Financial Service Job Vacancies in Chennai

As a Financial Advisor, you will provide guidance to clients about how to manage their finances, including investments, savings, and planning for the future. This part-time role allows you to work from home, making it flexible and convenient.Key Responsibilities:- Client Consultation: Meet with clients to understand their financial goals and needs. This involves listening carefully and asking the right questions to gather necessary information.- Financial Planning: Develop personalized financial plans for clients based on their current situation and future objectives. You will analyze their income, expenses, and investments.- Investment Advice: Recommend suitable investment options, such as stocks, bonds, or mutual funds, that align with clients risk tolerance and financial goals.- Market Research: Stay updated on market trends and economic factors that can affect financial decisions. This knowledge helps clients make informed choices.- Ongoing Support: Provide continual support and advice to clients, adjusting their financial plans as needed to adapt to changing circumstances.Required Skills and Expectations:- Strong communication skills to effectively interact with clients and explain financial concepts in an easy-to-understand way.- Basic understanding of finance and investment principles, eager to learn and grow in the financial field.- Good analytical skills to assess clients' financial situations and make informed recommendations.- Self-motivated and disciplined, able to manage your time effectively in a remote work setup.- A positive attitude and the ability to build trust with clients, ensuring they feel confident in your advice.

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

We are looking for an Assistant Sales Manager to oversee and manage sales and collections of Electric Vehicles (EVs) in the specified region. The ASM will be responsible for driving the sales of EVs (primarily 3-wheelers - passenger and loaders), developing and nurturing relationships with customers, and ensuring timely collections of payments.Job Responsibility? Sales & Business Development:o Identify and target potential customers in the assigned area.o Promote and sell Electric Vehicles, including passenger and loader 3-wheelers.o Build relationships with dealers, fleet owners, and corporate clients.o Drive revenue growth through direct sales and partnerships.o Meet or exceed monthly/quarterly sales targets.? Collections & Credit Management:o Ensure timely collections from customers as per the defined credit terms.o Follow up on overdue accounts and resolve payment issues.o Collaborate with the finance team to assess creditworthiness and manage credit limits.o Maintain detailed records of collections and report on outstanding payments.? Market Research & Reporting:o Track market trends, competitor activities, and customer feedback to adapt sales strategies.o Provide regular reports on sales performance, collection updates, and market conditions.o Suggest new sales and promotional strategies to enhance product uptake.? Customer Service & Relationship Management:o Serve as the primary point of contact for all customer queries and concerns.o Provide after-sales support and ensure high levels of customer satisfaction.o Develop long-term relationships with clients and identify cross-selling opportunities.? Team Coordination:o Coordinate with internal teams (Sales, Finance, and Operations) to ensure smooth operationsand successful transactions.o Train and mentor junior sales staff (if applicable).? Enter into and manage partnership and alliances with Vehicle OEMs local officials and their dealers? Hands on, direct sourcing to increase our retail finance share in the local EV market? Manage monthly sales planning with partners and lead funnel? Manage collection processes with partners and collection agencies? Manage soft and hard collections? Ensure fluency in local language, handling local team and clients of the area assignedMandatory:? Proven experience in sales and collections, preferably in the CV industry.? Strong knowledge of Commercial Vehicles, especially 3-wheeler loaders and passenger vehicles.? Excellent negotiation, communication, and interpersonal skills.? Ability to work independently and manage a large area of responsibility.? Strong organizational skills with a focus on meeting deadlines.? Proficiency in Microsoft Office and CRM software.? Willingness to travel extensively within the assigned region.Target Industry: Commercial Vehicle Finance/EV - MandatoryTarget Industry: Commercial Vehicle Finance/EV - MandatoryGender: MaleExperience: 3+ yearsJob Location: ChennaiWorking Days: 6 daysAge: Upto 30 yearsQualification: Graduate/Post GraduateNotice Period: Immediate to 30 days onlyRelocation candidates: No

Goal Oriented, Knowledge in Finance Products

Designation Sales Executive (B2B & B2C )Locations Chandigarh, Mumbai, Kolkata, ChennaiExperience (0 -1 yrs)Salary - 30k to 35kNo. of opening 1 eachPreferred with Good comms

