Finance Advisor Graduate Experience Jobs in Hyderabad

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.

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.

#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.

We are looking for an experienced Oracle EPM professional with a minimum of 6 years of experience to join our team. As an Oracle EPM specialist, you will be responsible for implementing and managing Oracle EPM solutions, specifically PBCS (Planning and Budgeting Cloud Service), FCCS (Financial Consolidation and Close Cloud Service), ARCS (Account Reconciliation Cloud Service), and TRCS (Tax Reporting Cloud Service).Responsibilities:- Design, develop, implement, and maintain Oracle EPM solutions to meet the organization's financial planning, budgeting, consolidation, reconciliation, and reporting needs.- Work closely with business stakeholders to gather requirements, analyze business processes, and identify opportunities for process improvement.- Configure Oracle EPM applications based on best practices and ensure data integrity and accuracy.- Provide support and training to end-users on Oracle EPM applications.- Collaborate with cross-functional teams including finance, IT, and external vendors to deliver successful Oracle EPM projects.Qualifications:- Bachelor's degree in Computer Science, Information Technology or related field.- Minimum of 6 years of experience in implementing and supporting Oracle EPM solutions (PBCS, FCCS, ARCS, TRCS).- Strong understanding of financial planning and budgeting processes.- Experience in designing data integrations between Oracle EPM applications and other systems.- Excellent communication skills and ability to work in a team environment.- Oracle certification in EPM is a plus.If you are a motivated individual with a passion for Oracle EPM technology and a proven track record of successful implementations, we would love to hear from you. Please share your resumes at raghavarrrecruitmentsolutions@gmail.com

. BANCASSURANCE CHANNEL:A. Candidate would be responsible for handling branches of ICICI bankB. Handling walk-in customers of the bank including HNI (High Networking Individuals) and NRI (Non Residents of India)C. Asking or identifying their investment needs and providing solution with a suitable investment planD. Visiting customer for a presentation and help them for a suitable investment plan2. DIRECT MARKETING CHANNEL:A. Candidates would be responsible to work to work on leads provided by the companyB. Generating business from the leads & from the references.C. Organizing various activities & events for generating leads.D. On prior appointments, visit them for a presentation.3. AGENCY CHANNEL:A. Handling a team of financial advisors.B. With the help of seniors, providing them training with regards to various products and investment plans of the company.C. Coordinating and planning with them at every stage to enhance the business of the company.D. Visiting customers along with team.E. Understanding the need of the client/customer and providing information about the product which is suitable for them.

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

Looking for like minded people with good contacts to join my Team of Financial Advisors. A Freelance profile with Exponential Financial Growth, Career, Rewards n Recognition at National n International Forums / Conclave.. Income for a lifetimeMinimum Earnings of 40K P/M to 1 Lac n Above Per Month. Flexible Work Hours.People from Banking /Health Insurance/ General Insurance / Real Estate Consultants / Chit Fund Agents / Mutual Fund Distributors / Financial Services provider / Loans / working or Retd. Govt Employees ( Central / State ) / Software / People starting their Second Innings. Can Join my Team.

- Patient Coordination- Financial counselling regarding various plans & packages.- Package conversions.- Patient Satisfaction

We are seeking a Oracle Apps Technical Consultant meets the following specifications.Responsibilities:* Proficiency in independently working on functional Finance modules.* Experience in developing custom interfaces and working with Oracle standard interfaces, particularly those of multiple Oracle EBS modules such as Oracle Financials.* Thorough understanding of Oracle EBS versions 12.2.9, 12.1.3, or Oracle R12 data models across multiple modules, especially AR/AP and CM modules.* Expertise in performance optimization of PL/SQL packages and SQL tuning.* Competence in Report development, Forms Development, and Interfaces.* Ability to work independently with strong communication and client interaction skills.* Proficient in RICE components (PLSQL), interfaces, XML - BI Publisher, Conversations, Migrations (good to have), Personalization, Oracle reports, Forms, and Work Flow.* Design, develop, test, and maintain Oracle EBS integrations adhering to enterprise design standards.* Analyze and seek clarifications on functional specifications, write comprehensive technical specifications, and implement intricate business logic.* Document test cases, create physical and logical data models as needed, and formulate effective deployment plans.* Analyze and debug problems within the integrations, ensuring seamless functionality.Requirements* Bachelors degree in Software Engineering, Information Technology or related field* Immediate or 15 days or 1 Month Notice Period Candidates Only* Experience: 8+ Years* Work Model: Work From Office* Location : Hyderabad* Good communication skills

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

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

EB Tax is must and experience in other modules (at least 3) is preferred. General Ledger / Accounts Payable / Accounts Receivable / Fixed Assets/ Project Management / Cash Management

Job Location: - Hyderabad. Job Type: - Full Time. Criteria: - Bachelors Degree & Above. Specialisation: - Finance, Economics, Management, or Related Field. CTC details (with both fixed and variable component): - 5 LPA & AboveJob Description for Stock Broking entity.We are looking to hire experienced professionals who are working wealth management companies. Experience in acquiring retail/HNI Clients and advising clients on investment opportunities. Wealth Manager Responsibilities: Advising clients on financial products and services. Wealth Advisory Investment Guidance Risk Management Providing tax planning services. Providing estate planning services.Should have the ability to work well in a high-pressure environment.Educational qualifications: Preferably Masters Degree in Business Finance / MBA or any of the Bachelors or Masters programs from the Business Schools.

