Finance Advisor Jobs in India

Financial Advisor at Axis Max Life Insurance

Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in line with dynamic asset allocation; 3. Responsible for business growth as well as self growth.

We are looking for a motivated and customer-focused Life Advisor to join our insurance team. The candidate will be responsible for advising clients on suitable life insurance products, building long-term relationships, and achieving sales targets.Key Responsibilities:Identify and approach potential clients through networking, referrals, and leadsUnderstand customer financial needs and recommend suitable insurance plansExplain policy features, benefits, and terms clearlyAssist clients with policy selection, documentation, and application processMaintain regular follow-up with existing clients for renewals and serviceBuild and maintain strong customer relationshipsAchieve monthly and yearly sales targetsStay updated with company products and market trends

We are looking for a motivated and friendly Financial Advisor to join our team in Barrackpore. This is a full-time position suitable for freshers who are eager to learn about the financial industry. You will work from the office and help clients manage their finances effectively.**Key Responsibilities:**- **Client Consultation:** Meet with clients to understand their financial goals and needs. This helps you provide personalized advice that meets their specific situations.- **Financial Planning:** Assist clients in creating financial plans that include budgeting, saving, and investing. Good planning ensures clients can achieve their long-term financial dreams.- **Product Knowledge:** Learn about different financial products like insurance, mutual funds, and investment plans. This knowledge allows you to recommend options that best fit your clients' needs.- **Relationship Building:** Build strong relationships with clients by maintaining regular communication. Trust is crucial in the financial sector, and good relationships lead to satisfied clients.- **Market Research:** Stay updated on market trends and economic conditions. This information helps you give clients the best advice based on current financial situations.**Required Skills and Expectations:**Candidates must have at least a 10th-grade education and should possess strong communication and interpersonal skills. A positive attitude, eagerness to learn, and the ability to handle client inquiries are essential. Attention to detail and a basic understanding of math will help you succeed in this role.

Partnership Opportunity - Insurance, Loans & Mutual FundsIf you refer clients to us who are interested in insurance, loans, or mutual fund investments, you can earn an attractive commission.Your role is simple:You only need to connect us with people who are looking for these financial services. Our team will handle the complete consultation, documentation, and processing.Commission Structure:You will receive 60% of the commission generated from the business you refer.Example:If a policy or financial product generates a commission of 1,00,000, you will earn 60,000 as your share.This is a great opportunity for anyone who has a network of people looking for financial planning, loans, or investment solutions.You only bring the client leads - we handle the rest.

Build a Career with a Legacy: Join Shri Ram Life Insurance as a Financial AdvisorAre you looking for a career that combines financial growth with the noble goal of protecting families? Shri Ram Life Insurance, a name synonymous with trust and integrity, is looking for ambitious and empathetic individuals to join our team of Financial Advisors.Why Choose a Career with Shri Ram Life Insurance?As a Financial Advisor, you aren't just selling a policy; you are providing a safety net for a family's future. Here is why this path is rewarding:Unlimited Earning Potential: Your income is directly tied to your hard work. Benefit from an attractive commission structure and performance-based bonuses.Flexible Work-Life Balance: Be your own boss. You have the freedom to set your own hours and work at your own pace.Comprehensive Training: No prior experience in insurance? No problem. We provide world-class training and mentorship to help you master the art of financial planning.Respected Brand: Leverage the power of the Shri Ram brand, a household name known for its deep roots in Indian values and customer service.Career Growth: This is more than a job; it's a professional journey. We offer clear pathways for those looking to move into leadership and management roles.What You Will DoConsult & Advise: Understand the unique financial needs and goals of your clients.Provide Security: Recommend tailored life insurance solutions that offer long-term protection and savings.Build Relationships: Act as a lifelong partner to your clients, helping them navigate their financial milestones.Who We Are Looking ForWe value character and ambition above all else. You are an ideal candidate if:You are a natural communicator who enjoys meeting new people.You have a strong desire to achieve financial independence.You are passionate about helping others secure their future.You hold a minimum qualification of 10th or 12th standard (depending on specific regional requirements).

