78

Finance Advisor Job Vacancies in Tamil Nadu

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  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Anna Nagar Chennai
TAMIL LANGUAGE English Language
We are seeking a motivated Financial Consultant to join our team in Anna Nagar. This part-time position allows you to work from home, making it a flexible opportunity for individuals with a passion for finance.Key Responsibilities:- Client Consultation: Meet with clients virtually to understand their financial goals and needs, providing tailored advice to help them achieve their objectives.- Financial Planning: Assist in creating customized financial plans based on clients' current situations and future aspirations, focusing on budget management, savings, and investments.- Market Research: Stay updated on current financial trends and market conditions to provide informed recommendations to clients.- Documentation: Prepare necessary financial documents and reports, ensuring accuracy and confidentiality while maintaining a clear communication of strategies.- Client Follow-up: Regularly check in with clients to review their financial progress and adjust plans as necessary, building strong, trustworthy relationships.Required Skills and Expectations:- Basic Financial Knowledge: Familiarity with financial concepts is essential. Prior experience is not required, but a willingness to learn is crucial.- Communication Skills: Strong verbal and written communication skills are necessary to explain financial concepts in an easy-to-understand manner.- Analytical Skills: Ability to analyze and interpret financial data to make sound recommendations for clients.- Integrity and Confidentiality: Must handle sensitive financial information with discretion and maintain clients' trust at all times.- Self-Motivated: Ability to work independently, manage time effectively, and meet deadlines while working from home.
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Life Insurance Advisor Fresher

Life Insurance Corporation of India

  • 0 - 3 yrs
  • 5.0 Lac/Yr
  • Madurai
Good Communication Skills Problem Analysis Financial Consultancy Financial Planning Skills Customer Service Insurance Sales Insurance Marketing Life Insurance Insurance
As a Life Insurance Advisor, you will help individuals and families secure their financial future by providing them with suitable life insurance products. This role is part-time and can be done from the comfort of your home, making it ideal for those seeking flexibility in their work hours.Key Responsibilities:- Client Consultation: Engage with clients to understand their insurance needs and financial goals, ensuring you provide tailored solutions that fit their circumstances.- Product Knowledge: Stay updated on various life insurance policies and products to effectively explain options and benefits to clients, enabling informed decision-making.- Sales and Marketing: Actively promote life insurance products through various marketing channels, leveraging personal networks to reach potential clients.- Policy Management: Assist clients in filling out applications and managing their policies, ensuring they have a seamless experience from start to finish.- Follow-Up: Maintain ongoing communication with clients, providing them with updates and asking for referrals to expand your client base.Required Skills and Expectations:Candidates should have a minimum education level of 12th grade. Strong communication skills are essential, as you will be interacting with clients frequently. Basic computer skills are necessary for handling online applications and communications. A knack for sales and marketing will be beneficial, along with a positive attitude and willingness to learn about the insurance industry. Enthusiasm for helping clients achieve financial security is crucial to your success in this role.
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  • 1 yrs
  • 5.0 Lac/Yr
  • Coimbatore
Investment Banking Financial Services Financial Planning
We are seeking a dedicated Financial Consultant to join our team in Coimbatore. This role involves guiding clients on financial decisions and helping them achieve their financial goals. Key responsibilities include: 1. Client Consultation: Meet with clients to discuss their financial situation, identify needs, and develop personalized financial strategies. 2. Financial Planning: Create comprehensive financial plans that may involve investments, savings, and insurance tailored to individual client goals. 3. Market Analysis: Stay updated on market trends and financial products to provide clients with the best advice and options. 4. Portfolio Management: Monitor client portfolios and recommend adjustments based on performance and market changes. 5. Report Preparation: Prepare detailed reports and presentations for clients, summarizing their financial plans and progress toward their goals.Required skills and expectations: Candidates should hold a graduate degree and have at least one year of relevant experience in finance or consulting. Strong analytical skills are essential to assess client needs and market conditions accurately. Excellent communication skills are necessary to explain complex financial concepts clearly to clients. Proficiency in using financial software and tools is expected, along with a commitment to maintaining confidentiality and a high level of professionalism. Self-motivation and time management skills are crucial as this is a work-from-home position. The ideal candidate should also have a strong desire to help clients achieve financial stability and success.
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Hiring Freshers || Management Consultant

