Finance Advisor Graduate Experience Jobs in Bangalore

Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.

Required Skills: Financial Modeling, Good stakeholder management skills, INDAS (Indian Accounting System), Strong Project Management skills, Experience in Accounting Advisory ServicesWork Mode : ONSITEWorking Day : 5Locations : Bangalore, Delhi NCR Mandatory Criteria (Can't be neglected during screening) : The candidate should mandatorily be from one of the Big 4 companies (Deloitte, PwC, KPMG, and EY). Atleast 2 years of their overall experience needs to be from within the Big 4. Candidate MUST have experience in Project Management and Program Management - Mandatory. Candidate should have experience in Accounting Advisory Services. Interaction with Technical stakeholders. Candidate must be having Strong command of Ind AS / IFRS/ GAAP and financial reporting frameworks. Candidate should have Strong proficiency in Excel and financial modelling & comfort with modern finance software. Candidate having Familiarity with finance automation tools (e.g., Blackline, Trintech, Anaplan) will be preferred.________________________________________DescriptionRole OverviewWe are seeking a dynamic Project Lead / Assistant Manager to join our Finance Solutions team. This role is ideal for professionals with Big 4 Accounting Advisory experience who are looking to bridge the gap between finance and technology.You will work at the intersection of finance, product, and engineering, helping clients automate their finance operations while contributing to the development and evolution of our platform.Key Responsibilities Lead and support client implementations, acting as a bridge between finance and product teams Translate complex finance and accounting requirements into clear, actionable product specifications Leverage your advisory experience to co-develop automation workflows for reconciliation, book closure, AR/AP, and other finance functions Provide deep expertise on Ind AS / IFRS/ GAAP and contribute to product design for compliance and reporting features Partner with product managers and engineers to refine platform modules based on industry best practices Contribute to internal knowledge base, finance playbooks, and training resources Mentor junior finance solution analysts and ensure consistency in delivery quality Participate in roadmap discussions for finance automation product capabilitiesRequired Qualifications 3-6 years of experience in Accounting Advisory Services at Big 4 firms Strong command of Ind AS / IFRS/ GAAP and financial reporting frameworks Proven ability to simplify and solve complex accounting challenges in practical ways Excellent communication and stakeholder management skills Strong proficiency in Excel and financial modelling; comfort with modern finance software Ability to work in a fast-paced, cross-functional, and agile environmentPreferred Qualifications Experience in a SaaS or fintech environment Familiarity with finance automation tools (e.g., Blackline, Trintech, Anaplan) Understanding of data integration, APIs, and business intelligence tools (e.g., Power BI, Tableau) Experience working closely with product, engineering, or data teams Hands-on exposure to finance systems implementations or automation tools Prior involvement in finance transformation, ERP implementation, or reconciliation optimization projectsWhat We Offer A chance to shape the future of finance automation Opportunity to work with a high-calibre, multidisciplinary team Competitive compensation and fast growth trajectory Exposure to innovative fintech use cases across diverse industries A collaborative, open, and meritocratic work cultureSalary : 22 to 27 Lakhs per annum

Financial Consultant/ Relationship manager JDCompany: Geojit Financial ServicesPosition: Financial Consultant or Financial AdvisorEducation: Minimum Graduation with NISM-5 or NISM -8 (preferred)Experience: 1+ years or Fresher with NISM certificateCTC: 18k to 25k per month ( can give upto 35k for deserving candidates)GENERAL ROLEResponsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. Also acquire new clients and open Dmat accountsSummary of roleRoles and responsibilities is to open demat account of clients . 1. One to one interaction with clients to open DMAT account and solve queries. 2. Give demat account related services at client visit. 3. Explain the client benefits of opening the with us , & help them understand how to handle the account by giving demo. 4. Engaging with clients relations and asking them for referencing to open account. 5. Completing monthly target for fulfillment of the organization.ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency trading, Mutual Funds, Insuranceand PMS Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and onmarket trends. Cross Sell to existing clients Keep regular contacts with the clients of the branch through telephone calls and meetings Assist team members in the Branch to close leads Provide investment application forms to clients and assist them in filling Provide after sales service, follow-up and ensure client retention Ensure the maintenance and enhancement of the AUM of the branch Prepare daily sales report and send to Branch Head and Sales Manager Make prompt entries in the back office of business done by branch in the Equity & Currency Segments Support branch promotional activities

