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Finance Advisor Jobs

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  • 1 - 5 yrs
  • Puducherry
Positive Attitude Direct Marketing Digital Marketing Life Insurance Insurance Sales Financial Consultancy Good Communication Team Motivation
We are seeking an experienced Insurance Advisor to join our team in Puducherry, India. The ideal candidate will help clients understand their insurance needs and provide tailored solutions.Key Responsibilities:- Assess Client Needs: Meet with clients to evaluate their insurance requirements and recommend suitable policies.- Provide Information: Clearly explain different insurance products, coverage options, and terms to clients.- Build Relationships: Establish and maintain strong relationships with clients for repeat business and referrals.- Process Applications: Assist clients in completing insurance applications and ensure timely submission for processing.- Stay Updated: Keep yourself informed about the latest market trends and insurance policies to provide accurate advice.Required Skills and Expectations:Candidates should have a minimum of 1 to 5 years of experience in the insurance sector, demonstrating solid knowledge of various insurance products. A high school diploma is essential, and strong communication skills are crucial for effectively interacting with clients. You must be self-motivated, detail-oriented, and capable of working independently. A good understanding of sales principles will help you succeed in this role. It is expected that you will adapt to changing client needs and market conditions while maintaining a positive attitude. Additionally, a strong commitment to customer service excellence will be essential to thrive in this position.
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Fresher hiring for Finance Advisor

Money Honey Financial Services

  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Goregaon Mumbai
Financial Services Investment Planning Finance Good Communication Skills Wealth Management
Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in line with dynamic asset allocation; 3. Responsible for business growth as well as self growth.
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  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Netaji Subhash Place Delhi
Financial Services Financial Planning
Financial Advisor at Axis Max Life Insurance
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  • 0 - 2 yrs
  • 4.0 Lac/Yr
  • Kolkata
Communication Skills Cognos Connection Financial Services Leadership
We are looking for a motivated and customer-focused Life Advisor to join our insurance team. The candidate will be responsible for advising clients on suitable life insurance products, building long-term relationships, and achieving sales targets.Key Responsibilities:Identify and approach potential clients through networking, referrals, and leadsUnderstand customer financial needs and recommend suitable insurance plansExplain policy features, benefits, and terms clearlyAssist clients with policy selection, documentation, and application processMaintain regular follow-up with existing clients for renewals and serviceBuild and maintain strong customer relationshipsAchieve monthly and yearly sales targetsStay updated with company products and market trends
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Financial Advisors Settle in Canada

World Overseas services LLP

  • 3 - 9 yrs
  • 40.0 Lac/Yr
  • Canada
Financial Advisor Financial Consultant Financial Service Consultant Financial Planning Advisor Finance Functional Consultant SAP Finance Consultant
Counsel On Financial Decisions such as Investments, Cash Management, and Estate Planning ,Establish Personal Financial Plans According to Clients Objectives and Guide Them the Implementation of the Proposed Strategies.;
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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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Financial Auditors Settle in Portugal

