Financial Service Jobs

Business Finance Analyst - FinTechHiring Company: Talent Zone ConsultantJob Title: Business Finance Analyst / Senior Business Finance AnalystLocation: BangaloreEmployment Type: Full-timeJob SummaryTalent Zone Consultant is looking for an experienced Business Finance Analyst with 7-9 years of experience in FinTech, NBFC, Banking, Payments, Lending or Digital Financial Services.The ideal candidate will have strong expertise in FP&A, financial modelling, budgeting, forecasting, variance analysis, business performance management and unit economics. The candidate will work closely with business, product, sales, operations and leadership teams to provide actionable financial insights and support strategic decision-making.Key ResponsibilitiesOwn and manage FP&A activities, including annual budgeting, rolling forecasts and long-range financial planning.Prepare and analyse monthly/quarterly P&L, MIS and management reports.Conduct budget vs. actual and forecast vs. actual variance analysis and provide actionable commentary.Develop detailed financial models, business cases and scenario analyses for new products, initiatives and investments.Analyse revenue, costs, margins, profitability and operating performance across business/product segments.Drive product-level profitability and unit economics analysis.Track key FinTech metrics such as CAC, LTV, contribution margin, portfolio yield, cost of funds, revenue per customer and cost-to-income.Partner with Product, Sales, Operations, Risk and Technology teams to evaluate business performance.Support pricing decisions, cost optimisation and resource allocation through financial analysis.Identify business risks, profitability opportunities and areas for operational improvement.Prepare dashboards and presentations for senior management and leadership reviews.Support strategic initiatives including new product launches, expansion plans, investment decisions and business growth initiatives.Automate recurring financial reporting and improve the accuracy and efficiency of finance processes.Work with large datasets and collaborate with BI/Data teams to develop meaningful financial insights.Required SkillsCore Finance:FP&A, Business Finance, Financial Planning, Financial Analysis, Budgeting, Forecasting, Variance Analysis, P&L Analysis, Management Reporting, MIS Reporting, Financial Modelling, Business Modelling, Scenario Analysis, Business Case Development, Profitability Analysis, Cost Analysis, Revenue Analysis, Cost Optimization, Strategic FinanceTechnology / Analytics:Advanced Excel, Financial Modelling, Power BI, SQL, Data Analytics, Dashboarding, Power Query, Power Pivot, ERP, BI Reporting, AutomationSoft Skills:Business Partnering, Stakeholder Management, Strategic Thinking, Commercial Acumen, Analytical Thinking, Problem Solving, Leadership Communication, Presentation Skills, Decision MakingEducationCA / MBA Finance / CMA / CFA preferred.Bachelor's degree in Finance, Accounting, Economics, Business or a related discipline.Candidates from reputed FinTech, NBFC, Banking, Payments or Financial Services organisations preferred.Candidate Profile7-9 years of relevant experience in Business Finance, FP&A, Corporate Finance, Strategic Finance or Finance Analytics.Strong preference for candidates with FinTech / NBFC / Banking / Lending / Payments experience.Should have hands-on experience with budgeting, forecasting, financial modelling and P&L analysis.Experience in unit economics and product profitability will be highly preferred.Should be comfortable working with senior stakeholders and presenting financial insights.Strong Excel skills are mandatory; SQL/Power BI will be an advantage.

As a Financial Advisor in Cuttack, you will assist clients in managing their finances effectively. This role requires strong communication skills and financial knowledge to help clients achieve their financial goals.Key Responsibilities:- Client Consultation: Meet with clients to understand their financial needs and assess their current financial situation. This helps you tailor your advice based on each client's unique circumstances.- Financial Planning: Develop personalized financial plans that include investments, savings, and insurance options. Your plans should align with clients short-term and long-term financial goals.- Market Research: Stay informed about financial markets and investment opportunities. This knowledge is essential to provide accurate and timely advice to clients.- Product Recommendation: Suggest suitable financial products such as investments, retirement plans, and insurance. You should be able to explain the benefits and risks of different options clearly.- Follow-Up: Regularly check in with clients to review their financial plans and make adjustments as needed. This ongoing support builds trust and encourages client loyalty.Required Skills and Expectations:- A minimum of 12th-grade education is necessary; further finance-related education is a plus.- Strong communication and interpersonal skills to build relationships with clients.- Basic understanding of financial products and services.- Ability to analyze financial data and trends to make informed recommendations.- A proactive and self-motivated approach to work, with an eagerness to learn and grow in the financial sector.

