Finance Advisor Job Vacancies in Pune

Financial consultants can help clients make insurance decisions as part of their financial planning. They can assess a client's risk tolerance and recommend insurance policies that fit their needs. How financial consultants help with insuranceInsurance planningFinancial consultants can help clients choose insurance policies that fit their risk tolerance and budget. Investment managementFinancial consultants can help clients buy and sell investments, like stocks and bonds, on their behalf. Financial planningFinancial consultants can help clients create financial plans to achieve their goals.

Good communication skills

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.Roles & Responsibilities - Identify and target potential clients through various channels including cold calling, networking, and referrals. Drive sales growth and handle customer Inquiries with a speedy and satisfactory resolution. Should be a Highly Motivated Individual and should be able to handle the team. Actively participate in the sales process, including lead generation, client meetings, and presentations. Manage and nurture client relationships to enhance satisfaction and retention. Assess and manage risks for clients by staying informed about industry trends, regulatory changes, and emerging risks. Assist clients in navigating the claims process, providing support and facilitating communication with insurers. Developing and implementing marketing strategies to grow the customer base. Analyze and evaluate existing insurance policies to ensure clients have adequate coverage.

Business Development Executive(Forex market)Company Name - Wavereco Workmode - work from office only Location - City Avenue by kolte patil, office no - 101, wakad pune 411057Job type - Inside Sales Process - Outbound sales revenue generation processSalary - Upto 23k + Incentives Roles & Responsibilities - Sales, Client Interaction and Advisory, Forex, Cold calling,Relationship Management, business development, payment collection, negotiation & convincing.Education - Any Graduates & Post graduates can apply (MBA Marketing / MBA Finance )Skills - Excellent English communication skill is must, knowledge about Indian share market & foreign exchange market is plus.Only Day Shifts 9.15 AM - 6.30 PMContact HR Shruti - 8446573996 (WhatsApp/Call)

#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.

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

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

Online shopping platform distributer profile as a work

its an golden opportunity to work with LIC OF INDIA where you can promote LIC plans to the clients

Sales, insurance,verbal skills, Marathi language knowledge, willing to learn

We are hiring for Financial consultant advisor for Remote job profile with flexible working hours. Also fresher are most welcome.

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.

Help customers achieve their financial goals by offering them a range of essential banking products like personal loans, credit cards, and more.Unlimited Earning Potential: Earn commissions based on your performance. The sky's the limit!

Role: Oracle Fusion Finance Functional Consultant (Advance Collections)Experience: 5 8 YearsLocation: Hyderabad, Bangalore, PuneNotice Period: Immediate or 30 days.Job Description: Qualified Chartered Accountants CA or ICWAI or masters degree in business administration (MBA Finance) with 7 to 10 years of total experience with at least 5 to 7 years of Oracle Cloud ERP Applications implementation experience and 2 to 3 years of Industry experience in Finance and Accounting Preference would be given for Cloud Financial implementation experience. Experience in modules like Advance Collections, and GL, AP, AR, FA, Cash Management, Project Costing, Project Billing, Project Management, Oracle Time & Labor, Project Contracts and Risk Management Cloud modules like Advanced Financial Control (AFC) & Advanced Access Control (ACS), EPM, Financial Consolidation Hub, Internal Controls Manager, iReceivables, internet expenses, Advance Collections, Treasury, Public Sector Financials At least 4 full life cycle implementations, preferably with US implementation experience. Should have experience in conducting Strategy Sessions for Data Conversion, Integration/Report Functional Design Workshop, conducting architecture, design and solution workshops and Conference Room Pilots Should have experience in configuring the Applications in a client facing role. Should be master of industry trends and demonstrated value of Cloud Solutions to multiple Customers. Active participation in Community forum, publications in professional forum will be added advantage. Excellent communication skills both written & verbal, mandatory. Good interpersonal skills with ability to build rapport with all stakeholders. Ability to present ideas and solutions in a clear & concise manner. Self-motivated with a lot of energy and drive. Should have the ability and willingness to learn. Should be good team player and have good analytical skills.

