Finance Manager Job Vacancies in Kundli

Job descriptionWe are seeking a detail-oriented Paraplanner (Relationship Manager) to support our financial planning and wealth management team. In this role, you will assist in preparinginvestment plans, conducting mutual fund research, and managing essential documentationRequired Candidate profileFinancial PlanClient Relationship ManagementMarket & Product KnowledgeCompliance & Process Adherence

Job descriptionWe are looking for a dynamic Sales Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and mf and insurance products.Required Candidate profileClient Acquisition & Business DevelopmentFinancial ServicesClient Relationship ManagementMarket & Product Knowledge

We are hiring for leading life insurance company for direct channel*Designation:- Financial planning manager Assistant sales managerRoles and Responsibilities1.Achieving sales target through assigned leads , which may be self-generated or generated by Branch operations, call centers and other sources2.Meeting prospective customers in the assigned geographies to understand their financial needs and selling insurance solutions3.Ensure timely communication and discussion on targets assignedAge Limit- 21 to 38Experience required:- 1 to 2 year in BFSI sectorQualification:- any graduation

1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company

1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company

We are looking for 20 Financial Advisor Posts in Faridabad, Haryana, Having good Communication Skills,convince,confidant,ambitious, with deep knowledge in Communication Skills,convince,confidant,ambitious and Required Educational Qualification is : Higher Secondary, Other Bachelor Degree Age : 25 to 65Who are eligible: socially active homemaker, retired banker, CA, Tax consultant, Insurance Brokers, property dealer, medical representativeType of profile: Freelance workMust have all education documentsPan cardAddhar cardCancel chequePassport size photoEmail idNominee nameNominee date of birthRegistration deadline: 09th August 2023One Time Registration fees :1500

Primary Responsibilities:Perform assigned work in a self-directed mannerPrepare and analyze general ledger account reconciliations, including intercompany accountsPrepare and analyze sub-ledger vs main GL ledger reconciliation and investigate open items etc.Identify and analyze clinical cash reconciliation and report unusual transactionsPerform monthly quality assurance review of select operations/accounting documents for internal control compliancePerform ad hoc reporting and analysisResolve reconciling items in a timely mannerComplete special projects as assigned by supervisorComply with the terms and conditions of the employment contract, company policies and procedures, and any and all directives (such as, but not limited to, transfer and/or re-assignment to different work locations, change in teams and/or work shifts, policies in regards to flexibility of work benefits and/or work environment, alternative work arrangements, and other decisions that may arise due to the changing business environment). The Company may adopt, vary or rescind these policies and directives in its absolute discretion and without any limitation (implied or otherwise) on its ability to do soRequired Qualifications:Bachelor's Degree in Accounting, Finance or equivalent6+ minimum years of professional accounting experiencePrior Transition ExperienceHands-on experience performing the following:Correctly applying US GAAP and company practices to assigned workRunning queries in a general ledger system

1.Young, Energetic and excellent English communication skills to sell financial products to educational Institutions /b2b sales exp.To support schools to manage their Fee collection operations digitally.2. B2B Sales experience in Selling payment solutions/fintech solutions/school solution products/SME/IC role products/opening CASA accounts for corporate/ any financial product sales to corporate or institutions 3.Territory knowledge - local markets phone book.No Retail exp will be considered

To identify new banks worldwide and explore Trade Finance Opportunities with them & henceforth solutions for the clients. To ensure to provide accurate product based knowledge to clients. Expertise in LC drafting, proposal framing as per requirement of client and bank.Awareness of UCPDC & ISBP guidelines.

1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company