time

  • Excellent Job Consultancy
  • Ghaziabad, Uttar Pradesh, India

Proven work experience as a Financial Accountant or similar role Advanced knowledge of MS Excel and accounting software In depth understanding of business bookke

Legal Manager

Full Time

  • AIM CONSULTANCY
  • Murshidabad, West Bengal, India

To handle all legal matters of the organization and liaison with Statutory Judicial Quasi Judicial and other concerned related authorities Preparation of complete set of documents in relat

Charted Accountant - Construction

Full Time

  • Job Mirror
  • Delhi, Delhi, India

C A Qualification with good experience C A Qualification with good experience All Type GST and Tax returns overall account work with specialization for compliance

Company Secretary Jobs in Mumbai

Full Time

  • DreamKonnect Consulting
  • Mumbai, Maharashtra, India

Need CS at a client place Industry Pharma currently unlisted company might go for listing a few years later 5 7 years experience of all listed company complia

Finance & Acounts Manager

Full Time

  • IMPACT CONSULTANCY INC.
  • Mumbai, Maharashtra, India

This is a contractual assignment for 35 months There will be no commitment for any further contractual permanent assignment in the organisation although depending on the performance during the contract period the candidate

Accountant & Tally Operator

Full Time

  • Hayat Placement Services
  • Kanpur, Uttar Pradesh, India

Should be well versed with Tally Knowledge of Taxation and GST Clear concepts about accounting Can do banking work as well Thorough understanding of office management procedures

Back to Top