

Finoviser Financial Services LLP
http://www.finoviserfinancial.comAbout
Jobs at Finoviser Financial Services LLP

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

Similar companies
About the company
MyYogaTeacher is a well funded Silicon Valley startup with headquarters based in California, USA and Bangalore, India. At MyYogaTeacher we are building a marketplace for Yoga & Fitness coaching with a goal of making the world a healthier and happier place. Checkout myyogateacher.com/aboutus for more details.
We have a team of 60+ people across various functions – Marketing, Product, Engineering, SDET, Customer Support, Design, Operations, Data Science and Executive Leadership. We hire extremely skilled, smart, trustworthy, kind, supportive, and caring people. You will be working in a stimulating environment. We started in 2018 and have been showing tremendous traction with rave customer reviews.
- Over 200,000 happy customers
- Over 335,000 5 star reviews
- Over 150 Highly qualified coaches on the platform
- 95% of sessions are being completed with 5-star rating
Being a seed funded company, there is a tremendous scope for growth for people joining at this stage. You could potentially catapult 5-10 years of your career by working in a team like our’s! You will be working closely with the executive leadership.
The CEO is Jitendra Gupta, and this is his 3rd business. His previous venture (Punchh) was acquired for $500 Million in 2021. He has hand picked everyone on the team.
We are looking for passionate people like you to join us in this journey! We put our employees' well-being at the forefront by providing competitive industry salaries and robust benefits packages. We're proud to foster an inclusive workplace and make a positive impact on the community. Additionally, we actively promote internal mobility and professional development at every stage of your career.
Read more on our mission and culture at https://myyogateacher.com/articles/company-mission-culture
Jobs
3
About the company
Founded in 2009, InEvolution is a dynamic and evolving firm specializing in back-office, operations, and customer support services. We are a globally oriented team committed to delivering quality services with cost efficiency. Our ethos is to constantly adapt to the changing needs of the industry, effectively serving as an extension of our clients' teams.
Jobs
3
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
16
About the company
Jobs
7
About the company
Ven Analytics – Derived from the Sanskrit word वेण् meaning “to know”. We are a media focused Analytics company and we build applications and dashboards beyond imagination. Our services and products are laser focused to solve Analytics problems FOR Broadcasters, Agencies and Advertisers.
Agile Startup
Our agility helps us percolate through the hierarchy and rapidly deploy solutions for bottommost contributor
Best of Both
A through understanding of business and technology sets us apart from our competitors
Young and Vibrant
Being a young organization we are eager to take up new challenges and make sure we custom deliver them as requested
VISION
Our vision is to become the destination AdTech company for the entire M&E sector
MISSION
We are on a perpetual mission to solve big problems and deliver exponential value to our clients
Jobs
4
About the company
SponsorCloud is the leading investment syndication and fund management platform, serving thousands of deal sponsors worldwide. Founded in 2016 by Jacob Blackett and Ameet Mehta, the company transforms how investment syndications are managed through its comprehensive suite of products. Their all-in-one platform includes tools for investor management, legal documentation, networking, and administrative support. Built by sponsors for sponsors, SponsorCloud combines industry expertise with cutting-edge technology to deliver user-friendly solutions that streamline every aspect of investment syndication projects, from start to finish.
Jobs
1
About the company
Jobs
1
About the company
Jobs
1