Finance Advisor Job Vacancies in Andhra Pradesh

Hiring: Insurance Advisors - Axis Max Life InsurancePosition: Insurance AdvisorCompany: Axis Max Life InsuranceLocation: Visakhapatnam (Vizag)Employment Type: Part-Time / Full-TimeReporting To: Sales Manager Job RoleWe are looking for motivated and ambitious individuals to join our team as Insurance Advisors. As an Insurance Advisor, you will help customers understand their financial protection and insurance needs and recommend suitable life insurance solutions. Key Responsibilities- Identify and connect with potential customers.- Understand customers financial goals and insurance requirements.- Explain suitable life insurance plans and benefits.- Build and maintain strong customer relationships.- Generate leads through personal networks, references, and digital channels.- Follow up with prospects and convert leads into customers.- Provide ongoing service and support to existing customers.- Achieve monthly business and activity targets.- Attend regular training and team meetings. Who Can Apply?- Minimum qualification: 12th Pass / Graduate- Freshers and experienced candidates can apply.- Good communication and interpersonal skills.- Basic knowledge of smartphones and WhatsApp.- People interested in sales, finance, insurance, or business development.- Self-motivated individuals with a willingness to learn. What We Offer- Attractive commission-based income- Performance-based incentives and rewards- Professional training and guidance- Flexible working opportunities- Opportunity to build your own customer network- Career growth opportunities- Recognition for high performers- Support from an experienced Sales Manager Ideal ForStudents Working Professionals Business Owners Homemakers Retired Professionals Sales Professionals FreshersInterested? Send your Name + Qualification + Location + Contact Number Contact: P. Dinesh Kumar 8179556368Sales Manager - Axis Max Life Insurance

The Financial Advisor (Investor Relations) will play a strategic role in managing financial planning, capital structuring, and investor communications for a major fully automatic dairy farm startup located in Andhra Pradesh, which is a part of integrated group of companies of 30 years of business excellence. This position focuses on building strong investor relationships, ensuring financial transparency, and supporting sustainable growth through effective fundraising and financial management.

We are looking for a dynamic and result-oriented Financial Advisor to provide investment guidance and financial planning services to clients. The candidate will be responsible for acquiring new clients and managing their investment portfolios. Key Responsibilities:Identify and acquire new clients for investment productsProvide financial planning and wealth management advicePromote mutual funds, insurance, bonds, and other investment productsMaintain and grow Assets Under Management (AUM)Build long-term client relationshipsAchieve monthly and yearly revenue targets Required Skills:Strong communication and convincing skillsKnowledge of investment products and financial marketsClient handling & relationship management skillsTarget-oriented and self-motivated

We are looking for 3 Financial Advisor Posts in Dabagardens, Visakhapatnam with deep knowledge in Financial Services, Financial Planning, Corporate Finance, Taxation, Investment Banking, Infrastructure Finance, Finance, BFSI, Leadership, Financial Reporting, Business Finance, Financial Consultancy, Team Coordinator, Brand Awareness, Analytical Skills, Analytical Ability, SAAS and Required Educational Qualification is : M.B.A/PGDM, M.Com

Job Summary:The Financial Advisor provides clients with professional financial guidance and personalized strategies to help them achieve their short- and long-term financial goals. This role involves assessing clients financial situations, recommending investment opportunities, managing portfolios, and offering advice on insurance, retirement planning, tax strategies, and estate planning.Key Responsibilities:Develop and maintain strong relationships with clients by understanding their financial needs, goals, and risk tolerance.Create customized financial plans, investment strategies, and savings solutions tailored to each client.Monitor clients financial situations and adjust plans based on life changes, market trends, and performance.Provide guidance on retirement planning, tax optimization, insurance coverage, and estate management.Stay informed about market trends, economic developments, and financial regulations.Present financial reports, projections, and investment performance updates to clients regularly.Ensure compliance with all relevant financial regulations, laws, and ethical standards.Build new client relationships through networking, referrals, and marketing initiatives.Qualifications & Skills:Bachelors degree in Finance, Economics, Accounting, Business, or related field (Masters or MBA preferred).Certification such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or equivalent preferred.Proven experience in financial advising, wealth management, or investment planning.Strong analytical, organizational, and communication skills.Proficiency with financial planning software and Microsoft Office Suite.High ethical standards, integrity, and client-first mindset.Key Competencies:Strategic financial planning and analysisInvestment and portfolio managementRisk assessment and mitigationInterpersonal relationship managementSales and client acquisition skillsIF YOU ARE INTERESTED PLEASE CONTACT US ON :9059052066

Position OverviewWe are seeking an experienced and dynamic Financial Advisor to join our team. The ideal candidate will have a proven track record in financial planning, investment advisory, and wealth management. The role involves working closely with high-net-worth individuals (HNIs), businesses, and institutional clients to provide customized financial strategies and solutions.Key Responsibilities :Provide expert financial advice on investment planning, wealth management, retirement planning, tax planning, and insurance needs.Develop personalized financial plans based on client goals, risk tolerance, and financial situations.Analyze market trends, financial products, and investment opportunities to recommend suitable strategies.Build and maintain long-term relationships with clients by offering continuous financial guidance and portfolio reviews.Ensure compliance with regulatory requirements, company policies, and ethical standards.Conduct regular reviews of clients financial plans and portfolios, adjusting strategies as needed.Achieve sales and revenue targets through client acquisition, cross-selling, and retention strategies.Mentor junior financial advisors (if applicable) and contribute to team development.

