100

Financial Service Consultant Jobs

filter
  • Location
  • Role
  • Functional Area
  • Qualification
  • Experience
  • Employer Type
  • 1 yrs
  • 5.0 Lac/Yr
  • Coimbatore
Investment Banking Financial Services Financial Planning
We are seeking a dedicated Financial Consultant to join our team in Coimbatore. This role involves guiding clients on financial decisions and helping them achieve their financial goals. Key responsibilities include: 1. **Client Consultation**: Meet with clients to discuss their financial situation, identify needs, and develop personalized financial strategies. 2. **Financial Planning**: Create comprehensive financial plans that may involve investments, savings, and insurance tailored to individual client goals. 3. **Market Analysis**: Stay updated on market trends and financial products to provide clients with the best advice and options. 4. **Portfolio Management**: Monitor client portfolios and recommend adjustments based on performance and market changes. 5. **Report Preparation**: Prepare detailed reports and presentations for clients, summarizing their financial plans and progress toward their goals.Required skills and expectations: Candidates should hold a graduate degree and have at least one year of relevant experience in finance or consulting. Strong analytical skills are essential to assess client needs and market conditions accurately. Excellent communication skills are necessary to explain complex financial concepts clearly to clients. Proficiency in using financial software and tools is expected, along with a commitment to maintaining confidentiality and a high level of professionalism. Self-motivation and time management skills are crucial as this is a work-from-home position. The ideal candidate should also have a strong desire to help clients achieve financial stability and success.
View all details
  • Fresher
  • 1.5 Lac/Yr
  • Chhindwara
Customer Relationship Customer Support Retail Sales Channel Sales Corporate Sales Direct Sales Sales Administration Financial Services Sales Cold Calling Excel Typing
Good communication skills two wheeler driving must licence required distribution to retailer good communication
View all details
  • 0 - 5 yrs
  • 12.0 Lac/Yr
  • Chennai
Financial Services Finance Insurance Sales
We are hiring motivated and energetic candidates for the role of Financial Consultant in the insurance sector. This opportunity is suitable for freshers, experienced insurance advisors, homemakers, retired professionals, and anyone looking for part-time or full-time income opportunities.ResponsibilitiesMeet clients and explain life insurance productsHelp customers choose suitable financial protection plansGenerate leads through personal contacts, social media, and referralsBuild and maintain long-term customer relationshipsAchieve business growth through smart sales activitiesSupport clients with policy-related guidance and service
View all details
  • Fresher
  • Bharatpur
Direct Sales Sales Process Financial Services Finance Taxation Financial Planning Business Finance Team Coordinator Financial Consultancy Analytical Skills
As a Financial Consultant, you will play a vital role in guiding clients to achieve their financial goals. Your primary responsibilities will include:- **Client Consultation**: Meet with clients to understand their financial situation and goals, providing personalized advice tailored to their needs.- **Financial Planning**: Develop comprehensive financial plans that cover various aspects, such as budgeting, investments, and savings strategies to help clients reach their objectives.- **Market Research**: Stay updated on market trends and financial products to offer informed recommendations that best suit your clients needs.- **Investment Analysis**: Assess the risks and benefits of different investment options, guiding clients in making sound decisions regarding their portfolios.- **Regulatory Compliance**: Ensure that all financial advice complies with legal regulations and industry standards to protect clients and the company.To succeed in this role, you should meet the following requirements:- A completed 12th-grade education is necessary; higher education in finance or a related field is an advantage.- Strong communication skills are essential for explaining complex financial concepts simply and clearly to clients.- Basic knowledge of finance and investment principles is expected, with a willingness to learn and grow in the industry.- Excellent analytical skills to assess data, market trends, and client needs accurately.- A strong sense of ethics and integrity to maintain client trust and confidentiality in all financial dealings.
View all details

Get Personalized Job Matches

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

Financial Advisors Settle in Canada

World Overseas services LLP

  • 3 - 9 yrs
  • 40.0 Lac/Yr
  • Canada
Financial Advisor Financial Consultant Financial Service Consultant Financial Planning Advisor Finance Functional Consultant SAP Finance Consultant
Counsel On Financial Decisions such as Investments, Cash Management, and Estate Planning ,Establish Personal Financial Plans According to Clients Objectives and Guide Them the Implementation of the Proposed Strategies.;
View all details
  • 0 - 1 yrs
  • Agra
Financial Services Finance Financial Planning
Partnership Opportunity - Insurance, Loans & Mutual FundsIf you refer clients to us who are interested in insurance, loans, or mutual fund investments, you can earn an attractive commission.Your role is simple:You only need to connect us with people who are looking for these financial services. Our team will handle the complete consultation, documentation, and processing.Commission Structure:You will receive 60% of the commission generated from the business you refer.Example:If a policy or financial product generates a commission of 1,00,000, you will earn 60,000 as your share.This is a great opportunity for anyone who has a network of people looking for financial planning, loans, or investment solutions.You only bring the client leads - we handle the rest.
View all details

