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

Searce Inc cover picture
Searce Inc's logo

Searce Inc

https://searce.com
Founded
2004
Type
Products & Services
Size
1000-5000
Stage
Profitable

About the company

What is ‘searce’


Searce means ‘a fine sieve’ & indicates ‘to refine, to analyze, to improve’. It signifies our way of working: To improve to the finest degree of excellence, ‘solving for better’ every time. Searcians are passionate improvers & solvers who love to question the status quo.

The primary purpose of all of us, at Searce, is driving intelligent, impactful & futuristic business outcomes using new-age technology. This purpose is driven passionately by HAPPIER people who aim to become better, everyday.

What we do

Searce is a modern tech consulting firm that empowers clients to futurify their businesses, leveraging Cloud, AI & Analytics.


  1. We are a category defining niche’ cloud-native technology consulting company, specializing in modernizing (improve, automate & transform) the full-scope of infra, app, process & work
  2. We partner with clients in their ‘beyond x’ journey to drive intelligent, impactful & futuristic business outcomes
  3. We are the most preferred tech partner of choice when it comes to ‘solving for better’ for the new-age tech startups & digital enterprises, leading disruption in their industries
  4. Our Service Offerings: We offer Advanced Cloud, Data & App Modernization, Cloud Consulting, Management & Improvement (DevOps, SysOps & Cloud Managed Services), Applied AI & Analytics services 
  5. As one of the top 5 niche’ full scope global partners for Google Cloud & a preferred partner for AWS, we are the most preferred ‘engineering-led’ tech company of choice when it comes to solving complex business problems.


Who we are


We are passionate improvers, solvers & futurists. Driven by our engineering excellence mindset, we care most about delivering intelligent, impactful & futuristic business outcomes. Searcians are motivated by continuous improvement & solving for better in everything we do.

At the core, a Searcian is self-driven to become better, everyday. In passionate pursuit of the finest degree of excellence we drive exceptional outcomes in everything we do.

We believe that trust is the most important value. We also believe that we need to ‘earn the trust’, everytime one engages with us. And earning trust for us is far more important than anything else. We aim to be the *most trusted* tech consulting partner for our clients.

We are HAPPIER at heart. Humble, Adaptable, Positive, Passionate, Innovative, Excellence focused, & Responsible. We live the HAPPIER Culture Code.

Being HAPPIER.



How we work


  1. Customers. Partners. Our aim is to build relationships with customers for life. And meaningfully improve the life of every customer.
  2. We do what we say. We say what we do. We are uncomfortably honest and transparent. Being genuine wins trust & makes people happier.
  3. Mistakes are encouraged. We make mistakes. Tons of those. Everyday. And we don’t mind apologizing to our juniors, peers or superiors. We are no ego-doers.
  4. Underpromise. Overdeliver. We work with a deep desire to go above and beyond in everything we do. Everytime.

So, If you are passionate about tech, future & what you read above (we really are!), apply here to experience the ‘Art of Possible

Jobs

22

Appknox cover picture
Appknox's logo

Appknox

https://appknox.com
Founded
2014
Type
Product
Size
20-100
Stage
Profitable

About the company

Appknox, a leading mobile app security solution HQ in Singapore & Bangalore was founded by Harshit Agarwal and Subho Halder.


Since its inception, Appknox has become one of the go-to security solutions with the most powerful plug-and-play security platform, enabling security researchers, developers, and enterprises to build safe and secure mobile ecosystems using a system-plus human approach.


Appknox offers VA+PT solutions ( Vulnerability Assessment + Penetration Testing ) that provide end-to-end mobile application security and testing strategies to Fortune 500, SMB and Large Enterprises Globally helping businesses and mobile developers make their mobile apps more secure, thus not only enhancing protection for their customers but also for their own brand. 


During the course of 9 years, Appknox has scaled up to work with some major brands in India, South-East Asia, Middle-East, Japan, and the US and has also successfully enabled some of the top government agencies with its On-Premise deployments & compliance testing. Appknox helps 500+ Enterprises which includes 20+ Fortune 1000 and ministries/regulators across 10+ countries and some of the top banks across 20+ countries.


A champion of Value SaaS, with its customer and security-first approach Appknox has won many awards and recognitions from G2, and Gartner and is one of the top mobile app security vendors in its 2021 Application security Hype Cycle report. 


Our forward-leaning, pioneering spirit is backed by SeedPlus, JFDI Asia, Microsoft Ventures, and Cisco Launchpad and a legacy of expertise that began at the dawn of 2014.

Jobs

4

Cutshort cover picture
Cutshort's logo

Cutshort

https://cutshort.io
Founded
2015
Type
Product
Size
20-100
Stage
Profitable

About the company

To hire better and faster, companies need rich candidate data, smart software and sound human judgement.


Cutshort is using AI to combine all these 3 to offer a 10x talent sourcing solution that is faster, better and cheaper.


We have 3 AI-powered offerings

  1. Hire using our AI platform: Affordable annual subscriptions
  2. Get only sourcing: 3.5% of annual CTC when you hire
  3. Get full recruiting: 6.99% of annual CTC when you hire


Customers such as Fractal, Sprinto, Shiprocket, Highlevel, ThoughtWorks, Deepintent have built strong engineering teams with Cutshort.