Flight2sucess Immigration Llp

  • 2 - 8 yrs
  • 45.0 Lac/Yr
  • Portugal
Auditor Finance Advisor Company Secretary Taxation
Interested Candidates can call or WhatsApp to check their Eligibility Roles and ResponsibilitiesResearching companies in detail prior to commencing the auditing process.Planning financial audits of businesses from start to finish.Collecting, preparing, and organizing physical and digital documentation for auditing processes.Identifying key areas and issues for further investigation and analysis.Assessing core business competencies and valuations.Evaluating figures, accounts, and statements with other auditing clerks, internal auditors, and tax officers.Verifying documents, figures, and account details for auditing.Assisting other stakeholders in determining valuations, figures, and projections.Compiling and presenting findings in written and verbal forms to senior members of the auditing team.Recommending and advising on subsequent actions and processes to be undertaken by the business.Benefits: Food,Accommodation and Flight tickets are sponsoredNote: This job is for Abroad Location, kindly avoid applying if you are looking for domestic job change.
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  • Fresher
  • Barrackpore Kolkata
Communication Customer Relationship Team Work Team Building Leadership Finance
We are looking for a motivated and friendly Financial Advisor to join our team in Barrackpore. This is a full-time position suitable for freshers who are eager to learn about the financial industry. You will work from the office and help clients manage their finances effectively.**Key Responsibilities:**- **Client Consultation:** Meet with clients to understand their financial goals and needs. This helps you provide personalized advice that meets their specific situations.- **Financial Planning:** Assist clients in creating financial plans that include budgeting, saving, and investing. Good planning ensures clients can achieve their long-term financial dreams.- **Product Knowledge:** Learn about different financial products like insurance, mutual funds, and investment plans. This knowledge allows you to recommend options that best fit your clients' needs.- **Relationship Building:** Build strong relationships with clients by maintaining regular communication. Trust is crucial in the financial sector, and good relationships lead to satisfied clients.- **Market Research:** Stay updated on market trends and economic conditions. This information helps you give clients the best advice based on current financial situations.**Required Skills and Expectations:**Candidates must have at least a 10th-grade education and should possess strong communication and interpersonal skills. A positive attitude, eagerness to learn, and the ability to handle client inquiries are essential. Attention to detail and a basic understanding of math will help you succeed in this role.
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  • 0 - 1 yrs
  • Agra
Financial Services Finance Financial Planning
Partnership Opportunity - Insurance, Loans & Mutual FundsIf you refer clients to us who are interested in insurance, loans, or mutual fund investments, you can earn an attractive commission.Your role is simple:You only need to connect us with people who are looking for these financial services. Our team will handle the complete consultation, documentation, and processing.Commission Structure:You will receive 60% of the commission generated from the business you refer.Example:If a policy or financial product generates a commission of 1,00,000, you will earn 60,000 as your share.This is a great opportunity for anyone who has a network of people looking for financial planning, loans, or investment solutions.You only bring the client leads - we handle the rest.
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Fresher hiring for Finance Advisor

Shriram Life Insurance Company

  • Fresher
  • Meerut
Financial Services Finance Business Finance Financial Planning
Build a Career with a Legacy: Join Shri Ram Life Insurance as a Financial AdvisorAre you looking for a career that combines financial growth with the noble goal of protecting families? Shri Ram Life Insurance, a name synonymous with trust and integrity, is looking for ambitious and empathetic individuals to join our team of Financial Advisors.Why Choose a Career with Shri Ram Life Insurance?As a Financial Advisor, you aren't just selling a policy; you are providing a safety net for a family's future. Here is why this path is rewarding:Unlimited Earning Potential: Your income is directly tied to your hard work. Benefit from an attractive commission structure and performance-based bonuses.Flexible Work-Life Balance: Be your own boss. You have the freedom to set your own hours and work at your own pace.Comprehensive Training: No prior experience in insurance? No problem. We provide world-class training and mentorship to help you master the art of financial planning.Respected Brand: Leverage the power of the Shri Ram brand, a household name known for its deep roots in Indian values and customer service.Career Growth: This is more than a job; it's a professional journey. We offer clear pathways for those looking to move into leadership and management roles.What You Will DoConsult & Advise: Understand the unique financial needs and goals of your clients.Provide Security: Recommend tailored life insurance solutions that offer long-term protection and savings.Build Relationships: Act as a lifelong partner to your clients, helping them navigate their financial milestones.Who We Are Looking ForWe value character and ambition above all else. You are an ideal candidate if:You are a natural communicator who enjoys meeting new people.You have a strong desire to achieve financial independence.You are passionate about helping others secure their future.You hold a minimum qualification of 10th or 12th standard (depending on specific regional requirements).
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Looking For Sales Consultant

