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Finance Coordinator Jobs

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Back Office Executive Jobs For 12th Pass Freshers

Career Club Consultancy and Management Services

  • 0 - 5 yrs
  • 2.5 Lac/Yr
  • Nashik
Back Office Back Office Work Backend Work Data Entry Back Office Executive Admin Computer Operator Receptionist Scanning & Filing Administration Officer Finance Coordinator Finance Executive Sales Coordinator Process Coordinator Walk in
12TH / Any Graduate, Diploma, Undergraduate, Having Knowledge of Back Office Work,customer Handling with Proper Communication,................having Knowledge of Ms. Office (word, Excel), Email..............................
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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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  • 4 - 7 yrs
  • 12.0 Lac/Yr
  • Dabagardens Visakhapatnam
Financial Services Financial Planning Corporate Finance Taxation Investment Banking Infrastructure Finance Finance BFSI Leadership Financial Reporting Business Finance Financial Consultancy Team Coordinator Brand Awareness Analytical Skills Analytical Ability SAAS
We are looking for 3 Financial Advisor Posts in Dabagardens, Visakhapatnam with deep knowledge in Financial Services, Financial Planning, Corporate Finance, Taxation, Investment Banking, Infrastructure Finance, Finance, BFSI, Leadership, Financial Reporting, Business Finance, Financial Consultancy, Team Coordinator, Brand Awareness, Analytical Skills, Analytical Ability, SAAS and Required Educational Qualification is : M.B.A/PGDM, M.Com
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Financial Advisor (1-3 Years)

Axis Max Life Insurance Limited

Financial Services Financial Planning Finance Financial Consultancy Team Coordinator
50 Nos. FINANCIAL ADVISORS required for New Branch of AXIS MAX LIFE INSURANCE LIMITED, Beside Kankurgachi Pantaloons.Interview Date 1 & 3 November 2025, Time 3pmBring original KYC & last educational marksheet.Interview Venue Axis Max Life, 2nd floor, P-118, CIT Road, Scheme 6M, Phoolbagan, Kolkata 700054, Top of Suraksha Diagnostics Building
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  • 0 - 5 yrs
  • Bhavnagar
Financial Services Financial Planning Investment Banking Business Finance Team Coordinator Financial Reporting Infrastructure Finance
HDFC LIFE CONTACT OR SHARE RESUMEHARSH ZINZUVADIYA
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Financial Services Financial Planning Corporate Finance Investment Banking BFSI Finance Voice Process Leadership Financial Reporting Business Finance Team Coordinator Financial Consultancy Brand Awareness Analytical Ability Analytical Skills Infrastructure Finance Taxation SAAS
We are looking for 100 Financial Advisor Posts in Navi Mumbai, Mumbai, with deep knowledge in Financial Services, Financial Planning, Corporate Finance, Investment Banking, BFSI, Finance, Voice Process, Leadership, Financial Reporting, Business Finance, Team Coordinator, Financial Consultancy, Brand Awareness, Analytical Ability, Analytical Skills, Infrastructure Finance, Taxation, SAAS and Required Educational Qualification is : Bachelor of Hotel Management
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  • 0 - 4 yrs
  • Gomti Nagar Lucknow
Financial Planning Financial Services Finance Leadership Team Coordinator
Achieve performance targets by bringing clients through the advice process.Develop client relationships with new and existing clients. Establish and develop relationships with staff in supporting organisations. Provide professional best advice in developing clear financial plans for new and existing clients.Adhere to strict risk management procedures. Identify financial requirements and develop clear financial plans for new and existing clients in relation to a range of retail products.Ensure that the highest level of customer service is provided on a consistent.Develop relationships with new and existing clients in line with targets. Ensure full compliance with all relevant company policies, procedures and legal and regulatory requirements. Strong business development element to this role - generation of new leads/client relationships is key.
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  • Fresher
  • 4.5 Lac/Yr
  • Bhubaneswar
Financial Services Corporate Finance Investment Banking Team Coordinator Brand Awareness
Financial Consultant
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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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  • 0 - 5 yrs
  • Shimla
Financial Services Financial Planning Corporate Finance Taxation Investment Banking Finance Leadership Infrastructure Finance Financial Consultancy Team Coordinator Financial Reporting
As a Financial Advisor, your primary responsibility will be to provide financial advice and guidance to clients in order to help them achieve their financial goals. This will involve analyzing their financial situation, providing recommendations on investment strategies, and assisting with estate planning and retirement planning. Key skills for this role include a strong understanding of financial services and products, knowledge of financial planning principles, expertise in corporate finance and taxation, experience in investment banking, and proficiency in financial reporting.
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Financial Advisor