Job Description - Field Sales ExecutiveIndustry: Loan / Financial ServicesExperience: 1-3 YearsGender: Male / FemaleJob Type: Full-TimeResponsibilities: Generate leads and acquire new customers for loan products. Conduct field visits and meet potential customers. Explain loan products, eligibility, and documentation requirements. Follow up with leads and maintain customer relationships. Achieve assigned sales targets.Requirements: 1-3 years of experience in field sales, preferably in the loan/finance industry. Good communication and convincing skills. Comfortable with field work and local travel. Target-oriented and self-motivated. Male/Female candidates can apply.

We are looking for a motivated and detail-oriented Financial Consultant to join our team in Agra. This is a full-time, work-from-home position suitable for freshers who have completed their 12th grade. As a Financial Consultant, your main responsibilities will include helping clients understand their financial options and providing guidance on investments, savings, and financial planning.

As a Financial Advisor, you will play a vital role in helping clients manage their finances and make informed decisions. Your primary responsibilities will include:- Assessing Client Needs: You will evaluate your clients' financial situations to offer tailored advice and solutions that meet their goals.- Developing Financial Plans: Based on the assessment, you will create personalized financial plans that include savings, investment strategies, and retirement options.- Providing Expert Guidance: You will guide clients through various financial products and services, ensuring they understand their options and make smart choices.- Monitoring Financial Progress: Regularly checking in with clients to review their financial plans and making adjustments as needed will be crucial for their success.- Building Client Relationships: Establishing and maintaining good relationships with clients will help you gain their trust and encourage referrals.For this position, you would need the following skills and qualities:- Strong Communication Skills: You must be able to explain financial concepts clearly and effectively to clients.- Analytical Thinking: The ability to analyze financial data and situations is important to provide sound advice.- Customer Service Focus: A commitment to helping clients achieve their financial goals is essential.- Self-Motivated: As this is a part-time work-from-home role, you should be disciplined and able to manage your time effectively.- Basic Financial Knowledge: While prior experience is not mandatory, a foundational understanding of finance will be an advantage.

Instant Personal Loan, Personal Loan, Business Loan, Loan Against Property & Other Contract based work.

As a Life Insurance Advisor, you will help individuals and families secure their financial future by providing them with suitable life insurance products. This role is part-time and can be done from the comfort of your home, making it ideal for those seeking flexibility in their work hours.Key Responsibilities:- Client Consultation: Engage with clients to understand their insurance needs and financial goals, ensuring you provide tailored solutions that fit their circumstances.- Product Knowledge: Stay updated on various life insurance policies and products to effectively explain options and benefits to clients, enabling informed decision-making.- Sales and Marketing: Actively promote life insurance products through various marketing channels, leveraging personal networks to reach potential clients.- Policy Management: Assist clients in filling out applications and managing their policies, ensuring they have a seamless experience from start to finish.- Follow-Up: Maintain ongoing communication with clients, providing them with updates and asking for referrals to expand your client base.Required Skills and Expectations:Candidates should have a minimum education level of 12th grade. Strong communication skills are essential, as you will be interacting with clients frequently. Basic computer skills are necessary for handling online applications and communications. A knack for sales and marketing will be beneficial, along with a positive attitude and willingness to learn about the insurance industry. Enthusiasm for helping clients achieve financial security is crucial to your success in this role.

Real Estate Sales ConsultantFor True Property New ChandigarhLocation: Omaxe New Chandigarh

As a Sales Advisor, you will play a key role in helping customers find the right products and ensuring a positive shopping experience. Your primary focus will be on driving sales and providing excellent service to all customers.Key Responsibilities:- Assist Customers: Help customers understand product features and benefits, guiding them to choose the best options for their needs.- Sales Transactions: Process sales transactions accurately and efficiently, ensuring that all payments and receipts are handled correctly.- Product Knowledge: Stay updated on the latest products and promotions to offer informed recommendations to customers.- Customer Relationship: Build and maintain strong relationships with customers, addressing any concerns or feedback they may have.- Team Collaboration: Work closely with team members to achieve sales targets and improve customer satisfaction.- Store Maintenance: Ensure the sales area is clean, organized, and stocked with merchandise, creating a welcoming environment for customers.Required skills and expectations include:- A minimum of a 12th-grade education with a focus on communication and interpersonal skills. - An enthusiastic and friendly demeanor to connect with customers effectively.- Basic knowledge of sales principles and customer service techniques.- Ability to work in a fast-paced environment, managing multiple tasks efficiently.- A willingness to learn and adapt to new products and sales strategies.- Strong commitment to teamwork and collaboration in achieving common goals. This role is suitable for males who are eager to start their careers in sales and customer service.

