Finance Executive Job Vacancies in Lucknow

Invoice Creation:Generate and send invoices to customers or clients for products/services provided.Ensure invoices are accurate, including correct pricing, tax rates, quantities, and any discounts applied.Maintain Billing Records:Keep organized records of all issued invoices, payments received, and any adjustments made (like refunds or credits).Track unpaid invoices and send follow-up reminders to clients as needed.Process Payments:Accept payments through various channels (e.g., bank transfers, credit cards, checks).Record payments in the system and match them to the correct invoices.Reconcile Accounts:Ensure that the payment matches the invoice amount, and update the billing system to reflect accurate records.Address any discrepancies or issues with payments, such as partial payments or overpayments.Handle Billing Inquiries:Respond to customer inquiries regarding their invoices, payments, or account balance.Provide assistance in resolving any issues or disputes related to billing.Prepare Statements:Issue periodic account statements to customers to summarize outstanding invoices, credits, or payments made.Track Late Payments:Monitor overdue invoices and take necessary actions (sending reminders, following up with clients, etc.).Work with the finance or collections team to manage outstanding debts.Update Customer Information:Maintain and update customer billing information, such as addresses, payment methods, and contact details.Support Reporting:Assist in preparing basic billing reports for internal use or external audits.Track monthly or quarterly billing cycles and analyze trends in payment delays or outstanding balances.

The Accounts Executive is responsible for managing day-to-day accounting functions, including bookkeeping, preparation of financial reports, GST and TDS compliance, vendor payments, and supporting internal and external audits. The role ensures accuracy, compliance, and timely reporting to support decision-making.

Candidate have zeal to work as a sales executive.Completed graduation.

1. This is 100% field work and on rolls of bank.2. Quality acquisition of Home Loans by going into the market catchment area.3. Ensure quality sourcing of customers by selling different products like other diff. loans & insurances etc.Candidate ProfileMust have 6 month of experience in Home Loan / Mortgage Loan / Lap / Cross SellDSA and DST both are vacancy available (Individual role)Fresher can not ApplyIt Is a Field Sale not back office work

We are looking for 100 Sales Marketing Consultant Posts in Biswan Sitapur,Sitapur,Hardoi,Fatehpur Barabanki,Gonda,Lucknow,Sidhauli Sitapur,Mahmudabad Sitapur with deep knowledge in Sales Marketing Executive,Software Developer,Finance Administrator,Legal Consultant,Area Marketing Manager and Required Educational Qualification is : Higher Secondary, Advanced/Higher Diploma, Professional Degree, B.A, B.C.A, B.Com, B.Tech, M.B.A/PGDM, LLM, Chartered Accountant

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.

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.

HIWE ARE HIRING FOR A LEADING FINANCIAL SERVICE JOB PROFILE - SALES OFFICER ( HOME LOAN )SALARY - 3.00 LPA TO 3.90 LPA +INCENTIVES (NCR )EDUCATION - GRADUATIONEXPERIENCE - MIN. 06 MONTHS IN ( BFSI , NBFC , DSA , FIN. TECH ) BANKING SALES , FINANCE , INSURANCE , ALL TYPES OF LOANS , GOLD LOAN , HL , PL , BL, LAP , ETC.LOCATION - 1. UTTAR PRADESH - VARANASI , LUCKNOW, KAUSHAMBI , HAPUR , MAHANAGAR , ALIGARH GORAKHPUR , UNNAO , JHANSI , AGRA , MEERUT , FAIZABAD , FIROZABAD ,LOCAL CANDIDATE REQUIRED*SEND YOUR RESUME TO -7869351832

Job Description: As a Field Executive for our microfinance, you will be responsible for promoting and selling ourrange of microfinance products. Your primary focus will be on acquiring new customers, building relationships, andmaximizing sales opportunities.Responsibilities: Actively prospect and identify potential customers in target markets. Educate customers on the benefits and features of our microloans, coverage, and bundled products. Customize solutions to meet the specific financial needs and requirements of each customer. Maintain accurate records of sales activities, customer interactions, and pipeline status. Stay informed about industry trends, competitor activities, and regulatory developments affecting microfinance.Qualifications: 12th with experience or Bachelor's degree Understanding of microfinance principles and products. Goal oriented mindset with a drive to achieve targets and exceed expectations.Benefits: Competitive salary with performance-based incentives. Health insurance coverage and other benefit

REQUIRED ACCOUNTS STAFF FOR TOURS AND TRAVEL AGENCY OFFICE WORK.

