Finoviser Financial Services LLP
https://finoviserfinancial.comAbout
Company social profiles
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
Founded a decade ago, a group of seasoned professionals came together to ask ‘How might we use technology to bring the world closer to social justice?’ A small team was put together to create incredible solutions for organisations working towards delivering large scale impact. Today, we’re a global organisation providing disruptive software solutions to our customers who are solving important problems in their industry and also the world we live in. At TechnoIdentity, we challenge our team of passionate technologists to create forward-looking solutions for our customers that improve operational efficiency and bolster their bottom line. We empower them with the tools, methodologies and decision-making to make real impact, fast. We invite creative minds and businesses to TechnoIdentity, let’s collaborate to transform lives through technology.
Life at TechnoIdentity is shaped by the belief that everyone deserves to bring their authentic self to work and as responsible adults, you will choose to spend your time wisely on things matters the most to you.
Jobs
8
About the company
Deep Tech Startup Focusing on Autonomy and Intelligence for Unmanned Systems. Guidance and Navigation, AI-ML, Computer Vision, Information Fusion, LLMs, Generative AI, Remote Sensing
Jobs
4
About the company
Oracle Cloud is a cloud computing service offered by Oracle Corporation providing servers, storage, network, applications and services through a global network of Oracle Corporation managed data centers. The company allows these services to be provisioned on demand over the Internet.
Jobs
6
About the company
Jobs
22
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
6
About the company
Jobs
108
About the company
RockED is the premier people development platform for the automotive industry, supporting the entire employee lifecycle from pre-hire and onboarding to upskilling and career transitions. With microlearning content, gamified delivery, and real-time feedback, RockED is educating the automotive
workforce and solving the industry's greatest business challenges.
The RockED Company Inc. is headquartered in Florida. Backed by top industry experts and investors,
we’re a well-funded startup on an exciting growth journey. Our R&D team (Indian entity) is at the core
of all product and technology innovation
Our India R&D team, which is in Bangalore (Office in Church Street), leads all product and technology innovation, and we’re now expanding this team.
AI will play a key role in improving intelligence, personalization, and overall user experience across the platform.
Jobs
4
About the company
Jobs
1
About the company
At Ampera Technologies, we empower businesses with cutting-edge data analytics, quality assurance, and data engineering solutions
Jobs
21
About the company
Jobs
1