Kenspire Advisors Private Limited

  • 0 - 2 yrs
  • Chennai
Business Process Consulting Business Management Skills Strategy Consulting Financial Analysis
As a Management Consultant, you will play a key role in helping organizations improve their performance and solve complex business problems. Key responsibilities:- Analyze Business Processes: Evaluate current processes within the organization to identify inefficiencies and areas for improvement, ensuring a streamlined workflow.- Develop Strategic Plans: Work with clients to create actionable plans that align with their business goals, facilitating better decision-making and strategic direction.- Conduct Market Research: Gather and assess data on industry trends and competitor performance to provide insights that guide client strategies.- Facilitate Team Workshops: Organize and lead workshops to engage team members, encouraging collaboration and the generation of innovative ideas that address business challenges.- Prepare Reports and Presentations: Compile findings and recommendations into clear, concise reports and presentations for client stakeholders, ensuring that complex information is easily understood.Required skills and expectations:- Educational Background: Candidates should be Chartered Accountants, possessing a strong understanding of finance and business management.- Analytical Thinking: You should have excellent problem-solving skills to analyze data and draw meaningful conclusions that benefit clients.- Communication Skills: Strong verbal and written communication abilities are essential for explaining strategies and recommendations clearly to clients.- Team Collaboration: Ability to work well in a team setting, as collaboration with different stakeholders is crucial for success.- Adaptability: Flexibility to handle various tasks and challenges as they arise in a fast-paced environment.
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Finance Advisor (Freshers) Chennai

