Finance Advisor Job Vacancies in Chennai

As a Financial Advisor, you will provide guidance to clients about how to manage their finances, including investments, savings, and planning for the future. This part-time role allows you to work from home, making it flexible and convenient.Key Responsibilities:- **Client Consultation**: Meet with clients to understand their financial goals and needs. This involves listening carefully and asking the right questions to gather necessary information.- **Financial Planning**: Develop personalized financial plans for clients based on their current situation and future objectives. You will analyze their income, expenses, and investments.- **Investment Advice**: Recommend suitable investment options, such as stocks, bonds, or mutual funds, that align with clients risk tolerance and financial goals.- **Market Research**: Stay updated on market trends and economic factors that can affect financial decisions. This knowledge helps clients make informed choices.- **Ongoing Support**: Provide continual support and advice to clients, adjusting their financial plans as needed to adapt to changing circumstances.Required Skills and Expectations:- Strong communication skills to effectively interact with clients and explain financial concepts in an easy-to-understand way.- Basic understanding of finance and investment principles, eager to learn and grow in the financial field.- Good analytical skills to assess clients' financial situations and make informed recommendations.- Self-motivated and disciplined, able to manage your time effectively in a remote work setup.- A positive attitude and the ability to build trust with clients, ensuring they feel confident in your advice.

As a Management Consultant, you will play a key role in helping organizations improve their performance and solve complex business problems. Key responsibilities:- **Analyze Business Processes**: Evaluate current processes within the organization to identify inefficiencies and areas for improvement, ensuring a streamlined workflow.- **Develop Strategic Plans**: Work with clients to create actionable plans that align with their business goals, facilitating better decision-making and strategic direction.- **Conduct Market Research**: Gather and assess data on industry trends and competitor performance to provide insights that guide client strategies.- **Facilitate Team Workshops**: Organize and lead workshops to engage team members, encouraging collaboration and the generation of innovative ideas that address business challenges.- **Prepare Reports and Presentations**: Compile findings and recommendations into clear, concise reports and presentations for client stakeholders, ensuring that complex information is easily understood.Required skills and expectations:- **Educational Background**: Candidates should be Chartered Accountants, possessing a strong understanding of finance and business management.- **Analytical Thinking**: You should have excellent problem-solving skills to analyze data and draw meaningful conclusions that benefit clients.- **Communication Skills**: Strong verbal and written communication abilities are essential for explaining strategies and recommendations clearly to clients.- **Team Collaboration**: Ability to work well in a team setting, as collaboration with different stakeholders is crucial for success.- **Adaptability**: Flexibility to handle various tasks and challenges as they arise in a fast-paced environment.

We are hiring motivated and energetic candidates for the role of Financial Consultant in the insurance sector. This opportunity is suitable for freshers, experienced insurance advisors, homemakers, retired professionals, and anyone looking for part-time or full-time income opportunities.ResponsibilitiesMeet clients and explain life insurance productsHelp customers choose suitable financial protection plansGenerate leads through personal contacts, social media, and referralsBuild and maintain long-term customer relationshipsAchieve business growth through smart sales activitiesSupport clients with policy-related guidance and service

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

Goal Oriented, Knowledge in Finance Products

Job Openings for 50 Financial Consultant Jobs with minimum 5 Years Experience in Chennai,Mogappair, Chennai,Mogappair West, Chennai,Avadi,Padi, Chennai,Korattur, Chennai,Ambattur Chennai, having Educational qualification of : Higher Secondary, Secondary School, Diploma, Professional Degree, B.A, B.C.A, B.Com with Good knowledge in Financial Services,Financial Planning,Taxation,Investment Banking,Corporate Finance,Finance,Leadership,Financial Reporting,Financial Consultancy,Analytical Ability,Brand Awareness etc.

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

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

Exciting Career Opportunities!We're inviting homemakers to join our team in part-time/Fulltime roles!Take the first step towards a fulfilling and flexible career!For more details contact me

We are hiring financial consultant for hdfc life insurance here can earn 25k to 55k above

Job Description:Qualifications:IT Graduate / Post Graduate/Any graduate 5+ years of experience as Oracle Apps Technical Consultant Should have working experience in Oracle EBS R12 Should have basic Functional knowledge on SCM, Financial Oracle Application Framework - requiredExperience and skills required: Should have experience working on RICE (Reports, Integration, Conversion and Extension) components Should have working experience in PL/SQL Packages, Report Builder, XML Publisher Reports Should have basic understanding of Oracle Forms, Oracle Workflow Excellent verbal and written communication skills.

Aryu Enterprises is hiring for the role of Financial Analyst!Responsibilities:Oversee the registration process and ensure accurate and timely filing of monthly GST returns.Manage issuance and renewal of digital signatures, and generate and manage e-way bills for goods movement.Assist with the application, management, and updating of PAN, TAN, and MSME registrations.Analyze financial data, conduct financial modeling, and prepare reports such as balance sheets and profit & loss statements.Assist in budgeting and forecasting processes, providing financial insights and recommendations.Maintain accurate financial records, process invoices, receipts, payments, and perform day-to-day accounting entries.Perform audits, resolve discrepancies, and ensure compliance with financial regulations and standards.Stay up-to-date with changes in financial regulations and standards.Collaborate with internal teams to ensure proper coding of expenses and revenues.Qualifications:Bachelor's degree in Finance or Accounting.1-2 years of relevant experience.Strong understanding of GST and related financial regulations.Attention to detail and strong organizational skills.

#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.

We are looking for 2 Financial Service Consultant Posts in Omr, Chennai, with deep knowledge in Financial Consultancy,Business Finance,Business Evaluation,Business Planning and Required Educational Qualification is : Professional Degree

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.

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

7+ years of experience working with Oracle EBS financial modules in a functional consulting capacity.Hands-on experience with Oracle EBS R12 Strong understanding of finance-related business processes such as financial reporting, budgeting, forecasting, and taxation.Ability to configure and customize Oracle EBS finance modules to meet specific business requirements.Excellent communication and interpersonal skills, with the ability to effectively interact with stakeholders at all levels.Certification in Oracle EBS financial modules is a plus.Experience with Oracle Cloud ERP or other ERP systems is advantageous.Proven track record of successfully delivering Oracle EBS finance projects from inception to completion.

-Hiring Partners-Recruitment of Advisors- Product sales-Customer handling

Hiring for 5 Financial Advisor Jobs in Chennai with minimum 3 Years Experience,Required Educational Qualification is : 12th Pass with Good knowledge in Financial Services, Financial Planning etc.

Job Openings for 50 Financial Consultant Jobs with minimum 5 Years Experience in Chennai,Mogappair, Chennai,Mogappair West, Chennai,Avadi,Padi, Chennai,Korattur, Chennai,Ambattur Chennai, having Educational qualification of : Higher Secondary, Secondary School, Diploma, Professional Degree, B.A, B.C.A, B.Com with Good knowledge in Financial Services,Financial Planning,Taxation,Investment Banking,Corporate Finance,Finance,Leadership,Financial Reporting,Financial Consultancy,Analytical Ability,Brand Awareness etc.