Finance Advisor Graduate Jobs in Delhi

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

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.

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.

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

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.

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

If you are looking forward for well generated wealth and career to new highs, Then you can join us and then sky will be the limit. Its the one of best opportunity you can get. Lets meet and discuss further if you are interested and serious about your future.

Permanent payroll of HDFC Sales. Daily walkin,

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.

we deal with bank and insurance companies

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.

#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.

Our Internship Program is an opportunity for students to work with SEBI registeredcompany and gain knowledge about financial market & HR opportunities to developtheir skills while learning.During your internship, the concentration will be on helping you understand the theoreticalconcepts with their practicality and implications to help you connect your classroomknowledge and on-field experience. We will be happy to train you to learn new skills whichare extremely helpful in the professional setting.Our internship program can introduce students to many aspects of Full and Part timeemployment opportunities while allowing them to explore their interests and formpersonal career goals.Roles and Responsibility- Networking and partnershipCommunication and reportingPortfolio rebalancing and performingResearch and market analysisRisk managementInvestment advice and portfolio managementFinancial planningClient acquisition and relationship management ( To attract new clients build and maintain long term relationships and provide personalize services)Working towards converting the potential clients to our clients by providing them with detailed information and solving queriesWe are looking forward to start a corporate engagement with your association in making all the colleges aware of our internship and placement program by which all the students have complete knowledge and growth in future for which we will be highly obliged towards you.Kindly find details in attachment for Internship and Placement. If you are interested in collaborating with us for Students Internship & Placement on Pan India location, you can contact us on +91-7607603446 or you can write your query on hr@stockart.co.inNote: Only students eager to learn all about Trading in Stock market and HR Operations should show interest. There is a registration fees of rs500 and this is a 2 month internship where you'll be paid rs10000 per month

Our Internship Program is an opportunity for students to work with SEBI registeredcompany and gain knowledge about financial market & HR opportunities to developtheir skills while learning.During your internship, the concentration will be on helping you understand the theoreticalconcepts with their practicality and implications to help you connect your classroomknowledge and on-field experience. We will be happy to train you to learn new skills whichare extremely helpful in the professional setting.Our internship program can introduce students to many aspects of Full and Part timeemployment opportunities while allowing them to explore their interests and formpersonal career goals.Roles and Responsibility:Networking and partnershipCommunication and reportingPortfolio rebalancing and performingResearch and market analysisRisk managementInvestment advice and portfolio managementFinancial planningClient acquisition and relationship management ( To attract new clients build and maintain long term relationships and provide personalize services)Working towards converting the potential clients to our clients by providing them with detailed information and solving queries.Note: Only students eager to learn all about Trading in Stock market and HR Operations should show interest. There is a registration fees of Rs500/- imposed just for seriousness of interns. You will be paid 10000 per month for 2 months if you've completed the assignment

Key Responsibilities:1. Provide training and support to newly onboarded franchisees to help them achieve their quick start targets and integrate smoothly into the Motilal Oswal network.2. Collaborate with department managers to understand specific training needs for their respective teams and tailor training programs accordingly.3. Lead training sessions for the internal sales and advisory teams, including teachback sessions to reinforce learning and retention.4. Organize and facilitate various franchisee engagement activities, such as Value-Added Training (VAT) sessions and Motilal Oswal Seminars (MOS), to enhance franchisee satisfaction and loyalty.5. Design and conduct focused franchisee training programs to address specific needs and challenges, ensuring maximum impact and effectiveness.6. Conduct monthly meetings with department heads to identify training needs for franchisees and develop training plans accordingly.7. Continuously invest in self-development to stay updated on industry trends, product knowledge, and training methodologies.Skills:- Proven experience in training delivery, particularly in the financial services industry or franchise management.- Strong understanding of Equity and training methodologies, adult learning principles, and instructional design.- Excellent communication, presentation, and interpersonal skills.- Ability to collaborate effectively with department heads, managers, and franchisees.- Experience in organizing and facilitating engagement activities and events.- Demonstrated ability to design and deliver focused training programs to address specific needs and challenges.- Commitment to ongoing self-development and learning to stay updated on industry trends and best practices.

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

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

Wealth & Risk Management by calling existing Clients..On boarding new clients..Corporate PresentationMeeting Clients..Selling Mutual Funds and Insurance

Become Insurance Advisor of a top Life Insurance Company. How successful you become is only half about your ability to sell insurance.As a Insurance agency entrepreneur you have tremendous scope to grow and best part of this is that you need almost no investment. In fact Insurance company invest in your enterprise. You can expand too without limits which means from a city to state to even whole of the country. Business Associates could grow as big as agency of small insurance companies. Here are the benefits:Professional TrainingBuild Royalty IncomeBuild a LegacyUnbelievable Payouts & ContestsWith the help and guidance of TATA AIA Life Insurance, you can start with a solid foundation. Our vision is to guide entrepreneurs to enjoy lifes journey with peace of mind - and to always do whats right. As a Insurance Advisor, youll own and grow a business that focuses on our your idea of success. Youll share the vision of this Insurance company you represent.Youll earn attractive new-business and renewal commission, complemented by bonus programs that match your needs at all stages of your agencys development. The more you invest in your success, the more you could earn.Job Type: Insurance Advisor Monthly Salary : 20,000 - 84,000Annual Salary : 10 LPABenefits: Remote JobSchedule: Monday to SaturdayWeekend AvailabilitySupplemental pay types: Performance bonusTotal Work Experience : 0 - 2 Years (Required)Work Location : Remote

Role DescriptionThis is a full-time on-site role for a Chartered Accountant at Citus Advisors located in Delhi. The Chartered Accountant will be responsible for various day-to-day tasks associated with financial analysis, reporting, and tax planning. They will handle financial statements, conduct audits, provide advice on financial matters, and ensure compliance with relevant laws and regulations.QualificationsStrong knowledge of accounting principles and practicesExpertise in financial analysis and reportingExperience in tax planning and complianceAbility to handle financial statements and conduct auditsProficiency in using accounting software and toolsExcellent analytical and problem-solving skillsAttention to detail and accuracyStrong verbal and written communication skillsBachelor's or Master's degree in Accounting, Finance, or related fieldChartered Accountant (CA) certification

HII WE ARE HIRING FOR A LEADING FINANCIAL SERVICE JOB PROFILE - SALES OFFICER ( HOME LOAN )SALARY - 2.90LPA + INCENTIVES* + *ON ROLE ( OTHER LOCATION )SALARY - 3.00 LPA TO 3.90 LPA +INCENTIVES (NCR )EDUCATION - GRADUATIONEXPERIENCE - MIN. 06 MONTHS IN ( BFSI , NBFC , DSA , FIN. TECH ) BANKING SALES , FINANCE , INSURANCE , ALL TYPES OF LOANS , GOLD LOAN , HL , PL , BL, LAP , ETC.LOCATION -5. NCR NEHRU PLACE , GURUGRAM VIKAS PURI , FARIDABAD , SONIPAT , DWARKA ,LOCAL CANDIDATE REQUIRED*SEND YOUR RESUME TO -7869351832*REGARDS - ZUNED SIR

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

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.

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

Client Portfolio Management Risk Assessment and MitigationPerformance Tracking and Reporting Relationship Management Sales and Business Development