Finance Executive Female 12th Pass Jobs in Lucknow

Simply put, financial executives (or Chief Financial Officers CFOs) manage a company's finances. They monitor transactions, including income and expenses, and ensure their business is profitable. This can include cutting costs while maximizing profits, budgeting, managing cash-flow statements, and planning taxes.

Position Summary:Reliance Capital is seeking a dedicated and experienced Financial Advisor to join our team in Lucknow. The Financial Advisor will be responsible for providing comprehensive financial guidance and advisory services to our clients. The ideal candidate will have a deep understanding of financial products, excellent interpersonal skills, and a strong commitment to helping clients achieve their financial objectives.Key Responsibilities:---Client Relationship Management:-Build and maintain strong relationships with clients by understanding their financial goals and needs.Provide personalized financial advice and solutions to help clients achieve their objectives.Financial Planning:-Conduct in-depth financial assessments and develop tailored financial plans for clients.Analyze clients' financial situations, including income, expenses, and investments, to recommend appropriate strategies.Product Knowledge:-Stay up-to-date with the latest financial products, market trends, and investment opportunities.Educate clients about various financial instruments, including insurance, mutual funds, and fixed-income investments.Risk Analysis:-Evaluate clients' risk tolerance and recommend investment options that align with their risk profile.Continuously monitor and review client portfolios to ensure they remain aligned with their goals and risk preferences.Compliance:-Ensure compliance with regulatory requirements and company policies in all client interactions.Maintain accurate records and documentation of client transactions and communications.Sales and Business Development:-Identify opportunities to expand the client base and generate new business.Cross-sell financial products and services to meet clients' evolving needs.

We are looking to employ an efficient and detail-oriented finance executive to assist our IT firm with all clerical and basic accounting tasks. The Finance Executive's responsibilities include updating our client records, responding to clients' inquiries in a timely manner, and filing pertinent documentation. You should also be able to review and calculate employee reimbursements for necessary work-related expenses.To be successful as an accounts assistant, you should be well-organized and knowledgeable of accounting principles and practices. Ultimately, an outstanding Accounts Assistant should be able to communicate effectively with colleagues and clients as well as demonstrate exceptional time management skills.RESPONSIBILITIES: Analyzing financial records to identify errors and discrepancies. Preparing year-end financial reports to evaluate the financial performance of companies. Regularly updating all accounting ledgers and journals. Performing reconciliations of clients bank accounts to ensure accuracy of cash records. Entering clients' transactional data into the appropriate accounting program. Recording clients' petty cash transactions in the petty cash journal. Ensuring that all office expenditure remains within budget. Backing up all office and client records to prevent loss of data.REQUIREMENTS: Bachelor's or Associate's degree in accounting, finance, economics, or related field is preferred. Proven two(2) year experience working as an finance executive, finance, accounts assistant, accounts clerk, or similar role. Working knowledge of accounting terminology and procedures. Proficiency in all Microsoft Office applications and accounting software. The ability to multitask. Basic bookkeeping skills. Excellent organizational and time management skills. Effective communication skills. Sound customer service skills. Detail-oriented.

We are looking for a client-oriented banker to banking team. Your responsibilities will include working closely with clients to determine their banking needs, including discussing their financial requirements and providing financial advice, when necessary.To be successful as a banker, you must be able to communicate effectively in order to serve and assist a variety of clients and you must be able to resolve issues quickly and successfully, in order to ensure client satisfaction.Banker Responsibilities:Signing on new clients and helping them through the onboarding process.Managing client bank accounts, including opening and closing accounts, and overseeing transactions.Recommending and explaining banking services and products to clients based on their needs.Presenting and cross-selling banking services and products to existing and prospective clients.Collaborating with other banking professionals to ensure high-quality client service.Resolving client queries and complaints.Performing administrative and clerical duties, such as data entry and filing, when necessary.Banker Requirements:Bachelors degree Sales or customer service experience preferred.Working knowledge of retail banking practices, rules, and regulations.Understanding of banking services and products.Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access).Multi-tasking and time-management skills, with the ability to prioritize tasks.Excellent communication, sales, and negotiation skills.Company Name: Confidential & retrospective basis

This is work from home job and can be done on the phone or field, salary is based on achieving targets time to time, unlimited incentive, salary hike twice in a year on performance, and interested candidates can call or WhatsApp

Associate Sales Consultant/ Financial Advisors for new setup- excellent English communication skill- Sales lead generation skills - International Client Base- 5 Days working- 8 hours login - 2 week offs- Salary - Rs. 10,000 to Rs. 15,000 plus incentive upto 10kWork from office only Working location - Lucknow, UP