Financial Consultancy Jobs in India

Bajaj Life InsuranceJob Title: Financial Sales Executive - Team Leadership & Talent DevelopmentJob OverviewJoin the Bajaj Life Insurance team through a Management Trainee Program designed to develop skills in financial sales, customer relationship management, recruitment, and team leadership.Training & Selection- 7-day training program followed by an assessment.- Selection based on performance, communication, and leadership potential.Trainee Phase- Achieve assigned business targets within a maximum of 3 months.- High performers may qualify sooner, based on performance.- Training, guidance, and regular reviews will be provided.Key Responsibilities- Promote life insurance products and build customer relationships.- Work toward assigned sales and ...

As an Insurance Advisor, you will provide expert guidance to clients on various insurance products. You will be responsible for helping individuals understand their insurance needs and offering suitable solutions, all while working from home.Key Responsibilities:1. Client Consultation: Engage with clients to assess their insurance requirements and recommend appropriate policies tailored to their needs.2. Policy Management: Assist clients in managing their insurance portfolios, ensuring they are aware of updates and potential adjustments.3. Training Participation: Attend training sessions to enhance your knowledge of insurance products and best practices within the industry.4. Effective Communication: Maintain open lines of communication with clients, addressing their queries and providing ongoing support.Required Skills and Expectations:The ideal candidate should have 5 to 11 years of experience in the insurance sector and be a minimum of 40 years old. A completion of the 12th grade is necessary. Proficiency in communication, along with strong interpersonal skills, is expected. Candidates should be self-motivated and capable of working independently in a part-time capacity. While the role is primarily remote, candidates must have access to a laptop or mobile device to manage client relationships effectively. Training will be provided for candidates who are keen to excel in this role.

Full job descriptionFinancial Consultant - FreshersLocation: Kolkata, West BengalRole & Responsibilities:- Lead, motivate and develop a team to achieve business targets.- Recruit, train and guide team members for consistent performance.- Handle client interactions and support business development activities.- Track team performance and work towards achieving organizational goals.Grow from Team Leadership to Zone Leadership through a structured career path.Employee Benefits:- PF & ESIC- Health Insurance- Performance-based incentives- Leadership Exposure & Career Growth: From leading a team to leading a Zone, build a complete long-term career with us.ELIGIBILITY:Graduate in any discipline.Only freshers can apply.Candidates must be Kolkata-based / have Kolkata asBenefits:Health insuranceProvident FundWork Location: In person

We are seeking a dedicated Insurance Advisor to join our team in Jaunpur, India. This full-time, work-from-home position is ideal for individuals with a passion for helping clients secure their financial future. No prior experience is necessary, making this an excellent opportunity for recent graduates.As an Insurance Advisor, your key responsibilities will include:- Client Consultation: You will engage with clients to understand their insurance needs and financial goals, providing expert advice on suitable insurance products.- Product Presentation: You will explain various insurance options clearly and concisely, helping clients make informed decisions about policies that fit their requirements.- Policy Management: You will assist clients with the application process, ensuring all necessary paperwork is completed accurately and promptly.- Customer Support: Providing ongoing support to clients after the sale will be part of your role, addressing any questions or concerns regarding their policies.To excel in this position, candidates should possess strong communication and interpersonal skills to build trust and rapport with clients. A proactive approach to problem-solving and the ability to work independently are essential. Basic computer skills are needed for managing records and client communications. A high school diploma is required, and a genuine desire to learn about the insurance industry will enhance your success in this role. If you are looking to start a rewarding career in insurance, we encourage you to apply.

Key ResponsibilitiesManage and oversee day-to-day accounting and finance operations.Prepare monthly, quarterly, and annual financial statements and management reports.Ensure accurate maintenance of general ledger, accounts payable, accounts receivable, and bank reconciliations.Monitor cash flow, working capital, and financial performance.Lead budgeting, forecasting, and variance analysis activities.Ensure compliance with statutory requirements, GST, TDS, Income Tax, and other applicable regulations.Coordinate internal and external audits and ensure timely closure of audit observations.Review and approve financial transactions, journal entries, and reconciliations.Develop and implement financial controls, policies, and accounting procedures.Manage relationships with banks, auditors, tax consultants, and regulatory authorities.Analyze financial data and provide strategic recommendations to senior management.Supervise and mentor accounting team members to ensure efficiency and professional growth.Support business planning, cost control, and profitability improvement initiatives.Ensure compliance with accounting standards and company policies.

