Karnataka Financial advisor Jobs – 679 Open Jobs Today

Wealth Manager - Relationships and Business Growth
Dilzer Consultants —Unknown, Karnataka
- Email
- Finance
- Master's degree
- MBA
Financial Analyst
NetApp —Bengaluru, Karnataka
- Microsoft Excel
- Azure
- Finance
Senior Member Technical - .Net Full Stack Dev - Hyderabad/ Bangalore - Hybrid
Broadridge —Bengaluru, Karnataka
- Full-time
- Databases
- SQL
- AWS
Senior Indirect Tax Specialist - VAT/GST Compliance
Thomson Reuters —Bengaluru, Karnataka
- Full-time
- Hybrid work
- Microsoft Excel
- English
- Microsoft Office
- Work from home
14d
CPA Certified- Investment Advisor (WFH)
Outsource Bigdata —Bengaluru, Karnataka
- ₹15,00,000 - ₹30,00,000 a year
- Full-time
- Remote
- Finance
- Analysis skills
- AI
Asset & Wealth Management, Private Credit, Asset Finance, Analyst, Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Office
- Master's degree
- Health insurance
Manager - Financial Statement Analytics and Compliance
Hewlett Packard Enterprise —Bengaluru, Karnataka
- Full-time
- Management
- Master's degree
- Analysis skills
Tax Manager- Indirect Tax, Automation & Special Projects
GLOBALFOUNDRIES —Bengaluru, Karnataka
- Full-time
- Finance
- Master's degree
- Analysis skills
Tax Manager- Transfer Pricing & Tax Technology
GLOBALFOUNDRIES —Bengaluru, Karnataka
- Full-time
- Oracle
- Doctoral degree
- Finance
GN-I&E-Capital Markets-Wealth Management-Analyst
Accenture —Bengaluru, Karnataka
- Full-time
- Salesforce
- Master's degree
- Project management
3d
Financial Analyst
Oracle —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Oracle
- Finance
7d
Payroll Advisor
Kyndryl —Bengaluru, Karnataka
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Bachelor's degree
Financial Controller
Rijk Zwaan —Bengaluru, Karnataka
- English
- Master's degree
- Analysis skills
Financial Advisor
Sakina Homes LLP —Bengaluru, Karnataka
- ₹20,000 - ₹30,000 a month
- Full-time
- Hybrid work
- English
- Analysis skills
- Accounting
Quick apply
Manager- Corporate Accounting- EH Payroll
Halliburton —Bengaluru, Karnataka
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
S&C GN - TS&T – Strategic Technology Effectiveness - Tech OP Model - Consultant
Accenture —Bengaluru, Karnataka
- Full-time
- Writing skills
- Master's degree
- Agile
Tax Senior - Transfer Pricing & Tax Technology
GLOBALFOUNDRIES —Bengaluru, Karnataka
- Full-time
- Oracle
- Doctoral degree
- Finance
Senior Manager, Group Financial Crime Compliance Fiserv Operations
Prudential plc —Bengaluru, Karnataka
- Full-time
- English
- Finance
- Project management
Asset & Wealth Management Operations - Reporting-Shared - Senior Analyst - Bengaluru
Goldman Sachs —Bengaluru, Karnataka
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Health insurance
Accounting Specialist | 19680
Whatfix —Bengaluru, Karnataka
- Microsoft Excel
- Oracle
- ERP systems
- Commuter assistance
- Health insurance
Quick apply

I want to receive the latest job alerts for financial advisor in karnataka

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near karnataka

Investment Consultant jobs in Bengaluru, Karnataka

Credit Analyst jobs in Bengaluru, Karnataka

Tax Manager jobs in Bengaluru, Karnataka

Tax Senior jobs in Bengaluru, Karnataka

Financial Analyst jobs in Bengaluru, Karnataka

Financial Advisor jobs in Bengaluru, Karnataka

Accounting Manager jobs in Bengaluru, Karnataka

Accounting Specialist jobs in Bengaluru, Karnataka

Senior Tax Specialist jobs in Bengaluru, Karnataka

Full Stack Developer jobs in Bengaluru, Karnataka

Reporting Analyst jobs in Bengaluru, Karnataka

Analytics Manager jobs in Bengaluru, Karnataka

Financial Controller jobs in Bengaluru, Karnataka

Market Analyst jobs in Bengaluru, Karnataka

Part Time Without Investment jobs in Surat, Gujarat

Investment Consultant jobs in Chennai, Tamil Nadu

Sap Consultant jobs in Pune, Maharashtra

Investment Consultant jobs in Mumbai, Maharashtra

Investment Consultant jobs in Kolkata, West Bengal

Travel Consultant jobs in Chennai, Tamil Nadu

Wealth Manager - Relationships and Business Growth

Dilzer Consultants
Unknown, Karnataka

Apply Now

Job details

Full-time

Qualifications

Financial planning
Wealth management
Operations management
.NET
Finance
Master's degree
MBA
Leadership
Communication skills

Full job description

Job Title: Manager – Financial Planning & Investment Advisory

Location: Bangalore
Experience: 6 to 8 years
Employment Type: Full-time

About Us

We are a leading Financial Planning and Investment Advisory firm with 20 years of experience in wealth management. Our expertise has been recognized with the CNBCTV18 Financial Advisors Award – All India National Category – Woman IFA in 2018 and 2019. We specialize in a diverse range of investment solutions, including mutual funds, insurance, equity, ETFs, PMS, AIF, international funds, and asset allocation strategies.

