Finance Advisor Graduate Jobs in Thane

Proven experience as a management consultant with a focus on accounting or financial operations. Strong background in accounting principles, financial analysis, and strategic planning. Expertise in accounting software (e.g., Tally-Advanced, SAP) and financial reporting tools. Expertise in taxation (e.g., Income Tax, Professional Tax) Excellent communication and interpersonal skills with the ability to collaborate effectively with various teams.

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

Job Profile:-Good Knowledge of OIC Components, Integration Architecture, and Oracle Fusion ArchitectureHands-on experience onConnections, Integrations, Styles, Mapper, and Lookup in OICConnectivity Agent and Monitoring in OICIntegration WorkflowREST, SOA, FTP adapters etc, and its capabilitiesFile adapters and polling files from File ServersATP database, ATP adapters, and its capabilitiesEncryption/Decryption using PGPException Handling in OICIntegration Versioning and Code PromotionGlobal variables, Data stitch, Integration properties, etcInbound and Outbound integrations with Oracle ERP and other systemsVBCS BO, VB Applications JavaScript in VB, Array data, Versioning, Promote application, Switch to Live, etcOracle Fusion Module orientation on Financials.Good analytical, communication, and document writing skillsPositive attitude at work and should be a go-getter and enthusiastic to learn new thingsWilling to travel to client location as per requirement of the project

We are looking for 15 Relationship Manager Posts in Thane with deep knowledge in Sales,Client Relationship Management and Required Educational Qualification is : Other Bachelor Degree

Job Location :- Navi Mumbai_BelapurJob Role :- 1. Helping investor in investing in Mutual Fund schemes and interacting regarding scheme related information, updating about NAV, Providing fund information and guidance, suggesting better investment options. helping them to expand their portfolios.2. Advisory Role i.e. Investment Advisor, Mutual Fund investment, KYC Clarification, Handling queries and grievances, Redemption, etc.3. Maintain Portfolio of HNI Clients, Connect with them related to SIP Schemes, Redemption, KYC Verification and queries , Investment,etc. 4. Give information regarding current market trend and guide investors for investment procedure. 5. Connect to investors through Inbound & Outbound calls.Professional Skills, Criteria & Benefits :- Excellent command on English is must.Both Freshers & experience can applyTelecalling experience in Mutual Fund Domain is a added advantage.Opportunity to work with Corporate Clients.Get product training & Soft skill training, etc.Reference Code :- Ankita CAMS HRInterested candidates can Walk-in with their updated resume on below mentioned details. Contact details :-Feel free to contact if any query Regards,Ankita SoniCAMS HRD

Insurance advisors represent insurance companies and sell the insurance products offered by such companies to their clients. ... As such, insurance advisors sell insurance policies and, as a compensation for their services they earn a commission on each policy that they sell.

Proven experience as a management consultant with a focus on accounting or financial operations. Strong background in accounting principles, financial analysis, and strategic planning. Expertise in accounting software (e.g., Tally-Advanced, SAP) and financial reporting tools. Expertise in taxation (e.g., Income Tax, Professional Tax) Excellent communication and interpersonal skills with the ability to collaborate effectively with various teams.