Recruation Placement Consultancy

  • 8 - 9 yrs
  • 7.0 Lac/Yr
  • Delhi
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 #CareerOpportunityIf you want, I can also: Make a short WhatsApp hiring version Suggest attractive incentive structure Create candidate screening questions Write a recruiter message to send on LinkedInJust tell me Job Title: Regional Head Sales, BD & OperationsReports to: CEO________________________________________Job Summary:We are seeking an experienced and dynamic Regional Head to lead our sales operations in the rapidly growing Aesthetic/ Hair/Hair Industry. The ideal candidate will have a proven track record in driving sales growth, building strong relationships with clients, and developing innovative sales strategies for Aesthetic/ Hair products or services. As a strategic leader, you will be responsible for managing a team, executing sales plans, initiate BD & Marketing activities and meeting revenue goals while maintaining the highest level of customer satisfaction.________________________________________Key Responsibilities: Sales Strategy Development:Develop and implement effective sales strategies to drive growth and market penetration within the Aesthetic/ Hair industry. This includes understanding market trends, identifying new business opportunities, and capitalizing on emerging markets. Team Leadership & Management:Lead, mentor, and motivate the sales team to achieve and exceed sales targets. Provide regular performance evaluations, coaching, and training to enhance team performance and professional growth. Revenue Growth & Target Achievement:Drive sales revenue through both new client acquisition and the retention of existing clients. Set and monitor sales targets, ensuring the team meets or exceeds objectives on a consistent basis. Client Relationship Management:Cultivate and maintain strong relationships with key clients, distributors, and industry partners. Represent the company at industry events, conferences, and other networking opportunities to build brand awareness. Market Research & Analysis:Monitor industry trends, customer preferences, and competitor activities to adjust sales strategies accordingly. Provide regular reports on sales performance, market opportunities, and competitive landscape. Cross-functional Collaboration:Work closely with marketing, product development, and customer service teams to align sales efforts with overall company goals and customer needs. Collaborate with product teams to ensure a deep understanding of new products and their benefits. Team Building & Development:Play a crucial role in identifying the right talent for the department in collaboration with HR team & nurture the talent to meet the ultimate objective of vertical i.e to achieve the revenue target. Sales Training & Development:Design and implement ongoing sales training programs to ensure the team is well-versed in product knowledge, sales techniques, and industry trends. Performance Management:Ensure that performance evaluation is done in regular intervals (weekly, monthly & quarterly) & provide the improvement strategy to elevate the performance of each individual. ________________________________________Key Skills & Qualifications: Education:Bachelors degree in Business Administration, Marketing, Sales, or a related field. An MBA or equivalent advanced degree is a plus. Experience:Minimum of 12 years of experience in sales leadership roles, with at least 5 years in the Aesthetic/ Hair, beauty, or healthcare industry. Proven success in driving revenue and leading high-performing sales teams. Industry Knowledge:Strong understanding of the Aesthetic/ Hair industry, including products (e.g., skincare, cosmetic treatments, medical devices) and market dynamics. Leadership:Demonstrated ability to lead and inspire a diverse team. Strong decision-making and problem-solving skills. Sales Skills:Exceptional communication, negotiation, and presentation skills. Ability to engage with C-suite executives, doctors, clinicians, and high-net-worth individuals. Results-Oriented:Track record of meeting or exceeding sales targets, with a focus on driving business growth and profitability. Customer-Centric:A deep commitment to understanding customer needs and delivering exceptional service. Analytical & Strategic Thinking:Strong analytical skills with the ability to interpret sales data and market trends. Ability to adjust strategies based on data-driven insights. Technology & Tools Proficiency:Proficient in CRM software, MS Office Suite, and other sales enablement tools. Experience in digital marketing and social media is an advantage. Company: ANSSI Wellness, Maharashtra, salary- 75k, location - ahmedbad , make a perfect jd of it and short it . apply immidlity - Recruation placement consultancy - www.recruation.co.in. Email- info@recruation.co.in. call/whatsapp- 9005165681/6388334359/8957179831 ________________________________________Here is a perfect, professional & concise Job Description you can use on LinkedIn, job portals, and WhatsApp hiring campaigns:Regional Head Sales, BD & Operations Location: Ahmedabad Salary: 75,000 per month Company: ANSSI Wellness, Maharashtra Hiring Partner: Recruation Placement ConsultancyJob SummaryWe are seeking an experienced and dynamic Regional Head to lead Sales, Business Development, and Operations in the rapidly growing Aesthetic & Hair Wellness industry.The ideal candidate will drive revenue growth, build strategic partnerships, lead high-performing teams, and execute innovative sales and marketing initiatives while ensuring exceptional client satisfaction.Key ResponsibilitiesSales Strategy & GrowthDevelop and implement sales strategies to drive market expansion and revenue growthIdentify new business opportunities and emerging market trendsTeam Leadership & PerformanceLead, mentor, and motivate the sales team to exceed targetsConduct regular performance reviews and coachingRevenue & Business DevelopmentDrive new client acquisition and retention strategiesAchieve regional revenue targets and profitability goalsClient & Partner Relationship ManagementBuild strong relationships with key clients, distributors, doctors & partnersRepresent the company at industry events & networking platformsMarket Analysis & CollaborationMonitor industry trends & competitor activitiesCollaborate with marketing, product & customer service teamsTraining & Talent DevelopmentRecruit, train & nurture team membersImplement ongoing sales training programsPerformance MonitoringTrack weekly, monthly & quarterly KPIsDevelop improvement strategies for team productivityKey Skills & Qualifications Bachelors degree in Business/Marketing/Sales (MBA preferred) 12+ years of sales leadership experience Minimum 5 years in Aesthetic, Hair, Beauty, or Healthcare industry Proven success in revenue growth & team leadership Strong communication, negotiation & presentation skills Experience engaging with doctors, clinicians & HNI clients Strong analytical & strategic thinking ability Proficiency in CRM tools & MS Office (digital marketing knowledge is a plus)Ideal Candidate Profile Strategic thinker & business leader Results-driven with strong revenue focus Customer-centric & relationship-oriented Strong decision-making & problem-solving skills Passion for wellness, aesthetics & healthcare industry Apply Immediately Website: www.recruation.co.in Email: info@recruation.co.in Call/WhatsApp: 9005165681 6388334359 8957179831If you want, I can also: Create a super short WhatsApp hiring post Write a LinkedIn recruiter message to attract leaders Suggest interview questions for Regional Head Add attractive incentive structure to attract senior talentJust tell me Job Description: Hair ExpertResponsibilities:1. Perform routine maintenance on hair replacement systems.2. Execute cutting and fitting procedures for hair replacements.3. Achieve team sales targets by promoting hair systems to clients.4. Cultivate and maintain strong client relationships.Requirements:1. Proficiency in barbering, men's and women's hair cutting, and coloring.2. Excellent English communication skills.3. Professional appearance and demeanor.4. Honest, diligent, and hardworking.5. Willingness to learn new techniques.6. Strong adaptability to varying client needs.7. Ambitious and goal-oriented.Hiring Process: Submit your resume along with work photographs showcasing unisex hair work (70% male & 30% female). Shortlisted candidates will undergo a practical interview, demonstrating haircuts, coloring, or other assigned tasks by the Technical Head or Department Managers at Advanced Hair Studio. Models may be required. Successful candidates proceed to a final interview via Skype/zoom with the Technical Head. Completion of HR formalities concludes the hiring process. salary - 45 k , location - mumbai , ludhiyana, companey =- ANSSI Wellness, Maharashtra. apply - Apply Immediately Website: www.recruation.co.in Email: info@recruation.co.in Call/WhatsApp: 9005165681 6388334359 8957179831Here is a professional, attractive & short Job Description ready for LinkedIn, Naukri & WhatsApp posting:Hair Expert (Hair Replacement Specialist) Location: Mumbai Ludhiana Salary: 45,000 per month Company: ANSSI Wellness, Maharashtra Hiring Partner: Recruation Placement ConsultancyJob OverviewWe are looking for a skilled and passionate Hair Expert specializing in hair replacement systems. The ideal candidate must have strong expertise in unisex hair cutting, coloring, and client consultation while contributing to team sales targets.Key Responsibilities Perform routine maintenance of hair replacement systems Execute cutting, fitting & styling procedures for hair systems Promote hair systems to clients & achieve team sales targets Build and maintain strong client relationships Deliver high-quality grooming and styling servicesRequirements Proficiency in barbering, mens & womens hair cutting and coloring Excellent English communication skills Professional appearance & positive demeanor Honest, hardworking & disciplined Willingness to learn new techniques Strong adaptability to client needs Ambitious & target-oriented mindsetHiring Process1 Submit resume with work photographs (70% male, 30% female work)2 Shortlisted candidates will attend a practical interview (haircut/color demo) assessed by the Technical Head/Department Manager3 Final interview via Zoom/Skype4 HR formalities & onboarding Apply Immediately Website: www.recruation.co.in Email: info@recruation.co.in Call/WhatsApp: 9005165681 6388334359 8957179831If you want, I can also create: Short WhatsApp hiring version Attractive poster-style job post Interview questions for Hair Expert Salary + incentive structure suggestionJust tell me 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 GIVE SHORT KEY SKILL FOR JOB POSTING Here are short & powerful Key Skills for job posting: Key Skills New Client Acquisition Upselling & Cross-Selling Business Development (BD) Lead Generation & Conversion Partnership & MOU Management BTL & Event Marketing Revenue Target Achievement Consultative Selling Client Relationship Management (CRM) Performance Monitoring & Reporting Entrepreneurial Mindset Strong Negotiation & Closing SkillsIf you want, I can also make it in one-line compact version for Naukri/LinkedIn quick posting.
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  • 1 - 7 yrs
  • 12.0 Lac/Yr
  • Visakhapatnam
Financial Services Financial Planning Infrastructure Finance Leadership Investment Banking Financial Reporting Financial Consultancy Team Coordinator Analytical Skills Analytical Ability
We are looking for a motivated Financial Advisor to join our team in Visakhapatnam. This is a full-time office-based position suited for individuals with 1 to 7 years of relevant experience. Ideal candidates should come from a strong educational background in fields such as B.Com, B.Sc, B.E, MBBS, Chartered Accountant, I.C.W.A, or possess a professional degree.**Key Responsibilities:**- **Client Consultation:** Meet with clients to assess their financial needs and goals, helping them understand their options and making informed decisions.- **Financial Planning:** Develop comprehensive financial plans that detail strategies for investments, savings, and spending aligned with clients' objectives.- **Investment Advice:** Offer informed recommendations on suitable investment opportunities based on market trends and clients' risk tolerance.- **Monitoring Portfolio Performance:** Regularly review and analyze clients financial portfolios to ensure alignment with their goals and suggest adjustments as necessary.- **Regulatory Compliance:** Stay updated on financial regulations and ensure all practices comply with relevant laws and standards.**Required Skills and Expectations:**Strong communication and interpersonal skills are essential for building trust and rapport with clients. The ability to analyze complex financial information and provide clear explanations is crucial. Candidates should have a good understanding of investment products and financial markets. Proficiency in financial planning software and tools is preferred. A commitment to continuous learning and professional development is expected to keep pace with industry changes and client needs.
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Hiring Freshers || Finance Advisor

