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136 jobs found for Financial Advisor Pune

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  • in depth review of client's financial requirements, analyzing information & recommending portfolios ...

  • - Acquire new clients for Demat and Trading accounts through networking, database and references. - End-to-end customer relationship management. - Engage with inactive customers and activate their accounts. - Sell online accounts to customers and encourage them to trade online. - Have a customer-centric approach and ensure that customers are serviced well. - Ensure that customers trade actively after opening the ...

  • Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment

  • Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment

  • - Acquire new clients for Demat and Trading accounts through networking, database and references. - End-to-end customer relationship management. - Engage with inactive customers and activate their accounts. - Sell online accounts to customers and encourage them to trade online. - Have a customer-centric approach and ensure that customers are serviced well. - Ensure that customers trade actively after opening the ...

  • - Acquire new clients for Demat and Trading accounts through networking, database and references. - End-to-end customer relationship management. - Engage with inactive customers and activate their accounts. - Sell online accounts to customers and encourage them to trade online. - Have a customer-centric approach and ensure that customers are serviced well. - Ensure that customers trade actively after opening the ...

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that customer are serviced well. Ensure that customer trades actively after opening of the trading account ...

  • Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits Good exp into wealth products, portfolio management

  • Qualification: MBA, CA, ICWA, CMA * Sound knowledge of, and experience applying, the principles of finance and accounting * Solid oral and written communication skills. * Ability to work successfully in and positively influence cross functional teams * Ability to self-organize and independently develop and implement improvement ideas * Highly proficient with standard analytic tools (e.g. MS Excel, Access, databases ...

  • initiative to learn new development in the field of data analysis / visualization on a continuous basis and demonstrate the same. Industry: Finance Functional Area: Accounts / Finance Analytics Role Category: Junior Financial Analyst Role: Financial Analyst Intern Education: Commerce Background. Graduate-

  • 1. Contribution to automation framework 2. Preparing, executing automation scripts for the product in parallel with development 3. Contribute in execution of product roadmap as per the plan 4. Making sure to elevate automation coverage to higher level 5. Able to perform good level of Manual testing 6. Responsible for sharing QA status/results (both form automation and from manual front) 7. Coordinate with ...

  • Package Solution Consultant-JDE.Financials Exp in JDE Finance - Job Costing Module Mandatory Its Female hiring only Female candidate need to apply

  • Package Solution Consultant-JDE.Financials Exp in JDE Finance - Job Costing Module Mandatory Its Female hiring only Female candidate need to apply

  • Counsel patients for improved health related outcomes at the hospitals, clinics and home visits if required. Responsible for achieving set targets for patient enrolment Meet patients at regular intervals as advised Manage the compliance and adherence of patients enrolled. Collate health records related data from consenting patients Capture details related to Adverse Drug Reactions reported by patient ...

  • Counsel patients for improved health related outcomes at the hospitals, clinics and home visits if required. Responsible for achieving set targets for patient enrolment Meet patients at regular intervals as advised Manage the compliance and adherence of patients enrolled. Collate health records related data from consenting patients Capture details related to Adverse Drug Reactions reported by patient ...

  • Handling day to day accounting transactions and entering the account information in Tally • Handling accounts uptil finalization stage • Preparing balance sheet, profit and loss statement,and other reports • Responsible for auditing financial transactions . Daily Entry of Purchase, Sales, . Good communication skills. .Know the all accountancy software. . Tally( All version ) .Good knowledge of accountancy

  • Job Description: Primary & Secondary Financial Research Analysis of Data & Balance Sheets Presentation Must have: Excellent command over written and spoken English Ability to work well in a team Should be aware of core financial concepts, balance sheets, ratio analysis etc. Word, Excel Must have: Excellent command over written and spoken English Ability to work well in a team Should be aware of core ...

  • Freelance consulting opening (at partner level), for the domain of - mergers and acquisitions, - technology transfer, - brand licensing of foreign brands, Required professional candidates who have good connections and network, and are used to keeping confidential information completely secret, Should have self confidence to reach and discuss with business owners ( designated as MD or chairman / promoter / founder ...

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