Vista Business Solutions

  • 0 - 6 yrs
  • 3.0 Lac/Yr
  • Chennai
Financial Services Financial Reporting
As a Financial Advisor, you will provide guidance to clients about how to manage their finances, including investments, savings, and planning for the future. This part-time role allows you to work from home, making it flexible and convenient.Key Responsibilities:- Client Consultation: Meet with clients to understand their financial goals and needs. This involves listening carefully and asking the right questions to gather necessary information.- Financial Planning: Develop personalized financial plans for clients based on their current situation and future objectives. You will analyze their income, expenses, and investments.- Investment Advice: Recommend suitable investment options, such as stocks, bonds, or mutual funds, that align with clients risk tolerance and financial goals.- Market Research: Stay updated on market trends and economic factors that can affect financial decisions. This knowledge helps clients make informed choices.- Ongoing Support: Provide continual support and advice to clients, adjusting their financial plans as needed to adapt to changing circumstances.Required Skills and Expectations:- Strong communication skills to effectively interact with clients and explain financial concepts in an easy-to-understand way.- Basic understanding of finance and investment principles, eager to learn and grow in the financial field.- Good analytical skills to assess clients' financial situations and make informed recommendations.- Self-motivated and disciplined, able to manage your time effectively in a remote work setup.- A positive attitude and the ability to build trust with clients, ensuring they feel confident in your advice.
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  • 0 - 5 yrs
  • 12.0 Lac/Yr
  • Chennai
Financial Services Finance Insurance Sales
We are hiring motivated and energetic candidates for the role of Financial Consultant in the insurance sector. This opportunity is suitable for freshers, experienced insurance advisors, homemakers, retired professionals, and anyone looking for part-time or full-time income opportunities.ResponsibilitiesMeet clients and explain life insurance productsHelp customers choose suitable financial protection plansGenerate leads through personal contacts, social media, and referralsBuild and maintain long-term customer relationshipsAchieve business growth through smart sales activitiesSupport clients with policy-related guidance and service
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  • 0 - 1 yrs
  • 2.0 Lac/Yr
  • Female
  • Coimbatore
Business Understanding Communication Financial Services Financial Planning
Job Requirements & Desired Skills:Excellent communication skills with students and international overseas agenciesStrong verbal and written communication skillsKnowledge of Tamil, English, and Malayalam (mandatory)Good interpersonal and counseling skillsBasic knowledge of study abroad procedures and financial documentationAbility to handle multiple clients and maintain records properlyComputer knowledge (MS Office, email communication, online applications)Professional and polite behavior
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  • 0 - 6 yrs
  • 8.0 Lac/Yr
  • Saligramam Chennai
BPO Non Voice Voice Process
Hiring: Financial Advisers / Advisor ConsultantsCompany: Kodak Pvt Ltd (Kodak Life Insurance)Kodak Pvt Ltd is inviting applications for Financial Advisers and Advisor Consultants to join our growing life insurance advisory team.Eligibility & Skills:Strong communication and client-handling skillsInterest in financial planning and insurance advisoryFreshers and experienced professionals are welcomeGoal-oriented and self-motivated individualsWhat We Offer:Professional training and certification supportAttractive commission and incentive structureCareer growth and leadership opportunitiesAssociation with a reputed life insurance brand Interested candidates are requested to share their CV or DM their resume Contact: 7349504704
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  • 3 - 5 yrs
  • Chennai
Financial Planning Taxation Financial Services
Goal Oriented, Knowledge in Finance Products
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ERP Oracle EBS Oracle EBS R12 Oracle Fusion
We are Looking for Oracle Finance Consultants with 3 to 10 years experience in Tamilnadu.
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  • 14 - 16 yrs
  • Thoothukudi
Oracle Financial Functional Consultant Data Migration OIC Developer E-procurement Agile Development
Total IT experience : 14 16 years.Candidate should have minimum of 10 12 years of relevant experience of working in all Oracle Financial Products namely General Ledger, Accounts Payable, Accounts Receivables, , Cash Management, Expense, Fixed Assets, Global Intercompany, Tax, FAH and SLAMust have min 2 yrs experience in FAH module.Should have a minimum of 8 10 years of experience of working in Oracle Financials Solution Design.Should have at least 5 6 years end to end implementation experience in Oracle Financials implementations working through requirement analysis to go-live.Should have experience in data migration, deployment and cut-over activities.Knowledge on OIC will be an added advantageAt least 1 year experience in implementing e-Invoicing solutions for any LATAM / APAC / NA /EMEA countries.Accustomed to working in both Waterfall and Agile Software DevelopmentMethodologies.;
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Financial Services Financial Planning Taxation Investment Banking Corporate Finance Finance Leadership Financial Reporting Financial Consultancy Analytical Ability Brand Awareness
Job Openings for 50 Financial Consultant Jobs with minimum 5 Years Experience in Chennai,Mogappair, Chennai,Mogappair West, Chennai,Avadi,Padi, Chennai,Korattur, Chennai,Ambattur Chennai, having Educational qualification of : Higher Secondary, Secondary School, Diploma, Professional Degree, B.A, B.C.A, B.Com with Good knowledge in Financial Services,Financial Planning,Taxation,Investment Banking,Corporate Finance,Finance,Leadership,Financial Reporting,Financial Consultancy,Analytical Ability,Brand Awareness etc.
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SAP MM SAP FICO Account Payable Material Procurement Financial Accounting General Ledger Accounts Receivable Asset Accounting Problem-solving Business Analysis Purchase Orders Vendor Master Supply Chain Logistics Executive
We have an opening for SAP Consultant to our reputed clients Companies.SKILLS: SAP Modules like -SAP HANASAP FICOSAP MMExp: 0 - 3 years / SAP Fresher can also apply.Location: Chennai, Hyderabad, Mumbai, All Pan India Locations with Remote Access.Qualification - Any Degree with good communications skills.If you are Interested in this opportunity, kindly reach out to the contact person: 9019675488share your cv to the Email id: divya@riseerpsolutions.in
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  • 0 - 6 yrs
  • 6.0 Lac/Yr
  • Kanchipuram
Advisor Finance Advisor Insurance Sales
Greetings from Life Insurance Company!!!Dear Candidate,We have Openings for Financial Advisor role in Our Bank, Kindly Confirm if you are Interested for this Position.Age Limit : 18-60Job Location: Work From HomeJob Type : Full Time/Part timeJob Role : Off Role Job Designation : Financial Advisor NOTE : Any Graduates can Apply For this Role (Min 10th Pass).Thanks & Regards,Saleem M9363229531 Agency ManagerKanchipuram Branch
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Business Finance
The role: Earn up to $5,000 per month (depending on experience) as a Financial Advisor at Venture Smarter. In this role, you'll guide clients in making informed decisions about investments, savings, retirement planning, and other financial matters.As a Financial Advisor, also known as a Financial Consultant, you'll play a crucial role in helping individuals and businesses manage their finances effectively.Head on over to search on Google for Venture Smarter then go to our Career page from the homepage if you dare to aspire for better in your career!Given the high number of applications we receive, we will only respond to those who meet the qualifications for the positions applied for.Please note that we will not reply to job application inquiries sent to our social media accounts. All communication from us will be conducted via email.If you do not receive a response, you are welcome to re-apply after six months for another suitable position within our company. Venture Smarter has been featured on media outlets such as CBS News, Digital Journal, and Go Banking Rates. Check us out youll know were the place to be.What the job entails: Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets. Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases. Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools. Stay updated on financial trends and perform market research to identify investment opportunities Ensure all financial plans and transactions comply with industry regulations and standards.Job Requirements: A bachelor's degree in finance, economics, business, or a related field. Minimum of 5 years of experience in sales, preferably in a tech or consulting industry
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B.B.A Freshers For Sales Consultant