Role : Oracle Cloud Financial Functional Consultant - Full timeLocations Hyderabad ,Chennai Bangalore, IndiaOverview:The Oracle Cloud Financial Functional Consultant will design, implement, and maintain configurations using Oracle applications. The ideal candidate will have a robust understanding of Oracle Financial systems such as Payables, Receivables, Cash Management, General Ledger, and Fixed Assets to tailor Oracle applications to meet our business needs. This role involves collaborating with stakeholders to gather requirements, design solutions, and implement Oracle ERP modules across different functional areas.Responsibilities:Design, configure, and customize Oracle Financial modules to meet business requirements, including Payables, Receivables, Cash Management, General Ledger, and Fixed Assets.Collaborate with cross-functional teams, including developers, business analysts, and project managers, to deliver Oracle ERP projects on time and within budget.Implement and manage Oracle Cloud Financials integrations and data migrations.Utilize data tools such as ADFDI and FBDI effectively.Write OTBI reports (knowledge in this area is a plus).Maintain focus on release priorities in a Fusion context.Hands-on experience configuring Oracle Cloud Financials modules, including General Ledger, Accounts Payable, Accounts Receivable, Cash Management, and Fixed Assets.Strong understanding of finance business processes and best practices.Ability to multitask and prioritize tasks effectively.Qualifications:Bachelors degree in computer science, Finance, Accounting, Business Administration, or a related field.Minimum of 6 years of experience in Oracle Financial applications.Excellent problem-solving and communication skills.Oracle Cloud Financials certification(s) is preferred.

As a Finance Advisor, you will play a crucial role in helping clients manage their financial needs and make informed decisions. Your responsibilities will include:- **Client Consultation:** Meet with clients to understand their financial goals and objectives. This helps tailor financial solutions that meet their specific needs.- **Financial Planning:** Analyze clients' financial situations and create comprehensive plans for savings, investments, and risk management. This ensures that clients have a clear roadmap towards achieving their financial aspirations.- **Product Recommendation:** Suggest suitable financial products like insurance, mutual funds, and investment options based on client profiles. This allows clients to choose the best tools for their financial growth.- **Portfolio Monitoring:** Regularly review and track clients investment portfolios. Keeping an eye on performance helps in making necessary adjustments to enhance returns.- **Customer Support:** Provide ongoing support and advice to clients as their financial circumstances change. This fosters long-term relationships and ensures client satisfaction.To excel in this role, you should have a basic understanding of finance and investment products. Good communication skills are essential to explain complex concepts clearly to clients. A proactive attitude towards learning and adapting to new financial trends is expected. You should also be comfortable working in an office environment and be able to engage effectively with clients and team members. Being detail-oriented and organized is key to managing client accounts efficiently.

The Financial Advisor (Investor Relations) will play a strategic role in managing financial planning, capital structuring, and investor communications for a major fully automatic dairy farm startup located in Andhra Pradesh, which is a part of integrated group of companies of 30 years of business excellence. This position focuses on building strong investor relationships, ensuring financial transparency, and supporting sustainable growth through effective fundraising and financial management.

Guidance for financial management

A Financial Advisor is a professional who helps individuals and businesses manage their finances effectively to achieve short-term and long-term goals. They assess clients financial needs, income, expenses, assets, and liabilities to create personalized financial plans. A financial advisor provides guidance on investments, savings, insurance, retirement planning, tax strategies, and wealth management.They analyze market trends, recommend suitable financial products, and explain risks and benefits clearly to clients. Advisors build strong relationships by understanding clients life goals such as buying a home, childrens education, or retirement security. Regular portfolio reviews and performance monitoring are key responsibilities to ensure plans stay aligned with changing financial situations.A financial advisor must have strong communication, analytical, and problem-solving skills. Knowledge of financial markets, regulations, and investment tools is essential. Trust, integrity, and client confidentiality are critical in this role. Ultimately, a financial advisor helps clients make informed financial decisions and build long-term financial stability and wealth.

We are looking for a dynamic and result-oriented Financial Advisor to provide investment guidance and financial planning services to clients. The candidate will be responsible for acquiring new clients and managing their investment portfolios. Key Responsibilities:Identify and acquire new clients for investment productsProvide financial planning and wealth management advicePromote mutual funds, insurance, bonds, and other investment productsMaintain and grow Assets Under Management (AUM)Build long-term client relationshipsAchieve monthly and yearly revenue targets Required Skills:Strong communication and convincing skillsKnowledge of investment products and financial marketsClient handling & relationship management skillsTarget-oriented and self-motivated

Job Requirements & Desired Skills:Excellent communication skills with students and international overseas agenciesStrong verbal and written communication skillsKnowledge of Tamil, English, and Malayalam (mandatory)Good interpersonal and counseling skillsBasic knowledge of study abroad procedures and financial documentationAbility to handle multiple clients and maintain records properlyComputer knowledge (MS Office, email communication, online applications)Professional and polite behavior

The Selected Candidates Will Be Expected to Actively Sale Insurance Policy, Loans, Credit Cards, Mutual Funds and other Financial Products to Interested Customers. this is a Part Time Job and Can Be Done At Any Time and Earn Extra Income Based On the Performance. Smartphone is Mandatory

This is part time or full time job candidate work from anywhere , they also receive bomus, incentive, gifts, and much more contact 7017681882

