Cutshort logo
Finoviser Financial Services LLP
Finoviser Financial Services LLP cover picture
Finoviser Financial Services LLP logo

Finoviser Financial Services LLP

https://finoviserfinancial.com
Founded :
2021
Type :
Services
Size :
20-100
Stage :
Profitable

About

Finoviser Financial Services is in the domain of Holistic Wealth Management through Financial product distribution PAN India. Encompassing Mutual fund distribution, Multi-Assets product advisory, Insurance distribution & advisory, Real estate advisory to all sections of society including Esteemed Investors , Reputed institutions, Trusts, Societies etc. These sections will be catered to directly or through a network of qualified distributors. Currently, there are various distributors offering wealth management and multi asset advisory services such as banks and large broking entities whose services and reach is limited to metros and grade A cities. It is estimated that 20-25% of HNWI population lives outside major cities and is mainly served by unorganized players. Looking at this opportunity Finoviser Financial Services will be operating across length and breadth of the country, It will play an Instrumental role in spreading financial education through thought leadership, ably supported by trained and well-advised professionals thereby ensuring financial inclusion of each and every section of society.
Read more

Company social profiles

linkedin

Jobs at Finoviser Financial Services LLP

Finoviser Financial Services LLP
at Finoviser Financial Services LLP
Pratiksha Patil
Posted by Pratiksha Patil
icon

The recruiter has not been active on this job recently. You may apply but please expect a delayed response.

Navi Mumbai, Mumbai
1 - 2 yrs
₹3L - ₹5L / yr
Customer Relationship Management (CRM)
  • Analyse client’s financial status (e.g., income, expenses and liabilities)
  • Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)
  • Develop sound financial plan and budgets for clients according to their changing needs.
  • Help clients implement their plans and carry out transactions.
  • Present and sell suitable financial products and services.
  • Build strong relationships to retain existing clients.
  • Maintain updated knowledge of regulations, practices and financial products.
  • Ability to do gap analysis and designing counter action plan (if needed)
  • Periodic review with the client on his report as per set plan
  • Portfolio rebalancing
Read more
Did not find a job you were looking for?
icon
Search for relevant jobs from 10000+ companies such as Google, Amazon & Uber actively hiring on Cutshort.
companies logo
companies logo
companies logo
companies logo
companies logo

Similar companies

Codebrahma Technologies Pvt. Ltd. cover picture
Codebrahma Technologies Pvt. Ltd.'s logo

Codebrahma Technologies Pvt. Ltd.

https://codebrahma.com
Founded
2012
Type
Products & Services
Size
20-100
Stage
Bootstrapped

About the company

Do you want to deliver code for a Y Combinator-funded startup?

Do you want to build world-class applications used by millions of people? 

Do you want to grow along with a fast-growing company? 

If YES, Codebrahma is THE place for you! 

Codebrahma is a software boutique based out of Ascendas ITPL, Bangalore.

 

We have been technology partners for some of the most exciting startups in the world which includes 5 Y Combinator funded startups. Most of the companies that have worked with us have gone on to raise major rounds of funding and disrupting their spaces.

 

Now that you are all excited about what we do. 

We are looking for amazing Developers!

Jobs

1

Unilog  cover picture
Unilog 's logo

Unilog

https://unilogcorp.com
Founded
1998
Type
Services
Size
100-1000
Stage
Raised funding

About the company

Unilog is a leader in connected product content and commerce, empowering businesses with the platform, content, and connectivity solutions they need to thrive in the digital landscape. By bridging the gap between manufacturers, distributors, and wholesalers, Unilog enables seamless product experiences that drive sales, improve efficiency, and keep businesses competitive.


Our comprehensive suite of solutions is designed to help organizations stay relevant, reduce their cost to serve, and unlock new growth opportunities. From advanced content management to robust commerce platforms, Unilog supports businesses in delivering consistent, accurate, and engaging product information across channels. 

