Array ( [0] => finance-advisor [1] => kochi ) Finance Advisor Jobs in Kochi,Finance Advisor Job Vacancies in Kochi Kerala
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Finance Advisor Job Vacancies in Kochi

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Financial Consultant (Sales) (0-3 Years)

SkillActz

Communication Skills Financial Product Knowledge Willingness to Travel Customer Service Excellence Prospecting & Networking Salesforce Consultant Financial Consultant
As a Financial Consultant , you will be responsible for promoting and selling a diverse range of financial products, including Equity, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds, Life & General Insurance, Home loans, etc. Key responsibilities include client prospecting, cross-selling to existing clients, providing excellent after-sales service, and ensuring overall client satisfaction. The role requires adaptability, strong time management, problem-solving skills, and a target-oriented approach. Successful candidates should demonstrate market awareness, technological proficiency, and a willingness to travel across different locations in Kerala.We have 15 vacant Financial Consultant (Sales) Jobs in Kochi/Cochin,Ernakulam,Palakkad,Trivandrum/Thiruvananthapuram,Calicut Suburb, Kozhikode,Communication Skills,Financial Product Knowledge,Willingness to Travel,Customer Service Excellence,Prospecting and Networking, for Freshers Educational Qualification : Other Bachelor Degree Skill Communication Skills,Financial Product Knowledge,Willingness to Travel,Customer Service Excellence,Prospecting and Networking etc.
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Wealth Relationship Manager

Skywings Advisors Private Limited

Relationship Manager Wealth Relationship Manager Financial Advisor Insurance Advisor Walk in
1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile6. Should have at least 4 Years of experience handling Wealth Product Sales.Required candidature:1. Any Graduate / Postgraduate with relevant Experience.2. Good relationship management and service focus skills.3. Good communication and presentation skills.4. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.
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SR. Sales Manager (life Insurance)

ConnectIN Jobs Global

Bancassurance Executive Agency Development Manager Banca Sales Bancassurance BFSI NBFC Finance Advisor Life Insurance Agency Sales Agency Sales Manager Banking Sales Field Sales Walk in
Purpose of the Job: To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/ Education or Any other sales.
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Fusion SCM Functional Consultant

Kiazen

Oracle Fusion Financials Applications General Ledger Accounts Payable Accounts Receivable Fixed Assets Cash Management
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
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Agency Manager

Amrit Consultancy

Direct Marketing Channel Sales Life Insurance Channel Development Project Planning Field Sales Executive Financial Consultant Walk in
Recruiting and Building a high performing distribution network of Financial Consultants (FCs)Training, motivating and driving these certified financial consultants (agents) to sell insuranceMeeting prospective customers with FCs to sell insurance solutionsProviding pre and post sales support (e.g. claim settlement)Ensuring quality of business and persistency (renewals of premium)
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Financial Consultant

Bajaj Allianz

Corporate Finance Finance Executive Stock Market Agent Insurance Executive Insurance Agent Financial Consultant Work From Home
Good communication skillsGood experience in sells and marketingMature and sincere candidate Experience candidate
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Relationship Manager

Shares Bazar

Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory
Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS
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Field Sales Executives (Agency /Direct Marketing - Life Insurance)

ConnectIN Jobs Global

Sales Banking Insurance Loans Mutual Funds Advisors Financial Services Insurance Agent Field Executive Field Sales Walk in
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
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