Finance Advisor Job Vacancies in Mumbai Harbour

LIC Agent

LIC OF INDIA

LIC Agent LIC Advisor Insurance Sales Insurance Agent Life Insurance Advisor Life Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home
JOIN US PART TIME/FREE TIME Work with Number 1 insurance companyCommission basis Job available as well as salary base job is available Do visit us on
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  • 3 - 5 yrs
  • 12.0 Lac/Yr
  • Santacruz Mumbai
Accounting Finance
ABOUT SNEHASNEHA (Society for Nutrition, Education and Health Action) is a Mumbai-based non-profit organization dedicatedto improving the health, nutrition, and safety of women and children living in vulnerable urban informalsettlements. Our mission is to empower urban women and children through integrated health and nutritionprograms, education, and advocacy.We work through a dual approachengaging both care seekers and care providers. At the community level, weempower women and families to become agents of change, while simultaneously collaborating with public healthand safety systems to drive sustainable improvements in urban health outcomes.SNEHAs key programs include: Maternal and Child Health Empowerment, Health and Sexuality of Adolescent Prevention of Violence against Women and Children Public System Partnership Palliative Care Livelihood GenerationBetween 2016 and 2025, SNEHA directly reached over 620,555 women, children, and healthcare workers, andindirectly impacted a population of over 3.63 million across seven municipal corporations and three municipalcouncils in the Mumbai Metropolitan Region (MMR). Today, SNEHA is a 500+ member organization with deepgrassroots presence and a strong track record of reducing maternal and neonatal mortality, child malnutrition,adolescent anemia, and gender-based violence key determinants of health equity for families andcommunities.CENTRAL OPERATIONS- FINANCEFinance Department: Responsible for Accounting, Banking, Budgeting & Budget Monitoring, Payroll processing,Statutory compliances, Audit, Taxation.PROFILE SNAPSHOTDesignation: Finance ConsultantRole: The Finance Consultant/ Manager Finance will be responsible forpreparation and monitoring of programme budget as per organization / funderapprovals. Responsible for finalization of fund utilization statement for fundersand managing funder audits. Build capacity of programme team to effectivelymanage programme budgets.Educational Requirement: Master's Degree or higher (with minimum 5 years ofwork experience) in Commerce/ Financial Management.Experience: Minimum 3 years of similar work experience in accounts/ financedepartmentLocation: SantacruzReports to: Associate Director-FinanceApply: Applications are to be sent via email to diksha.bisht@snehamumbai.orgwith the Subject line: Finance ConsultantCORE RESPONSIBILITIES Program Budgeting & Planning: Prepare and revise program budgets aligned with proposals and Ganttcharts; ensure accuracy and programmatic coherence. Monthly Financial Review: Facilitate monthly review meetings with program teams to analyze budgetvariances, forecast upcoming expenses, and communicate critical deviations to the central finance team. Documentation & Compliance: Ensure meticulous maintenance and accounting of all project-relatedvouchers in Tally, in collaboration with the finance coordinator/officer, as per organizational and donoraudit requirements. Bank & Ledger Reconciliation: Oversee monthly reconciliation of dedicated bank accounts and ensuretimely review of payables, receivables, and cost center ledgers for all handled projects. Donor Reporting & Audit Management: Prepare funder-specific utilization reports, includingexplanations for underutilization; lead donor audits and financial due diligence exercises. Funder Coordination: Provide financial data in donor-prescribed formats, support budget sections ofMoUs, and ensure adherence to all donor-specific financial compliances. Funding & Reallocations: Draft and submit fund requests and budget reallocation proposals; attenddonor meetings and ensure accurate financial representation. Cost Allocation & Oversight: Manage allocation of project management and operational costs acrossrelevant projects; track shared costs between programs. Payment Authorization: Review and approve payment vouchers in line with the organizational approvalmatrix. Bank Transfers: Prepare and authorize monthly fund transfer statements from project bank accounts tocentral accounts. Tally Code Approvals: Approve and oversee donor-related cost codes in Tally for accurate financialmapping. Team Training & Induction: Conduct timely budget inductions with finance and program teams; buildcapacity of Associate Program Directors, Program Directors, and Finance Coordinators on budgetcreation and interpretation. Payroll Review: Approve monthly Tally entries for salary and consultant remuneration. Interdepartmental Coordination: Collaborate with domain and program teams for seamlessimplementation of financial processes. Additional Assignments: Undertake finance-related responsibilities during audits, income tax scrutiny,or as directed by Finance leadership.
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  • 0 - 2 yrs
  • 2.0 Lac/Yr
  • Santacruz West Mumbai
Finance Data Entry Filing
COMPREHENSIVE OVERVIEW OF THE POSITION DUTIES & RESPONSIBILITIES: Budget Monitoring: - Assist finance officer/ coordinator in checking of all vouchers with complete documentation and data entry in tally/payment tracker. - - - - Assist in settlement of all staff advances. Assist to ensure bill to bill reconciliation of all vendor accounts. Ensuring monthly record keeping of all the vouchers. Assist the Coordinator-Finance for collation of document for funder audits.SKILLS & COMPETENCIES - Understanding of accounting principles and relevant thematic knowledge. Effective planning and implementation skills for timely completion of assigned tasks. Ability to multi-task and work simultaneously on different tasks. Working knowledge of Tally ERP 9, MS Office Word, Excel is desirable
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  • 0 - 1 yrs
  • 5.0 Lac/Yr
  • Vikhroli Mumbai
Sales Financial Consultant
Roles and Responsibilities - Financial Consultants The role involves meeting successful people like you and presenting a Business Opportunity that has fulfilled dreams & aspirations of many.
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  • 0 - 6 yrs
  • Khar Mumbai
Communication Advisor Finance Advisor Financial Consultant Work From Home
To manage the Agency Partner Channel of HDFC Life LtdRewards and recognitionForeign tours eligibilityNo fixed working hoursFlexibilityNo targetsEarning potential: Sky high...
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Financial Consultant

Hdfc Life Insurance

  • 0 - 1 yrs
  • Vasai West Mumbai
Communication Advisor Financial Consultant Work From Home
Job Openings for 15 Financial Consultant Jobs for Freshers in Vasai West, Mumbai, Maharashtra,Communication Advisor, having Educational qualification of : Higher Secondary, Secondary School, Other Bachelor Degree with Good knowledge in Communication Advisor etc. Retired/housewife and Person with 35+ ages are preffered
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Oracle EBS Finance Oracle Functional Consultant E-business
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.
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Mutual Funds Mutual Funds Sales Finance Advisor Walk in
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
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