Shree Khodal Finance Services Ltd

  • 0 - 3 yrs
  • 0.8 Lac/Yr
  • Anand
Professional Communication Financial Services Team Coordinator
As a Finance Advisor, you will play a crucial role in helping clients manage their financial needs and make informed decisions. Your responsibilities will include:- **Client Consultation:** Meet with clients to understand their financial goals and objectives. This helps tailor financial solutions that meet their specific needs.- **Financial Planning:** Analyze clients' financial situations and create comprehensive plans for savings, investments, and risk management. This ensures that clients have a clear roadmap towards achieving their financial aspirations.- **Product Recommendation:** Suggest suitable financial products like insurance, mutual funds, and investment options based on client profiles. This allows clients to choose the best tools for their financial growth.- **Portfolio Monitoring:** Regularly review and track clients investment portfolios. Keeping an eye on performance helps in making necessary adjustments to enhance returns.- **Customer Support:** Provide ongoing support and advice to clients as their financial circumstances change. This fosters long-term relationships and ensures client satisfaction.To excel in this role, you should have a basic understanding of finance and investment products. Good communication skills are essential to explain complex concepts clearly to clients. A proactive attitude towards learning and adapting to new financial trends is expected. You should also be comfortable working in an office environment and be able to engage effectively with clients and team members. Being detail-oriented and organized is key to managing client accounts efficiently.
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  • Fresher
  • Udupi
Quick Learner Team Building
Guidance for financial management
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  • 0 - 1 yrs
  • 1.3 Lac/Yr
  • Vadodara
Lead Generation Sales Financial Services Financial Planning
A Financial Advisor is a professional who helps individuals and businesses manage their finances effectively to achieve short-term and long-term goals. They assess clients financial needs, income, expenses, assets, and liabilities to create personalized financial plans. A financial advisor provides guidance on investments, savings, insurance, retirement planning, tax strategies, and wealth management.They analyze market trends, recommend suitable financial products, and explain risks and benefits clearly to clients. Advisors build strong relationships by understanding clients life goals such as buying a home, childrens education, or retirement security. Regular portfolio reviews and performance monitoring are key responsibilities to ensure plans stay aligned with changing financial situations.A financial advisor must have strong communication, analytical, and problem-solving skills. Knowledge of financial markets, regulations, and investment tools is essential. Trust, integrity, and client confidentiality are critical in this role. Ultimately, a financial advisor helps clients make informed financial decisions and build long-term financial stability and wealth.
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Looking For Bank Manager