As a Life Insurance Advisor, you will help individuals and families secure their financial future by providing them with suitable life insurance products. This role is part-time and can be done from the comfort of your home, making it ideal for those seeking flexibility in their work hours.Key Responsibilities:- Client Consultation: Engage with clients to understand their insurance needs and financial goals, ensuring you provide tailored solutions that fit their circumstances.- Product Knowledge: Stay updated on various life insurance policies and products to effectively explain options and benefits to clients, enabling informed decision-making.- Sales and Marketing: Actively promote life insurance products through various marketing channels, leveraging personal networks to reach potential clients.- Policy Management: Assist clients in filling out applications and managing their policies, ensuring they have a seamless experience from start to finish.- Follow-Up: Maintain ongoing communication with clients, providing them with updates and asking for referrals to expand your client base.Required Skills and Expectations:Candidates should have a minimum education level of 12th grade. Strong communication skills are essential, as you will be interacting with clients frequently. Basic computer skills are necessary for handling online applications and communications. A knack for sales and marketing will be beneficial, along with a positive attitude and willingness to learn about the insurance industry. Enthusiasm for helping clients achieve financial security is crucial to your success in this role.

We are looking for a motivated and friendly Insurance Advisor to join our team in Faridabad. This part-time role allows you to work from home, helping clients understand their insurance needs and find the right policies for them.As an Insurance Advisor, your key responsibilities will include:1. Client Consultation: You will interact with clients to assess their insurance needs and provide personalized advice tailored to their situations.2. Policy Recommendations: Based on client assessments, you will recommend appropriate insurance products that best fit their requirements, ensuring they have the coverage they need.3. Documentation Support: You will assist clients in completing insurance applications and other necessary paperwork, ensuring a smooth process from start to finish.4. Ongoing Relationship Management: You will maintain regular contact with clients to provide updates, address questions, and offer support for their insurance policies.For this role, you should possess excellent communication skills to clearly convey information to clients. A positive attitude and a willingness to learn are essential, especially if you are new to the field. Being organized and detail-oriented will help you manage client interactions effectively. Previous experience in sales or customer service is a plus, but not required. If you are eager to help others while building your career in the insurance industry, this opportunity is perfect for you.

We are looking for a motivated Tele Sales Officer to join our team in Jaipur. This part-time position is ideal for individuals eager to begin their career in sales. As a Tele Sales Officer, you will communicate with potential customers over the phone to promote and sell our products or services. Key Responsibilities:- Make Outbound Calls: You will reach out to potential clients to introduce our offerings and generate interest, helping to build our customer base.- Explain Product Features: It is important to clearly explain the features and benefits of our products, ensuring potential customers understand how they can meet their needs.- Answer Customer Queries: You will respond to any questions or concerns from customers, providing them with accurate information to help them make informed decisions.- Maintain Records: Keeping detailed logs of customer interactions and any sales made is essential for tracking progress and ensuring follow-ups are timely.- Achieve Sales Targets: You will work towards achieving individual and team sales goals, contributing to the overall success of the organization.Required Skills and Expectations:You should have strong communication skills and the ability to engage customers over the phone. A positive attitude and a willingness to learn are essential, as you will be working in a fast-paced environment. You must be comfortable using basic computer software for record-keeping. While previous experience is not required, an eagerness to embrace challenges and work collaboratively with your team is highly valued.

Job SummaryDIGIT INSURANCE is looking for a motivated and customer-focused Financial Advisor to help clients understand their financial protection needs and recommend suitable insurance solutions. The ideal candidate will build long-term customer relationships, provide professional financial guidance, and contribute to the company's business growth through ethical sales practices.Key Responsibilities1.Identify and approach potential customers through referrals, networking, and lead generation.2.Assess clients' financial goals, income, and insurance requirements.3.Recommend appropriate life, health, motor, travel, and other insurance products.4.Explain policy features, benefits, exclusions, and premium options clearly.5.Assist customers with policy issuance, renewals, endorsements, and claims guidance.6.Build and maintain long-term relationships with existing clients.7.Achieve monthly and annual sales targets.8.Maintain accurate customer records and ensure compliance with company policies and regulatory guidelines.9.Stay updated on new insurance products and market trends.Required Qualifications1.Bachelor's degree in any discipline .2.Freshers with strong communication and sales aptitude are preferred.(prior experience is required to join only as a team lead directly)Required Skills1.Strong communication and interpersonal skills.2.Customer relationship management.3.Sales and negotiation skills.4.Financial planning and advisory abilities.5.Problem-solving and analytical thinking.6.Basic computer proficiency (MS Office and CRM systems).7.Time management and organizational skills.8.High ethical standards and professionalism.9.Preferred Attributes10.Self-motivated and target-oriented.11.Ability to work independently and as part of a team.12.Positive attitude with a customer-first approach.13.Willingness to travel locally for client meetings.14.Compensation & Benefits15.Competitive salary with attractive performance incentives.16.Health insurance and employee benefits.17.Professional training and career development opportunities.18.Performance recognition and growth opportunities.19.leave and other company benefits as per policy.Work LocationAs assigned by DIGIT INSURANCE.PARK STREET,KOLKATA.Employment TypeFull-time/Part-timeReporting ToBranch Manager / Sales ManagerEqual Opportunity Statement:DIGIT INSURANCE is committed to providing equal employment opportunities to all qualified candidates and fostering a diverse and inclusive workplace.

