Finance Advisor Graduate Jobs in Chennai

Hiring: Financial Advisers / Advisor ConsultantsCompany: Kodak Pvt Ltd (Kodak Life Insurance)Kodak Pvt Ltd is inviting applications for Financial Advisers and Advisor Consultants to join our growing life insurance advisory team.Eligibility & Skills:Strong communication and client-handling skillsInterest in financial planning and insurance advisoryFreshers and experienced professionals are welcomeGoal-oriented and self-motivated individualsWhat We Offer:Professional training and certification supportAttractive commission and incentive structureCareer growth and leadership opportunitiesAssociation with a reputed life insurance brand Interested candidates are requested to share their CV or DM their resume Contact: 7349504704

Goal Oriented, Knowledge in Finance Products

We have an opening for SAP Consultant to our reputed clients Companies.SKILLS: SAP Modules like -SAP HANASAP FICOSAP MMExp: 0 - 3 years / SAP Fresher can also apply.Location: Chennai, Hyderabad, Mumbai, All Pan India Locations with Remote Access.Qualification - Any Degree with good communications skills.If you are Interested in this opportunity, kindly reach out to the contact person: 9019675488share your cv to the Email id: divya@riseerpsolutions.in

The role: Earn up to $5,000 per month (depending on experience) as a Financial Advisor at Venture Smarter. In this role, you'll guide clients in making informed decisions about investments, savings, retirement planning, and other financial matters.As a Financial Advisor, also known as a Financial Consultant, you'll play a crucial role in helping individuals and businesses manage their finances effectively.Head on over to search on Google for Venture Smarter then go to our Career page from the homepage if you dare to aspire for better in your career!**** Given the high number of applications we receive, we will only respond to those who meet the qualifications for the positions applied for.Please note that we will not reply to job application inquiries sent to our social media accounts. All communication from us will be conducted via email.If you do not receive a response, you are welcome to re-apply after six months for another suitable position within our company. ****Venture Smarter has been featured on media outlets such as CBS News, Digital Journal, and Go Banking Rates. Check us out youll know were the place to be.What the job entails: Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets. Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases. Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools. Stay updated on financial trends and perform market research to identify investment opportunities Ensure all financial plans and transactions comply with industry regulations and standards.Job Requirements: A bachelor's degree in finance, economics, business, or a related field. Minimum of 5 years of experience in sales, preferably in a tech or consulting industry

Aryu Enterprises is hiring for the role of Financial Analyst!Responsibilities:Oversee the registration process and ensure accurate and timely filing of monthly GST returns.Manage issuance and renewal of digital signatures, and generate and manage e-way bills for goods movement.Assist with the application, management, and updating of PAN, TAN, and MSME registrations.Analyze financial data, conduct financial modeling, and prepare reports such as balance sheets and profit & loss statements.Assist in budgeting and forecasting processes, providing financial insights and recommendations.Maintain accurate financial records, process invoices, receipts, payments, and perform day-to-day accounting entries.Perform audits, resolve discrepancies, and ensure compliance with financial regulations and standards.Stay up-to-date with changes in financial regulations and standards.Collaborate with internal teams to ensure proper coding of expenses and revenues.Qualifications:Bachelor's degree in Finance or Accounting.1-2 years of relevant experience.Strong understanding of GST and related financial regulations.Attention to detail and strong organizational skills.

#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.

Job / Business Opportunity from Kotak Mahindra:Kotak Mahindra is the leading company in banking, investment, mutual fund and Insurance. Kotak Mahindra Group required 500 Team Leads, Financial Consultants & Life Advisors. Grab this wonderful opportunity and you can earn your desired income, bonus, foreign trip and many benefits. * Spot selection for immediate joiners* WFH*Age:31 to 75Qualification: Any qualification (minimum 10th pass)Eligibility:Job seekers, Self Employed, Business persons, Retired professionals (Govt/Pvt), House Wife, VRS, Senior Citizens, Auditors and NRIs. Required candidate profile:Candidate with inspiration, self confidence, positive attitude, smart work and human relations. You can work either Part time or Full time. WhatsApp/message to 9940303131 for your registration.

