Array ( [0] => finance-advisor [1] => karnataka ) Finance Advisor Jobs in Karnataka,Finance Advisor Job Vacancies in Karnataka
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Finance Advisor Job Vacancies in Karnataka

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Wealth Sales & Advisor - Full Time

Skywings Advisors Private Limited

  • 2 - 3 yrs
  • 30.0 Lac/Yr
  • Hyderabad Bangalore Road
Financial Consultancy Wealth Sales
Job DescriptionRole: PCG- Wealth Sales & AdvisoryCTC: Up to 30 LPAIndustry: Financial ServicesRole Summary:The role involves managing and growing a portfolio of HNI/UHNI PCG clients by offering customised wealth management and investment solutions. This is a revenue-driven role requiring strong relationship management skills and a deep understanding of investment products.Key Responsibilities:Acquire and manage HNI / Affluent clients.Drive revenue through cross-selling and up-selling of wealth products.Offer advisory solutions across:Mutual FundsPMS / AIFStructured ProductsBonds / Fixed IncomeEquity & DerivativesInsurance & Other Investment ProductsBuild long-term relationships and ensure high client retention.Achieve AUM growth and revenue targets.Coordinate with internal product and research teams for customised solutions.Maintain high compliance and regulatory standards.Candidate Profile:Experience: 3+ years with HNI & UHNI client base from the banks, broking or wealth industry with minimum AUM 70cr of wealth.Strong exposure to HNI client handling.Good understanding of capital market products.Proven track record of revenue generation.Excellent communication and negotiation skills.NISM & CFP certifications are preferred.Referrals are highly appreciated.
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Hiring Freshers || Finance Advisor

Najma Freelancing

  • Fresher
  • Udupi
Quick Learner Team Building
Guidance for financial management
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Looking For Sales Consultant

Recruation Placement Consultancy

  • 8 - 9 yrs
  • 7.0 Lac/Yr
  • Bangalore
Direct Marketing Corporate Sales Direct Sales Negotiation Skills Cold Calling Convincing Power Financial Services Sales Channel Sales Retail Sales
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
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12th Pass Freshers For Finance Advisor

Omsps Global Tech Pvt Ltd

  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Kudlu Gate Bangalore
Customer Relationship Lead Generation Telesales Executive
Job descriptionWalking Interview for Financial ConsultantProduct: Business Loans We're hiring a dedicated and hardworking individual as a financial consultant.Your main goal is to boost our sales by reaching Existing and potential customers.In addition to this, you should collect desired information from the clients and maintain healthy relations with them you have to understand the customer's requirements and demands and close the sales deal efficientlyKey Responsibilities:Approaching the customers to accept the offer made by the officeObtaining customer information and other relevant dataAsking questions to the customer and understanding their specificationsMaintaining the database of customers regularlySuggesting solutions based on customer's needs and requirementsMinimum qualifications:Qualifications 12th and aboveExperience: 0 to 3 YearsLanguage: English, Kannada, Telugu, Tamil & Hindi, etcAbility to tolerate stress and pressureStrong decision-making skillsGood time managementSmart working individualsSalary: 1.5 Lakhs to 2.5 Lakhs and Performance base IncentivesRole: Field Sales ExecutiveIndustry Type: Financial Services (Asset Management)Department: Sales & Business DevelopmentEmployment Type: Full Time, PermanentRole Category: Retail & B2C SalesEducation:Above 12th
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Sales Executive - Full Time

Ascend foresight services

  • 2 - 3 yrs
  • 0.9 Lac/Yr
  • Bangalore
Insurance Sales Retail Financial Inclusion Retail Sales Lead Generation Corporate Sales Marketing Consultant Direct Marketing Sales Administration Inside Sales Cold Calling Sales Ability Sales Business Development
Excellent communication and interpersonal skills to build trust with customers across diverse backgrounds. Prior experience in retail insurance sales or financial product selling is preferred. Highly motivated and energetic individuals who thrive in a fast-paced, target-driven environment. Strong negotiation and problem-solving abilities. Ability to listen actively, understand customer needs, and present suitable insurance solutions. Capable of multi-tasking, prioritizing, and managing time effectively. Minimum 6 months of experience in direct or inside sales.Graduation in any discipline.
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Executive - Client Support