We are looking for a motivated and organized Finance Executive to join our team in New Delhi. This entry-level position is ideal for recent graduates interested in pursuing a career in finance.Key responsibilities include:- Financial Record Keeping: Maintain accurate records of financial transactions, ensuring all documentation is in order and easily accessible for audits.- Budget Assistance: Support the preparation and monitoring of budgets, helping to track expenditures and ensuring funds are allocated appropriately.- Invoice Processing: Handle the processing of invoices, ensuring timely payments and addressing any discrepancies promptly.- Reporting: Assist in the preparation of financial reports by gathering and analyzing data, contributing to monthly and quarterly reviews.- Customer Inquiries: Respond to customer inquiries regarding finance-related matters, providing timely and accurate information and maintaining professional communication.Required skills and expectations:Candidates must have a graduate degree in finance or a related field. Strong attention to detail and analytical skills are essential for this role. The ideal candidate should possess excellent communication skills, both verbal and written, to interact effectively with team members and clients. Basic knowledge of financial software and Microsoft Excel is preferred. A strong work ethic, along with the ability to work independently and as part of a team, will help you succeed in this dynamic office environment. This position is full-time and requires you to work from our office in New Delhi.

We are looking for a dedicated Life Insurance Advisor to join our team in Hamirpur. This role is suitable for individuals with 0 to 2 years of experience and a minimum educational qualification of 12th pass. The job allows you to work from home, making it flexible and convenient.Key Responsibilities:- Client Engagement: Connect with potential clients to understand their life insurance needs and provide appropriate solutions.- Policy Recommendations: Analyze clients' financial situations and recommend suitable life insurance policies that cater to their requirements.- Sales Growth: Actively pursue leads and follow up with prospects to achieve sales targets and contribute to overall business growth.- Customer Education: Educate clients about the benefits of life insurance and ensure they understand various policy options available.- Documentation Handling: Assist clients with the necessary paperwork required for policy applications and renewals, ensuring accuracy and compliance.Required Skills and Expectations:- Strong communication skills are essential to build rapport with clients and explain complex insurance concepts in a simple manner.- A self-motivated and goal-oriented attitude is important for achieving sales targets and driving personal success.- Basic computer skills are required to manage paperwork and client databases effectively.- A commitment to providing excellent customer service, ensuring clients feel valued and informed throughout the process.- Willingness to learn and adapt to the evolving insurance market and products is crucial for success in this role.

Financial Services Executive (Sales, Operations & Stock Market Dealer)Company: AMOLAKSHAYA TRADE AND CREDIT PVT LTDLocation: Chatribari, Guwahati, AssamJob Type: Full-Time PermanentExperience: Fresher to 2 YearsEducation: Graduate (Minimum)About UsEstablished in 2001, AMOLAKSHAYA TRADE AND CREDIT PVT LTD has successfully completed 25 years of trusted service in the financial services industry. We provide comprehensive financial solutions and have built lasting relationships through integrity, professionalism, and client-centric service.Our Services- Stock Broking (Equity, F&O, Commodity & Currency)- Mutual Funds- IPO Investments- Demat & Trading Accounts- Life & Health Insurance- Financial Planning & Wealth ManagementJob OverviewWe are looking for a dynamic, customer-focused, and proactive Financial Services Executive to support our sales, client servicing, operations, and stock market dealing activities. This is an excellent opportunity for candidates looking to build a long-term career in the financial services industry.Key Responsibilities- Generate new business through referrals, telecalling, networking, and client meetings.- Build and maintain strong relationships with existing and prospective clients.- Promote Demat & Trading Accounts, Mutual Funds, IPOs, Life Insurance, Health Insurance, and other financial products.- Execute Equity, F&O, Commodity, and Currency trades as per client instructions.- Process Mutual Fund transactions and assist with Demat account opening.- Coordinate insurance renewals, documentation, and investment-related processes.- Resolve client queries and provide prompt after-sales support.- Maintain client records using CRM and MS Excel.- Coordinate with exchanges, AMCs, insurance companies, and internal teams for seamless operations.- Ensure compliance with regulatory guidelines and internal policies.Desired Skills- Good communication and interpersonal skills.- Customer-oriented with a proactive approach.- Basic knowledge of MS Office and email.- Strong logical thinking and attention to detail.- Sales aptitude with excellent follow-up skills.- Willingness to learn and grow in the financial services industry.Eligibility- Graduate in any discipline.- Freshers are welcome to apply.- Experience in Banking, Stock Broking, Mutual Funds, Insurance, or Financial Services will be an advantage.- NISM Certification (or willingness to obtain it after joining) will be an added advantage.

SBI Life Insurance is hiring Financial Advisors for Full Time and Part Time opportunities. If you are looking to build a career or earn an additional income with flexible working hours, this opportunity is for you. Training and support will be provided to eligible candidates.

