Financial Consultancy Jobs

We are looking for a Team Coordinator to support our team in Kolkata. The ideal candidate will be able to manage tasks efficiently and communicate effectively with team members and supervisors. This is an entry-level position suitable for individuals with up to three years of experience.Key Responsibilities:1. **Communication Support**: Act as a bridge between team members and management, ensuring clear and timely communication regarding tasks, deadlines, and updates.2. **Task Management**: Assist in tracking team projects and deadlines, ensuring that all assignments are completed on time and to the expected standard.3. **Meeting Coordination**: Schedule and organize team meetings, prepare agendas, and take minutes to ensure that all important discussions are documented.4. **Documentation and Reporting**: Maintain records of team activities and generate reports on progress and outcomes, helping to keep everyone informed and aligned.5. **Team Support**: Provide administrative assistance to team members, helping them access resources and solve problems as they arise.Required Skills and Expectations:Candidates must have a high school diploma and exhibit strong organizational and time management skills. Effective verbal and written communication abilities are essential for this role. A strong team player with a positive attitude is expected, along with basic computer skills. The ability to adapt to various tasks and think critically is crucial for supporting a dynamic team environment.

A Financial Advisor is responsible for helping clients manage their finances, achieve their financial goals, and secure their future.

Job DescriptionRole: PCG- Wealth Sales & AdvisoryCTC: Up to 30 LPAIndustry: Financial ServicesRole Summary:The role involves managing and growing a portfolio of HNI/UHNI PCG clients by offering customised wealth management and investment solutions. This is a revenue-driven role requiring strong relationship management skills and a deep understanding of investment products.Key Responsibilities:Acquire and manage HNI / Affluent clients.Drive revenue through cross-selling and up-selling of wealth products.Offer advisory solutions across:Mutual FundsPMS / AIFStructured ProductsBonds / Fixed IncomeEquity & DerivativesInsurance & Other Investment ProductsBuild long-term relationships and ensure high client retention.Achieve AUM growth and revenue targets.Coordinate with internal product and research teams for customised solutions.Maintain high compliance and regulatory standards.Candidate Profile:Experience: 3+ years with HNI & UHNI client base from the banks, broking or wealth industry with minimum AUM 70cr of wealth.Strong exposure to HNI client handling.Good understanding of capital market products.Proven track record of revenue generation.Excellent communication and negotiation skills.NISM & CFP certifications are preferred.Referrals are highly appreciated.

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.

Financial auditorsExamine and analyze journal and ledger entries, bank statements, inventories, expenditures, tax returns and other accounting and financial records, documents and systems of individuals, departments within organizations, businesses or other establishments to ensure financial recording accuracy and compliance with established accounting standards, procedures and internal controlsPrepare detailed reports on audit findings and make recommendations to improve individual or establishment's accounting and management practicesConduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, Canadian Business Corporations Act or other statutory requirementsMay supervise other auditors or professionals in charge of accounting within client's establishment.AccountantsPlan, set up and administer accounting systems and prepare financial information for individuals, departments within organizations, businesses and other establishmentsExamine accounting records and prepare financial statements and reportsDevelop and maintain cost finding, reporting and internal control proceduresExamine financial accounts and records and prepare income tax returns from accounting recordsAnalyze financial statements and reports and provide financial, business and tax adviceMay act as a trustee in bankruptcy proceedingsMay supervise and train articling students, other accountants or administrative technicians.

We are Recruiting as Financial Consultant and Business Development Manager.

- Conduct in-depth research on various investment options: As an Investment Consultant, you will be responsible for researching and analyzing different investment opportunities available in the market. This involves studying market trends, performing financial analysis, and evaluating risk factors.- Develop customized investment strategies for clients: You will work closely with clients to understand their financial goals, risk tolerance, and investment preferences. Based on this information, you will create personalized investment plans to help clients achieve their objectives.- Monitor and track investment performance: It will be your responsibility to regularly monitor the performance of clients' investments and make adjustments as needed. This includes keeping up-to-date with market developments and evaluating the impact on client portfolios.- Provide investment advice and recommendations: As a trusted advisor, you will offer guidance to clients on where to allocate their funds for maximum returns. You will also make recommendations on when to buy or sell investments based on market conditions.Required Skills and Expectations:- Strong background in finance and investment management- Excellent analytical and research skills- Ability to communicate complex financial information in a clear and concise manner- Proven track record of developing successful investment strategies- Familiarity with industry regulations and compliance standards- Ability to work independently and remotely, while still collaborating effectively with clients and team members.

