Finance Job Vacancies in Lucknow

Required Financial Advisor for PNB MetLife where advisor will get incentive for first 3 months after that they will be promoted as Insurance Manager where salary plus incentive plus pf plus extra bonus will be paid

We are hiring financial advisor at hazratganj location.No age limit freshers can also join.Preferred retired persons.No Target .Time flexibility.High income with foreign conventions.

Job Title: Bank ManagerJob Summary:The Bank Manager is responsible for overseeing the daily operations, business growth, andoverall performance of the branch. This role requires leadership, strategic planning, and adeep understanding of banking products, services, and regulations. The manager will drivecustomer satisfaction, ensure operational efficiency, and achieve financial targets whilemaintaining compliance with banking policies and regulatory requirements.Key Responsibilities:1. Branch Operations Management:o Oversee and manage the daily operations of the branch to ensure smoothfunctioning.

We are seeking a detail-oriented and organized Accountant to join our team in Gomti Nagar, Lucknow. The ideal candidate will have 1 to 3 years of relevant experience and a graduate degree. This full-time role requires a dedicated professional who can efficiently manage financial records.Key Responsibilities:1. Financial Record Management: Maintain and update accurate financial records, including ledgers, invoices, and receipts, ensuring compliance with accounting principles.2. Transaction Processing: Process all financial transactions accurately and timely, including accounts payable and receivable, to support smooth business operations.3. Monthly Reporting: Prepare monthly financial statements and reports to provide insights into the company

We are seeking a Chartered Accountant with 2 to 5 years of experience to join our team in Gomti Nagar, Lucknow. The ideal candidate will be responsible for managing financial tasks and reporting while ensuring compliance with regulations.Key Responsibilities:1. Financial Reporting: Prepare accurate financial statements and reports in accordance with accounting standards to provide insights into the company

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.

Hiring for 5 Bank Officer Jobs in Gomti Nagar, Lucknow, with minimum 1 Year Experience,Required Educational Qualification is : B.A, B.C.A, B.B.A, B.Com with Good knowledge in Banking Assistant, Banking Finance, Banking Sales etc.

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

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.

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.

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

We are seeking a detail-oriented and motivated Entry-Level Accountant to join our finance teamfully remote. This is an excellent opportunity for recent graduates or individuals looking to launch their accounting career from the comfort of their home. Youll assist with bookkeeping, financial reporting, and general accounting tasks while gaining hands-on experience in a flexible, virtual work environment. Key Responsibilities:- Assist with accounts payable and receivable processes. - Perform data entry and maintain accurate digital financial records. - Reconcile bank statements and resolve discrepancies. - Support month-end and year-end closing procedures remotely. - Prepare basic financial reports and assist with budgeting. - Ensure compliance with accounting policies and regulations. - Collaborate with team members via virtual meetings and cloud-based tools. Qualifications:- Bachelors degree in Accounting, Finance, or related field (or in progress). - Basic understanding of accounting principles. - Proficiency in Microsoft Excel and familiarity with accounting software (e.g., Tally). - Strong organizational and analytical skills with a self-starter attitude. - Reliable high-speed internet and a dedicated home workspace. - Excellent written and verbal communication skills for remote collaboration. Preferred (but Not Required):- Prior internship or coursework in accounting/finance. Benefits:- Competitive salary and benefits package. - Fully remote workno commute! - Flexible scheduling options.APPLY - https://link.pocolinks.com/LYpcCn

We are looking for 5 Financial Advisor Posts in Lucknow, with deep knowledge in Financial Services, Finance, Voice Process, Financial Consultancy, Analytical Skills and Required Educational Qualification is : Diploma, Advanced/Higher Diploma, B.A, B.Com

Dealer Management ,Direct Sales

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

Required Financial AdvisorsMale Female both can apply.Timing: - 9:00 AM to 6:00 PMWorking Days: - Monday to SaturdayJob Type: - Full-timeSalary Type:- Commission PaySalary: Up to ?30000 per monthFreshers can also applyJob Type: Full-timeGood Communication Skills Convincing PowerSpeak with the employer

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.