Indievisa Immigration Services Pvt Ltd

  • 7 - 30 yrs
  • 100.0 Lac/Yr
  • Canada
Manager Bank Manager Branch Manager Banking Assistant Banking Officer Bank Operations Officer Bank Officer Banking Executive Banking Associate Banking Finance Banking Advisor Bank Operation Executive Banking Process Corporate Banking Corporate Bank Banking Sales
Banking managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activitiesEnsure the institution's policies and procedures are followed according to established guidelines and make recommendations for improvementNetwork to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customersInterview corporate and individual customers and respond to customer enquiriesAnalyze, review and approve or reject loan and credit applications in accordance with authorized limitsMonitor processing of loan applications and credit investigationsOversee preparation of monthly financial and branch progress reportsRecruit personnel and identify their training needs.Credit managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organizationAdminister corporate, commercial and personal loan accountsAdvise customers on the commercial and personal financial services corresponding to their needsEvaluate and review loan and credit applications and collateral and make recommendationsApprove or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limitsEnsure collection of overdue or delinquent accountsEnsure credit policies and procedures are followed according to established guidelines and applicable legislationPrepare credit and loan reportsRecruit credit personnel and identify their training needs.
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Looking For Finance Advisor

Ashwaq Agro and Dairy Farm

  • 5 - 11 yrs
  • 13.0 Lac/Yr
  • Visakhapatnam
Financial Planning Financial Services Investment Banking Business Finance
We are looking for a dynamic and result-oriented Financial Advisor to provide investment guidance and financial planning services to clients. The candidate will be responsible for acquiring new clients and managing their investment portfolios. Key Responsibilities:Identify and acquire new clients for investment productsProvide financial planning and wealth management advicePromote mutual funds, insurance, bonds, and other investment productsMaintain and grow Assets Under Management (AUM)Build long-term client relationshipsAchieve monthly and yearly revenue targets Required Skills:Strong communication and convincing skillsKnowledge of investment products and financial marketsClient handling & relationship management skillsTarget-oriented and self-motivated
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  • 0 - 6 yrs
  • 7.5 Lac/Yr
  • Delhi
Direct Marketing Corporate Sales Direct Sales Convincing Power Retail Sales Financial Services Sales Cold Calling Negotiation Skills Channel Sales
We are looking for a Sales Consultant to join our team in Delhi. This role is ideal for individuals who are eager to learn and grow in sales. You will be responsible for engaging with customers and helping them find the right products to meet their needs.Key Responsibilities:1. **Customer Interaction**: Communicate with customers to understand their needs and guide them in choosing products. You will assist both walk-in customers and those who reach out through phone or online inquiries.2. **Product Knowledge**: Stay informed about the products and services our company offers. This knowledge will help you provide accurate information and recommend the best options for customers.3. **Sales Targets**: Work towards achieving monthly sales targets. You will be responsible for tracking your sales performance and finding ways to improve your results.4. **Team Collaboration**: Collaborate with your colleagues to share ideas and strategies for improving sales and customer satisfaction.5. **Reporting**: Maintain records of customer interactions and transactions. You will regularly report to your supervisor about sales figures and customer feedback.Required Skills and Expectations:Candidates should have a passion for sales and a willingness to learn. Strong communication skills are essential, and you should be comfortable speaking with customers. Attention to detail and the ability to work in a team are important. A proactive attitude and a desire to meet sales goals will help you succeed in this role. This position is open to male candidates who have completed at least the 10th grade, and you do not need previous experience to apply.
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Walk-in Looking For Equity Advisor