*Roles and Responsibilities of a Spa Salon Manager*1. *Operations Management:*- Oversee daily operations of the spa and salon, ensuring that all services are delivered efficiently and professionally.- Manage scheduling and appointments to maximize business efficiency and customer satisfaction.- Monitor inventory levels of products and supplies, and reorder as necessary.2. *Staff Management:*- Recruit, train, and supervise spa and salon staff, including therapists, aestheticians, and receptionists.- Conduct regular performance reviews and provide ongoing training to enhance service quality.- Handle staff scheduling, ensuring adequate coverage during peak hours and special events.3. *Customer Service:*- Ensure a welcoming and relaxing environment for clients, addressing any issues or complaints promptly.- Maintain high standards of customer service and personalize services based on individual client needs.- Develop and implement customer loyalty programs and special promotions to attract and retain clients.4. *Financial Management:*- Manage the budget and financial performance of the spa and salon, including revenue, expenses, and profit margins.- Analyze financial reports to identify areas for cost reduction or revenue enhancement.- Set pricing for services and products, considering market trends and competitor pricing.5. *Marketing and Promotion:*- Develop and execute marketing strategies to promote the spa and salon, including social media campaigns, partnerships, and local advertising.- Organize events or workshops to increase brand visibility and attract new clients.- Maintain an active online presence, responding to reviews and engaging with clients on social media platforms.6. *Compliance and Safety:*- Ensure that the spa and salon comply with all health, safety, and sanitation regulations.- Keep up-to-date with industry standards and local regulations, implementing necessary changes to maintain compliance.- Oversee the proper maintenance of equipment and facilities to ensure a safe and clean environment for both clients and staff.7. *Product and Service Development:*- Continuously assess the market and client feedback to introduce new services and products that meet customer demands.- Work with suppliers to source high-quality products that align with the spa's brand and standards.- Develop customized packages or seasonal offerings to boost sales during specific periods.8. *Reporting and Administration:*- Prepare and present regular reports on business performance to upper management or owners.- Maintain accurate records of client preferences, staff performance, and financial data.- Handle administrative duties such as payroll, billing, and vendor management.9. *Client Relationship Management:*- Build and maintain strong relationships with clients, ensuring a personalized and memorable experience.- Gather and analyze client feedback to continuously improve service offerings.- Encourage repeat business through exceptional service and personalized follow-ups.10. *Innovation and Trend Awareness:*- Stay updated on the latest trends in the beauty and wellness industry.- Implement innovative treatments and services to keep the spa competitive and attract a new clientele.*Personal Qualities and Skills Required:*- Strong leadership and interpersonal skills.- Excellent communication and customer service abilities.- Financial acumen and experience in budget management.- Knowledge of beauty and wellness products and services.- Ability to handle high-pressure situations and resolve conflicts effectively.

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.

DESCRIPTION1. Preparation of long-term & short-term business plans for revenue generation.2. Identify and connect with prospective corporate anchors (large buyers/suppliers).3. Find out details of FMCG / FMEG / any other industry Distributors /Dealers and brief them about lending products.4. Support onboarding of anchors by assisting with proposals, meetings, and internal coordination. Sign service agreements with distributors.5. Help map distributor ecosystems for downstream financing opportunities and daily visits to existing distributors.6. The candidate will look after the Repayment collection part of distributor.7. Candidate will play role of mentors for their own distributors and help in their application process.8. Work cross-functionally with credit, legal, and operations team to drive seamless execution.9. Inventing new business strategies followed by their execution for the growth of the company.10. Co-ordination with head office /Central Office for all distributor related activity.11. Maintain lead data, support sales pipeline management and monthly sales report submission

Exciting Career Opportunities!We're inviting homemakers to join our team in part-time/Fulltime roles!Take the first step towards a fulfilling and flexible career!For more details contact me

Interested in sales and marketing Fresh graduate Good communication skills

We are hiring financial consultant for hdfc life insurance here can earn 25k to 55k above

Private finance and finance services

We are looking for 2 Financial Service Consultant Posts in Omr, Chennai, with deep knowledge in Financial Consultancy,Business Finance,Business Evaluation,Business Planning and Required Educational Qualification is : Professional Degree

Greetings from Beerana consultancy Services !!!Openings for Relationship officer position in Leading MNC based life insurance companiesPosition: Relationship OfficerQualification: Any GraduationCTC: upto 4.50 LacsAge Limit: 38Experience: 1+ years in Life Insurance or Bank or BFSI mustLocation: All Over Tamil NaduRole & Responsibility:Person will be based at the bank branch generating business leads from Walk-in customers and also getting references and converting branch leads into sales.Mobilizing & Managing business coming from the bank branches.Maintaining relationships and getting more business from the existing client.Building and maintaining healthy business relationships with Bank Staff and providing Product training & on the job training to them.Perks and benefits:Huge Incentives and Travelling allowanceInterested Candidates kindly share your updated Resume to below mail id or WhatsApp meharini.d@beeranaconsulting.com 8310883997

Job Summary: We are seeking a motivated and results-driven Branch Manager to oversee branch operations, drive business growth, and maintain high standards of customer satisfaction. The ideal candidate will have strong leadership abilities, a customer-centric approach, and a knack for achieving financial and operational goals. With a focus on team management, sales growth, and operational excellence, the Branch Manager will be instrumental in ensuring the branchs success and profitability.Key Responsibilities: - Branch Operations: Oversee all daily operations of the branch to ensure smooth, efficient service and adherence to policies and procedures.- Team Leadership: Lead, mentor, and motivate the branch team to achieve targets and provide excellent customer service.- Sales & Business Development: Develop and implement strategies to meet or exceed sales targets and promote products and services that meet customer needs.- Customer Relations: Maintain strong relationships with clients, resolving queries and complaints efficiently and ensuring a high level of customer satisfaction.- Performance Tracking: Monitor and analyze branch performance metrics to ensure operational and financial objectives are being met.This position offers a competitive salary and the opportunity to work in a collaborative and growth-oriented environment. Join us to lead a branch that values exceptional service, teamwork, and operational excellence!

