23

Finance Advisor Graduate Experience Jobs in Delhi

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Hiring For Sales Consultant

PORTFOLIO CONSULTANT

  • 1 - 3 yrs
  • 3.0 Lac/Yr
  • Netaji Subhash Place Delhi
Retail Sales Corporate Sales Customer Support Field Service Coordination Skills Sales Administration Direct Sales Financial Services Sales Negotiation Skills
We are looking for 5 Sales Consultant Posts in Netaji Subhash Place, Delhi with deep knowledge in Retail Sales, Negotiation Skills, Corporate Sales, Customer Support, Field Service, Coordination Skills, Sales Administration, Direct Sales, Financial Services Sales and Required Educational Qualification is : B.A
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Life Insurance Advisor - Connaught Place Delhi

Axis Max Life Insurance

  • 1 - 7 yrs
  • 8.5 Lac/Yr
  • Connaught Place Delhi
Financial Planning Skills Life Insurance Insurance Sales Insurance Marketing
Key ResponsibilitiesBuild strong relationships with bank customers and understand their financial needs.Recommend suitable Life Insurance / Investment / Savings products.Provide professional financial planning guidance and long-term protection solutions.Ensure excellent customer service & maintain ongoing client relationships.Achieve assigned business targets with support of the AxisMax Life team. What Makes This Opportunity Special? Work inside Axis Bank Branch No field work like traditional agency High Earning Potential Attractive commissions + bonuses + rewards Training & Development provided by Max Life experts Opportunity to build your own long-term business & earn lifetime income Career progression to Team Leader / Manager rolesWhy Choose a Career as a Life Insurance Advisor?Become your own boss with flexible working hoursUnlimited earning potentialMake a meaningful impact by helping families secure their financial future Earning Potential Example:Many advisors start earning 35,000 to 1,00,000+ per month within the first year depending on performance.
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Executive - Client Support

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations
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.
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Independent Financial Distribution (1-7 Years)

Skywings Advisors Private Limited

Empanelling IFA MFD Partners AGENTS ADVISORS Agent Recruitment Investment Products Onboarding B2B Sales Business to Business
Key Responsibilities:Identify and empanel Individual Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), Ex-Bankers, and Finance Professionals.Educate and onboard partners on companies digital platforms and mobile app.Promote and enable sales of financial products such as Mutual Funds, Bonds, IPOs, NCDs, and Insurance.Regularly engage with distributors to drive business growth and achieve sales targets.Ensure compliance with regulatory guidelines and maintain documentation.
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Jobs by Related Category

Hiring For Wealth Advisory Manager

JOB24by7 Recruitment Consultancy Services

Wealth Advisor Wealth Advisory Manager Financial Problem Solving Client Relationship Time Management MS Excel Communication
Nature of work Research whole gamut of investment products across various asset classes Prepare and maintain investment/portfolio sheets for clients Discuss portfolio performance with the clients in the quarterly meetings Maintain detailed meeting notes of the meetings and execute follow-ups on a timely basis Interact with clients- mostly UHNIs- on their queries Liaison with custodians, banks and third party PMS, AIFs, etc. to implement the portfolio strategy for the clients Compute advisory fees quarterly Liaison with clients CAs during tax filing periodQUALIFICATIONS: Excellent written and oral communication skills Very well versed in MS Excel An eye for detail and a can-do attitude are MUST Candidate must be eager to learn and grow in the role to take lead roles in client relationship Should possess strong problem solving, analytical and time management skills Keen interest in capital markets and investments will be an added advantage Related work experience of 2 to 3 years role in the financial sector Graduate/Post graduate in commerce/business studies. CA and/or CFA (Level 2 or 3) is a MUST
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Walk-in Opening For Financial Planning Advisor

Workingbees Global

Insurance Insurance Sales General Insurance Life Insurance Banking Insurance
Permanent payroll of HDFC Sales. Daily walkin,
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Looking For Sales Consultant