We are Looking for Rd Agent, Recurring Deposit Agent and Executive

Job Title: Credit Card and Financial Product Sales RepresentativeJob Type: Full-timeJob Summary:We are seeking a dynamic and results-driven Credit Card and Financial Product Sales Representative to join our team. The successful candidate will be responsible for promoting and selling a range of credit card and financial products to prospective customers. This role is ideal for individuals with strong communication skills, a passion for finance, and a desire to help customers achieve their financial goals.Key Responsibilities:Customer Outreach: Initiate and maintain contact with potential customers to identify their financial needs and offer suitable credit card and financial product solutions.Product Knowledge: Develop a deep understanding of our credit card and financial product offerings, staying up-to-date with features, benefits, and any changes in the financial industry.Consultative Sales: Conduct needs assessments to recommend the most suitable financial products, ensuring a personalized and consultative sales approach.Sales Presentations: Create and deliver persuasive sales presentations to showcase the advantages and benefits of our credit card and financial products.Application Processing: Assist customers in completing application forms and guide them through the application process, ensuring all necessary documentationSales Targets: Achieve and exceed monthly and quarterly sales targets, contributing to the overall success of the org. Qualifications:High school diploma or equivalent (Bachelor's degree in finance or related field is a plus).Proven experience in sales, ideally in the financial services industry.Strong communication, interpersonal, and negotiation skills.A deep understanding of credit card and financial products.BenefitsCompetitive base salary and commission structure.Health and dental benefits.Ongoing training and professional development opportunities.Opportunities for career advancement within the company.

Knowledge in Finance, Account & Taxation,Knowledge in Accounting, Balance sheet.Knowledge in GST, Online Return Filing & Adv. Excel.Income Tax Online Return Filing, Payroll, Banking and Tally Software.Note: Practical Knowledge Required Candidate

Hiring for 20 Financial Advisor Jobs in Lucknow, for Freshers,Required Educational Qualification is : Higher Secondary,Secondary School,Diploma,Professional Degree,B.A,B.Com with Good knowledge in Finance etc.

We are looking for 20 Insurance Manager Posts in Bhopal, Madhya Pradesh, Indore, Madhya Pradesh, Jabalpur, Madhya Pradesh, Lucknow, Uttar Pradesh, Kanpur, Uttar Pradesh, Varanasi, Uttar Pradesh, Meerut, Uttar Pradesh, Muzaffarnagar, Aligarh, Uttar Pradesh, Bulandshahr, Uttar Pradesh, Dehradun Road, Uttarakhand, Branch Sales Manager, Marketing Manager, Insurance Manager, Field Executive, banking, finance, with deep knowledge in Branch Sales Manager, Marketing Manager, Insurance Manager, Field Executive, banking, finance and Required Educational Qualification is : Other Bachelor Degree,

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender

Numeracy skills. Numeracy skills refer to your ability to use mathematics to solve real-world problems. ...Teamwork skills. ...Communication skills.Interpersonal skills.Integrity. ....Analytical skills.

: We are seeking a detail-oriented and experienced Accounts Executive to join our organization in Lucknow. The ideal candidate will be responsible for managing the day-to-day financial operations of the company, ensuring accuracy and compliance with accounting principles and regulations. The Accounts Executive will play a crucial role in maintaining financial records, processing payments, and preparing financial reports. Strong analytical skills, attention to detail, and proficiency in accounting software are essential for success in this role.Responsibilities:Manage and maintain accurate financial records, including accounts payable and receivable, general ledger entries, and bank reconciliations.Process and monitor invoices, expense claims, and purchase orders, ensuring accuracy and timely payments.Prepare and analyze financial reports, such as balance sheets, profit and loss statements, and cash flow statements.Assist in the preparation of monthly, quarterly, and annual financial statements and reports.Conduct periodic audits to ensure financial transactions are accurately recorded and comply with company policies and regulatory requirements.Assist with budgeting and forecasting activities, providing insights and recommendations to management.Collaborate with internal departments to resolve any financial discrepancies and provide financial guidance when needed.Maintain strong knowledge of accounting principles, regulations, and industry best practices.Keep abreast of changes in tax laws and regulations, ensuring compliance in all financial activities.Provide support during annual audits and liaise with auditors to provide necessary documentation.Assist with other accounting-related tasks and ad hoc projects as assigned.Qualifications and Skills:Bachelor's degree in Accounting, Finance, or a related field.Proven experience as an Accounts Executive or in a similar role, preferably in a corporate setting.Strong understanding of accounting principles,

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

We are Hiring, Sales Manager - DSA/DST- Channel: Near Prime & Affordable- Product: HL & Lap- Sourcing from DSA , Connecter, Builder or references- Candidate should earn incentives in last 3 months* Hr. Shivani -9429770204

Position : Sales OfficerRole and Responsibility: To monitor closely the HL data and Sell Home Loan To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the company and understand competition offering and handle customer objections To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire account of customer. To ensure to source customers family details, other loan details etc To be in sync and work together with the partner representatives Understanding the joint ownership of the customer at the time of servicing etc To ensure timely renewal of the business sourced To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds etc) To always be well groomed and his sales kit should be organized and complete To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors , partners etc