Jobs

4

Incubyte cover picture
Incubyte's logo

Incubyte

https://incubyte.co
Founded
2020
Type
Services
Size
20-100
Stage
Bootstrapped

About the company

Who we are

We are Software Craftspeople. We are proud of the way we work and the code we write. We embrace and are evangelists of eXtreme Programming practices. We heavily believe in being a DevOps organization, where developers own the entire release cycle and thus own quality. And most importantly, we never stop learning!


We work with product organizations to help them scale or modernize their legacy technology solutions. We work with startups to help them operationalize their idea efficiently. We work with large established institutions to help them create internal applications to automate manual opperations and achieve scale.


We design software, design the team a well as the organizational strategy required to successfully release robust and scalable products. Incubyte strives to find people who are passionate about coding, learning and growing along with us. We work with a limited number of clients at a time on dedicated, long term commitments with an aim to bringing a product mindset into services. More on our website: https://www.incubyte.co/

 

Join our team! We’re always looking for like minded people!

Jobs

9

Optiontown cover picture
Optiontown's logo

Optiontown

https://optiontown.com
Founded
2003
Type
Product
Size
20-100
Stage
Profitable

About the company

Optiontown is a company that offers personalized flight subscription services through its flagship product, Flight Pass Option, and ancillary services. It partners with over 40 airlines, including British Airways, KLM, and Air France, to provide travelers with locked-in low fares for multiple trips to multiple destinations, with no restrictions during peak or holiday seasons. Optiontown was founded with the aim of revolutionizing the airline industry by providing personalized flight subscription services to travelers. Its flagship product, Flight Pass Option, offers value to travelers by providing locked-in low fares for multiple trips to multiple destinations, with no restrictions during peak or holiday seasons. The Flight Pass can help travelers save up to 50% in flight prices. Travelers can personalize the Flight Pass to suit their specific needs and flexibility, such as the number of trips/passengers, advance booking, and travel period. Optiontown partners with over 40 airlines, including British Airways, KLM, and Air France, and has rapidly grown its customer base to over a million customers. Flight Pass offers a win-win for travelers, airlines, and travel agents/TMCs. Optiontown operates in the airline industry, providing personalized flight subscription services to travelers. Its services solve the problem of fluctuating flight prices and restrictions during peak or holiday seasons, providing travelers with locked-in low fares for multiple trips to multiple destinations. Optiontown's services are used by over a million customers and are sold by a large number of travel agents.

Jobs

2

Sun King cover picture
Sun King's logo

Sun King

https://sunking.com
Founded
2009
Type
Product
Size
1000-5000
Stage
Profitable

About the company

Sun King is a leading global provider of off-grid solar energy solutions, designed to serve the 1.8 billion people who lack reliable or affordable access to traditional electrical grids. With a mission to power brighter lives, the company focuses on underserved markets across Africa and Asia. Sun King's product range includes solar lanterns, solar home systems, and solar inverters, tailored to meet a variety of energy needs—from portable lighting to powering entire homes.


The company's innovative solutions, such as the recently launched PowerHub 3300 and expandable solar home systems, reflect their commitment to evolving customer demands. With operations in over 40 countries and millions of products sold, Sun King makes solar energy accessible through pay-as-you-go financing options. The company’s network of field agents plays a key role in selling, installing, and servicing products, driving local economic development. Rooted in sustainability, Sun King also implements a Sustainable Financing Framework and ensures customer satisfaction through extensive service centers and after-sales support.

Jobs

3

CoverSelf Technologies cover picture
CoverSelf Technologies's logo

CoverSelf Technologies

https://coverself.com
Founded
2021
Type
Product
Size
100-500
Stage
Raised funding

About the company

We are an InsurTech start-up based out of Bangalore, with a focus on Healthcare. CoverSelf empowers healthcare insurance companies with a truly NEXT-GEN cloud-native, holistic & customizable platform preventing and adapting to the ever-evolving claims & payment inaccuracies. Reduce complexity and administrative costs with a unified healthcare dedicated platform.