Looking For Chartered Accountant

Indievisa Immigration Services Pvt Ltd

  • 7 - 30 yrs
  • 100.0 Lac/Yr
  • Canada
Chartered Accountant Chartered Financial Analyst Chartered AccountantCA Accountant Tax Professional Tax Audit Financial Consultancy Financial Analysis GST Consultant Accounts Finalisation Accounts Supervisor CA Accounts Payables Accounts Reconciliation TDS GST Return Service Tax CPA Accountant Financial Transformation Financial Control Tally Accountant Branch Accountant Taxation Direct Tax Indirect Taxation Statutory Audit TDS Return Balance Sheet Finance Auditing
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.
View all details
  • 0 - 6 yrs
  • 7.5 Lac/Yr
  • Delhi
Direct Marketing Corporate Sales Direct Sales Convincing Power Retail Sales Financial Services Sales Cold Calling Negotiation Skills Channel Sales
We are looking for a Sales Consultant to join our team in Delhi. This role is ideal for individuals who are eager to learn and grow in sales. You will be responsible for engaging with customers and helping them find the right products to meet their needs.Key Responsibilities:1. **Customer Interaction**: Communicate with customers to understand their needs and guide them in choosing products. You will assist both walk-in customers and those who reach out through phone or online inquiries.2. **Product Knowledge**: Stay informed about the products and services our company offers. This knowledge will help you provide accurate information and recommend the best options for customers.3. **Sales Targets**: Work towards achieving monthly sales targets. You will be responsible for tracking your sales performance and finding ways to improve your results.4. **Team Collaboration**: Collaborate with your colleagues to share ideas and strategies for improving sales and customer satisfaction.5. **Reporting**: Maintain records of customer interactions and transactions. You will regularly report to your supervisor about sales figures and customer feedback.Required Skills and Expectations:Candidates should have a passion for sales and a willingness to learn. Strong communication skills are essential, and you should be comfortable speaking with customers. Attention to detail and the ability to work in a team are important. A proactive attitude and a desire to meet sales goals will help you succeed in this role. This position is open to male candidates who have completed at least the 10th grade, and you do not need previous experience to apply.
View all details
  • 0 - 1 yrs
  • 2.0 Lac/Yr
  • Female
  • Coimbatore
Business Understanding Communication Financial Services Financial Planning
Job Requirements & Desired Skills:Excellent communication skills with students and international overseas agenciesStrong verbal and written communication skillsKnowledge of Tamil, English, and Malayalam (mandatory)Good interpersonal and counseling skillsBasic knowledge of study abroad procedures and financial documentationAbility to handle multiple clients and maintain records properlyComputer knowledge (MS Office, email communication, online applications)Professional and polite behavior
View all details
  • 1 - 7 yrs
  • 2.8 Lac/Yr
  • Guwahati
Direct Marketing Corporate Sales Retail Sales Channel Sales Convincing Power Direct Sales Negotiation Skills Financial Services Sales
Sales manager and consultant openings
View all details
  • 0 - 1 yrs
  • 2.5 Lac/Yr
  • Lucknow
Custo Financial Services Sales
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.
View all details

Hiring For Financial Consultant

Jobstation Enterprise LLP

  • 1 - 7 yrs
  • 6.5 Lac/Yr
  • Ahmedabad
Insurance Sales Demat Investment Products Communication Financial Services Investment Banking BFSI Finance
* To generate revenue from sales of financial products like equity, mutual fund, bonds etc.* Advise and update the client on various investment opportunities from time to time* Responsible for promotion products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.* New client prospecting through cold calling ,appointment ,reference etc.* Updated client with research report on new schemes IPO & MARKET TRENDS.* Provide investment application forms to client and assist them in filling.* Arranging investment awareness seminars.* Prepare daily sales report and send to branch head .Analysing the clients financial needs & advising* on the same* Acquiring new clients* To generate revenue by meeting the targets set by the superiors* Keeping up with the latest issues of Mutual Funds NFOs,SIP, IPOs, Life Insurance, General* Insurance, Bonds, FDs, NCDs & informing the same to the client regular on basis* Good convincing ,communication skills* Prefer candidates working in broking / mutual fund / insurance field.
View all details
  • 0 - 3 yrs
  • Serampore
Insurance Sales Life Insurance Financial Planning Skills Customer Service Insurance Marketing Good Communication Skills General Insurance Insurance Direct Sales Tele Marketing Financial Service Consultant Life Insurance Advisor
URGENT REQUIREMENTUrgent Requirement!Tata AIA Life Insurance is hiring Insurance Advisors for part-time or full-time work. Earn extra income, enjoy flexible working hours, and get free training + full support. Motivated candidates are requested to apply immediately.
View all details