Job Summary:A Financial Advisor provides clients with expert advice on how to manage their finances. This includes creating personalized financial plans, advising on investments, retirement, insurance, taxes, and estate planning. The advisor builds long-term relationships with clients to help them achieve financial goals and adjust plans as life circumstances change.Key Responsibilities:Meet with clients to assess their financial situation, goals, and risk tolerance.Develop customized financial plans covering budgeting, savings, investments, retirement, and insurance.Recommend investment strategies and financial products aligned with clients needs and objectives.Stay up to date with market trends, tax laws, and economic developments.Monitor clients financial portfolios and recommend adjustments as necessary.Educate clients on financial topics and ensure they understand risks and rewards.Maintain compliance with financial regulations and ethical standards.Build and maintain a strong client base through networking, referrals, and marketing strategies.

Financial advisor for reputed govt org .

We are searching for a highly observant insurance consultant/advisor to render accurate support on behalf of our steadily expanding firm. The insurance consultant should gather client insurance requirements, deliver appropriate guidance, and suggest insurance plans to match the clients needs.Conduct in-depth consultations with clients to assess their insurance requirements, understand their risk profiles, and identify coverage gaps.The candidate may have worked with an insurance broker or with the direct selling side of insurers or finance sector.Should have good communication skills.Fluent in speaking- English, Hindi, Marathi, TeluguFor more details Call- 7020391733WhatsApp- http://tiny.cc/inad24Email: srajcapitals@gmail.com

. BANCASSURANCE CHANNEL:A. Candidate would be responsible for handling branches of ICICI bankB. Handling walk-in customers of the bank including HNI (High Networking Individuals) and NRI (Non Residents of India)C. Asking or identifying their investment needs and providing solution with a suitable investment planD. Visiting customer for a presentation and help them for a suitable investment plan2. DIRECT MARKETING CHANNEL:A. Candidates would be responsible to work to work on leads provided by the companyB. Generating business from the leads & from the references.C. Organizing various activities & events for generating leads.D. On prior appointments, visit them for a presentation.3. AGENCY CHANNEL:A. Handling a team of financial advisors.B. With the help of seniors, providing them training with regards to various products and investment plans of the company.C. Coordinating and planning with them at every stage to enhance the business of the company.D. Visiting customers along with team.E. Understanding the need of the client/customer and providing information about the product which is suitable for them.

Job Title: Sales Manager Broking/Financial Services VijayawadaResponsible for driving sales through Relationship Manager & make sure they achieve their KRAJob ResponsibilityA)Internal :RMS/CSE/Finance and Compliance Team/Marketing Team/Other Branch Managers/Advisory team/Branch Coordination and customer engagement team/Branch StaffB)External :Vendors / Consultant (Architect, Lawyers, Real Estate brokers):For evaluation of vendors, negotiation of rates with selected vendors and monitoring execution of the commissioned project/sGovernment bodies at the local level (Municipal authorities, Police etc):For resolution of issues and for cordial relationsSecurity agencies:For ensuring security of all human and physical assets of the branchCustomers (existing):For resolution of issues and for understanding customer perspectiveC)Other:Key Skills:NCFMExposure to capital marketsMS Office. Exposure to back office applications will be an added advantageBehavioural Skills:Personality Market knowledgeJob Knowledge & Functional Skills Financial ProductCommunication Regulatory processesRight Attitude Operations understandingTime Management and priority SettingAccountability & result OrientedTarget Industry: BrokingMandatory : 4 years in Broking industry, handled a team of advisors and branch sales.Gender: OpenExperience: Minimum 2 years experience as Team LeaderJob Location: Gayatri Nagar,VijaywadaWorking Days: 6 days (1st and 2nd Saturday off)Timings: 9 AM to 6 PMQualification: GraduateNotice Period: Immediate to 30 daysRelocation candidates: No

Role and Responsibilities: Work with your team to brainstorm new and innovative growth strategies. Oversee and manage all contests, giveaways, and other digital projects. Write clear marketing copy to promote our products/services. Ensure all-around consistency (style, fonts, images and tone).Skill Requirements Demonstrable experience leading and managing email, social media, and/or displayadvertising campaigns. Highly creative with experience in identifying target audiences and devising digitalcampaigns that engage, inform and motivate.