ARIHANT BROTHERS LIMITED

  • 1 - 7 yrs
  • 4.0 Lac/Yr
  • Delhi
Sales Direct Sales CRM Sales Advisory Services Advisor Business Understanding Sales Process Sales Specialist Inside Sales Inside Sales Engineer Inside Sales Manager Corporate Sales Channel Sales Negotiation Skills Cold Calling Convincing Power Direct Marketing Retail Sales Financial Services Sales
Lok Vigyan Samridhi helps business owners with Lok Vastu Shastra and Numerology solutions and help them grow their business. Under the mentorship of Dr. Pardiep Jain (Gold Medalist Ph.d. Vastu Consultant) we have already more than 10,000 people.And now we are expanding our team to help us achieve that goal and help Indians healthy, wealthy and happy.Roles and Responsibilities:--> Connect with businesses, understand their problems and consult them with solutions-> Guide people through our different products and services as per their problems-> Connect with the leads generated by the marketing team and help them with leads quality-> Maintain data of leads in the CRM, and making proper reporting to the team lead against the work doneLearnings:-- Dealing with customers on a regular basis will boost your confidence level.- Enhance your interpersonal skills- Acquire more skills and knowledge about the market and learn how to put them into practice- Learn about new sales techniques, strategies, and their implementation.- You will be working directly with the senior management, and learning and improving your skills with them.
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Financial Advisor

Imurey Solution Pvt Ltd

  • 1 - 3 yrs
  • 2.3 Lac/Yr
  • Rohini Sector 7 Delhi
Finance Voice Process Financial Consultancy Communication
we deal with bank and insurance companies
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Jobs by Popular Location

Financial Advisor

A One Solution Services India

Corporate Finance Infrastructure Finance Finance Financial Consultancy Voice Process
Familiarizing yourself with all products and services offered by our company.Procuring new clients through direct contact, word-of-mouth, and collaboration with the marketing department.Attending networking activities to research and connect with prospective clients.Maintaining meaningful relationships with existing clients to ensure that they are retained.Suggesting upgrades or added products and services that may be of interest to clients.Crafting business proposals and contracts to draw in more revenue from clients.Negotiating with clients to secure the most attractive prices.Equipping staff with the technical and social skills needed to enhance sales.Reviewing clients' feedback and implementing necessary changes.Remaining in tune with trends in consumption to ensure that our offerings remain relevant.
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Advisor- For L S B Isy.

Nextgen Placement

Sales Financial Advisor Leadership Investment Banking Financial Services BFSI
#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.
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Relation Manager (Male)

Angel One

Finance Advisor Sales Consultant Stock Market
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill
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Credit Officer

Naman Finlease Private Limited

  • 2 - 4 yrs
  • 4.8 Lac/Yr
  • Panchsheel Park Delhi
Analysis Executive Credit Analyst Insurance Loan Loan Officer Finance Analyst Finance Advisor Credit Operation Executive
Review loan requests Assess clients financial status Evaluate creditworthiness and risks Contact clients to gather financial data and documentation Calculate financial ratios (e.g. credit scores and interest rates) Maintain updated records of loan applications Follow up with clients about loan renewals Monitor progress of existing loans
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Sales Advisor (full Time)

Prerana Hr Solution

Retail Sales Corporate Sales Channel Sales Direct Sales Financial Services Sales Insurance Sales Mutual Funds Sales Stock Broking Equity Broking Insurance Advisor BFSI SIP Banking Sales Account Opening B2C Sales B2C Marketing B2B Sale Walk in
Provide advisory services to clients on various financial products and investment options offered by Religare Broking LtdThis may include stocks, mutual funds, commodities, derivatives, and other financial instrumentsActively engage with potential clients and leads, either through inbound inquiries or by making outbound calls. Your primary responsibility is to convert leads into clients by offering tailored financial solutionsUnderstand the financial goals, risk tolerance, and investment preferences of clients. Based on their needs, recommend suitable investment strategies and products.Stay updated on the latest financial market trends, investment products, and regulatory changes.This knowledge will help you offer informed advice to clients. Meet or exceed sales targets, which may include revenue, number of clients acquired, or other performance metrics set by the companyBuild and maintain long-term relationships with clients. Provide ongoing support and address their queries and concernsEnsure a high level of client satisfaction. Ensure compliance with all regulatory and company policies while advising clients and handling their investments.Conduct research on financial markets and related news to offer timely insights to clients. This can help clients make informed investment decisions. Maintain accurate records of client interactions, recommendations, and transactions in the company's CRM (Customer Relationship Management) system. Collaborate with other teams within Religare Broking Ltd,uch as research analysts and support staff, to provide a seamless and comprehensive client experience
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Stock Market Trainer & Faculty