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

-Hiring Partners-Recruitment of Advisors- Product sales-Customer handling

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

Please only apply if you would like to work as a TATA AIA Insurance Life Advisor.Below are the Benefits> Payout up to 40%> Flexible work time> opportunity to help thousands of Families> Be your Boss> Unlimited Income Potential> Rewards & Recognition> Become Financially independent> Get recognized across Regional, National, and global forums> Leverage your existing networkEligibility:> Any Bachelor DegreeWho can become a Life Insurance AdvisorHome MakerRetired Ex-servicemenSelf EmployedFinancial Product Consultantswhat are the Mandates for Becoming a Life Advisor?In order to be eligible to work as a Life Advisor at TATA AIA, the following requirements have to be met.Exam: You must pass an online exam conducted by IRDAI , and will provide you with the necessary guidance to do this.Roles and Responsibilities of Life AdvisorAssessing Insurance Needs: Insurance advisors help clients assess their insurance needs by analyzing their financial situation, lifestyle and risk profile. Based on their assessment, they recommend insurance products that best suit their needs.Finding the Right Insurance Products: Insurance advisors help customers find the right insurance product by explaining the features, benefits and limitations of different insurance policies. They also help customers compare insurance policies from different insurers to find the best policy for their needs.Claim Assistance: Insurance advisors assist customers by explaining the claim process and helping them fill out the necessary forms. They also liaise with the insurer to ensure that claims are processed promptly and efficiently.Policy Renewal: Insurance advisors inform customers when their insurance policies are due for renewal and assist them in renewal. They also help the customers understand the changes in any policy terms and conditions that have occurred since the last policy period.Policy Review: Insurance advisors periodically review their clients.

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysinginformation & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets &meetings, con calls.

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

WORK FROM HOME JOB# you can get commission up to Rs.40,000/- per month. Yearly you can earn 4.80 Lakhs by doing business from ur comfortable time and place.# Flexible timing. even you can fix appointments in leave days also # NO TARGET# UNLIMITED EARNINGS# AGE LIMIT: 30 - 60# GRADUATE / DIPLOMA / POST GRADUATE # FREE TRAINING, FREE APPS, FREE WORKSPACE# For getting a lifetime license you have to pay Rs.1500/- into the government site. # You will get monthly Rs. 6000/- as transportation charges for Attending the 4 training per month. HOUSE WIFE - RETIRED PERSON - CHARTERED ACCOUNTANT - SELF EMPLOYED - BUSINESS PEOPLE - MUTUAL FUNDS DISTRIBUTORS - PERSON FROM FINANCIAL SERVICES

To bring investments to the company To coordinate with the clients throughout their tenure with the company

Job Summary:The Accounting Manager will plan and direct the accounting activities of the department.Supervisory Responsibilities:Manages the accounting staff who are responsible for financial reporting, billing, collections, payroll, and budget preparation.Recruits and hires accounting and financial staff and conducts performance evaluations.Coordinates training programs for new staff and identifies training needs for current staff.Duties/Responsibilities:Establishes internal controls and guidelines for accounting transactions and budget preparation.Oversees preparation of business activity reports, financial forecasts, and annual budgets.Oversees the production of periodic financial reports; ensures that the reported results comply with generally accepted accounting principles or financial reporting standards.Responsible for tax planning throughout the fiscal year; files annual corporate tax return.Audits accounts to ensure compliance with state and federal regulations; coordinates with outside auditors and provides needed information for the annual external audit.Presents recommendations to management on short- and long-term financial objectives and policies.Provides financial analysis with an emphasis on capital investments, pricing decisions, and contract negotiations.Ensures compliance with local, state, and federal government requirements.Performs other related duties as necessary or assigned.Required Skills/Abilities:Excellent management and supervisory skills.Excellent written and verbal communication skills.Excellent organizational and time management skills.Proficient in accounting and tax preparation software.Proficient in Microsoft Office Suite or similar software.

Roles and ResponsibilitiesReceiving callsOnline DealingBuying & Selling of sharesConfirmation & execution of ordersPromoting financial productsAbility to understand online trading platform

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.

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