Jobs

1

Highfly Sourcing cover picture
Highfly Sourcing's logo

Highfly Sourcing

https://highflysourcing.com
Founded
2024
Type
Services
Size
0-20
Stage
Profitable

About the company

Highfly Sourcing, one of the best immigration consultants in delhi having expertise of providing quality solutions in immigration services to individuals, families and corporate clients those who are seeking to Settle, Work, Study, Visit or move temporarily or permanently in Canada, Australia, New Zealand , Denmark, Germany, UK, Hong Kong,Singapore and others countries globally.


We are one of the best immigration consulting services of the country. It is a matter of great pride that till date our success rate has been hundred percent. There is no doubt about the fact, that any assignment that is taken up becomes successful because of not just one but many reasons. From planning to execution, everything has to be done with utmost perfection.


Here at Highfly Sourcing, your personal and professional needs are kept into consideration before recommending a visa for you. Our consulting professionals are there to study your profile thoroughly and counsel you as per your future aspirations. We assure that once you meet our consulting professionals all your doubts and queries will take a back seat and you will just want to be proactive enough to complete the process at the earliest and take a flight to your dream country.


Our Post Landing services will be an added advantage in your new country as we will provide you with job search services, pick up assistance and accommodation assistance. We will be there for you till you are permanently settled in the country.

Jobs

24

Zenius IT Services Pvt Ltd cover picture
Zenius IT Services Pvt Ltd's logo

Zenius IT Services Pvt Ltd

https://zeniusit.com
Founded
2019
Type
Products & Services
Size
20-100
Stage
Profitable

About the company

At Zenius IT Services, we specialize in delivering top-tier Professional Services for industry-leading platforms such as Avaya, Cisco, Genesys, Amazon Connect, Five9, and NICE inContact.


Our expertise extends to Digital Engineering Solutions powered by AI and Machine Learning, helping businesses drive innovation and achieve excellence.

Jobs

3

Hunarstreet Technologies Pvt Ltd cover picture
Hunarstreet Technologies Pvt Ltd's logo

Hunarstreet Technologies Pvt Ltd

https://hunarstreet.com
Founded
2022
Type
Services
Size
10-50
Stage
Profitable

About the company

At Hunarstreet Technologies Pvt Ltd, we specialize in delivering India’s fastest hiring solutions, tailored to meet the unique needs of businesses across various industries. Our mission is to connect companies with exceptional talent, enabling them to achieve their growth and operational goals swiftly and efficiently.

We are able to achieve a success rate of 87% in relevancy of candidates to the job position and 62% success rate in closing positions shared with us.

Jobs

530

Shopflo cover picture
Shopflo's logo

Shopflo

https://shopflo.com
Founded
2021
Type
Product
Size
20-100
Stage
Raised funding

About the company

Shopflo is an enterprise technology company providing a specialized checkout infrastructure platform designed to boost conversion rates for direct-to-consumer (D2C) e-commerce brands. Founded in 2021, it focuses on enhancing the online buying experience through fast, customizable, and secure checkout pages that reduce cart abandonment. 


We aim to supercharge conversions for e-commerce websites at checkout by improving user experience, helping build stronger intent and trust during the purchase


Problem statement -

(1) There is ~70% drop off at checkout for most independent e-commerce retailer (outside of large marketplaces)

(2) E-commerce cart platforms allow minimal flexibility on checkout, with their experience still same as the last decade

(3) Whereas user experiences are defined by new consumer platforms such as Swiggy, Amazon, etc.


There is a fundamental unbundling of monolith shopping cart platforms globally for mid-market and enterprise customers, who are moving towards headless (read modular) architecture.

Shopflo aims to be the global default for checkout experiences.

Jobs

3

Want to work at Finoviser Financial Services LLP?
Finoviser Financial Services LLP's logo
Why apply via Cutshort?
Connect with actual hiring teams and get their fast response. No spam.
Find more jobs