The Sales Consultant is responsible for selling new vehicles with the objective of achieving Volume andCustomer Satisfaction standards. Assist customers in determining vehicle needs and completing financingpaperwork, wherever applicable. Build customer loyalty and increase Customer Satisfaction throughprofessionalism, trustworthiness, sincerity, positive attitude and a business-like appearance in everycustomer touch point.DUTIES AND RESPONSIBILITIES Greets all customers promptly; provides timely professional service. Completes Customer Records (CDIF) promptly and accurately in GDMS & maintain folders Provides excellent customer service by listening to customer inquiries and requests, askingquestions to identify needs, resolving customer concerns, and sells additional serviceswhen appropriate. Improve SSI , RDI or any other customer satisfaction related scores Builds customer loyalty and promotes the dealership brand image. Is accurate and timely in completing paperwork and assigned tasks. Sells accessories, Insurance and Finance products.SKILL REQUIREMENTS Explains the price of the vehicle in a way that the customer focuses on the value of thevehicle, rather than the price. Effective and accurate with finance calculations. Effective problem solving skills. Adaptable and flexible. Able to perform multiple tasks effectively. Empathetic to customers and their problems situations. Communicates effectively, especially in problem situations by phone, mail, e-mail, andFace-to-face.QUALIFICATION : GRADUATE / UNDER GRADUATTE

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

1. Make cold calling and explain the product to the customer and generate potential lead and follow up and make closures2. Contact potential or existing customers to inform them about a product or service using scripts3. Answer questions about productsorthecompany4. Use Different Chanels to reach out to the customer's and Explain about the policy and convience them to take the lic life insurance policy.

Role DescriptionThis is a full-time hybrid role for an Oracle Fusion Finance Functional Consultant, located in Hyderabad with some remote potential. The Oracle Fusion Finance Functional Consultant will be responsible for implementing and developing the Oracle Fusion Finance Cloud/EBS applications for various corporations. The consultant will be developing, testing, deploying, and supporting Oracle Cloud applications. The consultant will be translating business requirements to technical specs, create design documents, and collaborate with cross-functional teams to identify business opportunities and provide customized solutions.QualificationsBachelor's degree or higher in Computer Science, or a related fieldMinimum 6+ years of relevant Oracle Cloud Finance experience (implementation/upgrade/maintenance)Experience in implementation of Oracle Fusion Cloud Modules such as GL, AP, AR, FA, CM, Tax, and IntercompanyExperience configuring and setting up workflows in Oracle Fusion Cloud applications, as well as have a deep understanding of Oracle Cloud application architecture.Experience with Oracle EBS R12 Financials Modules, and hands-on experience in at least two of the Finance Modules such as General Ledger, Receivables, Payables, Assets, Cash Management, Purchasing and CostingExperience in Oracle Cloud Report Development using OTBI (Oracle Transactional Business Intelligence) and BI PublisherExcellent written and verbal communication skills, including the ability to present and explain technical information in a way that establishes rapport, persuades others, and gains understanding.Strong problem-solving skills, ability to work proactively and independently, and handle multiple tasks simultaneously.Ability to work in a fast-paced and dynamic environment, and effectively lead teams in various settings.Experience in other Oracle EBS/Fusion cloud applications a plus.

