Finance Advisor Job Vacancies in Coimbatore

We are seeking a dedicated Financial Consultant to join our team in Coimbatore. This role involves guiding clients on financial decisions and helping them achieve their financial goals. Key responsibilities include: 1. **Client Consultation**: Meet with clients to discuss their financial situation, identify needs, and develop personalized financial strategies. 2. **Financial Planning**: Create comprehensive financial plans that may involve investments, savings, and insurance tailored to individual client goals. 3. **Market Analysis**: Stay updated on market trends and financial products to provide clients with the best advice and options. 4. **Portfolio Management**: Monitor client portfolios and recommend adjustments based on performance and market changes. 5. **Report Preparation**: Prepare detailed reports and presentations for clients, summarizing their financial plans and progress toward their goals.Required skills and expectations: Candidates should hold a graduate degree and have at least one year of relevant experience in finance or consulting. Strong analytical skills are essential to assess client needs and market conditions accurately. Excellent communication skills are necessary to explain complex financial concepts clearly to clients. Proficiency in using financial software and tools is expected, along with a commitment to maintaining confidentiality and a high level of professionalism. Self-motivation and time management skills are crucial as this is a work-from-home position. The ideal candidate should also have a strong desire to help clients achieve financial stability and success.

Job Requirements & Desired Skills:Excellent communication skills with students and international overseas agenciesStrong verbal and written communication skillsKnowledge of Tamil, English, and Malayalam (mandatory)Good interpersonal and counseling skillsBasic knowledge of study abroad procedures and financial documentationAbility to handle multiple clients and maintain records properlyComputer knowledge (MS Office, email communication, online applications)Professional and polite behavior

Responsibilities:1. Actively seek out new sales opportunities through cold calling, networking, and social media2. Build and maintain relationships with existing clients in order to upsell and cross-sell products3. Collaborate with internal teams to develop and execute sales strategies4. Stay up-to-date on industry trends and competitors to identify potential opportunities for growth5. Prepare and deliver sales presentations to potential clients6. Meet and exceed sales targets on a monthly and quarterly basis

Job openings alert Currently Available Job Types:(1) Recruitment Manager(2) Financial consultant Part time/ Full Time / Freelancer/ work from home.Eligibility Complete higher secondary Any ug degree or pg degree prefered Visit to office Address*M/S ADITYA BIRLA CAPITAL LTD*AVM TOWERS,1ST FLOOR Above HDFC BANKOLAMBUS BUS STOP, Coimbatore-45*Bring Documents Clear Copy*Aadhaar Card,Pan Card,Bank Pass BookPhotoMarksheet.Please Come and Attend the Interview on the Coimbatore office on working days *(Monday To Friday)*11.00am to 4.00pm Contact Person: Miss.JancyManager.*!!!!!!Note!!!!!!*Kindly contact her and confirm the interview timing and date soon.. *Limited Vacancies Only Available* Complete Interview ASAP

Extensive experience providing production support for Oracle Fusion Financials applications.Serve as the primary point of contact for functional support of Oracle Fusion Financials applications, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Cash Management.Investigate and analyze incidents and problems related to financial processes, striving for timely resolutions.Collaborate with technical teams to diagnose and resolve complex functional issues impacting the financial systems' performance and functionality.Deep knowledge of Oracle Fusion Financials modules, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Cash Management

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

Job Openings for 15 Sales Officer Jobs for Freshers in Coimbatore, Tamil Nadu, Financial Services, Home Loan Counsellor, Investment Advisor, Investment Counsellor, having Educational qualification of : Other Bachelor Degree with Good knowledge in Financial Services, Home Loan Counsellor, Investment Advisor, Investment Counsellor etc.,

Financial Advisors - Mutual Funds , Fixed Deposits , Life Insurance & Health Insurance , Loans ., B2C Sales with this Products

Work from HomeBe professional and earn Unlimited..Any Refrance from your friends, relatives, neighbors, colleagues, any known person Minimum Qualification : 10thDocuments :1) 10th Certificate 2) Aadhar card3) Pan card (If available)No Target, No timing, No investment Income commission based:1) Immediate income2) Royality income (Second year onward) 3) Heridatry Income

We the IDBI FEDERAL are a pace setter and rated to be in Top 10 of the most trusted insurance companies. Our team is a family of young, blooming, active and innovative members and has expanded to a count of 1000+ employees.We are recruiting for Financial Advisor. At now,We have an vacancy for IDBI FEDERAL LIFE INSURANCE (IFLI) as an TEAM LEADER position.Most probably we are recruiting an FRESHER (MBA,ENGINEERING & ARTS) / EXPERIENCED in any field. Both Male & Female can apply for this job.RECRUITMENT PROCESS:1.TRAINING -3 months2.TEAM LEADERAGE LIMIT: 18 TO 35TRAINING PERIOD: 3 MonthsQUALIFICATION: Any Degree/DiplomaOFFICE TIMING: 10AM TO 5PM1 Fixed Basic Salary2.Monthly active new licensed advisor allowance3.Monthly production bonus4.Monthly advisor activation allowance.Freshers & Any field experience can apply for this..

Taking care of existing HNI Portfolio and Servicing HNI customer. Good in all Banking Products Knowledge. Good in acquisition. . Good in local market.

Job openings alert Currently Available Job Types:(1) Recruitment Manager(2) Financial consultant Part time/ Full Time / Freelancer/ work from home.Eligibility Complete higher secondary Any ug degree or pg degree prefered Visit to office Address*M/S ADITYA BIRLA CAPITAL LTD*AVM TOWERS,1ST FLOOR Above HDFC BANKOLAMBUS BUS STOP, Coimbatore-45*Bring Documents Clear Copy*Aadhaar Card,Pan Card,Bank Pass BookPhotoMarksheet.Please Come and Attend the Interview on the Coimbatore office on working days *(Monday To Friday)*11.00am to 4.00pm Contact Person: Miss.JancyManager.*!!!!!!Note!!!!!!*Kindly contact her and confirm the interview timing and date soon.. *Limited Vacancies Only Available* Complete Interview ASAP