Finance Advisor Job Vacancies in Delhi NCR

Location: Delhi - Nehru Place Model: Entrepreneurial / Business Ownership (Zero Investment)Type: Full-Time / Part-Time / Work-from-HomeRole ObjectiveWe are looking for ambitious individuals to join our team as Wealth Managers. Unlike a traditional fixed-salary job, this is a Business Ownership Opportunity where you build your own career with unlimited earning potential and international recognition.Key ResponsibilitiesFinancial Consulting: Analyze client needs and suggest customized solutions (Marriage Plans, Child Education, Retirement, and Market Linked Plans).Networking: Leverage personal and professional networks to provide financial protection advice.Wealth Creation: Help clients grow their assets through ULIPs, Guaranteed Savings, and Tax-saving instruments.Relationship Management: Maintain long-term associations with clients to ensure their financial goals stay on track.What We OfferUnlimited Earnings: No fixed salary cap; your income grows with your efforts.Flexibility: Work as a freelancer or from the comfort of your home.Recognition: Opportunity to achieve international standards like MDRT (Million Dollar Round Table).Training: Full support and professional training to help you become a certified Financial Protection Planner.Zero Investment: Start your own professional journey without any capital requirement.

Financial Advisor at Axis Max Life Insurance

We are looking for a Sales Consultant to join our team in Delhi. This role is ideal for individuals who are eager to learn and grow in sales. You will be responsible for engaging with customers and helping them find the right products to meet their needs.Key Responsibilities:1. **Customer Interaction**: Communicate with customers to understand their needs and guide them in choosing products. You will assist both walk-in customers and those who reach out through phone or online inquiries.2. **Product Knowledge**: Stay informed about the products and services our company offers. This knowledge will help you provide accurate information and recommend the best options for customers.3. **Sales Targets**: Work towards achieving monthly sales targets. You will be responsible for tracking your sales performance and finding ways to improve your results.4. **Team Collaboration**: Collaborate with your colleagues to share ideas and strategies for improving sales and customer satisfaction.5. **Reporting**: Maintain records of customer interactions and transactions. You will regularly report to your supervisor about sales figures and customer feedback.Required Skills and Expectations:Candidates should have a passion for sales and a willingness to learn. Strong communication skills are essential, and you should be comfortable speaking with customers. Attention to detail and the ability to work in a team are important. A proactive attitude and a desire to meet sales goals will help you succeed in this role. This position is open to male candidates who have completed at least the 10th grade, and you do not need previous experience to apply.

Were Hiring: Sr. Sales Consultant Locations: Delhi Gurugram Bangalore Salary: 60,000 per month Company: ANSSI Wellness, Maharashtra About the RoleWe are looking for a dynamic and experienced Sr. Sales Consultant to build strong relationships with clients seeking personalized hair loss treatment solutions.The ideal candidate will provide tailored advice based on facial features, age, profession, personality, and individual expectations while delivering a premium consultation experience.This role offers an exciting opportunity to engage with clients personally, provide customized solutions, and contribute to studio growth. Key Responsibilities Drive new client acquisition along with upselling & cross-selling Generate business beyond central marketing leads via: Business development activities MOU sign-ups & partnerships BTL activities & outstation events Act as SPOC for onboarded clients Set & achieve daily consultation and revenue targets Monitor performance against revenue objectives Achieve monthly revenue goals across all revenue streams Work with an entrepreneurial mindset as a business partner Qualifications & Skills Bachelors degree required Preferred Age: 30+ years 7+ years of proven sales experience Strong target-driven & results-oriented mindset Excellent communication & presentation skills Strong organizational & multitasking abilities Expertise in consultative one-on-one selling Experience handling HNI clients in face-to-face consultations preferred Ideal Candidate Client-focused & relationship-driven Confident and persuasive personality Strong consultation & presentation skills Ability to understand client psychology & expectations Passion for wellness, aesthetics, or personal transformation services Interested candidates can apply or share profiles. Tag or refer someone who fits this role!#Hiring #SalesJobs #WellnessIndustry #ConsultativeSelling #DelhiJobs #GurugramJobs #BangaloreJobs #HNIClients #CareerOpportunity

We are looking Life insurance Advisor at Sbi Life insurance company.