Hiring: Financial Advisers / Advisor ConsultantsCompany: Kodak Pvt Ltd (Kodak Life Insurance)Kodak Pvt Ltd is inviting applications for Financial Advisers and Advisor Consultants to join our growing life insurance advisory team.Eligibility & Skills:Strong communication and client-handling skillsInterest in financial planning and insurance advisoryFreshers and experienced professionals are welcomeGoal-oriented and self-motivated individualsWhat We Offer:Professional training and certification supportAttractive commission and incentive structureCareer growth and leadership opportunitiesAssociation with a reputed life insurance brand Interested candidates are requested to share their CV or DM their resume Contact: 7349504704

Company Profile: We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc. Role & Responsibilities:Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals.Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Mobile : 8108518344

Key Responsibilities:1. Provide financial guidance: Assist clients in understanding their financial goals and develop tailored strategies to achieve them.2. Conduct financial analysis: Analyze clients' financial situations, including income, expenses, assets, and liabilities, to offer personalized recommendations.3. Offer investment advice: Recommend suitable investment options, such as stocks, bonds, mutual funds, and retirement accounts, based on clients' risk tolerance and financial objectives.4. Monitor client portfolios: Regularly review and adjust investment portfolios to ensure they align with clients' changing financial circumstances and market conditions.5. Educate clients: Keep clients informed about market trends, economic developments, and changes in financial regulations to help them make informed decisions.6. Build relationships: Develop long-term relationships with clients through regular communication, trust-building, and addressing their financial needs and concerns.Required Skills and Expectations:1. Strong communication skills: Ability to explain complex financial concepts in simple terms and build rapport with clients.2. Analytical mindset: Proficiency in analyzing financial data and making sound recommendations based on facts and figures.3. Customer service orientation: Dedication to providing exceptional service and meeting clients' needs promptly and effectively.4. Knowledge of financial products: Understanding of various investment vehicles, insurance products, and retirement planning options.5. Attention to detail: Thoroughness in reviewing financial documents, conducting research, and preparing reports accurately.6. Compliance knowledge: Familiarity with financial regulations and commitment to adhering to ethical standards and industry best practices.

Basically job is issurance advisor where you need to aware about our issurance the insurance name is confidential I will say you after selection it is government backed and trusted issurance and the job is incentive based with high salary

Position-Financial AdvisorDescription: - 1.Showcase investment products to clients which may be of interest for them2. Assist the client in aligning his or her investments as per his or her needs.

Explain (over the phone) the various types of investment product features and financial services to potential clients.Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goalsDevelop and deepen client relationships.Educate clients and answer questions about investment options and potential risks.Recommend investments to clients or select investments on their behalf.Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.If needed, Meeting with clients to understand their needs and demands.Preparing financial plans with a mix of short and long term investmentsProviding periodic updates on the performance of investment portfolios.Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes,

As a Tele Caller in Mumbai, you will be responsible for making outbound calls to potential customers to offer financial advisory services. Your key responsibilities include conducting voice processes, cold calling, and using computer skills to maintain client records. You must have excellent convincing power and fluency in English to effectively communicate with clients. A graduate with 0-1 years of experience in a similar role would be suitable for this full-time position based in the office.WhatsApp me on 8655867034

Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, male candidate may have to visit client place for completion of documentation (any place, any day and any time). Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.inMobile : 8655867034;

We are looking for a motivated Financial Advisor to join our team in Visakhapatnam. This is a full-time office-based position suited for individuals with 1 to 7 years of relevant experience. Ideal candidates should come from a strong educational background in fields such as B.Com, B.Sc, B.E, MBBS, Chartered Accountant, I.C.W.A, or possess a professional degree.**Key Responsibilities:**- **Client Consultation:** Meet with clients to assess their financial needs and goals, helping them understand their options and making informed decisions.- **Financial Planning:** Develop comprehensive financial plans that detail strategies for investments, savings, and spending aligned with clients' objectives.- **Investment Advice:** Offer informed recommendations on suitable investment opportunities based on market trends and clients' risk tolerance.- **Monitoring Portfolio Performance:** Regularly review and analyze clients financial portfolios to ensure alignment with their goals and suggest adjustments as necessary.- **Regulatory Compliance:** Stay updated on financial regulations and ensure all practices comply with relevant laws and standards.**Required Skills and Expectations:**Strong communication and interpersonal skills are essential for building trust and rapport with clients. The ability to analyze complex financial information and provide clear explanations is crucial. Candidates should have a good understanding of investment products and financial markets. Proficiency in financial planning software and tools is preferred. A commitment to continuous learning and professional development is expected to keep pace with industry changes and client needs.

Looking for hard working teammate, quick learner ,adaptive

Looking for teammate, quick learner and a partner