Banking Finance Job Vacancies in Lucknow

1- Advising clients on their financial goals, including investment strategies, insurance needs, and retirement planning.2- Meeting with clients to understand their financial goals, risk tolerance, current financial situation (assets, debts, income), and investment knowledge. 3- Recommending suitable investment products, insurance solutions, and other financial services based on client needs and goals.

1. This is 100% field work and on rolls of bank.2. Quality acquisition of Home Loans by going into the market catchment area.3. Ensure quality sourcing of customers by selling different products like other diff. loans & insurances etc.Candidate ProfileMust have 6 month of experience in Home Loan / Mortgage Loan / Lap / Cross SellDSA and DST both are vacancy available (Individual role)Fresher can not ApplyIt Is a Field Sale not back office work

Government proposed jobVery high chance to get permanent govt job in LIC as this is financial Advisor professional scheme launch by our honorable PM mr Modi ji so hurry up call me 9450625644

A Financial Manager is a key professional responsible for ensuring the financial health of an organization. They conduct accurate data analysis and offer advice to senior management on strategies to maximize profits, securing long-term success for the company.

We are looking for an experienced Financial Adviser to join our team and serve as a valuable intermediary between our company and clients.

We are looking for 99 Channel Development Associate Posts in , with deep knowledge in Team Building,New Channel Development and Required Educational Qualification is : Higher Secondary

We are looking for 20 Insurance Manager Posts in Bhopal, Madhya Pradesh, Indore, Madhya Pradesh, Jabalpur, Madhya Pradesh, Lucknow, Uttar Pradesh, Kanpur, Uttar Pradesh, Varanasi, Uttar Pradesh, Meerut, Uttar Pradesh, Muzaffarnagar, Aligarh, Uttar Pradesh, Bulandshahr, Uttar Pradesh, Dehradun Road, Uttarakhand, Branch Sales Manager, Marketing Manager, Insurance Manager, Field Executive, banking, finance, with deep knowledge in Branch Sales Manager, Marketing Manager, Insurance Manager, Field Executive, banking, finance and Required Educational Qualification is : Other Bachelor Degree,

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender

We are looking for a Senior AccountantRoles are described below 1. Monthly and annually internal auditing of books (debtors and creditors accounts )2. Auditing stock on books and reconciling with on site physical stock 3. Preparing financial statements and financial ratios monthly and annually 4.Providing financial advice5. Advising on tax planning6. Prepare and filling of GST, TDS returns, and Income tax 7.Plan, assign and review staffs work8. Preparing monthly budget forecasts of all sites 9. Banking co-ordination for operation10. Advising on banking transactions .11. Monthly Preparation of Profit And Loss Account.12. Monthly Preparation of Cash Flow, Fund Flow, Trial Balance and Balance sheets13. Stock closures14. Co-ordination with CA at time of final Balance sheet.

We are looking for a client-oriented banker to banking team. Your responsibilities will include working closely with clients to determine their banking needs, including discussing their financial requirements and providing financial advice, when necessary.To be successful as a banker, you must be able to communicate effectively in order to serve and assist a variety of clients and you must be able to resolve issues quickly and successfully, in order to ensure client satisfaction.Banker Responsibilities:Signing on new clients and helping them through the onboarding process.Managing client bank accounts, including opening and closing accounts, and overseeing transactions.Recommending and explaining banking services and products to clients based on their needs.Presenting and cross-selling banking services and products to existing and prospective clients.Collaborating with other banking professionals to ensure high-quality client service.Resolving client queries and complaints.Performing administrative and clerical duties, such as data entry and filing, when necessary.Banker Requirements:Bachelors degree Sales or customer service experience preferred.Working knowledge of retail banking practices, rules, and regulations.Understanding of banking services and products.Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access).Multi-tasking and time-management skills, with the ability to prioritize tasks.Excellent communication, sales, and negotiation skills.Company Name: Confidential & retrospective basis

Conducting market research to identify selling possibilities and evaluate customer needsActively seeking out new sales opportunities through cold calling, networking and social mediaSetting up meetings with potential clients and listening to their wishes and concerns

1. lead will be provided2. Educate the Customer about the product3. Cold calling to arrange meetings with potential customers to prospect for new business4. To close the leads provided by Company5. Lead Generate/ Lead Close

Industry - Banking SectorBank Name - Utkarsh Small Finance BankProfile - Sales Officer & Senior Sales OfficerQualification - Graduate With Good English Communication Skill.Experience - Minimum 1 Year Any Banking SectorSalary - 16000/- to 22000/- + ESIC+ PF +IncentiveGender - Male & Female Can ApplyLocation - Delhi, Rajasthan, Lucknow, Bareilly, Moradabad, AgraDuties & Responsibilities-----Utkarsh Small Finance Bank is a proud solitary Small Finance Bank from Varanasi. Established in 2009 with the mission to empower the low-income group financially, it has reached to new heights today. The objective of our bank is 'Ummeed' - giving hope to customers for fulfilling their dreams and needs.Note - Charges ApplyOnly Serious Candidate Can Apply

Job Description : Value BankerGrade : Senior OfficerJob Responsibilities:-Relationship building with cross selling of Bank Products(Gold, Insurance, Saving A/c , Current A/c, FDR?s other fee Income products)Customer Handling, Cash handling, Clearing, Familiar with Finance of day to day Banking OperationsImportExport related requests processing, Salary processing, furnish Internal audit.Servicing the requests of CustomersManaging relationship with the ?Managed Account? holders with a view to enhance CASA, manage retention, and add more family members to this group of managed accounts as well as increasing the product holding of these customersProducts to be handled: Branch Banking Liability Products(Investment?s,Gold, Saving Accounts, Current A/c, Gold, Forex, Fixed Deposits, RD and other fee income products), Bank Asset product (Farm Equipments Loan''''''''''''''''s, Farmer Finance, Rural Housing Loan, Credit Franchises, Rural Education loan, Auto loans).Educational and Experience:Graduate with 2-6 years of work experience.Full Time MBA with 0-4 years of work experience.

Urgently required experienced Field Loan Officers for a reputed Bank. 1. Should have minimum 1yr experience as Loan Officer (mortgage lending, banking)2. Should have worked on any of these loans: Home Loan Secured Loan LAP MSME loans Gold loans CASA. KCC CROP LOAN Business Secured loans. Insurance3. Should have two wheeler4. Should have worked with Bank or Finance companyAttractive salary package and incentives.

We need Sales Managers with an active team of Field Sales Executives, already working in the Open Market for Loan Sales work in the banks and NBFCs by generating new leads from the open market. This position is open for anyone willing to work remotely. It's a performance-based pay job. The Sales Managers need to have a laptop.Responsibilities:> Manage the whole team of the Sales Executives working under your supervision> Ensure the Sales Executives achieve their monthly sales target> Help your team login loan files to the online lead generation portal> Increase the business sales of the companyBenefits:> Medicine bills and hospitalization cover up to Rs.5,000 daily for the employee and 3 of his family members.> Performance-based bonus> Employee Sales Incentive programs> Weekly contests

We are Hiring, Sales Manager - DSA/DST- Channel: Near Prime & Affordable- Product: HL & Lap- Sourcing from DSA , Connecter, Builder or references- Candidate should earn incentives in last 3 months* Hr. Shivani -9429770204