Finance Advisor Graduate Jobs in Lucknow

As a Sales Consultant, your main responsibility will be to generate leads, follow up on sales inquiries, and close deals with potential customers. You will need to be proactive in reaching out to clients, understanding their needs, and offering appropriate products or services. Additionally, you will be required to maintain relationships with existing clients and ensure their satisfaction to promote repeat business.To excel in this role, you should have excellent communication skills, both verbal and written, as well as strong interpersonal skills to build rapport with clients. A proactive attitude, ability to work independently, and a goal-oriented mindset are essential for success in this position. Additionally, a basic understanding of sales techniques and strategies will be advantageous.Overall, we are looking for a dynamic individual with a can-do attitude, a willingness to learn, and a passion for sales to join our team as a Sales Consultant. While experience is preferred, we also welcome fresh graduates who are eager to jumpstart their career in sales.

Achieve performance targets by bringing clients through the advice process.Develop client relationships with new and existing clients. Establish and develop relationships with staff in supporting organisations. Provide professional best advice in developing clear financial plans for new and existing clients.Adhere to strict risk management procedures. Identify financial requirements and develop clear financial plans for new and existing clients in relation to a range of retail products.Ensure that the highest level of customer service is provided on a consistent.Develop relationships with new and existing clients in line with targets. Ensure full compliance with all relevant company policies, procedures and legal and regulatory requirements. Strong business development element to this role - generation of new leads/client relationships is key.

Good communication skills , positive attitude

Financial Advisor for insurance and investment product sale

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

We are looking for an experienced Financial Adviser to join our team and serve as a valuable intermediary between our company and clients.

A financial advisor is a professional who provides expertise for clients' decisions around money matters, personal finances, and investments.Financial advisors may work as independent agents or they may be employed by a larger financial firm.

requirement for Financial Advisor. Sourcing of financial products/Team Handling/good communication and sales skills

HIWE ARE HIRING FOR A LEADING FINANCIAL SERVICE JOB PROFILE - SALES OFFICER ( HOME LOAN )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 - 1. UTTAR PRADESH - VARANASI , LUCKNOW, KAUSHAMBI , HAPUR , MAHANAGAR , ALIGARH GORAKHPUR , UNNAO , JHANSI , AGRA , MEERUT , FAIZABAD , FIROZABAD ,LOCAL CANDIDATE REQUIRED*SEND YOUR RESUME TO -7869351832

Position Summary:Reliance Capital is seeking a dedicated and experienced Financial Advisor to join our team in Lucknow. The Financial Advisor will be responsible for providing comprehensive financial guidance and advisory services to our clients. The ideal candidate will have a deep understanding of financial products, excellent interpersonal skills, and a strong commitment to helping clients achieve their financial objectives.Key Responsibilities:---Client Relationship Management:-Build and maintain strong relationships with clients by understanding their financial goals and needs.Provide personalized financial advice and solutions to help clients achieve their objectives.Financial Planning:-Conduct in-depth financial assessments and develop tailored financial plans for clients.Analyze clients' financial situations, including income, expenses, and investments, to recommend appropriate strategies.Product Knowledge:-Stay up-to-date with the latest financial products, market trends, and investment opportunities.Educate clients about various financial instruments, including insurance, mutual funds, and fixed-income investments.Risk Analysis:-Evaluate clients' risk tolerance and recommend investment options that align with their risk profile.Continuously monitor and review client portfolios to ensure they remain aligned with their goals and risk preferences.Compliance:-Ensure compliance with regulatory requirements and company policies in all client interactions.Maintain accurate records and documentation of client transactions and communications.Sales and Business Development:-Identify opportunities to expand the client base and generate new business.Cross-sell financial products and services to meet clients' evolving needs.

Hiring for 20 Financial Advisor Jobs in Lucknow, for Freshers,Required Educational Qualification is : Higher Secondary,Secondary School,Diploma,Professional Degree,B.A,B.Com with Good knowledge in Finance etc.

We are Looking for 99 Financial Advisor Posts in Gomati Nagar Lucknow with Deep Knowledge in Team Building and Required Educational Qualification is : Secondary School,Other Bachelor Degree

We have vacant of 15 Financial Advisor Jobs in Lucknow, for Freshers Educational Qualification : Higher Secondary,Secondary School,Professional Degree,Other Bachelor Degree,B.B.A,B.Ed,B.Tech/B.E,LLB,M.B.A/PGDM,M.Com Skill generate leads, Communication Advisor etc.

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

Associate Sales Consultant/ Financial Advisors for new setup- excellent English communication skill- Sales lead generation skills - International Client Base- 5 Days working- 8 hours login - 2 week offs- Salary - Rs. 10,000 to Rs. 15,000 plus incentive upto 10kWork from office only Working location - Lucknow, UP

Required Financial AdvisorsMale Female both can apply.Timing: - 9:00 AM to 6:00 PMWorking Days: - Monday to SaturdayJob Type: - Full-timeSalary Type:- Commission PaySalary: Up to ?30000 per monthFreshers can also applyJob Type: Full-timeGood Communication Skills Convincing PowerSpeak with the employer

Job Description KEY RESPONSIBILITIES:Understand all the prospects needs, problems or wants.Handle potential clients and act as their consultant.You will only be calling leads who want to be called. No cold calling!Work on the prospects and leads.Constant follow up with leads.Identify buyer persona profiles.Consult with sales and marketing team to ensure the efficiency.Identify most important sales KPIs.Prepare and present reports when needed.Stay up to date with the latest sales trends and best practices.PERSONAL COMPETENCIESExcellent personality and communication skills.Customer relationship manager.Problem solver.Excellent leadership skillsTeam HandlingGood time-management skillsGreat interpersonal and communication skills.PERKS AND BENEFITSAttractive Incentive PlansPerformance PayBonus schemes Monthly Rewards and Recognition.

1- 2 year Experienced person in automobile Industry or Sales of 4 wheeler Vehicle Industry like, TVS, Shiram, Cholamandlam, Used Commercials VehiclesMahindra and mahindra finance, malapuram finance, Eqitas small bank, HDB financial