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

Finoviser Financial Services LLP

http://www.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

Recruit Square cover picture
Recruit Square's logo

Recruit Square

https://www.recruitsquares.in
Founded
2022
Type
Services
Size
0-10
Stage
Bootstrapped

About the company

Jobs

8

The OmniJobs cover picture
The OmniJobs's logo

The OmniJobs

https://theomnijobs.com/
Founded
2011
Type
Services
Size
500+
Stage
Profitable

About the company

Jobs

7

venanalytics cover picture
venanalytics's logo

venanalytics

http://www.venanalytics.io
Founded
2019
Type
Services
Size
0-20
Stage
Profitable

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

2

Cinetoons Animation cover picture
Cinetoons Animation's logo

Cinetoons Animation

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

About the company

Jobs

3

Springer Capital cover picture
Springer Capital's logo

Springer Capital

https://www.springer.capital/
Founded
2015
Type
Products & Services
Size
100-1000
Stage
Profitable

About the company

Jobs

8

Blitzy cover picture
Blitzy's logo

Blitzy

https://blitzy.com/
Founded
2024
Type
Product
Size
0-20
Stage
Raised funding

About the company

Blitzy is a Boston, MA based Generative AI Start-up with an established office in Pune, India. We are on a mission to automate custom software creation to unlock the next industrial revolution. We're backed by multiple tier 1 investors, have success as founders at the last start-up, and dozens of Generative AI patents to our names.


Our Culture

Our Co-Founder and CTO is a Serial Gen AI Inventor who grew up in Pune, India, is a BITS Pilani graduate, and worked at NVIDIA's Pune office for 6 years. There, he was promoted 5 times in 6 years and was transferred to the NVIDIA Headquarters in Santa Clara, California. After making significant contributions to NVIDIA, he proceeded to attend Harvard for his dual Masters in Engineering and MBA from HBS. Our other Co-Founder/CEO is a successful Serial Entrepreneur who has built multiple companies. As a team, we work very hard, have a curious mind-set, and believe in a low-ego high output approach.


Funding Journey

In September 2024, Blitzy secured $4.4M in seed funding from prominent investors including Link Ventures, Asymmetric Capital Partners, Flybridge, and four other strategic investors, demonstrating strong market confidence in their autonomous software development platform.


Our Values

  1. We move Blitzy Fast: Time is both our company's and our client's most precious asset. We move fast and fearlessly to innovate internally and deliver exceptional software externally to our clients.
  2. We have a Championship Mindset: We operate like a professional sports team. We win as a team by holding ourselves and each other to high standards, collaborating in-person, and remaining focused on the mission.
  3. We have a Passion for Invention: We are inventors at heart. We value starting with best practices and open source, but we are pushing the frontier of what is possible.
  4. We Work for the Customer: We focus on delivering outsized value to the customers we work with and expanding those relationships to deep, meaningful partnerships.


What We Ask of Candidates

Please ask yourself if you are ready for a challenge before applying. Even in optimal conditions, Start-Ups are hard, and are always a lot of work. What you do week to week will change. If this feels exciting, not concerning, that's a good sign.

Jobs

2

Founded
2019
Type
Products & Services
Size
20-100
Stage
Profitable

About the company

Jobs

3

Talent Hunt Management cover picture
Talent Hunt Management's logo

Talent Hunt Management

https://talenthuntinc.com/
Founded
2017
Type
Products & Services
Size
50-200
Stage
Profitable

About the company

At Talent Hunt Management Consulting, we are dedicated to connecting the right talent with the right opportunity. Founded with a vision to simplify and strengthen the recruitment process, we specialize in providing end-to-end hiring solutions tailored to meet the dynamic needs of today’s workforce and employers.

Our consultancy operates with a deep understanding of various industries, including IT, BPO, Sales & Marketing, Healthcare, Finance, and more. With a strong network and an experienced team, we help companies find skilled professionals who not only match the job requirements but also align with the company culture and long-term vision.

We cater to a wide range of services:

  • Recruitment & Staffing Solutions
  • Campus Hiring & Lateral Hiring
  • Remote & Freelance Hiring
  • Training and Skill Development
  • HR Consulting for Startups and SMEs

Driven by integrity, efficiency, and a candidate-first approach, Talent Hunt Management is committed to building careers and powering business success.

Whether you’re an employer seeking dependable hiring support or a candidate looking for the right opportunity, Talent Hunt Management is your trusted partner in success.

Jobs

2

Vahan.ai cover picture
Vahan.ai's logo

Vahan.ai

https://vahan.co/
Founded
2016
Type
Product
Size
100-500
Stage
Raised funding

About the company

Vahan is a pioneering AI-powered recruitment platform founded in 2016, dedicated to transforming how businesses hire blue and grey-collar workers in India. Based in Bengaluru, the company has developed an innovative AI chatbot technology that efficiently connects job seekers with leading employers like Zomato, Swiggy, Flipkart, and Uber.


What sets Vahan apart is its impressive reach across 480+ cities in India and its ability to tap into a massive workforce of 300M+ blue-collar workers. Backed by prestigious investors including Y Combinator, Khosla Ventures, and Airtel, the company has raised significant funding, including a recent $10M Series B round in 2024. Vahan's technology-driven approach has revolutionized traditional hiring processes, making it faster and more efficient for businesses to scale their workforce while simultaneously creating better employment opportunities for India's massive blue-collar workforce.

Jobs

4

Lendingwise cover picture
Lendingwise's logo

Lendingwise

https://lendingwise.com
Founded
2006
Type
Product
Size
0-20
Stage
Bootstrapped

About the company

Jobs

2

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