You have to work with Axis Max Life Insurance company and deal with Bank customer. You need to discuss the plans with the customer and build a relationship with the bank staff so that they will help you to login your plan.

Position OverviewWe are looking for empathetic, detail-oriented individuals to join our team as Life and Health Insurance Agents. In this role, your primary focus will be helping clients protect their income, manage healthcare costs, and secure their family's long-term financial future.This is a performance-driven, full-commission role offering unlimited earning potential, total schedule flexibility, and the rewarding opportunity to provide vital financial safety nets to your community. We welcome both seasoned professionals and career changers, providing full support to help you build a sustainable business.Key ResponsibilitiesNeeds Analysis: Conduct comprehensive reviews of clients

Job Role - Financial Research Associate Company - ICICI PRUDENTIAL LIFE INSURANCE Experience - Freshers & Experience both can Apply Skills - Team coordinator, Team Leading, Financial Planning, Financial Services Salary - Annual CTC upto 4.5 Lakhs.. Attractive Incentives + PF & Gratuity

As an Insurance Advisor, you will play a vital role in helping clients understand their insurance needs and guiding them through options that best suit their requirements. Key Responsibilities:- Client Consultation: Engage with clients to understand their insurance needs and provide them with relevant information about various policies available. This involves asking questions and listening carefully to their concerns.- Policy Recommendation: Analyze clients' situations and recommend appropriate insurance products, such as life, health, or auto insurance, based on their individual requirements. This requires a good understanding of the insurance market.- Documentation Assistance: Help clients fill out necessary application forms and gather required documentation to ensure a smooth and efficient policy issuance process. This includes guiding them through each step.- Follow-Up Communication: Maintain regular contact with clients to keep them informed about updates, renewals, and additional options available, ensuring they feel supported throughout their insurance journey.- Market Research: Stay updated on the latest trends and changes in the insurance industry to provide clients with accurate and relevant information. This helps in serving clients better and building trust.The ideal candidate should have strong communication skills to convey complex information clearly and effectively. Attention to detail is crucial for accurate documentation and recommendations. A customer-centric attitude is essential to foster lasting relationships. You should be adaptable and should be persistent in following up with clients. A background in sales or customer service would be beneficial but is not mandatory.

Required Local Bangalore Candidates only..Responsibilities Ensure timely compliance under the Companies Act, FEMA regulations and other statutory requirements. Preparation of agenda, notices and supporting documents for conducting meetings. Plan, organize and conduct Board, committee and General Meetings Maintain and update statutory registers, minutes and records and timely fillings with MCA/ROC/GST and other authorities as applicable. Advise the Board on Corporate governance, compliance and secretarial matters from time to time. Monitor regulatory changes and ensure internal processes remain aligned. Coordinate with internal and external auditors for compliance, statutory and secretarial audits Provide required documentation, clarifications, and follow-up on audit queries/ requirements Liaison with regulatory authorities, consultants to close legacy tax matters. Handling exposure on VAT/CST/GST and income Tax notices. Handling monthly Tax returns/TDS and month end closures (MIS) reporting. Maintenance of books of accounts, Preparation of financial statements, coordination with statutory auditors