Hiring For Sales Consultant

PORTFOLIO CONSULTANT

  • 1 - 3 yrs
  • 3.0 Lac/Yr
  • Netaji Subhash Place Delhi
Retail Sales Corporate Sales Customer Support Field Service Coordination Skills Sales Administration Direct Sales Financial Services Sales Negotiation Skills
We are looking for 5 Sales Consultant Posts in Netaji Subhash Place, Delhi with deep knowledge in Retail Sales, Negotiation Skills, Corporate Sales, Customer Support, Field Service, Coordination Skills, Sales Administration, Direct Sales, Financial Services Sales and Required Educational Qualification is : B.A
View all details
  • 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
  • Fresher
  • 4.5 Lac/Yr
  • Bhubaneswar
Financial Services Corporate Finance Investment Banking Team Coordinator Brand Awareness
Financial Consultant
View all details
Financial Services Financial Planning Taxation Investment Banking Corporate Finance Finance Leadership Financial Reporting Financial Consultancy Analytical Ability Brand Awareness
Job Openings for 50 Financial Consultant Jobs with minimum 5 Years Experience in Chennai,Mogappair, Chennai,Mogappair West, Chennai,Avadi,Padi, Chennai,Korattur, Chennai,Ambattur Chennai, having Educational qualification of : Higher Secondary, Secondary School, Diploma, Professional Degree, B.A, B.C.A, B.Com with Good knowledge in Financial Services,Financial Planning,Taxation,Investment Banking,Corporate Finance,Finance,Leadership,Financial Reporting,Financial Consultancy,Analytical Ability,Brand Awareness etc.
View all details
  • Fresher
  • 3.0 Lac/Yr
  • Mandi
Financial Services Investment Banking Finance
Responsibilities:1. Provide financial advice and guidance to clients on various investment products and services2. Conduct in-depth financial analyses to assess clients' current financial situations and develop personalized financial plans3. Develop and maintain relationships with clients to ensure their financial goals are met4. Stay informed about trends and developments in the financial industry to provide clients with the most up-to-date information5. Monitor clients' investments and make recommendations for adjustments as needed6. Assist clients with retirement planning,
View all details

Hiring For Sales Consultant

Jaswani Motoventures Pvt Ltd

  • 1 - 4 yrs
  • Bilaspur
Retail Sales Direct Sales Negotiation Skills Convincing Power Cold Calling Financial Services Sales Direct Marketing
POST; SALES CONSULTANTEXPERIENCE ; 1-4 YEARS INCENTIVES ; 5000RS FOR SELLING PER MODEL & OTHER BENIFITS LOCATION ; BILASPUR,AMBIKAPUR,KORBA,RAIGARH [C.G]SALARY ; AS PER EXPERIENCE AND KNOWLEDGE
View all details

Financial Service Consultant - Thiruvananthapuram

Skywings Advisors Private Limited

  • 0 - 1 yrs
  • 2.0 Lac/Yr
  • Thiruvananthapuram
Banca Bancassurance Sales Life Insurance
Key Responsibilities:Identify client needs and provide tailored financial solutions across insurance, investment, and savings products.Sell life, health, or general insurance policies based on client requirements.Build a portfolio of clients through cold calling, networking, referrals, and existing databases.Provide after-sales service, including policy servicing, renewals, and claims assistance.Educate clients about various financial products, market trends, and regulatory updates.Maintain accurate records of sales, leads, and customer interactions in CRM systems.Meet or exceed monthly/quarterly targets for sales, revenue, and customer retentionStay updated on insurance products, financial instruments, and competitor offerings.Collaborate with internal departments like underwriting, claims, and customer service to ensure a smooth client experience.
View all details

Financial Advisor (Insurance Sales)

Skywings Advisors Private Limited

  • 0 - 6 yrs
  • 2.5 Lac/Yr
  • Mahape Navi Mumbai
Insurance Agent Insurance Advisor Telecaller Marketing Consultant BFSI Financial Services
ROFILE- Financial Advisor (Insurance Sales)Job description1. Contact individuals on phone call to promote services like Insurance and cross selling.2. Should be able to explain the product and its benefits to the customers3. Resolving customer queries4. Customer follow up and feedback post initial interactionTraining will be provided
View all details
Financial Services Financial Planning Taxation Investment Banking Corporate Finance Finance Leadership Financial Reporting Financial Consultancy Analytical Ability Brand Awareness
Job Openings for 50 Financial Consultant Jobs with minimum 5 Years Experience in Chennai,Mogappair, Chennai,Mogappair West, Chennai,Avadi,Padi, Chennai,Korattur, Chennai,Ambattur Chennai, having Educational qualification of : Higher Secondary, Secondary School, Diploma, Professional Degree, B.A, B.C.A, B.Com with Good knowledge in Financial Services,Financial Planning,Taxation,Investment Banking,Corporate Finance,Finance,Leadership,Financial Reporting,Financial Consultancy,Analytical Ability,Brand Awareness etc.
View all details
View More Jobs