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations
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.
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Financial Consultant

Vibha Enterprises

  • 10 - 20 yrs
  • Bangalore
Taxation Investment Banking Corporate Finance Insurance Health Insurance Financial Planning
About VIBHA ENTERPRISESVIBHA ENTERPRISES is a financial planning firm specializing in Equity, Insurance, and Distressed Asset Management. We empower clients with tax-efficient wealth creation, risk protection, and alternative investment solutions.
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Freshers & Experience || Full Time || Finance Advisor

HDFC

  • 0 - 2 yrs
  • Female
  • Vishweshwaraiah Layout Bangalore
Financial Services Financial Planning Finance Financial Consultancy
WE ARE LOOKING FOR FINANCIAL CONSULTANT AND TEAM LEADERS FOR TOP LEADING PRIVATE BANK EARN UPTO 1L AND WORK ONLY 1-2 HOURS WORK FROM HOME, QUALIFICATION 10TH AND ABOVE AND AGE ABOVE 35, MALE AND FEMALE BOTH ,
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Jobs by Related Category

Life Insurance Advisor Jobs For Secondary School Freshers

Tata AIA life insurance

  • 0 - 6 yrs
  • Koramangala Bangalore
Financial Planning Skills Customer Service Insurance Sales Insurance Marketing Insurance Life Insurance General Insurance
We are recruiting mature, networked individuals (aged 40+) who want to build a peaceful, dignified second career as Financial Advisors.Ideal for:Retired BankersHousewivesTeachersProfessionals looking for flexible work from home or part-time models Full training provided Office Support Koramangala Income through commissions + incentives Work your way, grow your legacyLocation:Bangalore Flexible (Hybrid Work) Contact:Subramanyan K P 7337783120 subbasastri@gmail.com
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Project Lead - Finance Solutions

Alison Charles Consultant

Financial Modeling Good Stakeholder Management Skills INDAS (Indian Accounting System) Strong Project Management Skills Experience in Accounting Advisory Services Project Management
Required Skills: Financial Modeling, Good stakeholder management skills, INDAS (Indian Accounting System), Strong Project Management skills, Experience in Accounting Advisory ServicesWork Mode : ONSITEWorking Day : 5Locations : Bangalore, Delhi NCR Mandatory Criteria (Can't be neglected during screening) : The candidate should mandatorily be from one of the Big 4 companies (Deloitte, PwC, KPMG, and EY). Atleast 2 years of their overall experience needs to be from within the Big 4. Candidate MUST have experience in Project Management and Program Management - Mandatory. Candidate should have experience in Accounting Advisory Services. Interaction with Technical stakeholders. Candidate must be having Strong command of Ind AS / IFRS/ GAAP and financial reporting frameworks. Candidate should have Strong proficiency in Excel and financial modelling & comfort with modern finance software. Candidate having Familiarity with finance automation tools (e.g., Blackline, Trintech, Anaplan) will be preferred.________________________________________DescriptionRole OverviewWe are seeking a dynamic Project Lead / Assistant Manager to join our Finance Solutions team. This role is ideal for professionals with Big 4 Accounting Advisory experience who are looking to bridge the gap between finance and technology.You will work at the intersection of finance, product, and engineering, helping clients automate their finance operations while contributing to the development and evolution of our platform.Key Responsibilities Lead and support client implementations, acting as a bridge between finance and product teams Translate complex finance and accounting requirements into clear, actionable product specifications Leverage your advisory experience to co-develop automation workflows for reconciliation, book closure, AR/AP, and other finance functions Provide deep expertise on Ind AS / IFRS/ GAAP and contribute to product design for compliance and reporting features Partner with product managers and engineers to refine platform modules based on industry best practices Contribute to internal knowledge base, finance playbooks, and training resources Mentor junior finance solution analysts and ensure consistency in delivery quality Participate in roadmap discussions for finance automation product capabilitiesRequired Qualifications 3-6 years of experience in Accounting Advisory Services at Big 4 firms Strong command of Ind AS / IFRS/ GAAP and financial reporting frameworks Proven ability to simplify and solve complex accounting challenges in practical ways Excellent communication and stakeholder management skills Strong proficiency in Excel and financial modelling; comfort with modern finance software Ability to work in a fast-paced, cross-functional, and agile environmentPreferred Qualifications Experience in a SaaS or fintech environment Familiarity with finance automation tools (e.g., Blackline, Trintech, Anaplan) Understanding of data integration, APIs, and business intelligence tools (e.g., Power BI, Tableau) Experience working closely with product, engineering, or data teams Hands-on exposure to finance systems implementations or automation tools Prior involvement in finance transformation, ERP implementation, or reconciliation optimization projectsWhat We Offer A chance to shape the future of finance automation Opportunity to work with a high-calibre, multidisciplinary team Competitive compensation and fast growth trajectory Exposure to innovative fintech use cases across diverse industries A collaborative, open, and meritocratic work cultureSalary : 22 to 27 Lakhs per annum
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Financial Consultant - Full Time (Female Candidates Preferred)