HDFC Life Insurance Company Limited

  • 2 - 8 yrs
  • 4.8 Lac/Yr
  • Kolkata
Financial Services Financial Planning Corporate Finance Taxation Finance BFSI Financial Consultancy Team Coordinator Financial Reporting Analytical Skills Analytical Ability Brand Awareness Business Finance Leadership Voice Process SAAS
Meet clients to understand their financial goals and risk appetite.Recommend suitable insurance and investment plans from HDFC Lifes product portfolio.Assist customers with policy applications, documentation, and premium payments.Maintain regular contact for renewals, policy servicing, and future needs.Promote and sell life insurance policies to individuals and families.Explain product benefits, features, and terms in a clear manner.Build strong relationships to generate referrals and repeat business.Keep updated with product knowledge and regulatory guidelines.Identify potential customers through networking, referrals, and cold calling.Conduct need-based sales to match client requirements with the right HDFC Life solutions.Follow up on leads and ensure customer satisfaction post-sale.Achieve monthly sales targets while maintaining service quality.Develop trust-based relationships with customers to ensure long-term engagement.Provide personalized after-sales support, including policy servicing and claims assistance.Educate clients on new products, offers, and financial planning tips.Uphold company values and maintain compliance with IRDAI norms.
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Branch Sales Manager

Kanika Placements Private Limited

Required Experiecne in Home Loan Sales and Lap Sales.team Team Coordinator Field Sales Mortgage Loans Home Loans Housing Finance Housing Loan
The Branch Sales Manager is responsible for leading and managing all aspects of a branch's sales and operations. This role involves driving sales growth, ensuring excellent customer service, and managing a team of sales professionals. The Branch Sales Manager plays a crucial role in achieving the branch's financial goals and maintaining a strong presence in the local community. Responsibilities:Key Responsibilities:Sales officerLeading the team to achieve sales targets for home loans, Loan Against Property (LAP), and other related financial products.Team Management and Development:Managing, motivating, and training a team of sales executives or managers to enhance their performance and productivity.Customer Relationship Management:Building and maintaining strong relationships with customers, understanding their needs, and providing tailored solutions.Compliance and Process Management:Ensuring adherence to company policies, procedures, and regulatory requirements related to home loan sales.Business Development:Identifying and pursuing new business opportunities, including onboarding new channel partners and sourcing business from builders and other relevant sources.
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  • 1 yrs
  • 2.5 Lac/Yr
  • Bavdhan Pune
Graduates Marathi English Experienced Hindi Speaking Home Loans Mortgage Loans Housing Loan Housing Finance MS-excel Email Writing
Key Responsibilities:Make outbound calls to potential leads for home loan products.Follow up on leads generated through marketing activities.Coordinate between clients and field sales executives.Explain loan products and basic eligibility to customers.Assist in document collection and application tracking.Maintain client databases and follow-up schedules.
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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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Financial Planning Financial Services Leadership Financial Consultancy Team Coordinator Finance
Identify and acquire potential clients through networking and referrals.Understand clients' financial needs and provide customized insurance and investment solutions.Explain various HDFC Life insurance products, including term plans, ULIPs, retirement plans, and savings plans.Build and maintain long-term relationships with clients to ensure financial security and policy renewals.Achieve sales targets and contribute to business growth.Stay updated on industry trends, financial regulations, and HDFC Life product offerings.
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Opening For Financial Advisor

Aditya Birla Capital Ltd

Financial Services Financial Planning Investment Banking Taxation Finance Infrastructure Finance Financial Consultancy Brand Awareness Financial Reporting Analytical Ability Team Coordinator Analytical Skills Business Finance Leadership Corporate Finance BFSI
We are looking for 51 Financial Advisor Posts in Kolkata,Kolkata South, Kolkata,Around Kolkata, with deep knowledge in Financial Services,Financial Planning,Investment Banking,Taxation,Finance,Infrastructure Finance,Financial Consultancy,Brand Awareness,Financial Reporting,Analytical Ability,Team Coordinator,Analytical Skills,Business Finance,Leadership,Corporate Finance,Voice Process and Required Educational Qualification is : Higher Secondary, Professional Degree, B.A, B.B.A, M.A, M.B.A/PGDM, Chartered Accountant
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Finance Advisor

Reliance Nippon Life Insurance Pvt Ltd

  • 0 - 1 yrs
  • Ranchi
Team Coordinator Financial Planning
Were Hiring! Financial Adviser at Reliance Nippon Life Insurance Company Reliance Nippon Life Insurance is excited to announce that were expanding our team and looking for dedicated, dynamic Financial Advisers to join us! This role is ideal for those passionate about guiding others toward financial success and security.Position: Financial AdviserLocation: hinooType: Full-time / Part-time
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  • 0 - 2 yrs
  • 12.0 Lac/Yr
  • Maldives
Accounting Administrative Assistant
Coordination and administration of finance office and assist the Director in managing day to day operations.. Jon is at a reputed resort in Maldives
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Financial Services Voice Process Corporate Finance Financial Planning Infrastructure Finance Analytical Skills Analytical Ability Business Finance Financial Consultancy Team Coordinator Taxation Finance
We are hiring financial advisors as part time job basis
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Leadership Infrastructure Finance Investment Banking Financial Services Financial Planning Taxation Financial Consultancy Analytical Skills Brand Awareness Corporate Finance Analytical Ability Business Finance Voice Process SAAS Team Coordinator Finance Financial Reporting
We hiring financial advisors for our company
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