Array ( [0] => finance-advisor [1] => greater-hyderabad-hyderabad ) Finance Advisor Jobs in Greater Hyderabad,Finance Advisor Job Vacancies in Greater Hyderabad Telangana
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Finance Advisor Job Vacancies in Greater Hyderabad

  • 0 - 2 yrs
  • 2.3 Lac/Yr
  • Greater Hyderabad
English Language Cold Calling Tele Marketing Tele Counselor Tele Sales Financial Services Voice Process
Provide excellent customer support while adhering to company policy. Make daily outbound calls on the given data at least 80-100 per day and reach out to potential customers. Have a conversion of 3-5 per day. Do not violate company policy or provide any incorrect or misleading information to customers and clients. Do not spread false commitments to customers. Conduct your work in accordance with company policy. Maintain records efficiently and provide a proper reporting to your senior officer on a day-to-day basis
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Wealth Manager

Bajaj capital

Wealth Management Portfolio Management Financial Advisory Investment Advisory Relationship Management Mutual Funds HNI Sales
Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads
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Finance Financial Advisor Work From Home
We are looking for Financial Advisor- location Bangalore, Hyderabad, Hyderabad Gate, Hyderguda, Hydershakote, Hyder Nagar
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Financial Advisor

Hdfc Ergo General Insurance Company

Financial Advisor Finance Executive Finance Analyst Insurance Sales Insurance Agent Work From Home
The financial advisor have to do health Insurance policies of Hdfc Ergo general insurance company, And advisor will get 15% commission on policy ,Advisor can earn 15000 to 30000 per month . Its not salary based , only commission base advisor should work, advisor can work part time or full time .
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Business Finance Financial Advisor Intern
Our Internship Program is an opportunity for students to work with SEBI registeredcompany and gain knowledge about financial market & HR opportunities to developtheir skills while learning.During your internship, the concentration will be on helping you understand the theoreticalconcepts with their practicality and implications to help you connect your classroomknowledge and on-field experience. We will be happy to train you to learn new skills whichare extremely helpful in the professional setting.Our internship program can introduce students to many aspects of Full and Part timeemployment opportunities while allowing them to explore their interests and formpersonal career goals.Roles and Responsibility- Networking and partnershipCommunication and reportingPortfolio rebalancing and performingResearch and market analysisRisk managementInvestment advice and portfolio managementFinancial planningClient acquisition and relationship management ( To attract new clients build and maintain long term relationships and provide personalize services)Working towards converting the potential clients to our clients by providing them with detailed information and solving queriesWe are looking forward to start a corporate engagement with your association in making all the colleges aware of our internship and placement program by which all the students have complete knowledge and growth in future for which we will be highly obliged towards you.Kindly find details in attachment for Internship and Placement. If you are interested in collaborating with us for Students Internship & Placement on Pan India location, you can contact us on +91-7607603446 or you can write your query on hr@stockart.co.inNote: Only students eager to learn all about Trading in Stock market and HR Operations should show interest. There is a registration fees of rs500 and this is a 2 month internship where you'll be paid rs10000 per month
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Financial Advisor

Nishangi Global School

  • 5 - 10 yrs
  • 10.0 Lac/Yr
  • Madhapur Hyderabad
Capital Market Financial Advisor
Job Description Chartered Financial Analyst Roles and Responsibilities: Good Knowledge in Capital Market/Shares Market Good Knowledge on Equity shares and derivatives Good Analytical Skills Good Research skills in Fundamental and Technical analysis Undertake research and analysis of companies, industries and economy Track real time market sentiment Analyse IPO's and quarterly results Collate intelligence on equities data, derivatives, commodities , currencies Analyse financial and economic data to identify emerging investment opportunities and risks Maintain up-to-date knowledge of financial services industry happening and current events Undertake research and analysis of companies, industries and economic trends Conduct in-depth industry/sector research and customized research reportsSkills: Strong financial analysis and financial modelling skills Good knowledge in Excel MBA Finance/CA CFA Certified Level 1, Level 2 and Level 3Experience: 5+ Years in Capital MarketSalary: As Per Company Standard Job Type: Full Time
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  • 4 - 10 yrs
  • Hyderabad
Oracle Financials Oracle Financial Consultant Oracle
Role : Oracle Cloud Financial Functional Consultant - Full timeLocations Hyderabad ,Chennai Bangalore, IndiaOverview:The Oracle Cloud Financial Functional Consultant will design, implement, and maintain configurations using Oracle applications. The ideal candidate will have a robust understanding of Oracle Financial systems such as Payables, Receivables, Cash Management, General Ledger, and Fixed Assets to tailor Oracle applications to meet our business needs. This role involves collaborating with stakeholders to gather requirements, design solutions, and implement Oracle ERP modules across different functional areas.Responsibilities:Design, configure, and customize Oracle Financial modules to meet business requirements, including Payables, Receivables, Cash Management, General Ledger, and Fixed Assets.Collaborate with cross-functional teams, including developers, business analysts, and project managers, to deliver Oracle ERP projects on time and within budget.Implement and manage Oracle Cloud Financials integrations and data migrations.Utilize data tools such as ADFDI and FBDI effectively.Write OTBI reports (knowledge in this area is a plus).Maintain focus on release priorities in a Fusion context.Hands-on experience configuring Oracle Cloud Financials modules, including General Ledger, Accounts Payable, Accounts Receivable, Cash Management, and Fixed Assets.Strong understanding of finance business processes and best practices.Ability to multitask and prioritize tasks effectively.Qualifications:Bachelors degree in computer science, Finance, Accounting, Business Administration, or a related field.Minimum of 6 years of experience in Oracle Financial applications.Excellent problem-solving and communication skills.Oracle Cloud Financials certification(s) is preferred.
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  • 0 - 6 yrs
  • Hyderabad
Communication Skills Sales Finance Advisor
Finance advisor Note : once selected need to pay 850/- for IRDA exam Cv / Resume Printout Documents Soft copay : Aadhar Pan card10th certificate Passport size photoBank passbook/cancelled cheque Marriage date Blood groupEmail id Contact numbers (2)Nominee aadhar card
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Finance Advisor

Big Bee Consultant

  • 5 - 10 yrs
  • 20.0 Lac/Yr
  • Hyderabad
Financial Planning Relationship Manager Wealth Wealth Manager Wealth Advisor BFSI Leadership Financial Reporting Analytical Ability Analytical Skil Sales Financial Services Corporate Finance Financial Consultancy
INDUSTRY: Personal Finance/Financial PlanningJOB 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,mutualfunds, 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, orincomeprojections.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 directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)
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Financial Planning Relationship Manager Wealth Wealth Manager Wealth Advisor BFSI Leadership Financial Reporting Analytical Ability Analytical Skil Sales
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,mutualfunds, 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, orincomeprojections.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 directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)
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Financial Planning Manager Financial Planning Relationship Manager Wealth Wealth Manager Wealth Advisor
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
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