Jobs

2

NonStop io Technologies Pvt Ltd cover picture
NonStop io Technologies Pvt Ltd's logo

NonStop io Technologies Pvt Ltd

https://nonstopio.com
Founded
2015
Type
Products & Services
Size
20-100
Stage
Profitable

About the company

NonStop io Technologies Pvt. Ltd.est. in 2015 is a software product development company.We invest in our client’s vision, build the technology and make sure the end-product is in alignment with their end business goals over short and the long term.

Jobs

7

Trendlyne Technologies cover picture
Trendlyne Technologies's logo

Trendlyne Technologies

https://trendlyne.com
Founded
2017
Type
Product
Size
20-100
Stage
Raised funding

About the company

Who are we?


Trendlyne is a funded, profitable products startup in the financial markets space. We have cutting-edge analytics products built for Indian and US customers, for stock markets and mutual funds.


Our founders are IIT + IIM graduates, with strong tech and marketing experience. We have top finance and management experts on the Board of Directors.


What do we do?

We build best in class analytics in the US and Indian stock market space. Organic growth in B2B and B2C products have already made the company profitable. We deliver 1 billion+ APIs every month to B2B customers, and have a B2C website and app.


Visit us at trendlyne.com, or look for the Trendlyne mobile app on the Google Play Store:

https://play.google.com/store/apps/details?id=com.trendlyne.markets


We are a great place to work

We have a culture where you are building something awesome, and your work makes a difference. Full-time employees get paid leave, parental leave, medical insurance, and employee stock options.

We invest in your learning and check in with you to help you meet your career goals. We keep regular hours and don't work on weekends.

Jobs

3

CAW.Tech cover picture
CAW.Tech's logo

CAW.Tech

https://cawstudios.com
Founded
2017
Type
Services
Size
100-1000
Stage
Bootstrapped

About the company

CAW Studios is Product Development Studio. WE BUILD TRUE PRODUCT TEAMS for our clients. Each team is a small, well-balanced group of geeks and a product manager that together produce relevant and high-quality products. We use data to make decisions, bringing big data and analysis to software development. We believe the product development process is broken as most studios operate as IT Services. We operate like a software factory that applies manufacturing principles of product development to the software.

Jobs

7

Wissen Technology cover picture
Wissen Technology's logo

Wissen Technology

https://wissen.com
Founded
2000
Type
Products & Services
Size
1000-5000
Stage
Profitable

About the company

The Wissen Group was founded in the year 2000. Wissen Technology, a part of Wissen Group, was established in the year 2015. Wissen Technology is a specialized technology company that delivers high-end consulting for organizations in the Banking & Finance, Telecom, and Healthcare domains.

With offices in US, India, UK, Australia, Mexico, and Canada, we offer an array of services including Application Development, Artificial Intelligence & Machine Learning, Big Data & Analytics, Visualization & Business Intelligence, Robotic Process Automation, Cloud, Mobility, Agile & DevOps, Quality Assurance & Test Automation.


Leveraging our multi-site operations in the USA and India and availability of world-class infrastructure, we offer a combination of on-site, off-site and offshore service models. Our technical competencies, proactive management approach, proven methodologies, committed support and the ability to quickly react to urgent needs make us a valued partner for any kind of Digital Enablement Services, Managed Services, or Business Services.


We believe that the technology and thought leadership that we command in the industry is the direct result of the kind of people we have been able to attract, to form this organization (you are one of them!).


Our workforce consists of 1000+ highly skilled professionals, with leadership and senior management executives who have graduated from Ivy League Universities like MIT, Wharton, IITs, IIMs, and BITS and with rich work experience in some of the biggest companies in the world.


Wissen Technology has been certified as a Great Place to Work®. The technology and thought leadership that the company commands in the industry is the direct result of the kind of people Wissen has been able to attract. Wissen is committed to providing them the best possible opportunities and careers, which extends to providing the best possible experience and value to our clients.

Jobs

504

Quantiphi cover picture
Quantiphi's logo

Quantiphi

https://quantiphi.com
Founded
2013
Type
Products & Services
Size
1000-5000
Stage
Profitable

About the company

Quantiphi is an award-winning AI-first digital engineering company driven by the desire to reimagine and realize transformational opportunities at the heart of the business. Since its inception in 2013, Quantiphi has solved the toughest and most complex business problems by combining deep industry experience, disciplined cloud, and data-engineering practices, and cutting-edge artificial intelligence research to achieve accelerated and quantifiable business results.

Jobs

7

Wama Technology cover picture
Wama Technology's logo

Wama Technology

https://wamatechnology.com
Founded
2015
Type
Services
Size
20-100
Stage
Profitable

About the company

Wama Technology integrates state-of-the-art technology smoothly to promote corporate success, providing a comprehensive “One-Stop Solution” for all digital demands, from cloud services, artificial intelligence, machine learning, and mobile and web app development technologies. Wama Technologies offers customized solutions that enable businesses to prosper in the digital era. At Wama Technology, our team prioritizes innovation, user experience, and client happiness to provide digital transformation. Wama Technology assists companies in improving user interaction, automatization processes, or delivering new ideas through the strategic use of technology.

Jobs

10

Nexuslink Services India Pvt ltd cover picture
Nexuslink Services India Pvt ltd's logo

Nexuslink Services India Pvt ltd

https://nexuslinkservices.com
Founded
2014
Type
Products & Services
Size
100-1000
Stage
Profitable

About the company

NexusLink Services provides custom software development services in India, the USA and Europe, offering bespoke solutions and reliable outsourcing for businesses that need scalable, secure software.

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