Falcon Fin Solutions

  • 3 - 5 yrs
  • HBR Layout Bangalore
Personal Loans Sales Loan Sales Executive Loan Consultant
HIRING FEMALE SENIOR TELECALLERS FOR PERSONAL LOAN SALES, WITH MINIMUM 3YEARS EXPERIENCE IN PERSONAL LOAN SALES, WHO CAN JOIN OUR TEAM AND WORK WITH US ON COMMISSION BASE .
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Financial Advisor

Gromo Partner

Financial Reporting Financial Services Corporate Finance Voice Process
So Hello Online working kariki (15k-25k ) income karibaku chahucha Number Save kariki 9692279866 Ai sabu details send kara*My Name:- Basu
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Finance Advisor

Roinet Flexi Services

  • 0 - 5 yrs
  • 3.3 Lac/Yr
  • Indira Nagar Bangalore
Voice Process Communication English
# Join India's Leading Fintech Company - Roinet Flexi Services Pvt LtdWe're a 700 crore company with a pan-India presence, we're hiring for various roles in our domestic outbound call centre in Bangalore.*About Us*Roinet Flexi Services Pvt Ltd is a leading Fintech company that offers innovative financial solutions to its customers. With a strong presence in India, we're committed to providing exceptional customer experiences and driving business growth.*Job Openings**1. Banking Process Manager - Tele Sales*- Experience: 1 year in handling outbound telecalling team.- Salary: 30,000 - 35,000 per month + PF + Insurance- Job Description: Lead a team of tele sales executives, achieve sales targets, and ensure excellent customer service.*2. Sr. Financial Advisor*- Experience: 10+ months in outbound calling- Salary: 18,000 - 24,000 per month + Incentives + PF + Insurance.- Job Description: Provide financial advisory services to customers, achieve sales targets, and ensure customer satisfaction.*3. Financial Advisor*- Experience: 6+ months- Salary: 15,000 - 18,000 per month- Job Description: Provide financial advisory services to customers, achieve sales targets, and ensure customer satisfaction.*4. Corporate Advisor* Experience: 6 mts+ in corporate sales or Inhouse Sales.Salary : 15,000 - 20,000 pm + Incentives + PF + Insurance.Job Description : To manage key corporate activities and offer best financial solutions to corporate clients.**5. Part-Time Tele Sales Executive.* - Salary: 10,000 - 12,000 pm.- Job Description: Flexi hours (log 4 hours a day), achieve sales targets, and ensure excellent customer service...*What We Offer*- Competitive salaries and incentives- PF and Insurance benefit for employee and family.- Opportunity to work with a leading Fintech company- Professional growth and development opportunities- Collaborative and dynamic work environment.
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Motilal Oswal- Hiring

Scinext Group Skills & Technology Private Limited

Training Finance Equity Broking Equity Advisor Sales Training Manager Financial Executive
Key Responsibilities:1. Provide training and support to newly onboarded franchisees to help them achieve their quick start targets and integrate smoothly into the Motilal Oswal network.2. Collaborate with department managers to understand specific training needs for their respective teams and tailor training programs accordingly.3. Lead training sessions for the internal sales and advisory teams, including teachback sessions to reinforce learning and retention.4. Organize and facilitate various franchisee engagement activities, such as Value-Added Training (VAT) sessions and Motilal Oswal Seminars (MOS), to enhance franchisee satisfaction and loyalty.5. Design and conduct focused franchisee training programs to address specific needs and challenges, ensuring maximum impact and effectiveness.6. Conduct monthly meetings with department heads to identify training needs for franchisees and develop training plans accordingly.7. Continuously invest in self-development to stay updated on industry trends, product knowledge, and training methodologies.Skills:- Proven experience in training delivery, particularly in the financial services industry or franchise management.- Strong understanding of Equity and training methodologies, adult learning principles, and instructional design.- Excellent communication, presentation, and interpersonal skills.- Ability to collaborate effectively with department heads, managers, and franchisees.- Experience in organizing and facilitating engagement activities and events.- Demonstrated ability to design and deliver focused training programs to address specific needs and challenges.- Commitment to ongoing self-development and learning to stay updated on industry trends and best practices.
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Hiring For Financial Advisor