- Provide personalized financial advice to clients: As a Financial Advisor, you will be responsible for understanding your clients' financial goals and providing customized advice and recommendations to help them achieve these goals.- Sell life insurance products to clients: You will work as a Life Insurance Agent, educating clients on different life insurance products available and helping them choose the best solution to meet their needs.- Assist clients in financial planning: Through detailed analysis of clients' financial situations, you will develop comprehensive financial plans that encompass goals such as retirement planning, education funding, and risk management.- Maintain strong client relationships: Building trust and rapport with clients is essential in this role to ensure long-term satisfaction and loyalty.- Stay updated on industry trends and regulations: It is crucial for Financial Advisors to stay informed about the latest financial market trends, products, and regulatory changes to provide accurate and reliable advice to clients.Skills and Expectations:- Strong communication skills: Ability to effectively communicate complex financial information to clients in a clear and understandable manner.- Analytical mindset: Proficiency in analyzing financial data and identifying opportunities for clients to optimize their financial portfolio.- Sales acumen: Capability to persuade and sell life insurance products to clients while maintaining ethical standards.- Understanding of financial products: Knowledge of different life insurance products and financial planning concepts to provide suitable recommendations to clients.- Time management: Ability to manage tasks efficiently in a part-time, work-from-home setting to meet client needs and targets.

Key Responsibilities:1. Assist customers in selecting products: Help customers choose the right products based on their needs and preferences.2. Provide product information: Educate customers about the features, benefits, and specifications of various products.3. Process sales transactions: Handle cash, card, or digital payments accurately and efficiently.4. Maintain a clean and organized store: Ensure the store is well-maintained and products are displayed neatly.5. Meet sales targets: Work towards achieving daily, weekly, and monthly sales targets set by the management.Required Skills and Expectations:1. Excellent communication skills: Ability to effectively communicate with customers and colleagues.2. Sales skills: Proven track record of sales success and the ability to upsell and cross-sell products.3. Customer service orientation: A positive attitude and a focus on providing exceptional customer service.4. Basic math skills: Ability to calculate prices, discounts, and change accurately.5. Punctuality and reliability: Dependable and able to work full-time hours as scheduled.6. Product knowledge: Familiarity with the products being sold and a willingness to learn about new products.

We are looking for 5 Sales Consultant Posts in Netaji Subhash Place, Delhi with deep knowledge in Retail Sales, Negotiation Skills, Corporate Sales, Customer Support, Field Service, Coordination Skills, Sales Administration, Direct Sales, Financial Services Sales and Required Educational Qualification is : B.A

Key ResponsibilitiesBuild strong relationships with bank customers and understand their financial needs.Recommend suitable Life Insurance / Investment / Savings products.Provide professional financial planning guidance and long-term protection solutions.Ensure excellent customer service & maintain ongoing client relationships.Achieve assigned business targets with support of the AxisMax Life team. What Makes This Opportunity Special? Work inside Axis Bank Branch No field work like traditional agency High Earning Potential Attractive commissions + bonuses + rewards Training & Development provided by Max Life experts Opportunity to build your own long-term business & earn lifetime income Career progression to Team Leader / Manager rolesWhy Choose a Career as a Life Insurance Advisor?Become your own boss with flexible working hoursUnlimited earning potentialMake a meaningful impact by helping families secure their financial future Earning Potential Example:Many advisors start earning 35,000 to 1,00,000+ per month within the first year depending on performance.

Income & Growth BenefitsUnlimited earning potential (commission-based income)Monthly performance bonuses and contest rewardsChance to earn foreign trips, luxury gifts, awards & recognitionWork flexibly no fixed working hoursFree training + IRDA Certification supportOpportunity to build your own Financial Advisory Business Why Join Axis Bank Max LifeTrusted Brand with strong customer baseHigh-quality products with guaranteed benefitsTransparent earning structureFast onboarding and training support Key Roles & ResponsibilitiesUnderstand client financial needs and suggest suitable insurance & savings solutions.Build and maintain long-term relationships with customers.Educate clients about life insurance benefits, investment planning, tax-saving & retirement planning.Promote Max Life insurance products through digital, referral and social networks.Provide after-sales service and support to clients.

Company Pnb Met life insurance LttJob Profile life insurance advisor Age No limit bar 25 to 55Work responsibility sales & marketing life insurance policies plan Earning 30k to 60k Monthly Rewards+Annually Bonus+National and International tripsThe role focuses on expanding the client base, meeting revenue targets, and ensuring exceptional customer satisfaction. The position offers 2800 - 60000 and opportunities for career growth. Key Responsibilities: Research and identify new client opportunities in the market. Build strong, professional relationships with clients through regular communication. Promote product and service offerings that align with customer needs. Collaborate with internal teams to ensure seamless delivery of services. Monitor industry trends to adapt strategies and stay competitive. Provide regular feedback and insights to the management team. Thanks & RegardsKaushal Singh

Insurance Advisor

Hiring for financial advisor for the sales role of life insurance for more details contact 9953867276

Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.

