Finance Job Vacancies in Lucknow

As a Sales Consultant, your main responsibility will be to generate leads, follow up on sales inquiries, and close deals with potential customers. You will need to be proactive in reaching out to clients, understanding their needs, and offering appropriate products or services. Additionally, you will be required to maintain relationships with existing clients and ensure their satisfaction to promote repeat business.To excel in this role, you should have excellent communication skills, both verbal and written, as well as strong interpersonal skills to build rapport with clients. A proactive attitude, ability to work independently, and a goal-oriented mindset are essential for success in this position. Additionally, a basic understanding of sales techniques and strategies will be advantageous.Overall, we are looking for a dynamic individual with a can-do attitude, a willingness to learn, and a passion for sales to join our team as a Sales Consultant. While experience is preferred, we also welcome fresh graduates who are eager to jumpstart their career in sales.

As a Sales Advisor, your main responsibility will be to assist customers in making informed decisions about purchasing products or services. This will involve understanding customer needs, providing product information, and guiding them through the sales process. You will also be responsible for upselling and cross-selling products to increase sales revenue.To excel in this role, you must have excellent communication skills and a customer-focused approach. Previous experience in sales or customer service is preferred, but not required. A post-graduate degree is necessary for this position. As a male candidate, you should be proactive, persuasive, and have a passion for sales. This is a full-time position based in Lucknow, India, and will require you to work from the office. If you are a motivated individual with a desire to succeed in sales, we encourage you to apply for this role.

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.

We Have Opening In HDFC Sales Pvt. Ltd.,Position Available is Home loan Sales Officer and loan officer.Job Description:HDFC Sales Private Limited is a wholly owned subsidiary of HDFC Bank,offering financial management solutions to individuals and corporations.It focuses on areas like mortgages, life and general insurance, and other financial products.Established in 2004, HDFC Sales has grown to over 380 locations across IndiaA home loan, also known as a mortgage, is a type of secured loan used to finance the purchase, construction, or improvement of a propertyHDFC Bank offers home loan interest rates starting at 8.45% p.a. The interest rate can vary based on the type of loan, loan amountWork :Key responsibilities include identifying potential clients, explaining loan options, and managing the loan application process from start to finish.For ex: You can generate the leads in Builders, Real Estate Agents, Property Broker, Direct Selling Agents Etc.Note: Graduation Mandatory

Job is all about maintaining Finance

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.

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.

Good communication skills , positive attitude

Job Description: ICICI Prudential Advisor (Referral Program)About the RoleWe are looking for motivated individuals to join as Advisors under the ICICI Prudential Referral Program. As an Advisor, you will guide clients in choosing the right insurance and investment products, and in return, you earn attractive commissions on every case closed.This role is ideal for candidates seeking flexible work, extra income, or a career in financial advisory.Key ResponsibilitiesRefer and onboard clients for ICICI Prudentials insurance and investment products (Term, Traditional, ULIP, etc.).Help clients understand product benefits and assist in closing cases.Maintain professional relationships with clients for renewals.Achieve referral targets and maximize commission earnings.What You GetFirst Year Commission: 35% 40% per case.Renewal Commission: 7% 10% from next year onwards.Flexible working hours work part-time or full-time.No fixed income cap the more cases you close, the more you earn.Who Can ApplyStudents, working professionals, homemakers, or anyone seeking additional income.Good communication & networking skills.Basic knowledge of insurance/finance (preferred but not mandatory).LocationWork-from-home / Flexible (meetings with clients as required).Earnings PotentialThis is a commission-based role ideal for candidates who want to build long-term income through renewals and referrals.If you are looking for flexible, high-earning opportunities with a trusted brand, apply now to become an ICICI Prudential Advisor!

Profile- Relationship Officer- MSMEKey Responsibilities:* Source MSME/small business loan leads through fieldwork* Meet customers, explain loan products, and collect documents* Conduct field verification of business and residence* Submit files for processing and follow up till disbursal* Cross-sell bank products like accounts and insurance* Ensure compliance with bank policies and credit normsWe are hiring for a leading bankRole: Relationship Officer HL / LAP / MortgageType: 100% Field SalesCTC: Up to 3 LPA + IncentivesLocation: Gorakhpur, Mahmoorganj, Deoria, Bareilly, Lucknow, Moradabad, Requirement: Graduate with Min. 1 yr exp in HL/LAP/Mortgage SalesInterested candidates can share their resume at *9759214475.Local & relevant candidates onlyReferences appreciated

We are looking for a motivated and experienced individual for the position of Sales and Center Manager at our motorcycle service center.Your Role: Oversee daily operations of the service center Handle customer inquiries and service bookings Drive sales and build long-term client relationships Manage staff and ensure smooth workflow Requirements: Only serious applicants will be considered Experience in sales and/or automotive service is a plus Strong communication and organizational skills Reliability and a passion for motorcycles are a must Interested?Please send your CV.Akhilbharatiyaautomobileclub@Gmail.comWe are looking forward to hearing from you!