S.Raj Capitals

Corporate Finance Finance Leadership Insurance Advisor Finance Advisor Insurance Manager Sales Director Sales Executive Sales Manager Insurance Coordinator Finance Executive Senior Finance Manager Loan Sales Executive Insurance Loan Loan Advisor
We are searching for a highly observant insurance consultant/advisor to render accurate support on behalf of our steadily expanding firm. The insurance consultant should gather client insurance requirements, deliver appropriate guidance, and suggest insurance plans to match the clients needs.Conduct in-depth consultations with clients to assess their insurance requirements, understand their risk profiles, and identify coverage gaps.The candidate may have worked with an insurance broker or with the direct selling side of insurers or finance sector.Should have good communication skills.Fluent in speaking- English, Hindi, Marathi, TeluguFor more details Call- 7020391733WhatsApp- http://tiny.cc/inad24Email: srajcapitals@gmail.com
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Financial Advisor (Full Time)

Kotak

Financial Consultancy Leadership Brand Awareness
Urgently looking out for financial advisors for a reputed brand.
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Financial Advisor

BZ Consultant

Investment Banking Financial Advisor Work From Home
We are hiring for Financial consultant advisor for Remote job profile with flexible working hours. Also fresher are most welcome.
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Financial Advisor

Lic IMF

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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Opening For Financial Consultant

APS Enterprises

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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Marketing and Sales Associate (Female Candidates Preferred)

Envywell Solutions and Services Pvt Ltd

  • 1 - 5 yrs
  • 2.5 Lac/Yr
  • Kudlu Gate Bangalore
Tele Sales Marketing Financial Services Sales Legal Consultant Real Estate Sales
Role Overview:As a Marketing and Sales Associate, you will play a crucial role in driving sales and marketing initiatives to promote our products/services. You will be responsible for assisting in the development and execution of marketing campaigns, as well as engaging with customers to generate leads and close sales. Additionally, this role requires knowledge of GST filing and basic accounting principles to ensure compliance and accuracy in financial transactions.Key Responsibilities:Collaborate with the marketing team to develop and implement marketing strategies and campaigns to promote our products/services.Conduct market research to identify potential customers and market trends, and provide insights to inform marketing and sales strategies.Assist in creating marketing materials such as brochures, presentations, and online content.Engage with customers via email, phone, and in-person meetings to generate leads and convert them into sales opportunities.Maintain accurate records of sales activities and customer interactions using CRM software.Provide support in managing social media accounts and online presence to enhance brand visibility and engagement.Assist in GST filing and ensure compliance with tax regulations.Support the finance team with basic accounting tasks such as invoicing, expense tracking, and reconciliations.Collaborate with cross-functional teams to ensure alignment between marketing, sales, and finance activities.Requirements:Bachelor's degree in Marketing, Business Administration, or related field.Proven experience in marketing and sales roles, preferably in Product sales. Strong understanding of marketing principles and techniques.Excellent communication and interpersonal skills.Ability to build and maintain relationships with customers.Knowledge of GST filing procedures and basic accounting principles.Proficiency in Microsoft Office suite and CRM software.Ability to work independently and as part of a team in a fast-paced
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Financial Advisor (Client Relationship)

Big Bee Consultant

  • 5 - 10 yrs
  • 20.0 Lac/Yr
  • Bangalore
Financial Planning Client Relationship Business Development Wealth Manager Wealth Advisor Wealth Planning Officer Relationship Manager Wealth Management
Industry: Personal Finance/Financial PlanningKEY 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 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) and listening skills.5. Ability to convincingly put across ideas, both orally and in writing6. Detailed understanding of MS Office Excel, Power point and Word7. Attention to detail.8. Travel within the city and sometimes outside.
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Urgent Requirement For Financial Advisory