As a Financial Consultant, you will provide valuable guidance to clients on managing their finances effectively. This role is ideal for fresh graduates or individuals with a 12th-grade education seeking to start a career in finance. Your work will primarily be conducted from home.Key Responsibilities:- Client Consultation: Engage with clients to understand their financial goals and needs, helping them make informed decisions.- Financial Analysis: Evaluate clients financial situations, including income, expenses, investments, and debts to offer tailored solutions.- Develop Financial Plans: Create comprehensive financial plans that align with clients' goals, assisting them in budgeting, saving, and investing.- Market Research: Stay updated on financial markets and trends to provide clients with relevant information and recommendations.- Ongoing Support: Provide continuous support to clients, adjusting financial plans as necessary to accommodate changes in their circumstances.Required Skills and Expectations:Candidates should possess strong communication skills to explain financial concepts clearly and effectively. A good understanding of basic finance principles is essential. You should be detail-oriented and able to analyze financial data accurately. Being proactive and self-motivated is important since this is a work-from-home position. A willingness to learn and develop professionally in the financial sector is highly valued. Successful candidates will demonstrate the ability to build relationships with clients, showing empathy and understanding of their financial challenges.

As a Financial Advisor, you will be responsible for guiding clients in managing their finances effectively. Your role will involve providing tailored financial advice and building strong relationships with clients to help them achieve their financial goals.Key Responsibilities:- Client Consultation: Engage with clients to understand their financial needs, goals, and current financial situations, allowing you to provide personalized advice.- Financial Planning: Develop comprehensive financial plans that suit individual client requirements, including budgeting, savings, and investment strategies.- Investment Guidance: Recommend suitable investment options based on client profiles, market trends, and risk tolerance to help them grow their wealth.- Market Research: Stay updated on financial products, market trends, and economic news to provide informed advice and improve client portfolios.- Relationship Management: Foster long-term relationships with clients by maintaining regular contact and providing ongoing support and guidance.To be successful in this role, you should possess strong communication skills to explain complex financial concepts clearly. An understanding of financial products and the ability to analyze client needs are critical. A proactive attitude and a willingness to learn will help you thrive in this fast-paced environment. You should be detail-oriented and have strong analytical skills to assess various financial situations accurately. A good level of confidence is also necessary, as you will be interacting directly with clients to build their trust.

We are looking for a motivated Financial Service Associate to join our team in Berhampur. This full-time position is open to male candidates, including fresh graduates who are eager to start their careers in finance.Key Responsibilities:- Customer Service Support: Assist clients by answering their questions about financial products and services while ensuring a positive experience.- Account Management: Help clients with their accounts, including opening new accounts and providing updates on existing ones to maintain strong client relationships.- Financial Analysis: Analyze clients' financial needs and recommend suitable products or services to meet their goals effectively.- Document Preparation: Prepare necessary financial documents and ensure all paperwork is accurate and submitted on time for processing.- Team Collaboration: Work closely with other team members to coordinate efforts and provide excellent service to all clients.Required skills and expectations include:- Strong communication skills: You should be able to express ideas clearly and listen effectively to client needs.- Basic financial knowledge: Familiarity with financial concepts and products will be beneficial in assisting clients.- Attention to detail: Ensuring all information is accurate and tasks are completed efficiently is crucial in this role.- Positive attitude: A professional demeanor and a willingness to learn will help you thrive in our team-oriented environment.- Willingness to work from the office: This role requires you to be present on-site to collaborate with the team and serve clients effectively.

Requirements:Strong knowledge of finance and accounting concepts.Experience in preparing CMA (credit monitoring arrangements) and Project finance Reports (even basic experience is acceptable, provided you have strong conceptual knowledge).Good understanding of financial ratios, loan documentation, and loan processing.Strong analytical and communication skills.Strong proficiency in Microsoft Excel and Microsoft Word.

Drive Sales, Acquire Clients, & Achieve Monthly Business Targets.If You are Interested Please Share Ur Cv

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

Responsibilities:Manage incoming and outgoing calls in a professional manner.Respond to customer inquiries, complaints and concerns with a problem-solving mindset.Log customer interactions and track follow-ups.Offer timely and relevant solutions to resolve customer issues.Collaborate with team members to escalate and address more complex concerns.Meet key performance metrics including call handling time, customer satisfaction and resolution rates.Job Requirements:The minimum qualification for this role is Graduate and 1 - 2 years of experience. The role involves resolving customer complaints, providing right information and escalating complex problems to the relevant department when needed. Candidates must be open to a 6 days working week during the Day shift.