Array ( [0] => finance-advisor [1] => chennai ) Finance Advisor Graduate Jobs in Chennai
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Finance Advisor Graduate Jobs in Chennai

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Opening For Financial Consultant

Kotak Life Ltd

  • 0 - 6 yrs
  • 8.0 Lac/Yr
  • Saligramam Chennai
BPO Non Voice Voice Process
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
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Walk-in For Financial Advisor - Chennai

Ambe Future Solutions

  • 3 - 5 yrs
  • Chennai
Financial Planning Taxation Financial Services
Goal Oriented, Knowledge in Finance Products
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Oracle Financial Consultant

United Technology

ERP Oracle EBS Oracle EBS R12 Oracle Fusion
We are Looking for Oracle Finance Consultants with 3 to 10 years experience in Tamilnadu.
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Looking For Financial Advisor

Venture Smarter

Business Finance
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
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Jobs by Related Category

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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Team Leads / Financial Consultants

Kotak Mahindra

  • 0 - 1 yrs
  • Chennai
Inspiration Financial Consultants
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.
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Opening For Financial Consultant

APS Enterprises

Mutual Funds Mutual Funds Sales Finance Advisor Walk in
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
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SAP Consultant

Accessible Technology

SAP Basis Consultant SAP CRM Consultant SAP Finance Consultant
We have Urgent Openings On Sap all Modules with Good Package
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Jobs by Popular Location

Hiring ABM-Business Manager For Chennai

Rajesh Insurance Pvt ltd

  • 2 - 4 yrs
  • 5.5 Lac/Yr
  • Chennai
Finance Advisor Finance Manager
-Hiring Partners-Recruitment of Advisors- Product sales-Customer handling
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JDE Finance Consultant

Nilasu Consulting Services Pvt Ltd

JDE Finance Functional Finance Consultant
JDE Finance Functional - JC 2032466 Excellent knowledge of E1 Finance modules Excellent Knowledge of AP, AR, GL & FA in E1. Collection Management knowledge will be an advantage Understand the business process in World and map the process in JDE E1. Documenting business processes. Configure new company in JDE E1 along with all finance related setups (includes standard + custom) Should be able to create/help create test scenarios form end to end business process testing Should be able to drive functional discussion with business End User training, go live activities and post go live support Previous experience in implementation/Upgrade of JD Edwards E1 Strong JD Edwards (JDE) Finance skills, with other areas such as Distribution Modules desirable Strong business process knowledge
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PCG Advisor (Equity)

Hire Best Recruitment Company

  • 5 - 8 yrs
  • 8.0 Lac/Yr
  • Chennai
Equity Advisor Investment Advisor Finance Advisor Walk in
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.
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Field Sales Managers (Agency/Direct Marketing - Life Insurance)

ConnectIN Jobs Global

Banking Sales Insurance Advisor Finance Advisor Mutual Funds Loans Field Sales Insurance Agent Nbfc Walk in
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
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Financial Planning Advisor (Female)

Akshaya Associates

  • 0 - 4 yrs
  • 1.3 Lac/Yr
  • Chennai
Financial Planning Business Planning Work From Home
To bring investments to the company To coordinate with the clients throughout their tenure with the company
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Relationship Manager

Bajaj Capital

Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management
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.
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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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Wealth Manager

Bajaj capital

Wealth Management Portfolio Management Financial Advisory Investment Advisory Relationship Management Mutual Funds HNI Sales
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
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Insurance Agent

Amro kings Ltd

Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant
Relationship Managers build and maintain relationships with clients and partners. They give clients personalized advice, build rapport and provide quick responses to their inquiries. Relationship Managers analyze the companys communication strategy, negotiations and contracts to identify trends that can improve organizational procedures. Here are examples of Relationship Manager duties:Build and improve relationships with customers, key suppliers and partners.Review company practices to ensure clients get maximum satisfaction from their purchases.Identify potential opportunities and inform the sales team to follow up.Educate and inform clients about the companys products, services and special offers.Attend to client complaints and resolve issues promptly.Conduct customer satisfaction surveys and recommend ways of improving client satisfaction.Work with internal departments to ensure company meets clients expectations.Oversee customer relationship management system.
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Relationship Manager

Bajaj Capital

Sales Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management Relationship Manager Customer Relationship
Role: Wealth Manager / Sr Wealth ManagerJob Description: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 leadsKnowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, generalinsurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and rewardappetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as wellknowledge of competitors, must provide sound and reliable advice to clients
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Relationship Manager

Amro King's

  • 1 - 5 yrs
  • T Nagar Chennai
Sales Corporate Banking Financial Advisory Investment Advisory Stock Broking Client Relationship Management Customer Relationship Manager
We are looking for 20 Relationship manager Posts in T Nagar Chennai with deep knowledge in Sales,Corporate Banking,Financial Advisory,Investment Advisory,Stock Broking,Client Relationship Management and Required Educational Qualification is : Other Bachelor Degree
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Relationship Manager

Shares Bazar

Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory
Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS
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Relationship Manager

Bajaj capital

Wealth Management Portfolio Management Financial Advisory Investment Advisory Relationship Manager Wealth Manager Mutual Funds Insurance Direct Sales Third Party Products
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.
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