IFDA Institute

  • 1 - 3 yrs
  • 3.8 Lac/Yr
  • Kalkaji Delhi
Patience Communication Skills Stock Market Trainer Stock Market Financial Advisor Financial Consultant Critical Thinking Skills Option Strategist
We are looking for Full time stock market Trainer/ Faculty.Faculty have to take both theoretical and practical classes at one or more than one branch.Duties:1. Teaching to students of the branch.2. Maintain students daily attendance register.3. Make sure that the students do their practical daily in computer lab.4. Inform the head office for any updation required in study material.5. Give weekly activity/assignment beyond the book to students.6. Evaluating the students time to time.7. Maintaining discipline in the classroom.8. Give more attention to weak students.9. Aware to students about current market conditions.10. Updating students about new jobs.11. Upgrading students for other courses provided by NIFM.Key skills1. Must have 3 to 5 Years of exp. in the subject industry2. Must possess NCFM and NISM certification (only for financial market faculty)3. Must have 2- 3 years of training exposure in related to trading and securities market operations (only for financial market faculty) 4. Must possess positive attitude5. Able to deliver the content as per industry standard and requirement6. Able to give hands in online content development and actively participate in content development team7. Direct exposure to broking environment will be preferred (only for financial market faculty) 8. Must have good command over in the domain for which he is willing to take classes9.Able to demonstrate the content in any language or both Hindi and English.
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Recruitment Manager

Kotak Life Insurance

Sales Business Consultant Business Partner CRM Executive Sales and Marketing Banking Officer Insurance Agent Finance Advisor Wealth Manager Recruitment Manager Work From Home Walk in
Job Description For KOTAK lifeJob & Responsibilities:-- Recruitment and Developing the business team.-Imparting product knowledge to the team- Motivating the team to utilize maximum potential of individuals -Recognizing team members basis their performance with awards and rewards.- Minimizing / Reducing the attrition rate.- mentoring the team to achieve their career goals.Address: Kotak Life, Upper ground floor, Himalaya House, K.G. Marg , Nearest Metro Station Barakhamba Exit No-06. Connaught place, New Delhi-110001.*Age- Minimum Required 35 years and maximum 65* Benefits:--Flexible Working Hours- Training and Support.- Reward and social Recognition -Striking incentives- work from home / work from office in which you are comfortable.- international TripsPlease let me know if you are interested in this profile,Thanks & Regards Harsha (Recruiter)
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Insurance Agent

Digital Solutions

Finance Advisor Insurance Agent Insurance Consultant Work From Home
Urgent hiringCompany name TATA AIA GENERAL INSURANCEInterview Timing - 11:00 AM TO 5:00 PMAge Limit 18TH +aProfile Finance Advisor .Education- 12th plus.Location Rohini DelhiInterested candidates can call directly
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Share Broker (Female)

Paras Share Broker Pvt Ltd

  • 1 - 3 yrs
  • 105753
Sharepoint Consultant Share Broker Financial Consultant
Hiring for 3 Share Broker Jobs in delhi karkardooma,Sharepoint Consultant, with minimum 1 Year Experience,Required Educational Qualification is : Diploma, B.A, B.B.A with Good knowledge in Sharepoint Consultant etc.
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Chartered Accountant