Big Bee Consultant

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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Opening For Client Relationship Manager (Insurance)

Big Bee Consultant

  • 5 - 8 yrs
  • 10.0 Lac/Yr
  • Bangalore
Client Management Client Manager Client Servicing Financial Planning Wealth Manager Relationship Advisor Insurance Sales Customer Relationship Interpersonal Skills Problem Solving
Location: Bangalore /Education: Post GraduateIndustry: Financial Services / Personal FinanceJob description: Identify potential clients through networking, and lead generation. Conduct thorough needs analysis to recommend appropriate insuranceproducts. Present insurance policies to clients, explaining features, benefits, and costs. Build and maintain strong relationships with clients, ensuring a high level ofcustomer satisfaction. Handle client queries post-sales support. Stay updated on the latest insurance products, industry trends. Provide clients with detailed information on various insurance policies, includinglife, health, and general insurance.Applicant Requirements: Proven experience in insurance sales or a similar role. Excellent communication and interpersonal skills. Strong negotiation and problem-solving abilities. Ability to work independently and as part of a team. Relevant certifications (e.g., IRDAI certification). Knowledge of financial planning and wealth management preferable
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Business Development Consultant (Female)

Lic IMF

  • 1 - 2 yrs
  • 3.0 Lac/Yr
  • Mahadevapura Bangalore
Corporate Business Development Business Management Skills Finance Advisor
1. Make cold calling and explain the product to the customer and generate potential lead and follow up and make closures2. Contact potential or existing customers to inform them about a product or service using scripts3. Answer questions about productsorthecompany4. Use Different Chanels to reach out to the customer's and Explain about the policy and convience them to take the lic life insurance policy.
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Opening For Finance Advisor

Roinet Flexi Services

  • 0 - 4 yrs
  • 3.3 Lac/Yr
  • Indira Nagar Bangalore
Communication English Selling
# Join India's Leading Fintech Company - Roinet Flexi Services Pvt LtdWe're a 700 crore company with a pan-India presence, we're hiring for various roles in our domestic outbound call centre in Bangalore.*About Us*Roinet Flexi Services Pvt Ltd is a leading Fintech company that offers innovative financial solutions to its customers. With a strong presence in India, we're committed to providing exceptional customer experiences and driving business growth.*Job Openings**1. Banking Process Manager - Tele Sales*- Experience: 1 year in handling outbound telecalling team.- Salary: 30,000 - 35,000 per month + PF + Insurance- Job Description: Lead a team of tele sales executives, achieve sales targets, and ensure excellent customer service.*2. Sr. Financial Advisor*- Experience: 10+ months in outbound calling- Salary: 18,000 - 24,000 per month + Incentives + PF + Insurance.- Job Description: Provide financial advisory services to customers, achieve sales targets, and ensure customer satisfaction.*3. Financial Advisor*- Experience: 6+ months- Salary: 15,000 - 18,000 per month- Job Description: Provide financial advisory services to customers, achieve sales targets, and ensure customer satisfaction.*4. Corporate Advisor* Experience: 6 mts+ in corporate sales or Inhouse Sales.Salary : 15,000 - 20,000 pm + Incentives + PF + Insurance.Job Description : To manage key corporate activities and offer best financial solutions to corporate clients.**5. Part-Time Tele Sales Executive.* - Salary: 10,000 - 12,000 pm.- Job Description: Flexi hours (log 4 hours a day), achieve sales targets, and ensure excellent customer service...*What We Offer*- Competitive salaries and incentives- PF and Insurance benefit for employee and family.- Opportunity to work with a leading Fintech company- Professional growth and development opportunities- Collaborative and dynamic work environment.
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Finance Advisor Jobs For Freshers - Karnataka/Goa

Najma Freelancing

Financial Services Financial Planning Business Finance
Looking for teammate, quick learner and a partner
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Interview For Financial Planning Advisor || Higher Secondary - Freshers

Najma Freelancing

  • Fresher
  • Karnataka
Telecalling Financial Planning Advisor
Looking for hard working teammate, quick learner ,adaptive
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