About the roleWe are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on: PMS SalesYou get pre-scheduled video meetings with potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of 50L & above)Interact and convert these high-intent inbound clients into investing in our portfolio productsHave good knowledge of the overall markets and use those points in your conversations with clientsEvaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. Guide clients thoroughly on their Tax liabilities when exiting or entering into fundsMaintain good relationships with your existing clients for investing more into different products which we offer

Inform customers about the company's products/services and offers Manage inbound/ outbound customer calls in a timely manner Generate leads that develop into new customers Identify customer's needs and convince the customer to buy the product/service Gain comprehensive product/service knowledge and clarify information wherever requiredExp: 0.3 to 0.10 Years

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

Handling of the entire branch operations Fund Management, Preparing of the compliance report of the audit. Preparation of the salary statement. Verifying the day to day transactions of entire retail banking. Overall in charge of all accounting transactions & maintenance of all registers pertaining to the Bank, with the assistance of a trainee. Assisted in the formulation of the annual financial budget. Initiated & coordinated the quarter end, half year end & year end accounting procedures.

Hiring for 50 Distribution Manager Jobs in Bangalore, with minimum 1 Year Experience,Required Educational Qualification is : Other Bachelor Degree with Good knowledge in Primary Sales, Marketing Intelligence etc.Marketing of best financial investment options

JOB DESCRIPTION RETAILRoles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients.Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.Salary: 3-6 LPAExperience : Minim 1.6-2 years in direct sales in Wealth Management products Skills needed :Candidates with Excellent communication skills.Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1.6 -2 yearsPleasing Personality and well behaved.Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads

Position: Equity Research Analyst / Wealth Manager/ Financial AdvisorExperience: 2 4 years in Equity Research AnalystLocation North BangaloreJob Description:An equity research associate might be working for a firm or for individual salespeople, such as a stockbroker;Research securities of target industries and companies to provide investment recommendations;Collect and interpret company data to facilitate recommendations;Develop and write research reports and publications to be presented to management or shareholders;Financial modeling: input data into proprietary financial models to create charts, dashboards and supporting material;Maintain up-to-date knowledge of financial services industry happenings and current events;Conduct primary research from industry sources;MBAs are preferred, although candidates with a Bachelors Degree are accepted as well;Finance, Accounting, Economics or Statistics are preferred fields of study;Ability to communicate effectively and express complex ideas succinctly;Ability to take initiative and meet deadlines under minimal supervision;Strong proficiency in MS Office, Excel, Word is required;Proficiency in Bloomberg or Capital IQ, or other data mining software is an asset.

Roles & Responsibilities: Candidate shall be required to perform field work in Internal Audit, risk advisory services, Sarbanes Oxley, Internal Financial Controls, Enterprise Risk Management, etc. covering following activities:o Preparing risk and control matrices.o Planning for field work.o Day to day guidance to Associates working in teamo Day to day coordination with reporting manager The candidate will have to review operational, financial, and technology processes to provide management with an individual assessment of business risk, internal control, and the overall effectiveness and efficiency of the process. The candidate may be required to travel outstation for approximately 40-70% of the time Candidate should be willing to work extended hours based on the requirements of assignment Candidate would be working in a client facing environmentDesired Profile: Education - Qualified CA or CIA Prior experience in risk advisory will be an added advantage. Any additional certifications like CS, CWA, CFA will be added advantage.Skill Set: IT Skills o Should be good with MS Excel, MS Word and MS PowerPointo Basic knowledge of ERP like SAP, Oracle, etc. will be added advantage. Other Skillso Should be excellent in written and oral communication.o Should be able to display confidence in client facing role.o Should have good understanding of business processes and riskso Should be logical and analytical in approach with a keen eye for detail

To recruit, engage and launch BMs To ensure that BMs recruit, appoint and train PFAs Conduct regular BM and PFA meetings and update them on new earning opportunities and enablement initiatives Ensure BMs and PFAs are adequately trained by the training team for the Job To drive BMs & PFAs to achieve their earning goals thereby achieving personal business target To ensure leads allocated from HO in SAMS are worked upon and updated Protect existing customer base by engaging with them and keeping the policies persistency To handle complaints of team, customers & ensure timely & proper resolution

Roles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base.Dealing and servicing of existing clients.Preparation and execution of Financial assessments.Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment.Generating the revenue primarily through core products.