Role and Responsibilities: Work with your team to brainstorm new and innovative growth strategies. Oversee and manage all contests, giveaways, and other digital projects. Write clear marketing copy to promote our products/services. Ensure all-around consistency (style, fonts, images and tone).Skill Requirements Demonstrable experience leading and managing email, social media, and/or displayadvertising campaigns. Highly creative with experience in identifying target audiences and devising digitalcampaigns that engage, inform and motivate.

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

Attention Graduates and Postgraduate Housewives in Pune,Are you looking for a rewarding opportunity to make a positive impact on the lives of individuals and families across India? Join us as an independent financial planning consultant, where you can play a crucial role in helping people achieve their financial goals and secure their futures.This opportunity is directly with the India's most trusted MNC brand, you'll receive comprehensive support of IT assistance, technical training, soft skills development, and office infrastructure all at no cost to you. This is a opportunity to excel in a fulfilling and gratifying career without any investment.You should consider joining us if you aspire or the 1) Take control of your financial future: With your earnings, you can ensure that 100% of your husband's income goes towards savings, while covering household expenses yourself.2) Fund the higher education of your kids yourself at prestigious universities, securing their future success.3) Imagine returning to earlier college and professional years where people acknowledge and applaud your performance and contribution to the society.4) If you aspire to have your separate professional identity and respect apart from the being the biggest contributor to your family as a home maker. 5) Even if you've never considered yourself a salesperson, you're already familiar with recommending products and services to your neighbors, friend, relative and other near and dears . This opportunity allows you to utilize these skills in a rewarding career.Don't miss out on this chance to enhance your family's living and lifestyle while making a meaningful difference in the lives of others. Join us today and embark on a journey of success and fulfillment.To learn more and join our team, contact us at 8080460060

We are recruiting Insurance Advisor at LIC of India (Govt) at Viman Nagar Branch, PUNE-411014. This is job of selling LIC policies and plans to customers/clients with marketing. All training will be provided free. You can sell at any place in India and Abroad also. You can work as part timer/freelancer if you are working or join in future at any other company.*Payment will be on commission basis.*All Govt facilities like Gratuity, Group mediclaim (with spouse) and Group insurance is available. Also you will get Pension by way of renewal commission. You will have chance of becoming permanent employee with Promotion.Contact/msg if interested.

Role and responsibilities:1. Collaborating with the marketing team to brainstorm and develop new and innovative growth strategies that align with our business objectives.2. Planning, executing, and managing all contests, giveaways, and other digital projects to drive brand awareness and customer engagement.3. Managing all social media platforms on behalf of the company, creating and curating compelling content, and ensuring regular and consistent postings to maintain an active and engaged online presence.4. Effectively communicating with customers through various digital channels, such as Emailers, WhatsApp, Telegram, etc., to provide timely updates, promotions, and personalized solutions.5. Ensuring all marketing materials, including style, fonts, images, and tone, adhere to the brand guidelines, maintaining a cohesive and professional brand image.6. Understanding the financial requirements and preferences of customers, gaining insights to tailor marketing strategies and offerings that resonate with their needs.7. Engaging with customers through digital means to provide financial solutions tailored to their unique situations, fostering a positive customer experience and driving conversionSkill Requirements:1. Excellent communication skills to effectively convey ideas and connect with the target audience.2. Proficiency in using various social media apps such as WhatsApp, Facebook, Instagram, Telegram, etc., to leverage these platforms for marketing purposes.3. Experience conducting research using multiple sources to gather relevant insights and market trends.4. Strong writing and editing skills to create compelling and persuasive marketing content.5. Ability to work under pressure and meet deadlines to execute time-sensitive campaigns effectivelyJob Location: Mumbai - Colaba and Pune - Koregaon Park

We are recruiting Insurance Advisor at LIC of India (Govt) at Viman Nagar Branch, PUNE-411014. This is job of selling LIC policies and plans to customers/clients with marketing. All training will be provided free. You can sell at any place in India and Abroad also. You can work as part timer/freelancer if you are working or join in future at any other company.*Payment will be on commission basis.*All Govt facilities like Gratuity, Group mediclaim (with spouse) and Group insurance is available. Also you will get Pension by way of renewal commission. You will have chance of becoming permanent employee with Promotion.Contact/msg if interested.