Array ( [0] => financial-planning [1] => delhi-ncr ) Financial Planning Fresher Jobs in Delhi NCR | Latest Vacancies
19

Financial Planning Fresher Jobs in Delhi NCR

filter
  • Location
  • Role
  • Functional Area
  • Qualification
  • Experience
  • Employer Type

Freshers & Experience || Part Time || Finance Advisor

Axis Max Life Insurance

  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Netaji Subhash Place Delhi
Financial Services Financial Planning
Financial Advisor at Axis Max Life Insurance
View all details
Apply

Hiring For 12th Pass Freshers - Life Insurance Advisor

Sbi life insurance

  • Fresher
  • Pitampura Delhi
Marketing Sales Life Insurance Insurance Marketing Insurance Sales Financial Planning Skills Insurance Customer Service
We are looking Life insurance Advisor at Sbi Life insurance company.
View all details
Apply

Hiring Freshers || Finance Advisor

Axis Max Life Insurance

  • 0 - 6 yrs
  • Delhi
Life Advisor Life Insurance Agent Life Insurance Life Insurance Advisor Financial Planning
- Provide personalized financial advice to clients: As a Financial Advisor, you will be responsible for understanding your clients' financial goals and providing customized advice and recommendations to help them achieve these goals.- Sell life insurance products to clients: You will work as a Life Insurance Agent, educating clients on different life insurance products available and helping them choose the best solution to meet their needs.- Assist clients in financial planning: Through detailed analysis of clients' financial situations, you will develop comprehensive financial plans that encompass goals such as retirement planning, education funding, and risk management.- Maintain strong client relationships: Building trust and rapport with clients is essential in this role to ensure long-term satisfaction and loyalty.- Stay updated on industry trends and regulations: It is crucial for Financial Advisors to stay informed about the latest financial market trends, products, and regulatory changes to provide accurate and reliable advice to clients.Skills and Expectations:- Strong communication skills: Ability to effectively communicate complex financial information to clients in a clear and understandable manner.- Analytical mindset: Proficiency in analyzing financial data and identifying opportunities for clients to optimize their financial portfolio.- Sales acumen: Capability to persuade and sell life insurance products to clients while maintaining ethical standards.- Understanding of financial products: Knowledge of different life insurance products and financial planning concepts to provide suitable recommendations to clients.- Time management: Ability to manage tasks efficiently in a part-time, work-from-home setting to meet client needs and targets.
View all details
Apply

Hiring Freshers || Life Insurance Advisor

Pnb Met Life Insurance Ltd

  • 0 - 6 yrs
  • Old Rajender Nagar Delhi
Sales Lead Generation Convince Skills Sales Marketing Consultant Insurance Sales Financial Planning Skills Life Insurance General Insurance Customer Service Insurance Marketing Insurance
Company Pnb Met life insurance LttJob Profile life insurance advisor Age No limit bar 25 to 55Work responsibility sales & marketing life insurance policies plan Earning 30k to 60k Monthly Rewards+Annually Bonus+National and International tripsThe role focuses on expanding the client base, meeting revenue targets, and ensuring exceptional customer satisfaction. The position offers 2800 - 60000 and opportunities for career growth. Key Responsibilities: Research and identify new client opportunities in the market. Build strong, professional relationships with clients through regular communication. Promote product and service offerings that align with customer needs. Collaborate with internal teams to ensure seamless delivery of services. Monitor industry trends to adapt strategies and stay competitive. Provide regular feedback and insights to the management team. Thanks & RegardsKaushal Singh
View all details
Apply

Get Personalized Job Matches

Based on your experience, skills, interests, and career goals to help you find the most relevant opportunities faster. Register Now!

Freshers For Life Insurance Advisor - Moradabad/Rampur

Expert Solutions Company

Life Insurance Insurance Sales Insurance Marketing Insurance Customer Service Financial Planning Skills
Insurance Advisor
View all details
Apply

Telephonic Interview For Life Insurance Advisor Jobs (Freshers)

Starlite Consultancy

Insurance Marketing Financial Planning Skills Customer Service Life Insurance Insurance Sales
An Insurance Agent Sells and Manages Insurance Policies, Assessing Clients' Needs and Finding the Best Coverage for Them. Their Work Includes Identifying Potential Clients, Explaining Different Policy Options, Preparing Proposals, Submitting Applications to Underwriters, and Providing Ongoing Support for Policy Management and Claims.
View all details
Apply

Hiring Freshers || Finance Manager

Paisa pixel

Banking Finance Financial Planning Finance
We provide flexible commission-based sales opportunities in the finance sector. Sell Credit Cards, Loans, Insurance, zero balance savings account Earn 500 -2000 per sale No fees, No investment Work from anywhere (part-time/full-time)Join us and start earning from day one!
View all details
Apply