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

Role Overview:As a Financial Consultant you will help individuals and families plan their financial future by offering life insurance and investment products. This is a high-earning opportunity with complete flexibility and growth potential.--- Who Can Apply?Retired ProfessionalsHousewivesStudents / FreshersFreelancersAnyone passionate about finance, sales, or helping people--- Key Responsibilities:Identify potential customers for life insurance productsPromote and sell Life insurance plansEducate clients about financial planning and risk managementMaintain long-term relationships with clientsMeet basic sales targets to earn commission & rewards--- What You Get: High Commission (up to 40%) Flexible Working Hours Work from Home / Hybrid Option Free Training & Certification by IRDAI Rewards, Recognition & Growth to Manager Level

Key Responsibilities:Identify and empanel Individual Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), Ex-Bankers, and Finance Professionals.Educate and onboard partners on companies digital platforms and mobile app.Promote and enable sales of financial products such as Mutual Funds, Bonds, IPOs, NCDs, and Insurance.Regularly engage with distributors to drive business growth and achieve sales targets.Ensure compliance with regulatory guidelines and maintain documentation.

Role DefinitionThe Chief Financial Officer is responsible for the strategic and operational management of the companys financial systems. The CFO ensures compliance with regulatory obligations, manages cash flow and treasury, leads budgeting and forecasting, and contributes to strategic decision-making with a focus on sustainability and profitability, especially in the waste management and CBG manufacturing sectors.Responsibilities & Deliverables1. Financial Reporting & Compliance Preparation of quarterly and annual financial statements as per applicable accounting standards. Timely filing of GST, TDS, ITR, MSME-1/2, and DPT-3 returns. Preparation of financial analysis reports.2. Budgeting and Forecasting Develop and monitor annual budgets. Implement rolling forecasts with scenario planning.3. Cash Flow and Treasury Management Monitor daily and monthly cash flows and manage working capital. Maintain strong relationships with banks, NBFCs, and arrange funding.4. Audit and Taxation Manage internal, statutory, tax, and special audits. Ensure compliance with Direct and Indirect Taxation laws.5. Cost Optimization Drive cost-reduction initiatives. Monitor and control financial discipline across departments.6. Board and Strategic Reporting Prepare and present financial updates and board-level strategic reports.7. Systems Integration and Digitization Lead integration with Tally, Tranzact, or other ERP systems. Ensure real-time and reconciled financial reporting.8. Risk Management Identify, assess, and mitigate financial and project risks.9. Tender Bid Financial Vetting Review and validate pricing and financial models for bids related to Smart City and ULB waste management projects.10. Waste-to-Energy Financial Planning Create financial models and viability assessments for capital investment in sustainable waste management and CBG plants.