The Equal Research Investment Adviser

  • 0 - 2 yrs
  • 3.8 Lac/Yr
  • Indore
Market Research Market Trends Analysis Risk Management Client Relationship Management Risk Assessment Financial Analysis Stock Selection Investment Research Investment Strategies Decision Making Industry Knowledge
We are hiring an Equity Manager for our financial advisory firm. The role involves analysing equity markets, providing technical and fundamental research, generating trading and investment recommendations, and managing client portfolios. The candidate will monitor market trends, prepare research reports, guide the advisory team, and ensure effective risk management for clients. The ideal candidate should have strong knowledge of the stock market, analytical skills, and experience in equity research and trading. Relevant experience in financial advisory or investment research and certifications such as NISM will be an added advantage.
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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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Walk-in For Finance Advisor - Full Time

Ashwaq Agro & Dairy Farms Pvt. Ltd.

  • 1 yrs
  • 12.0 Lac/Yr
  • Visakhapatnam
Financial Services Financial Planning Infrastructure Finance Business Finance Investment Banking IR - Investor Relations Investor Relation Officer Financial Consultancy Analytical Skills Analytical Ability
The Financial Advisor (Investor Relations) will play a strategic role in managing financial planning, capital structuring, and investor communications for a major fully automatic dairy farm startup located in Andhra Pradesh, which is a part of integrated group of companies of 30 years of business excellence. This position focuses on building strong investor relationships, ensuring financial transparency, and supporting sustainable growth through effective fundraising and 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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Looking For Sales Consultant

Recruation Placement Consultancy

  • 8 - 9 yrs
  • 7.0 Lac/Yr
  • Gurgaon
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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Financial Services Financial Planning Business Finance
Looking for teammate, quick learner and a partner
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  • Fresher
  • Karnataka
Telecalling Financial Planning Advisor
Looking for hard working teammate, quick learner ,adaptive
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Investment Specialist

Money Honey Financial Services

  • 0 - 2 yrs
  • Goregaon West Mumbai Suburban
Finance Advisor Mutual Funds
Explain (over the phone) the various types of investment product features and financial services to potential clients.Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goalsDevelop and deepen client relationships.Educate clients and answer questions about investment options and potential risks.Recommend investments to clients or select investments on their behalf.Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.If needed, Meeting with clients to understand their needs and demands.Preparing financial plans with a mix of short and long term investmentsProviding periodic updates on the performance of investment portfolios.Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes,
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Hiring For Senior Bank Branch Manager

Indievisa Immigration Services Pvt Ltd

  • 5 - 25 yrs
  • 100.0 Lac/Yr
  • Singapore
Manager Bank Manager Branch Manager Banking Assistant Banking Officer Bank Operations Officer Bank Officer Banking Executive Banking Associate Banking Finance Banking Advisor Bank Operation Executive Banking Process Corporate Banking Corporate Bank Banking Sales
Banking managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activitiesEnsure the institutions policies and procedures are followed according to established guidelines and make recommendations for improvementNetwork to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customersInterview corporate and individual customers and respond to customer enquiriesAnalyze, review and approve or reject loan and credit applications in accordance with authorized limitsMonitor processing of loan applications and credit investigationsOversee preparation of monthly financial and branch progress reportsRecruit personnel and identify their training needs.Credit managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organizationAdminister corporate, commercial and personal loan accountsAdvise customers on the commercial and personal financial services corresponding to their needsEvaluate and review loan and credit applications and collateral and make recommendationsApprove or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limitsEnsure collection of overdue or delinquent accountsEnsure credit policies and procedures are followed according to established guidelines and applicable legislationPrepare credit and loan reportsRecruit credit personnel and identify their training needs.
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Looking For Chartered Accountant