Manager Marketing & Merchandising (Freshers) Hyderabad/Surat/Mumbai

Payout Payment Gateway

Account Planning Financial Control Client Management
Honest, 'loyal candidates need who work perfectly will post in 3 month in head manager
View all details
Apply

Urgent Requirement For Financial Advisor

Angel One

  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Janakpuri Delhi
Financial Services Financial Planning Corporate Finance Financial Consultancy Stock Market Equity Advisor Mutual Funds Sales Stock Analysis Finance
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill
View all details
Apply

Hiring For Life Insurance Advisor

Max Life Insurance Ltd

  • 0 - 1 yrs
  • 2.0 Lac/Yr
  • Rajouri Garden Delhi
Financial Planning Skills Insurance Sales Insurance Marketing Life Insurance
Dear Candidates,Career OpportunitiesCompany Name - Max Life Insurance Ltd Job AdvisorsCandidates typed Fresher & Experienced from any sector Students Job SeekersHousewiviesBusiness PersonsRetired PersonsWork from House working personsFreelance personsHigh income For earnersJob Typed - Part Time Qualification - 10th /12 & GraduatesEarning High incentive + Rewards + Domestic and Foreign Trips & other benefitsAge upto Age No barSo directly Contact immediate for joining hdfc Life Insurance Thanks & RegardsKaushal SinghContact No. 9319654238Company hdfc Life Insurance LtdLocation Rajouri Garden
View all details
Apply

Finance Manager (Full Time) (Only Females)

Scinext Group Skills & Technology Private Limited

Good Communication Skills Financial Planning Corporate Finance Finance Banking Finance Financial Modelling
Perform a variety of advanced financial analyses to determine present and forecasted financial health of the company Use financial modeling to simulate financial scenarios Present potential scenarios and outcomes to management team Manage the preparation and publication of departmental and organization financial documents Collaborate with management on development and execution of funding strategies Examine financial and legal documents to verify accuracy and adherence to financial regulations and acceptable financial principles Develop or recommend solutions for problems or situations
View all details
Apply

Financial Planner

Ingenetus

  • 0 - 5 yrs
  • Dwarka Delhi
Financial Planning Financial Advisor Wealth Management Financial Advisory Mutual Funds Sales Investment Manager New Clients Acquisition Leads Generation Financial Goal Planning Asset Management CFP Certified Financial Planner NISM Walk in
Required Candidate Profile: Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. Candidate should have a network of existing clients and corporates with a strong relationship. Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and itsgrowth and profitability drivers. Certification in NISM and CFP is an added advantage. The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team. Create and enforce plans that will help meet the needs of clients. Must be self-motivated, flexible and able to manage several jobs at one time. Willingness to dwell in Start-up Culture. Should have a laptop for work.Roles and responsibilities:1. Existing Client Relationship Management- Managing the existing clients of Ingenetus which includes any service-related, operational or sales-driven requests.- Driving New Business from our existing clients for various financial services- Financial technical analysis of various financial options available like, Mutual Funds, Loans, Insurance, etc.2. New Client Acquisition- Responsible for generating leads and conversion through either or all of the following channelsi) Cold Callsii) Conducting Financial Awareness Programsiii) Referential CallingOther responsibilities:- Meeting the clients and doing the initial screening- Sales Conversion- Managing various MIS- Onboarding prospects from the candidate's existing network- Utilizing Corporate networks to hold Financial Awareness Programs- Presenting achievement through performance reviews
View all details
Apply

Digital Marketing Fresher

Mount Talent Corporations

  • 0 - 1 yrs
  • 4.8 Lac/Yr
  • Noida
Sales Planning Competitive Analysis Financial Planning Customer Service Advisor Merchandising Monitoring Digital Marketing Fresher
Marketing and Sales Manager Job Duties:Accomplishes marketing and sales human resource objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling, and disciplining employees; communicating job expectations; planning, monitoring, appraising, and reviewing job contributions; planning and reviewing compensation actions; enforcing policies and procedures.Achieves marketing and sales operational objectives by contributing marketing and sales information and recommendations to strategic plans and reviews; preparing and completing action plans; implementing production, productivity, quality, and customer - service standards; resolving problems; completing audits; identifying trends; determining system improvements; implementing change.Meets marketing and sales financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.Determines annual and gross - profit plans by forecasting and developing annual sales quotas for regions; projecting expected sales volume and profit for
View all details
Apply