Company Overview: Helios Global's consulting division is more than three-decade old with multi-city operations. We are a team of distinguished qualified professionals who are committed to add value to our clients. We cater to more than 250 corporates including many multinationals and more than 8000 individual clients. Our range of services includes advising companies on a wide range of matters relating VCFO services, tax advisory, audit & assurance, business advisory, start-up consulting, project financing, regulatory compliances, legal, etc. across a range of sectors. Our firm amalgamates the vast experience of our senior management with the passion & zeal of the young professionals, personal attention with deep expertise. Our endeavor is to provide qualitative, expert professional services renderedefficaciously with keen attention to details to match clients requirements. Our variety of experience gives us a distinct ability to implement tailored solutions that suit our clients unique business ideas. Our strategy involves implementing internal knowledge management systems to deliver performance based, industry tailored and technology-enabled business advisory services to our clients.Job Summary: We are seeking a highly skilled and detail-oriented Chartered Accountant to join our dynamic team. The ideal candidate will be responsible for managing a diverse portfolio of clients, ensuring compliance with financial regulations, and providing strategic financial advice. This role requires a deep understanding of tax laws, auditing standards, and financial management practices.Key Responsibilities: Audit & Assurance:o Conduct statutory audits, internal audits, and specialized audits tailored to specific industry regulations.o Evaluate financial statements for accuracy and compliance with applicable standards.o Identify and address potential areas of risk within financial operations. Tax Advisory:o Provide expert advice on direct taxation, including corporate and individual tax planning.o Manage indirect taxation matters, such as Goods and Services Tax (GST) compliance and advisory services.o Handle tax audits, litigation, and representation before tax authorities. Financial Advisory:o Assist clients with financial forecasting, budgeting, and strategic planning.o Advise on investment strategies and wealth management solutions.o Support clients in navigating complex financial landscapes and regulatory environments. Compliance & Risk Management:o Ensure clients adhere to financial regulations and internal policies.o Develop and implement risk management strategies to safeguard client assets.o Stay updated on changes in financial legislation and advise clients accordingly.Qualifications: Qualified Chartered Accountant with a valid membership from the Institute of Chartered Accountants of India (ICAI). Minimum of 3-5 years of post-qualification experience in auditing, taxation, and financial advisory services. Strong knowledge of Indian accounting standards, tax laws, and regulatory frameworks. Proficiency in financial software and Microsoft Office Suite. Excellent analytical, problem-solving, and communication skills. Ability to manage multiple clients and projects simultaneously.Preferred Skills: Experience with international taxation and transfer pricing. Familiarity with financial advisory services in sectors such as manufacturing, technology, real estate, healthcare, and non-profit organizations. Knowledge of process outsourcing and virtual CFO services.What We Offer: A collaborative and supportive work environment. Opportunities for professional growth and development. Exposure to a diverse clientele and a variety of industries.

We are looking for a motivated and dedicated Life Insurance Advisor to join our team in Nehru Place. This part-time position is ideal for individuals with 0 to 6 years of experience who are passionate about helping others secure their financial future. **Key Responsibilities:**- **Client Consultation:** Meet with potential clients to understand their financial needs and objectives, helping them identify appropriate life insurance solutions.- **Policy Recommendation:** Recommend suitable life insurance policies based on clients' requirements, providing them with clear and accurate information to make informed decisions.- **Sales Support:** Assist clients through the application process, providing guidance and support until policies are issued.- **Market Research:** Stay updated on insurance products and market trends to offer the best options to clients and enhance their overall decision-making experience.- **Relationship Management:** Build and maintain strong client relationships through regular follow-ups and personalized service, fostering trust and loyalty.**Required Skills and Expectations:**Candidates should have a strong customer service orientation and excellent communication skills, allowing them to effectively explain complex insurance concepts. A proactive and results-driven attitude is essential to thrive in this role. Basic knowledge of life insurance products is preferred but not mandatory. Candidates should be able to work well both independently and as part of a team and must be comfortable working in an office environment. A positive demeanor and the ability to empathize with clients are crucial for success in this position.

We are Urgently Looking for Insurance Advisor. Generate the Lead, Team Building, Give Proper Business

Education: Postgraduate (AFP / CFP preferred) with NISM XA XBIndustry: Personal Finance / Financial Planning.JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directed

Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, SystematicInvestment Plans (SIPs), and other relevant financial discussions.Applicant Requirements: Strong oral and written communication skills. Proficiency in MS Excel and PowerPoint. Experience in investment advisory within the financial services sector will be an added advantage. Openness to learning and utilizing technology.

Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 branches with approx. 1000 to 1500 customers will be mapped )Cross sell of Asset( HL, LAP, CL,PL, GL, WC, CV )Liability( CA, SA TD) and Third Party & Investment Products( LI GI Trinity & MF) on the mapped bookDeepening of CA SA and TD mapped relationships.Meeting and conversion on leads from VRM and CEC.Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business.Ensuring customer stickiness and category upgrade.Acquisition, X-sell of business & Service activations to existing customersExplain all the Facilities of the Bank in Form of Demonstration both online / offlineEnroll the customer for the services which would be useful for himHandle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance.Speed and efficiency of service givenSales targets for banks and investment products.Customer acquisition from Family Household & referrals.Have higher NPs scores

HII WE ARE HIRING FOR A LEADING FINANCIAL SERVICE JOB PROFILE - SALES OFFICER ( HOME LOAN )SALARY - 2.90LPA + INCENTIVES* + *ON ROLE ( OTHER LOCATION )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 -5. NCR NEHRU PLACE , GURUGRAM VIKAS PURI , FARIDABAD , SONIPAT , DWARKA ,LOCAL CANDIDATE REQUIRED*SEND YOUR RESUME TO -7869351832*REGARDS - ZUNED SIR