#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.

To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. Building Relationship and Motivate branch staff to help generate leads. Providing complete policy details and after sales services to clients.Desired Candidate Profile Age between 23 - 35 yrs At least 1 year of Sales experience in Insurance or Banking Sector Good Communication Skill Should be good at creating and maintaining Relationships. Unstoppable & Unshakeable Attitude

Key Responsibility Area: o Financial Services/ Consumer banking business(preferred) - with extensive product/solutions orientation related to Customer Onboarding, Customer Service, or related areas.o Gathering and analyzing requirements for features and translating them into actionable solutions/products.o Creating visual models, such as flowcharts and diagrams, to represent business processes and facilitate understanding and communication among stakeholders.o Working closely with stakeholders, including clients, project managers, and development teams, to ensure clear communication, manage expectations, and address any concerns or issues that may arise.o Assessing potential risks and developing strategies to mitigate them, ensuring that projects are delivered on time and within budget.o A basic understanding of IT systems, databases, and software development methodologies (Agile)Eligibility Criteria: o Strong in Process Mapping and super user of tools like MS Visio, Mind Maps, etc.o Proven track record with product solutions (any technology) and familiarity with automationsolutions and data analytics. Any Digital Customer Onboarding or Customer Service or FraudManagement solutions/product ideation/elaboration and implementation experience.o Experience creating solutions leveraging automation platforms like UiPath, BluePrism, AA, Decisions, etc. would be preferred.o Well versed with Office 365.o Strong understanding of Project Management Software like Jirao Very strong Self learning capabilities and guiding team members.o Professional certifications such as Certified Business Analysis Professional (CBAP) or Project Management Professional (PMP)

Primary ResponsibilitiesDevelopment of Salesforce components and services in Salesforce Financial Services Cloud, Service Cloud, Sales Cloud and Experience in Cloud ,contribution to solution and support testing teamsCollaborate with the functional team to figure out the best way to implement a solutionHandle technical issues and Lead junior team membersDesign and develop solution architecture by interaction with client SME and stakeholdersPrepare and develop the Service Cloud assets for confirming with Business requirementFor more detailsSivasakthi

Key Responsibilities: Identify dispute (Rate/Volume/Fraud/additional invoice). Look into related inquiries, investigate, analyse data, interaction with customer/supplier to ensure disputes are resolved in a timely manner. Liaise with appropriate departments commercial/technical/finance to resolve/validate data to support dispute resolution. Ensure accurate and appropriate responses to disputes internal and external. Follow the contract & escalation process as per agreements if required. Accurately record details of all disputes. Able to reconcile wholesale invoices and isolate system or CDR rating variances between billing / rating system (CSGi) and external sources. Provide stakeholders the accurate cost and revenue information for the business. Decision making: Ability to analyse information, think through difficult problems, and make critical decisions based on information from either internal (from finance/commercial/technical) or external (customer/supplier) for dispute and decide what is fair and reasonable given all the circumstances of the dispute. Confident judgement and accurately closed disputes i.e. in favour of the company, withdrawal or 50 50 solution. Provide accurate calculation for Finance Team for revenue supplementary invoice to customer.Approve credit notes to partners issued by Finance Team. Skills and Experience: Ability to communicate with all individuals in a professional and courteous manner both verbally and in writing in English. Telecom commercial experience, carrier account manager knowledge. Understanding of Surcharge. Ability to listen to customers and find solution to resolve conflict. Analytical & attention to detail. Proactive, self-motivated. Experience with Excel, Pivot Tables and Lookups essential.

Hiring for 5 Financial Advisor Jobs in Chennai with minimum 3 Years Experience,Required Educational Qualification is : 12th Pass with Good knowledge in Financial Services, Financial Planning etc.

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.

We are seeking a motivated and results-driven Branch Manager to oversee branch operations, drive business growth, and maintain high standards of customer satisfaction. The ideal candidate will have strong leadership abilities, a customer-centric approach, and a knack for achieving financial and operational goals. With a focus on team management, sales growth, and operational excellence, the Branch Manager will be instrumental in ensuring the branchs success and profitability.- Branch Operations: Oversee all daily operations of the branch to ensure smooth, efficient service and adherence to policies and procedures.- Team Leadership: Lead, mentor, and motivate the branch team to achieve targets and provide excellent customer service.- Sales & Business Development: Develop and implement strategies to meet or exceed sales targets and promote products and services that meet customer needs.- Customer Relations: Maintain strong relationships with clients, resolving queries and complaints efficiently and ensuring a high level of customer satisfaction.- Performance Tracking: Monitor and analyze branch performance metrics to ensure operational and financial objectives are being met.- Compliance & Reporting: Ensure all branch activities are compliant with organizational and regulatory requirements, and provide regular reports to higher management.This position offers a competitive salary and the opportunity to work in a collaborative and growth-oriented environment. Join us to lead a branch that values exceptional service, teamwork, and operational excellence!If you are interested send resume to weshinehrteam1@gmail.com