Financial Advisor

LIC of India

  • 0 - 1 yrs
  • 6.0 Lac/Yr
  • East Delhi
Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor
Hiring for 10 Financial Advisor Jobs in East Delhi Delhi for Freshers,Required Educational Qualification is : Higher Secondary, Secondary School with Good knowledge in Financial Planning,Marketing,Wealth Management,Investment Advisory etc.
View all details
Apply

Chartered Accountant

Arun K Garg & Associates

  • 0 - 3 yrs
  • East Delhi
IRS Cost Accounting Financial Accounting Charted Accountant Tax Planning Taxation TDS Auditing CA Accounting
We are looking for 2 Chartered Accountant Posts in East Delhi Delhi with deep knowledge in Income Tax,Finance,Indirect Taxation,Internal Audit,Auditing,Financial Accounting and Required Educational Qualification is : B.Com, CA
View all details
Apply

Chartered Accountant

Vivek Mittal & Associates

  • 0 - 1 yrs
  • 4.8 Lac/Yr
  • Gurgaon
Income Tax Internal Audit Auditing IRS Cost Accounting Financial Accounting Charted Accountant Tax Planning Taxation TDS CA Accounting
AUDIT OF POWER SECTOR CLIENT , PREPARATION OF MONTHLY REPORT AND OTHER MISC WORK
View all details
Apply

Financial Advisor

Kotak Mahindra Life Insurance Ltd.

  • 0 - 1 yrs
  • 5.0 Lac/Yr
  • Connaught Place Delhi
Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor Work From Home
We have vacant of 5 Financial Advisor Jobs in Connaught Place Delhi Candidate Age Should be 25 and aboveAnyone Can Apply with Higher Secondary and 25 and above age
View all details
Apply

CA Internship

MBSK & Co.

  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Gurgaon
Tally Microsoft Excel Accountant IRS Cost Accounting Financial Accounting Charted Accountant Tax Planning Taxation TDS Auditing CA Accounting
Hiring for CA Internship for Min 6 monthsExcellent communication skillsBasic Accounting and tax knowledgeWorking knowledge of TallyCA inter/ Graduate/ Post Graduate (M.com/ B.com)Fresher can apply who did an internship with CA firmStipend: 12K - 25KJob Location: Gurgaon
View all details
Apply

LIC Advisor

Lic Of India

  • 0 - 6 yrs
  • 10.0 Lac/Yr
  • Gurgaon
Direct Sales Executive Life Insurance Advisor Life Insurance Agent Insurance Advisor Financial Advisor LIC Advisor INSURANCE PLANNING ADVISOR Work From Home
Opportunity *LIC OF INDIA*Join As an INSURANCE PLANNING ADVISOR.JOIN HIGHEST PAID PROFESSION IN THE WORLDGENERATE SECOND SOURCE OF REGULAR INCOME & PERKS WITH LIC OF INDIA ALONG WITH YOUR EXISTING JOB OR PROFESSIONLIC Will Give Fix Stipend To Procure Business Along with commission and perksA career with #LIC facilitates high growth opportunities so you can realize your financial aspirations and fulfill your dreamsWork On (Part time/Full time) basis.*Qualification: 10th Pass (Minimum) / Graduates & MBAs & professionals will be preferred*Earn UNLIMITED INCOME WITH REWARDS, RECOGNITION & STAND OUT FROM THE CROWDJob Description: Selling LIC Policies, Providing after Sales service, maintaining relationship with the customer.We will pay for operating/maintaining your office. - Laptop Advance, Interest free Car loan/2-Wheeler Loan. - Home Loan at attractive rates. - Interest free loans for your family needs after fulfilling the targets.LIC Agents Income - Income Remuneration and Growth - In case you wish to have a long term association with the Corporation, the career as an agent provides you with income which grows in high proportions. Growth in income may go up to 30-40% per year depending upon volume of business secured by you.Sky is the limit for your income. This apart, the career has a provision of benefits* or payments like (1) Gratuity (2) Terms Assurance (3) Hereditary commission payable to the heirs (*Conditions apply).You will be appointed as an INSURANCE PLANNING ADVISOR by LIC of India and you will be a part of the leading team .Document Required: - Your Aadhar Card , Pan Card, 1 passport size photo, educational certificates ( 10th & 12th certificates)
View all details
Apply

Apply to 19 Financial Planning Fresher Jobs in Delhi NCR

  • Delhi Ncr Jobs
  • Hyderabad Jobs
  • Ahmedabad Jobs
  • Bangalore Jobs
  • Mumbai Jobs
  • Pune Jobs
  • Chennai Jobs
  • Kolkata Jobs
  • Delhi Jobs