Experienced in Insurance Industry for at least 2-3 years, know about the market. confident about lead generation and close the call positively. This is an freelancing Job, there is no fixed salary

Basically job is issurance advisor where you need to aware about our issurance the insurance name is confidential I will say you after selection it is government backed and trusted issurance and the job is incentive based with high salary

- Conduct thorough insurance needs assessments for clients:Assess clients' current insurance coverage and financial situation to recommend suitable insurance products to meet their needs and goals.- Educate clients on different insurance options and help them make informed decisions:Explain the features, benefits, and exclusions of various insurance policies to clients, ensuring they understand their options before making a purchase.- Develop and maintain relationships with clients to ensure customer satisfaction:Regularly communicate with clients to review their insurance coverage, address any concerns or changes in their circumstances, and provide ongoing support.- Stay updated on industry trends and regulations:Keep abreast of changes in the insurance industry, including new products, regulations, and market trends, to provide clients with accurate and up-to-date information.Required Skills and Expectations:- Strong communication skills to effectively explain complex insurance concepts to clients and build rapport with them.- Excellent customer service skills to provide personalized support and address client inquiries or concerns promptly.- Analytical skills to assess clients' insurance needs and recommend appropriate products based on their financial situation and goals.- Detail-oriented mindset to accurately evaluate insurance policies, contracts, and documents.- Ability to work independently and as part of a team in a fast-paced and dynamic environment.

- Provide consultation and advice to clients on various insurance products:- As an insurance consultant, you will be responsible for discussing and explaining different insurance options available to clients based on their needs and preferences.- Develop and maintain relationships with clients to ensure customer satisfaction:- Building a strong rapport with clients is essential to ensure they are satisfied with their insurance coverage and services provided.- Collaborate with team members to achieve sales targets and goals:- Working as part of a team is crucial in achieving sales targets and motivating each other to reach set goals.- Conduct financial consultations and assessments for clients:- Assessing clients' financial situations and providing suitable insurance solutions is a key aspect of this role.- Assist clients in obtaining and understanding life insurance policies:- Guiding clients through the process of obtaining and understanding life insurance policies is an important part of the job.Required Skills and Expectations:- Positive Attitude:- A positive attitude is crucial in providing excellent customer service and maintaining a good relationship with clients.- General Insurance Knowledge:- Understanding of various types of insurance products and their benefits is essential in this role.- Team Building Skills:- Ability to work effectively as part of a team to achieve common goals and targets.- Financial Consultancy Expertise:- Strong knowledge and expertise in providing financial advice and solutions to clients.- Team Motivation Skills:- Ability to motivate team members and maintain a positive work environment.- Life Insurance Understanding:- Familiarity with life insurance policies and their implications for clients.

Location: HyderabadCompany: Prosquad Consulting Pvt LtdEmployment Type: Full-TimeSalary: will be discussed after the interviewAbout Us:At Prosquad Consulting, we specialize in Financial Management, Compliance, Taxation, Audit, Risk Management, and Business Strategy. Were passionate about helping businesses grow with confidence and compliance.Role Overview:We are looking for a dynamic and result-driven Sales & Business Development Executive to join our professional team. The ideal candidate will play a key role in building client relationships, identifying business opportunities, and driving revenue growth.Key Responsibilities:Identify and connect with potential clients across various sectors.Promote Prosquads professional services and solutions.Build and maintain long-term business relationships.Support in creating proposals and business presentations.Coordinate with internal teams for smooth client onboarding and service delivery.Everyday Client visitsRequirements:Bachelors degree in Business, Finance, Marketing, or related field.Excellent communication & presentation skills.Strong negotiation and interpersonal abilities.Self-motivated, proactive, and goal-oriented.Experience with strong communication skills are welcome to apply.Please email us your CV to carrers@prosquad.consulting/ support@prosquad.consulting.

Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, male candidate may have to visit client place for completion of documentation (any place, any day and any time). Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.inMobile : 8655867034;

Hiring for 40 Insurance Advisor Jobs in Anand for Freshers,Required Educational Qualification is : 10th Pass with Good knowledge in Direct Marketing, Positive Attitude, Marketing, Life Insurance, Insurance Sales, Team Building, Financial Consultancy, Digital Marketing, Insurance, Marketing Communication, Sales, Good Communication etc.

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

A Financial Advisor Provides Clients with Expert Guidance On Financial Planning, Investments, Insurance, Retirement, and Wealth Management. the Role Involves Assessing Clients Financial Goals, Developing Customized Strategies, and Helping Them Make Informed Financial Decisions to Secure Their Future.

Job Description: Insurance AdvisorJob Title: Insurance Advisor / Insurance AgentRole Overview:An Insurance Advisor is responsible for providing clients with financial advice related to insurance policies. Their main role is to assess the needs of individuals or businesses and recommend suitable insurance products such as life, health, motor, or general insurance to protect against financial risks.Key Responsibilities:1. Client InteractionMeet and communicate with clients to understand their financial needs and goals.Build and maintain strong customer relationships.2. Policy RecommendationSuggest appropriate insurance plans (life, health, vehicle, property, etc.).Explain policy features, benefits, terms, and conditions clearly to clients.3. Sales & Business DevelopmentGenerate leads and convert them into sales.Meet sales targets set by the company.4. Customer SupportAssist clients with claim settlements and policy renewals.Provide after-sales service and policy updates.5. Market AwarenessStay updated with insurance products, new policies, and industry trends.Ensure compliance with legal and regulatory requirements.Skills & Qualities Required:Good communication and interpersonal skillsConvincing and negotiation abilityKnowledge of financial and insurance productsCustomer service orientationSelf-motivated and goal-orientedEducational Qualification:Minimum: 10+2 (Class 12) or equivalentPreferable: Graduate degree in commerce, finance, or related fieldCertification/License: Must complete IRDA (Insurance Regulatory and Development Authority of India) training and licensing In short: An Insurance Advisor helps people choose the right insurance plans, builds client relationships, sells policies, and ensures financial security for individuals and businesses.

The Financial Advisor (Investor Relations) will play a strategic role in managing financial planning, capital structuring, and investor communications for a major fully automatic dairy farm startup located in Andhra Pradesh, which is a part of integrated group of companies of 30 years of business excellence. This position focuses on building strong investor relationships, ensuring financial transparency, and supporting sustainable growth through effective fundraising and financial management.

Financial auditorsExamine and analyze journal and ledger entries, bank statements, inventories, expenditures, tax returns and other accounting and financial records, documents and systems of individuals, departments within organizations, businesses or other establishments to ensure financial recording accuracy and compliance with established accounting standards, procedures and internal controlsPrepare detailed reports on audit findings and make recommendations to improve individual or establishment's accounting and management practicesConduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, Canadian Business Corporations Act or other statutory requirementsMay supervise other auditors or professionals in charge of accounting within client's establishment.AccountantsPlan, set up and administer accounting systems and prepare financial information for individuals, departments within organizations, businesses and other establishmentsExamine accounting records and prepare financial statements and reportsDevelop and maintain cost finding, reporting and internal control proceduresExamine financial accounts and records and prepare income tax returns from accounting recordsAnalyze financial statements and reports and provide financial, business and tax adviceMay act as a trustee in bankruptcy proceedingsMay supervise and train articling students, other accountants or administrative technicians.

Financial auditorsExamine and analyze journal and ledger entries, bank statements, inventories, expenditures, tax returns and other accounting and financial records, documents and systems of individuals, departments within organizations, businesses or other establishments to ensure financial recording accuracy and compliance with established accounting standards, procedures and internal controlsPrepare detailed reports on audit findings and make recommendations to improve individual or establishment's accounting and management practicesConduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, Canadian Business Corporations Act or other statutory requirementsMay supervise other auditors or professionals in charge of accounting within client's establishment.AccountantsPlan, set up and administer accounting systems and prepare financial information for individuals, departments within organizations, businesses and other establishmentsExamine accounting records and prepare financial statements and reportsDevelop and maintain cost finding, reporting and internal control proceduresExamine financial accounts and records and prepare income tax returns from accounting recordsAnalyze financial statements and reports and provide financial, business and tax adviceMay act as a trustee in bankruptcy proceedingsMay supervise and train articling students, other accountants or administrative technicians.