Selekt Marketing Associates

  • 0 - 3 yrs
  • 2.3 Lac/Yr
  • Vellanaipatti Coimbatore
MS-excel MS CRM Channel Sales Negotiation Skills Financial Services Sales
Responsibilities:1. Actively seek out new sales opportunities through cold calling, networking, and social media2. Build and maintain relationships with existing clients in order to upsell and cross-sell products3. Collaborate with internal teams to develop and execute sales strategies4. Stay up-to-date on industry trends and competitors to identify potential opportunities for growth5. Prepare and deliver sales presentations to potential clients6. Meet and exceed sales targets on a monthly and quarterly basis
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  • 0 - 2 yrs
  • 8.0 Lac/Yr
  • Kolathur Chennai
Financial Planning Financial Services Finance Leadership Business Finance Team Coordinator Brand Awareness Good Communication Skills
Exciting Career Opportunities!We're inviting homemakers to join our team in part-time/Fulltime roles!Take the first step towards a fulfilling and flexible career!For more details contact me
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  • 1 - 7 yrs
  • 10.0 Lac/Yr
  • Ambattur Chennai
Good Communication Local Area Network Financial Services Financial Planning BFSI Business Finance Financial Consultancy
We are hiring financial consultant for hdfc life insurance here can earn 25k to 55k above
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Direct Marketing Retail Sales Corporate Sales Channel Sales Direct Sales Financial Services Sales Negotiation Skills Convincing Power Cold Calling
Trichy Anamalais Agency P LtdAnaamalais ToyotaDesignation Sales ConsultantQualification DME / BE Mech / Any Degree Salary Good SalaryBenefits ESI, PF, Bonus, Incentive, EctContact No 9095744300 / 9524819100E-mail hrslm@anaamalaistoyota.com
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  • 4 - 10 yrs
  • Chennai
Oracle Application Framework Reports RICE Components XML Publisher PL SQL SCM Financial
Job Description:Qualifications:IT Graduate / Post Graduate/Any graduate 5+ years of experience as Oracle Apps Technical Consultant Should have working experience in Oracle EBS R12 Should have basic Functional knowledge on SCM, Financial Oracle Application Framework - requiredExperience and skills required: Should have experience working on RICE (Reports, Integration, Conversion and Extension) components Should have working experience in PL/SQL Packages, Report Builder, XML Publisher Reports Should have basic understanding of Oracle Forms, Oracle Workflow Excellent verbal and written communication skills.
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  • 3 - 9 yrs
  • Chennai
Financial Services Financial Planning
Hiring for 5 Financial Advisor Jobs in Chennai with minimum 3 Years Experience,Required Educational Qualification is : 12th Pass with Good knowledge in Financial Services, Financial Planning etc.
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Financial Services Financial Planning Taxation Investment Banking Corporate Finance Finance Leadership Financial Reporting Financial Consultancy Analytical Ability Brand Awareness
Job Openings for 50 Financial Consultant Jobs with minimum 5 Years Experience in Chennai,Mogappair, Chennai,Mogappair West, Chennai,Avadi,Padi, Chennai,Korattur, Chennai,Ambattur Chennai, having Educational qualification of : Higher Secondary, Secondary School, Diploma, Professional Degree, B.A, B.C.A, B.Com with Good knowledge in Financial Services,Financial Planning,Taxation,Investment Banking,Corporate Finance,Finance,Leadership,Financial Reporting,Financial Consultancy,Analytical Ability,Brand Awareness etc.
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