Ambika Foundation

Accounting Finance Manager Senior Finance Manager Finance Advisor Chartered Accountant Walk in
Expert handling of QuickBooks and other relevant accounting (SAP/ERP/TALLY) softwareKnowledge of local and federal tax laws and regulationsProblem-solving and analytical thinking skillsWritten and verbal communication skillsMeticulous and detail-orientedExcellent numeracy and mathematical knowledgeTime management skills to prioritize tasks efficiently
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Relationship Manager (Female)

Time to Grow Financial Services Private Limited

  • 2 - 3 yrs
  • 2.5 Lac/Yr
  • Malviya Nagar Delhi
Sales Financial Advisory Insurance Manager Work From Home
Generate leads for insurance and convert leads into investment plan and life insurance
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Relationship Manager

Bajaj Capital

Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management
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
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Opening For Accountant

JOB24by7 Recruitment Consultancy Services

Accountant Analytical Ability Auditor Hospitality Financial Accountant Finance Analyst SAP Payroll Consultant
Key Responsibilities : Check figures, postings, approvals and documents for correct entry, mathematical accuracy, and proper codes. Analyse all daily night audit work for accuracy and completeness. Reviewing figures, documents and posting for accuracy. Audit and reconcile all revenue postings. Performing reconciliations between systems (Micros and Opera). Reviewing miscellaneous postings. Preparing reports in the required format. Investigating discrepancies and developing processes to eliminate these. Verify allowances and miscellaneous postings for proper authorization and coding. Investigate discrepancies and develop procedures to eliminate them.Functional Skills: Clear understanding of financial accounting and related concepts Comprehensive working knowledge of transactional processes and the ability to identify improvement opportunities Working knowledge of Property Management Systems, POS and other technology tools used in hospitality sector. Working knowledge of SAP would be advantageous Experience in audit function
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Accounts Payable (Payment Processing Staff)

JOB24by7 Recruitment Consultancy Services

Account Payable Payment Executive Compliance Creditors Payment Finance Advisor Hospitality SAP Payroll Consultant Leadership Skills
Make timely payments to the respective vendors/ employees with regards tooutstanding invoices/ advance requests Create & check proposal for domestic & foreign payments. Ensure propercontrols are put in place Prepare the required documentation set to be sent to the bank to initiateforeign payments. Coordinate will all the stakeholders to ensure that allcertificates are received on time Assist the Accounts Payable Lead in maintaining payment calendars Ensure zero Compliance and Financial defect in vendor paymentsconsistently Assess the fund availability in various units and inform the AccountsPayable Lead in advance of insufficient funds that can halt the payments Inform units of fund requirements sufficiently in advance to allow them toplan their cash flows better Maintain contacts with authorized approvers and ensure approvals on time toavoid operational delays Liaise with internal and external stakeholders Timely generation and circulation of payment related reports Maintain adequate document trail and records.Basic Requirements are:1. Candidate must be a graduate2. 1-3 Years of work experience3. Hospitality experience preferred4. Verbal communication & SAP skills added advantage.
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Equity Dealer

Angel One

  • 1 - 4 yrs
  • 2.0 Lac/Yr
  • Janakpuri Delhi
Stock Broker Finance Advisor Sales Executive Stock Market
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMS*Who can apply*Only those candidates can apply who:1. are available for full time (in-office) internship2. can start the internship between 3rd Sep'24 and 8th Oct'243. are available for duration of 6 months4. have relevant skills and interests* Women wanting to start/restart their career can also apply*.Other requirements1. Commerce background2. B.Com. and M.Com. candidates preferred3. Stocks, derivatives, mcx and currency trading knowledge4. NISM-certified5. Knowledge of mutual funds
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Business Associate

Kotak Life Insurance

  • 10 - 20 yrs
  • Connaught Place Delhi
Sales Communication Advisor Market Executive Finance Manager Field Officer Business Associate Work From Home Walk in
Team Development with Responsible and skilled Team Mates.conduct activity to enhance existing employees footfall.Generate fresh referral for New team hiring.Meet Business persons.
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