Join our team as a Financial Advisor and help clients achieve their financial goals. This part-time position allows you to work from home while providing valuable financial guidance to individuals and families.Key Responsibilities:- Client Consultation: Meet with clients to understand their financial situation and goals. This involves asking questions to gather information about their income, expenses, and investment preferences.- Financial Planning: Create personalized financial plans that align with clients objectives. You will analyze their financial status and recommend suitable investments, savings strategies, and debt management options.- Market Research: Stay informed about market trends and economic conditions to provide clients with up-to-date advice. This includes analyzing financial products and understanding how changes in the market may affect client portfolios.- Ongoing Support: Offer continuous support and advice to clients as their financial needs change. This may involve regular check-ins and adjustments to their financial plans based on life events or market changes.- Compliance Adherence: Follow all relevant regulations and enhance trust with clients by ensuring that your advice follows ethical guidelines and legal standards.Required Skills and Expectations:Candidates should have strong communication and interpersonal skills to build relationships with clients. A keen analytical mindset will help in understanding financial data. Previous experience in finance is a plus, but not mandatory, as we welcome fresh talent. Candidates must also display a willingness to learn and adapt in a dynamic field.

As a Financial Consultant, you will play a vital role in guiding clients to achieve their financial goals. Your primary responsibilities will include:- Client Consultation: Meet with clients to understand their financial situation and goals, providing personalized advice tailored to their needs.- Financial Planning: Develop comprehensive financial plans that cover various aspects, such as budgeting, investments, and savings strategies to help clients reach their objectives.- Market Research: Stay updated on market trends and financial products to offer informed recommendations that best suit your clients needs.- Investment Analysis: Assess the risks and benefits of different investment options, guiding clients in making sound decisions regarding their portfolios.- Regulatory Compliance: Ensure that all financial advice complies with legal regulations and industry standards to protect clients and the company.To succeed in this role, you should meet the following requirements:- A completed 12th-grade education is necessary; higher education in finance or a related field is an advantage.- Strong communication skills are essential for explaining complex financial concepts simply and clearly to clients.- Basic knowledge of finance and investment principles is expected, with a willingness to learn and grow in the industry.- Excellent analytical skills to assess data, market trends, and client needs accurately.- A strong sense of ethics and integrity to maintain client trust and confidentiality in all financial dealings.

A Financial Advisor is responsible for helping clients manage their finances, achieve their financial goals, and secure their future.

We are seeking an experienced Insurance Advisor to join our team in Puducherry, India. The ideal candidate will help clients understand their insurance needs and provide tailored solutions.Key Responsibilities:- Assess Client Needs: Meet with clients to evaluate their insurance requirements and recommend suitable policies.- Provide Information: Clearly explain different insurance products, coverage options, and terms to clients.- Build Relationships: Establish and maintain strong relationships with clients for repeat business and referrals.- Process Applications: Assist clients in completing insurance applications and ensure timely submission for processing.- Stay Updated: Keep yourself informed about the latest market trends and insurance policies to provide accurate advice.Required Skills and Expectations:Candidates should have a minimum of 1 to 5 years of experience in the insurance sector, demonstrating solid knowledge of various insurance products. A high school diploma is essential, and strong communication skills are crucial for effectively interacting with clients. You must be self-motivated, detail-oriented, and capable of working independently. A good understanding of sales principles will help you succeed in this role. It is expected that you will adapt to changing client needs and market conditions while maintaining a positive attitude. Additionally, a strong commitment to customer service excellence will be essential to thrive in this position.

Job DescriptionRole: PCG- Wealth Sales & AdvisoryCTC: Up to 30 LPAIndustry: Financial ServicesRole Summary:The role involves managing and growing a portfolio of HNI/UHNI PCG clients by offering customised wealth management and investment solutions. This is a revenue-driven role requiring strong relationship management skills and a deep understanding of investment products.Key Responsibilities:Acquire and manage HNI / Affluent clients.Drive revenue through cross-selling and up-selling of wealth products.Offer advisory solutions across:Mutual FundsPMS / AIFStructured ProductsBonds / Fixed IncomeEquity & DerivativesInsurance & Other Investment ProductsBuild long-term relationships and ensure high client retention.Achieve AUM growth and revenue targets.Coordinate with internal product and research teams for customised solutions.Maintain high compliance and regulatory standards.Candidate Profile:Experience: 3+ years with HNI & UHNI client base from the banks, broking or wealth industry with minimum AUM 70cr of wealth.Strong exposure to HNI client handling.Good understanding of capital market products.Proven track record of revenue generation.Excellent communication and negotiation skills.NISM & CFP certifications are preferred.Referrals are highly appreciated.

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.

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.