Role Overview

We are seeking a dynamic and result-oriented Manager to be the Second-in-Command (2IC) in the organization, working closely with the leadership to drive business strategy, ensure operational efficiency, manage teams, and oversee investment advisory services. The ideal candidate should have a strong financial product background, leadership capabilities, and the ability to manage multi-functional teams while ensuring business targets are met.

Key Responsibilities

1. Second-in-Command Leadership

Act as the right hand to the management in decision-making, business strategy execution, and overall firm operations.
Provide strategic inputs to optimize business processes, client servicing, and revenue generation.
Step in for the leadership when required, ensuring seamless business continuity.

2. Team Leadership & Performance Management

Lead, mentor, and manage a team of financial advisors, relationship managers, and operational staff.
Set and monitor performance targets, ensuring team members meet their revenue and client acquisition goals.
Conduct training and upskilling programs to enhance team knowledge on investment products and financial markets.

3. Client Advisory & Relationship Management

Manage and oversee high-value client relationships, ensuring seamless financial planning and investment advisory services.
Support the team in handling key clients, resolving escalations, and offering expert investment recommendations.
Ensure superior client satisfaction through proactive engagement, portfolio reviews, and risk management strategies.

4. Business Development & Revenue Growth

Drive AUM (Assets Under Management) growth, identify new business opportunities, and expand the client base.
Work closely with the team to cross-sell investment products and maximize revenue streams.
Conduct financial awareness programs, investment workshops, and client engagement activities.

5. Operations & Process Management

Oversee day-to-day operations, ensuring smooth workflow between advisory, research, compliance, and back-office teams.
Ensure timely execution of client transactions, investment processing, and reporting.
Optimize internal processes to enhance efficiency and minimize operational risks.

6. Interdepartmental Coordination

Act as the central point for coordinating between sales, advisory, operations, and compliance teams.
Align client requirements with investment strategies, operational execution, and regulatory guidelines.
Work closely with the management team to develop and implement scalable business strategies.

7. Investment Strategy & Portfolio Management

Strong expertise in mutual funds, insurance, equity, ETFs, PMS, AIF, international funds, and asset allocation.
Provide investment guidance based on market trends and economic analysis.
Ensure portfolio optimization, risk assessment, and strategic rebalancing for client investments.

8. Compliance & Reporting

Ensure the team follows SEBI, IRDAI, and other regulatory guidelines.
Maintain accurate records of client interactions, transactions, and investment compliance documentation.
Prepare business performance reports, risk analysis, and financial dashboards for senior management.

Key Requirements

Educational Qualification: MBA (Finance) / CFP / CFA / CA or equivalent.
Experience: [X+] years in wealth management, financial planning, investment advisory, and operations management.
Proven leadership skills with experience in managing teams and driving business targets.
Strong expertise in financial markets, investment products, and regulatory frameworks.
Ability to acquire, manage, and retain HNI & UHNWI clients.
Excellent communication, problem-solving, and strategic thinking skills.

Why Join Us?

Be the Second-in-Command in a leading financial advisory firm with a strong market reputation.
Lead a high-performing team and play a pivotal role in the firm's growth and expansion.
Competitive salary with performance-based incentives and career advancement opportunities.
Exposure to diverse investment products, high-net-worth clients, and cutting-edge financial strategies.

Please share your resumes to [email protected] with Subject Line Wealth Manager Role

Apply Now

Refine Your Search

financial advisor jobs in karnataka

Wealth Manager - Relationships and Business Growth

Financial Analyst

Senior Member Technical - .Net Full Stack Dev - Hyderabad/ Bangalore - Hybrid

Senior Indirect Tax Specialist - VAT/GST Compliance

CPA Certified- Investment Advisor (WFH)

Asset & Wealth Management, Private Credit, Asset Finance, Analyst, Bengaluru

Manager - Financial Statement Analytics and Compliance

Tax Manager- Indirect Tax, Automation & Special Projects

Tax Manager- Transfer Pricing & Tax Technology

GN-I&E-Capital Markets-Wealth Management-Analyst

Financial Analyst

Payroll Advisor

Financial Controller

Financial Advisor

Manager- Corporate Accounting- EH Payroll

S&C GN - TS&T – Strategic Technology Effectiveness - Tech OP Model - Consultant

Tax Senior - Transfer Pricing & Tax Technology

Senior Manager, Group Financial Crime Compliance Fiserv Operations

Asset & Wealth Management Operations - Reporting-Shared - Senior Analyst - Bengaluru

Accounting Specialist | 19680

I want to receive the latest job alerts for financial advisor in karnataka

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected