Role DescriptionThis is a full-time on-site role for a Chartered Accountant at Citus Advisors located in Delhi. The Chartered Accountant will be responsible for various day-to-day tasks associated with financial analysis, reporting, and tax planning. They will handle financial statements, conduct audits, provide advice on financial matters, and ensure compliance with relevant laws and regulations.QualificationsStrong knowledge of accounting principles and practicesExpertise in financial analysis and reportingExperience in tax planning and complianceAbility to handle financial statements and conduct auditsProficiency in using accounting software and toolsExcellent analytical and problem-solving skillsAttention to detail and accuracyStrong verbal and written communication skillsBachelor's or Master's degree in Accounting, Finance, or related fieldChartered Accountant (CA) certification
Corporate Finance Infrastructure FinanceFinanceFinancial ConsultancyVoice Process
Familiarizing yourself with all products and services offered by our company.Procuring new clients through direct contact, word-of-mouth, and collaboration with the marketing department.Attending networking activities to research and connect with prospective clients.Maintaining meaningful relationships with existing clients to ensure that they are retained.Suggesting upgrades or added products and services that may be of interest to clients.Crafting business proposals and contracts to draw in more revenue from clients.Negotiating with clients to secure the most attractive prices.Equipping staff with the technical and social skills needed to enhance sales.Reviewing clients' feedback and implementing necessary changes.Remaining in tune with trends in consumption to ensure that our offerings remain relevant.
Life Insurance Good Communication SkillsSelf-motivatedVoice Process
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
Team Leader Team CoordinatorKey AccountsFinancial AdvisorWork From Home
Job Title : Executive Agency Partner /Financial AdvisorCompany Name : Kotak Life Insurance Co. LtdJob Location : C.P.Job Description : Recruiting Advisors for MDRT Conference.Team Building, Training, Handling & Development.Meet Business targets by achieving monthly, quarterly & yearly plans.Job Type : FreelancerNo. of Vacancy : 5Gender : BothAge Limit : NoSalary : NegotiableInterview Process : Face to faceFollowing Benefits which will be provided:-Full Training & Support by the company.Defined Career Growth Path- Agent>IAP>SAP>CAP.Fixed Salary.Variable Payout.20% to 35% commission earning on First year revenue.Recession Proof Income.Created Pension Income for next 20 years.Save for future through PF & Get Unlimited Medical Benefit for family through ESIC.Top Class Reward & Social Recognition.International & Domestic Trips on Company expenses.Flexible working Hours/Days.Our promise to you is an enriching journey. One where you contribute to our success story, find yourself in the process and embrace life as you work in a highly motivating and positive environment. We offer, not just a job, but experiences that last a lifetime.For more information please Call back or replyseema kumariKotak Mahindra Group, Upper Ground Floor,Himalaya House, Kasturba Gandhi Marg,Connaught Place, New Delhi 110001.(Walking Distance from Bara Khamba Metro Station Gate No.06)
Equity Analysis Stock MarketShare TradingMutual FundsMutual Funds SalesInsuranceGood Communication Skills
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill