13

Home Finance Job Vacancies in Gurgaon

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  • 2 - 8 yrs
  • 5.0 Lac/Yr
  • Gurgaon
Home Loans Home Finance Life Insurance Health Insurance Sales Officer Real Estate Agents Cold Calling Financial Inclusion
Home loan/Life Insurance - Sector 49, Gurgaon MCPSLocation: Sector 49, GurgaonIndustry: Financial ServicesQualification: MBA (Preferred)About the RoleWe are seeking a dynamic and results-driven Home Loan Sales Officer to join our financial services team. The role involves identifying potential customers, promoting home loan products, and achieving monthly sales targets while ensuring excellent customer service.Key ResponsibilitiesGenerate leads through cold calling, field visits, and existing customer networks.Meet prospective clients and evaluate their home loan requirements.Explain loan products, eligibility criteria, interest rates, and documentation needs.Assist customers throughout the loan application and approval process.Maintain strong relationships with builders, real estate agents, and channel partners.Achieve monthly sales and business acquisition targets.Ensure compliance with company policies and regulatory guidelines.Provide timely reports on sales activities and lead progress.Required Skills & CompetenciesStrong communication and interpersonal skills.Good understanding of home loan products and the housing finance market.Ability to manage field sales and build customer relationships.Target-oriented and self-motivated.Basic knowledge of financial documentation and credit processes.If you are intersted so please share me your CV atManisha RoyE - capitalplacement21@gmail.comP - 9891409300
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Vice President (10-15 Years)

A Square Technologies Pvt. Ltd.

  • 10 - 15 yrs
  • 50+ Lakh/Yr
  • Gurgaon
Customer Experience Manager Customer Experience Back Office Operations Operational Enhancements Strategy Development Contact Centre Technology Integration Client Engagement Financial Management
The VP of CX & BO Innovation will spearhead the strategic development and implementation of transformative and innovative projects across our Customer Experience (CX) and Back Office (BO) operations within the contact centre environment. This pivotal role involves identifying technology opportunities, translating them into tangible operational enhancements, engaging directly with clients to provide solutions and articulate implementation strategies, and overseeing deployment. The role will champion the technology strategy for CX and BO capabilities, ensuring optimal utilisation and performance of all relevant transformation areas within our operational facilities. This role reports to the VP of Capabilities and collaborates closely with the senior management and sales teams to ensure seamless client interactions and the delivery of exceptional outcomes.
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  • 1 - 5 yrs
  • 2.5 Lac/Yr
  • Gurgaon
Daily Accounting Excel Sheet Tax Laws Financial Reporting Accounts Reconciliation Accounts Payables
Location: RemoteAbout the Role:Were looking for a detail-oriented Freelance Bookkeeper to manage financial records, track expenses, and ensure accurate reporting. If you have a strong grasp of accounting principles, experience with bookkeeping software, and a knack for organization, wed love to hear from you.Responsibilities:Maintain accurate financial records and general ledgers.Process invoices, payments, and reimbursements.Reconcile bank statements and financial transactions.Prepare financial reports for management.Assist with budgeting and forecasting.Ensure compliance with financial regulations and tax requirements.Requirements:Proven experience as a bookkeeper, accountant, or in a similar role.Proficiency in accounting software (Tally is a must).Strong understanding of bookkeeping principles and financial reporting.Excellent attention to detail and problem-solving skills.Ability to manage multiple tasks and meet deadlines.Strong communication and organizational skills.Preferred Qualifications:Experience in Accounting and finance industry.Knowledge of tax regulations and compliance of India and Dubai (preferred).Certification in bookkeeping or accounting is a plus.
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  • 3 - 5 yrs
  • Gurgaon
Proposal Development Helioscope PvSell AutoCAD Sketchup Financial Modelling Open Solar
We are hiring a Pre-Sales Solar Design & Proposal Engineer to support our Australian commercial & industrial (C&I) solar projects. This role involves technical proposal development, system design, cost estimation, and financial modeling to assist in quoting and pre-sales activities. Note: Experience with Australian solar standards (CEC, AS/NZS 4777) is a plus, but candidates with strong Indian C&I solar experience and a willingness to learn Australian regulations are encouraged to apply.Key Responsibilities:Proposal Development & Quoting Prepare technical proposals, cost estimates, and tender responses for commercial & industrial (C&I) solar projects.Solar System Layout & Design Create preliminary system layouts, single-line diagrams (SLDs), and performance simulations using Helioscope, PVsell, OpenSolar, or similar tools.Financial Viability & ROI Analysis Perform payback period calculations, Levelized Cost of Energy (LCOE) modeling, and financial feasibility studies for project assessment.Energy Data Analysis Interpret customer electricity bills, load profiles, and consumption patterns to determine optimal solar system sizing.Cost Estimation & BOQ Preparation Generate Bill of Quantities (BOQ), procurement cost estimates, and CAPEX/OPEX projections.Stakeholder Collaboration Work closely with sales, engineering, and finance teams to refine proposals and ensure alignment with customer requirements.Compliance with Australian Standards Ensure pre-sales designs align with Australian electrical regulations, CEC guidelines, and AS/NZS standards.Mandatory Experience: Commercial & Industrial (C&I) Solar Pre-Sales & Proposal Development Strong background in quoting, bid preparation, and technical sales support for large-scale solar EPC projects. Financial & Project Feasibility Analysis Experience in LCOE modeling, payback period analysis, and investment return calculations. Cost Estimation & Procurement Planning Expertise in EPC costing, BOQ preparation, and material estimation. Solar PV Design & Simulation Proficiency with Helioscope, PVsell, PVsyst, OpenSolar, AutoCAD, or similar tools for preliminary design and energy yield estimation. Electrical & SLD Knowledge Ability to interpret and develop single-line diagrams (SLDs), system layouts, and grid connection schemes.Preferred/Desirable Experience: Australian Solar Standards & CEC Accreditation Understanding of AS/NZS 4777, CEC design accreditation, and Australian grid interconnection rules (preferred but not mandatory). Strong CAD & Design Skills Knowledge of AutoCAD, SketchUp, or similar tools for detailed pre-sales design visualization.Required Qualifications: Bachelors degree in Renewable Energy, Electrical Engineering, Power Systems, or a related discipline. 3 to 5 years of experience in solar pre-sales engineering, proposal development, and financial modeling for C&I solar projects.Why Join Us? Work with a leading Australian solar EPC company and gain exposure to international solar standards. Develop expertise in Australian renewable energy regulations and work on large-scale C&I projects. Opportunity to work remotely or in a hybrid setup from India while supporting global solar initiatives.
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Sales Officer

Skywings Advisors Private Limited

Direct Marketing Home Loans Field Sales Field Worker Financial Services Home Finance Housing Finance
1) Quality acquisition of Home Loan for Resident / Non-resident Indian by goingout into the market & catchment area.2) Ensure quality sourcing of new customer to sell different kind of loans and insurance3) Generate leads of customer through referral, meeting branch walk-ins customer, associates, e-mailing,direct mailing, cold calls in the catchment area.4) Ensure quality customer service is delivered.5) Meeting productivity norms as defined through support of channels & own efforts.6) Strictly adhere & maintain KYC norms compliance.7) Adhere the norms, regulation & practices of banks religiously.
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Business Finance Financial Advisor Intern
Our Internship Program is an opportunity for students to work with SEBI registeredcompany and gain knowledge about financial market & HR opportunities to developtheir skills while learning.During your internship, the concentration will be on helping you understand the theoreticalconcepts with their practicality and implications to help you connect your classroomknowledge and on-field experience. We will be happy to train you to learn new skills whichare extremely helpful in the professional setting.Our internship program can introduce students to many aspects of Full and Part timeemployment opportunities while allowing them to explore their interests and formpersonal career goals.Roles and Responsibility- Networking and partnershipCommunication and reportingPortfolio rebalancing and performingResearch and market analysisRisk managementInvestment advice and portfolio managementFinancial planningClient acquisition and relationship management ( To attract new clients build and maintain long term relationships and provide personalize services)Working towards converting the potential clients to our clients by providing them with detailed information and solving queriesWe are looking forward to start a corporate engagement with your association in making all the colleges aware of our internship and placement program by which all the students have complete knowledge and growth in future for which we will be highly obliged towards you.Kindly find details in attachment for Internship and Placement. If you are interested in collaborating with us for Students Internship & Placement on Pan India location, you can contact us on +91-7607603446 or you can write your query on hr@stockart.co.inNote: Only students eager to learn all about Trading in Stock market and HR Operations should show interest. There is a registration fees of rs500 and this is a 2 month internship where you'll be paid rs10000 per month
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Financial Reporting Finance Leadership Voice Process Analytical Skills
Our Internship Program is an opportunity for students to work with SEBI registeredcompany and gain knowledge about financial market & HR opportunities to developtheir skills while learning.During your internship, the concentration will be on helping you understand the theoreticalconcepts with their practicality and implications to help you connect your classroomknowledge and on-field experience. We will be happy to train you to learn new skills whichare extremely helpful in the professional setting.Our internship program can introduce students to many aspects of Full and Part timeemployment opportunities while allowing them to explore their interests and formpersonal career goals.Roles and Responsibility:Networking and partnershipCommunication and reportingPortfolio rebalancing and performingResearch and market analysisRisk managementInvestment advice and portfolio managementFinancial planningClient acquisition and relationship management ( To attract new clients build and maintain long term relationships and provide personalize services)Working towards converting the potential clients to our clients by providing them with detailed information and solving queries.Note: Only students eager to learn all about Trading in Stock market and HR Operations should show interest. There is a registration fees of Rs500/- imposed just for seriousness of interns. You will be paid 10000 per month for 2 months if you've completed the assignment
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  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Gurgaon
Direct Marketing Channel Sales Communication Skills Financial Services Sales Sales Consultant Work From Home
Hiring for 20 Sales Consultant Jobs in Gurugram, for Freshers, Required Educational Qualification is : Higher Secondary, Diploma, Professional Degree, Other Bachelor Degree with Good knowledge in Direct Marketing, Channel Sales, Communication Skills, Financial Services Sales etc.
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Sales Operations Financial Consultant Work From Home
We are looking for Retired people having experience of any industry and willing to work part-time as Financial Consultants with a reputed organization.The job profile includes sales, operations, team handling, recruitment etc. We are organizing live zoom meeting to conduct the interviews in this week so please apply immediately if you are interested. This job can be done working from home also.
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Financial Advisor

Icici Prudential Life Insurance Company Ltd

Generating Leads Communication Skills Sales Consultant Field Executive Marketing Executive Financial Advisor Work From Home
Candidate will be part of an application in the Financial and Insurance Sector and take care of business development by building relationships with potential clients. Candidates will undergo training in F&O Segment and will have exposure to Derivative analysis through our training programme. Duties1. Working towards converting the potential clients to our clients by providing them with detailed information & solving their queries. 2. Build Relationships with existing as well as future clients 3. Partake in strategising new initiatives for growing business with a quantifiable end product.4. Required to freely working on any non-working days (weekends or public holidays) as per the teams requirement, a compensatory off for the same will be provided.Key Responsibility Areas (KRAs) :Reasonable Revenue Targets linked with very attractive Incentives. Criteria for Applying 1. Have an interest in Financial Markets. Prior Knowledge of the same will act as an advantage 2. Open to learning new things 3. Good communication skills (Languages known: English, Hindi) Any other languages known will provide an edge. 4. Persuasive in nature with good negotiations skills 5. Ability to work in a fast-paced environment 6. Target Driven/Result Oriented 7. Experience: 0 to 3 years. Salary Offered: Upto 30-40% Commission on each Policy, Plus Incentives and Domestic or International Trips
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  • 0 - 1 yrs
  • Gurgaon
Good Communication Basic Computer Financial Sale Work From Home
Basic knowledge of computer excel.Monitor and identify clients needs and main client base.contact prospective customers in order to present information.Freshers can also apply for the position
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Financial Planning Analyst

Trpw Strategic Partners

  • 4 - 6 yrs
  • Gurgaon
Financial Planning Investment Banking Finance Budgeting Variance Analysis Financial Reporting Microsoft Excel Accountant Analyst Accounts CA INTER CA CMA CPT Work From Home Walk in
The requirement is further summarized as follows: Preparation of Annual Budget and Monthly/Quarterly Forecasts Analysis of monthly actual financials with budget/forecasts Variance analysis and explanations An updated forecast with risks and opportunities to the current plan Key Performance Indicators (KPIs) analysis Understanding of GAAP and Enterprise set of books. Other General Accounting Matters
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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)
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Home Loan Sales Officer

Capital Placement Services

  • 1 - 7 yrs
  • 5.5 Lac/Yr
  • Gurgaon
Home Loans Home Loan Executive Life Insurance Industrial Health Business Loan Financial Services Financial Services Sales MBA Cold Calling Calling Field Sales
Home loan sales officer - sector 49, Gurgaon MCPSLocation: Sector 49, GurgaonIndustry: Financial ServicesQualification: MBA (Preferred)About the RoleWe are seeking a dynamic and results-driven Home Loan Sales Officer to join our financial services team. The role involves identifying potential customers, promoting home loan products, and achieving monthly sales targets while ensuring excellent customer service.Key ResponsibilitiesGenerate leads through cold calling, field visits, and existing customer networks.Meet prospective clients and evaluate their home loan requirements.Explain loan products, eligibility criteria, interest rates, and documentation needs.Assist customers throughout the loan application and approval process.Maintain strong relationships with builders, real estate agents, and channel partners.Achieve monthly sales and business acquisition targets.Ensure compliance with company policies and regulatory guidelines.Provide timely reports on sales activities and lead progress.Required Skills & CompetenciesStrong communication and interpersonal skills.Good understanding of home loan products and the housing finance market.Ability to manage field sales and build customer relationships.Target-oriented and self-motivated.Basic knowledge of financial documentation and credit processes.you are intersted so please send me your CV atcapitalplacement@gmail.com 9891409300;
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Accounts in Sector 15,Gurgaon Mcps

Capital Placement Services

Key Accounts Accounts GST Return GST TDS Taxation Corporate Taxation ERP Software Accounting Operations Branch Accounting Handle Taxation Financial Reports Reconciliations. Income Tax Accounting Software. Maintain Books Excellent Communication P&L Statements
Job Responsibilities:Handle day-to-day accounting operations in Tally/ERP software.Prepare and maintain books of accounts, journal entries, ledgers, and reconciliations.Manage GST filings GSTR-1, GSTR-3B, and annual returns.Handle Taxation, TDS deduction, payment, and return filing.Assist in preparation of balance sheets, P&L statements, and other financial reports.Coordinate with auditors for internal and statutory audits.Manage vendor and customer account reconciliation.Ensure timely payment of taxes and compliance with all statutory requirements.Maintain accurate records of all financial transactions.Required Skills & Qualifications:Bachelors Degree in Commerce (B.Com) or related field.Proficient in Tally ERP, MS Excel, and accounting software.Good knowledge of GST, TDS, and Income Tax compliance.Strong attention to detail and analytical skills.Excellent communication and organizational abilities.
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  • 4 - 10 yrs
  • 13.0 Lac/Yr
  • Gurgaon
Bookkeeping Client Handling UK Clients Monthly Reports Account Reconciliations VAT Returns Resolve Queries Provide Financial Insights Accurate Delivery Finance Accounting UK Bookkeeping Client Management QuickBooks Lead Team Manager UK Shift
Manager Bookkeeping (UK Shift, WFH) Lead a team of bookkeeping professionals for UK clients. Oversee VAT returns, account reconciliations, and monthly reports. Communicate directly with clients to resolve queries and provide financial insights. Ensure timely and accurate delivery of all bookkeeping tasks.Qualifications & Skills Bachelors/Masters in Accounting, Finance, or CA/ACCA. 5+ years in UK bookkeeping. Strong leadership and client management skills. Proficiency in Xero, QuickBooks, Sage.
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Vice President - CX & BO Innovation

A Square Technologies Pvt. Ltd.

  • 10 - 15 yrs
  • 50+ Lakh/Yr
  • Gurgaon
Customer Experience Manager Customer Experience Back Office Operations Operational Enhancements Strategy Development Contact Centre Technology Integration Client Engagement Financial Management
The VP of CX & BO Innovation will spearhead the strategic development and implementation of transformative and innovative projects across our Customer Experience (CX) and Back Office (BO) operations within the contact centre environment. This pivotal role involves identifying technology opportunities, translating them into tangible operational enhancements, engaging directly with clients to provide solutions and articulate implementation strategies, and overseeing deployment. The role will champion the technology strategy for CX and BO capabilities, ensuring optimal utilisation and performance of all relevant transformation areas within our operational facilities. This role reports to the VP of Capabilities and collaborates closely with the senior management and sales teams to ensure seamless client interactions and the delivery of exceptional outcomes.
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Sales Officer (Full Time)

Skywings Advisors Private Limited

Direct Marketing Home Loans Field Sales Field Worker Financial Services Home Finance Housing Finance
1) Quality acquisition of Home Loan for Resident / Non-resident Indian by goingout into the market & catchment area.2) Ensure quality sourcing of new customer to sell different kind of loans and insurance3) Generate leads of customer through referral, meeting branch walk-ins customer, associates, e-mailing,direct mailing, cold calls in the catchment area.4) Ensure quality customer service is delivered.5) Meeting productivity norms as defined through support of channels & own efforts.6) Strictly adhere & maintain KYC norms compliance.7) Adhere the norms, regulation & practices of banks religiously.
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Looking For Sales Officer

Skywings Advisors Private Limited

Field Sales Field Worker Home Loans Cross Selling Insurance Sales Executive Financial Services Sales BFSI Walk in
Position : Sales OfficerRole and Responsibility: To monitor closely the HL data and Sell Home Loan To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the company and understand competition offering and handle customer objections To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire account of customer. To ensure to source customers family details, other loan details etc To be in sync and work together with the partner representatives Understanding the joint ownership of the customer at the time of servicing etc To ensure timely renewal of the business sourced To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds etc) To always be well groomed and his sales kit should be organized and complete To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors , partners etc
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