A Relationship Manager (RM) is a professional who plays a crucial role in building and maintaining positive relationships with clients or customers on behalf of a company or organization. The primary objective of a Relationship Manager is to ensure client satisfaction and loyalty, which, in turn, contributes to the growth and success of the business.

We are seeking a highly motivated and result-oriented Sales Development Manager for our Banking sector operations. The ideal candidate will be responsible for driving sales strategies, achieving business targets, and expanding our customer base in the region. If you have a proven track record in field sales or life insurance, along with excellent communication and leadership skills, we invite you to apply for this exciting opportunity.Responsibilities:Develop and implement effective sales strategies to meet and exceed business targets in the Banking sector.Identify and cultivate new business opportunities, ensuring a steady pipeline of potential clients.Build and maintain strong relationships with existing clients, providing excellent customer service and addressing their financial needs.Lead, mentor, and motivate a team of sales professionals to achieve individual and team targets.Stay updated on industry trends, market conditions, and competitor activities to inform business strategy.Collaborate with cross-functional teams to ensure seamless customer onboarding and satisfaction.Prepare and present regular sales reports and performance analysis to the management.Requirements:Minimum of 2 years of experience in field sales or life insurance.Graduation from a recognized university.Proven track record of meeting or exceeding sales targets.Excellent communication, negotiation, and interpersonal skills.Strong leadership and team management abilities.Knowledge of the banking and financial services industryAbility to adapt to a dynamic and fast-paced work environment.Compensation:Competitive Salary: INR 2.75 to 3.75 LPAContact Person: HR Team: Pavan

Hi Everyone, Greetings !!!!Excellent Opportunity To Be Part Of One Of The Leading Market Leaders In Insurance Industry For -- Freelancers, Part Timers, Working Professionals, Housewives, Retirees And Business People -- To Earn Extra Income. Candidate Has To Educate Customers Of Our Company Policies And Get Business By Means Of Insurance Sales From Them. Can Be Done On Part Time Or Full Time Basis. Candidate Will Get Good Growth-- Career Wise And Income Wise. Necessary Training And Support Will Be Provided. Will Get Opportunity To Be Part Of World Class Company And Team. No Target And No Work Pressure. Selection Purely On Interview Performance.Age Criteria: 26 To 60 YearsDuties And Responsibilities:-- Follow Leads To Find New Customers.-- Push New Products To Existing Customers .-- Answer Questions And Solve Problems To Maintain Customer Satisfaction.-- A Hardworking And Efficient Candidate Is Promoted Hierarchically And Encouraged With Rewards And Recognition In Every Level.-- Contribute Directly Towards Business Development Of Company.References Will Be Highly Appreciated !!!!Best RegardsSameer KumarBusiness AssociateTata Aia Life Insurance Co Ltd

Job Description Chartered Financial Analyst Roles and Responsibilities: Good Knowledge in Capital Market/Shares Market Good Knowledge on Equity shares and derivatives Good Analytical Skills Good Research skills in Fundamental and Technical analysis Undertake research and analysis of companies, industries and economy Track real time market sentiment Analyse IPO's and quarterly results Collate intelligence on equities data, derivatives, commodities , currencies Analyse financial and economic data to identify emerging investment opportunities and risks Maintain up-to-date knowledge of financial services industry happening and current events Undertake research and analysis of companies, industries and economic trends Conduct in-depth industry/sector research and customized research reportsSkills: Strong financial analysis and financial modelling skills Good knowledge in Excel MBA Finance/CA CFA Certified Level 1, Level 2 and Level 3Experience: 5+ Years in Capital MarketSalary: As Per Company Standard Job Type: Full Time

Business Associate ( M/ F) - Start your own business with zero investment - Full Time & Part Time.A 30-year-old Fast-growing ISO 9001: 2015 real estate company is looking for a business associate. High income is directly proportional to the sales performance & your personal contacts, sales, and marketing experience.Candidates Profile :Sales & Marketing ExperienceHaving good personal relationships & contactsRetired professionals, Banking & Financial Insurance AgentsMutual Fund AgentsSales employeesReal estate agentsRetired employeesConsultantsSincere, Hardworking, Performance Oriented.Income: HIGH COMMISSIONS, BONANZA GIFTS, FOREIGN TRIPS, INSURANCE for achievers

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

INDUSTRY: Personal Finance/Financial PlanningJOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)

Job Openings for 50 Insurance Advisor Jobs with minimum 2 Years Experience in Hyderabad, Telangana having Educational qualification of : Other Bachelor Degree with Good knowledge in Direct Marketing,Life Insurance,Insurance Sales,Financial Consultancy, BANKING,Agency Channel,FREELANCER,PART TIME,FULL TIME,GOOD PERFORMER etc.Opportunity to earn huge monetary benefits,bonus,incentives & foreign chances (company sponsored).NO TARGETS NO WORK PRESSURE.Necessary training provided by industry experienced professional trainers. Good work atmosphere,professional guidance and support.References will be highly appreciated !!!!Best RegardsSameer KumarBusiness AssociateTATA AIA LIFE INSURANCE CO LTD