As a Financial Advisor, you will play a crucial role in assisting clients with their financial planning and investment needs. You will provide personalized financial guidance and support to help clients achieve their financial goals.DutiesAnalyze clients' financial situations and goalsDevelop comprehensive financial plansProvide investment advice and recommendationsAssist clients in managing their portfoliosMonitor financial market trends and conduct researchStay updated on securities law and tax regulationsOffer guidance on wealth management strategiesCollaborate with clients on retirement planningConduct sales of financial products and services.

Aditya Birla Capital is seeking dynamic and self-motivated individuals to join our team as Financial Advisors. This role offers a unique opportunity to guide clients in making informed financial decisions, helping them achieve long-term financial security and prosperity.Key Responsibilities:* Understand client needs through regular interactions and maintain long-term professional relationships.* Educate clients on different financial instruments, risk management options, and wealth protection plans.* Assist clients in goal-based planning such as education, retirement, and asset protection.* Stay updated with financial market trends, product knowledge, and compliance regulations.* Maintain timely documentation and ensure adherence to organizational policies.---Required Qualifications:* Minimum qualification: Graduate in any stream.* Professional certification (if any) in finance or insurance will be an added advantage.Experience:* Freshers and experienced candidates are welcome.* Prior exposure to finance, banking, insurance, or client service is a plus.Skills and Competencies:* Excellent communication and interpersonal skills.* Strong analytical and decision-making abilities.* Good understanding of personal finance concepts.* Integrity and commitment toward client welfare.Why Join Us ?* Be associated with one of Indias leading financial services conglomerates.* Flexible working hours and entrepreneurial freedom.* Opportunities for continuous learning, skill development, and professional growth.* Recognition programs, mentoring, and leadership-building opportunities.

1- Advising clients on their financial goals, including investment strategies, insurance needs, and retirement planning.2- Meeting with clients to understand their financial goals, risk tolerance, current financial situation (assets, debts, income), and investment knowledge. 3- Recommending suitable investment products, insurance solutions, and other financial services based on client needs and goals.

Financial Advisor for insurance and investment product sale

Makes phone calls to potential and existing customers to promote a company's products or services.

Role- Finance AssociateDepartment- LoanTimings- 10:30 AM to 6:00 PMLocation- Hazratganj Lucknow

Honest, 'loyal candidates need who work perfectly will post in 3 month in head manager

1) Quality acquisition of Home Loan for Resident / Non-resident Indian by goingout into the market & catchment area.2) Ensure quality sourcing of new customer to sell different kind of loans and insurance3) Generate leads of customer through referral, meeting branch walk-ins customer, associates, e-mailing,direct mailing, cold calls in the catchment area.4) Ensure quality customer service is delivered.5) Meeting productivity norms as defined through support of channels & own efforts.6) Strictly adhere & maintain KYC norms compliance.7) Adhere the norms, regulation & practices of banks religiously.

1) Quality acquisition of Home Loan for Resident / Non-resident Indian by goingout into the market & catchment area.2) Ensure quality sourcing of new customer to sell different kind of loans and insurance3) Generate leads of customer through referral, meeting branch walk-ins customer, associates, e-mailing,direct mailing, cold calls in the catchment area.4) Ensure quality customer service is delivered.5) Meeting productivity norms as defined through support of channels & own efforts.6) Strictly adhere & maintain KYC norms compliance.7) Adhere the norms, regulation & practices of banks religiously.

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

The Accounts Manager is responsible for overseeing the day-to-day accounting operations, ensuring compliance with statutory regulations, preparing financial reports, managing audits, and providing financial insights for decision-making. This role also involves supervising the accounts team and ensuring the accuracy and timeliness of financial data.Assist management in preparing annual budgets and forecasts.Oversee and manage vendor payments, credit notes, and reconciliations.

As a Financial Advisor, you will play a crucial role in assisting clients with their financial planning and investment needs. You will provide personalized financial guidance and support to help clients achieve their financial goals.DutiesAnalyze clients' financial situations and goalsDevelop comprehensive financial plansProvide investment advice and recommendationsAssist clients in managing their portfoliosMonitor financial market trends and conduct researchStay updated on securities law and tax regulationsOffer guidance on wealth management strategiesCollaborate with clients on retirement planningConduct sales of financial products and services.