Indievisa Immigration Services Pvt Ltd

  • 7 - 30 yrs
  • 100.0 Lac/Yr
  • Canada
Chartered Accountant Chartered Financial Analyst Chartered AccountantCA Accountant Tax Professional Tax Audit Financial Consultancy Financial Analysis GST Consultant Accounts Finalisation Accounts Supervisor CA Accounts Payables Accounts Reconciliation TDS GST Return Service Tax CPA Accountant Financial Transformation Financial Control Tally Accountant Branch Accountant Taxation Direct Tax Indirect Taxation Statutory Audit TDS Return Balance Sheet Finance Auditing
Financial auditorsExamine and analyze journal and ledger entries, bank statements, inventories, expenditures, tax returns and other accounting and financial records, documents and systems of individuals, departments within organizations, businesses or other establishments to ensure financial recording accuracy and compliance with established accounting standards, procedures and internal controlsPrepare detailed reports on audit findings and make recommendations to improve individual or establishment's accounting and management practicesConduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, Canadian Business Corporations Act or other statutory requirementsMay supervise other auditors or professionals in charge of accounting within client's establishment.AccountantsPlan, set up and administer accounting systems and prepare financial information for individuals, departments within organizations, businesses and other establishmentsExamine accounting records and prepare financial statements and reportsDevelop and maintain cost finding, reporting and internal control proceduresExamine financial accounts and records and prepare income tax returns from accounting recordsAnalyze financial statements and reports and provide financial, business and tax adviceMay act as a trustee in bankruptcy proceedingsMay supervise and train articling students, other accountants or administrative technicians.
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Senior Bank Manager/ Banking Manager

Indievisa Immigration Services Pvt Ltd

  • 5 - 25 yrs
  • 100.0 Lac/Yr
  • Canada
Manager Bank Manager Branch Manager Banking Assistant Banking Officer Bank Operations Officer Bank Officer Banking Executive Banking Associate Banking Finance Banking Advisor Bank Operation Executive Banking Process Corporate Banking Corporate Bank Banking Sales
Banking managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activitiesEnsure the institutions policies and procedures are followed according to established guidelines and make recommendations for improvementNetwork to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customersInterview corporate and individual customers and respond to customer enquiriesAnalyze, review and approve or reject loan and credit applications in accordance with authorized limitsMonitor processing of loan applications and credit investigationsOversee preparation of monthly financial and branch progress reportsRecruit personnel and identify their training needs.Credit managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organizationAdminister corporate, commercial and personal loan accountsAdvise customers on the commercial and personal financial services corresponding to their needsEvaluate and review loan and credit applications and collateral and make recommendationsApprove or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limitsEnsure collection of overdue or delinquent accountsEnsure credit policies and procedures are followed according to established guidelines and applicable legislationPrepare credit and loan reportsRecruit credit personnel and identify their training needs.
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Bank Manager in Netherlands - Full Time

Flight2sucess Immigration Llp

  • 5 - 11 yrs
  • 45.0 Lac/Yr
  • Netherlands
Manager Bank Manager Branch Manager Banking Assistant Banking Officer Bank Operations Officer Bank Officer Banking Executive Banking Associate Banking Finance Banking Advisor Bank Operation Executive Banking Process Corporate Banking Corporate Bank Banking Sales
Banking managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activitiesEnsure the institution's policies and procedures are followed according to established guidelines and make recommendations for improvementNetwork to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customersInterview corporate and individual customers and respond to customer enquiriesAnalyze, review and approve or reject loan and credit applications in accordance with authorized limitsMonitor processing of loan applications and credit investigationsOversee preparation of monthly financial and branch progress reportsRecruit personnel and identify their training needs.Credit managers perform some or all of the following duties:Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organization
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Finance Officer Required in Europe

Flight2sucess Immigration Llp

Finance Manager Finance Coordinator Finance Controller Finance Executive Finance Analyst Finance Advisor Financial Accountant Walk in
Ensures business processes, administration, and financial management.Maintains accounting system.Leads planning and forecasting activities with business partners to achieve business and company goals.Reviews financial reports.Prepares financial forecasts
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