Huge recruitment in Edelweiss Tokio Life Insurance Company Limited at K.T.Road ,Tirupathi Branch for Financial Advisors with fair compensation, For more information kindly contact

Job Role You will be responsible for building a team of advisors These advisors will be responsible for selling life insurance in their networks Advisors are people from your network that can sell life insurance, they are required toclear the IRDAI exam You will act as mentors for these advisors and manage their day-to-day operations You will be responsible for consistent sales output by utilizing your management &monitoring capabilitiesGraduates and above (Candidates with 12th plus a valid 3-year diploma will also beconsidered) Experience: Must have at least 2 years of field sales experience (any field salesexperience) Relevant Industries: Telecom, Life insurance, Retail, Pharma, Hospitality, Automobiles,Real Estate 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

Complete off role job.Retaired employees are also eligible

Responsibilities of Relationship Manager - TelesalesGuide users of Financial Freedom App on the benefits of using the app and various courses available in the app.Help them navigate through various features in the app and explain the benefits of each feature.Help them choose the right subscription package to access premium content on the app and guide them through the entire payment process.Be part of the daily morning meeting with entire Sales Leadership Team at 8.30 AM daily over zoom.Achieve daily 4 hours of Talk Time (You will have to work for 8-9 hours to achieve 4 hours of Talk Time daily.There is no sales target in this job, but you will earn incentive for every sale you make.You will be paid Rs 15000 Fixed Monthly Salary per Month and this is purely based on your attendance & talk time (No Sales Targets)You will have to attend a week long Training Program after joining over zoom.You will have to clear a certification post completion of training.This is a permanent work from home job and work timings are between 8.30 AM to 6 PM.You don't need to have a computer or laptop to perform this job. All you need a smartphone with good internet connectivity.You can earn up to Rs 50000 incentive per month in addition to your Fixed Monthly Salary of Rs 15000.Working Days - Monday to Saturday.Required Qualifications & SkillsYou should have completed minimum PUC/12th Standard/Diploma/Graduation in any stream.This is a full time job hence you should be able to dedicate minimum 9 hours between 8.30 AM to 6 PM daily.Location - Anywhere in India. As it is a permanent work from home job, you can work from anywhere in India.LocationWork From Home

The insurance agent helps in promoting and selling of insurance products and services to its customers.Giving sound financial advisory services and customer support to the clientsNeeds to deal with not only individuals but their families and corporate businesses too.Needs to have good relationship including good rapport with his/her existing and prospective clients

Relationship management with walk in customers.Cash handling.Finacle services.BOD and EOD settlement.

Responsibilities of Relationship Manager - TelesalesGuide users of Financial Freedom App on the benefits of using the app and various courses available in the app.Help them navigate through various features in the app and explain the benefits of each feature.Help them choose the right subscription package to access premium content on the app and guide them through the entire payment process.Be part of the daily morning meeting with entire Sales Leadership Team at 8.30 AM daily over zoom.Achieve daily 4 hours of Talk Time (You will have to work for 8-9 hours to achieve 4 hours of Talk Time daily.There is no sales target in this job, but you will earn incentive for every sale you make.You will be paid Rs 15000 Fixed Monthly Salary per Month and this is purely based on your attendance & talk time (No Sales Targets)You will have to attend a week long Training Program after joining over zoom.You will have to clear a certification post completion of training.This is a permanent work from home job and work timings are between 8.30 AM to 6 PM.You don't need to have a computer or laptop to perform this job. All you need a smartphone with good internet connectivity.You can earn up to Rs 50000 incentive per month in addition to your Fixed Monthly Salary of Rs 15000.Working Days - Monday to Saturday.Required Qualifications & SkillsYou should have completed minimum PUC/12th Standard/Diploma/Graduation in any stream.This is a full time job hence you should be able to dedicate minimum 9 hours between 8.30 AM to 6 PM daily.Location - Anywhere in India. As it is a permanent work from home job, you can work from anywhere in India.LocationWork From Home

We are looking for a motivated Financial Advisor to join our team in Visakhapatnam. This is a full-time office-based position suited for individuals with 1 to 7 years of relevant experience. Ideal candidates should come from a strong educational background in fields such as B.Com, B.Sc, B.E, MBBS, Chartered Accountant, I.C.W.A, or possess a professional degree.Key Responsibilities:- Client Consultation: Meet with clients to assess their financial needs and goals, helping them understand their options and making informed decisions.- Financial Planning: Develop comprehensive financial plans that detail strategies for investments, savings, and spending aligned with clients' objectives.- Investment Advice: Offer informed recommendations on suitable investment opportunities based on market trends and clients' risk tolerance.- Monitoring Portfolio Performance: Regularly review and analyze clients financial portfolios to ensure alignment with their goals and suggest adjustments as necessary.- Regulatory Compliance: Stay updated on financial regulations and ensure all practices comply with relevant laws and standards.Required Skills and Expectations:Strong communication and interpersonal skills are essential for building trust and rapport with clients. The ability to analyze complex financial information and provide clear explanations is crucial. Candidates should have a good understanding of investment products and financial markets. Proficiency in financial planning software and tools is preferred. A commitment to continuous learning and professional development is expected to keep pace with industry changes and client needs.