Home Finance Jobs

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.

Data Entry & Record Keeping: Accurately record daily financial transactions, sales, purchases, and expenses in ledgers. Accounts Payable/Receivable: Process invoices, manage bills, and follow up on payments. Reconciliation: Perform bank reconciliations and resolve discrepancies. Reporting: Assist in preparing basic financial reports like balance sheets and income statements. Compliance: Help with statutory compliance, tax filings (TDS, GST), and audits. Month/Year-End: Support month-end and year-end closing processes. Software: Utilize accounting software (Tally, QuickBooks) and MS Excel for analysis. Support: Aid senior accountants and finance managers with various tasks and projects.

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.

Identify and understand clients' financial needs and goals.Recommend suitable life insurance and financial planning solutions.Generate new leads through networking, referrals, and prospecting.Meet clients to conduct need analysis and present appropriate financial products.Build and maintain long-term relationships with clients.Assist clients with documentation and policy processing.Provide after-sales service, policy reviews, and renewal support.Achieve assigned sales targets while following company policies and regulatory guidelines.Keep clients informed about products and help them make informed financial decisions.

We are looking for a dedicated Store Accountant to join our team in Nashik. The ideal candidate will have 1 to 2 years of experience in accounting, especially in a retail or store environment, and will hold a Bachelor's degree in Commerce (B.Com). This position is primarily work from home, allowing for flexibility while managing important financial tasks.**Key Responsibilities:**- **Manage Store Accounts:** You will be responsible for maintaining accurate records of all store transactions, ensuring all financial data is correct and up to date.- **Handle Invoices and Payments:** Prepare and process invoices, and ensure timely payments to vendors and suppliers, keeping the cash flow on track.- **Reconcile Daily Sales:** Daily reconciliation of sales data with financial records to identify any discrepancies and resolve them promptly.- **Prepare Financial Reports:** Create regular financial reports to provide insights into the stores performance and support decision-making.- **Monitor Inventory Costs:** Track and analyze costs related to inventory, ensuring that all expenses are recorded and accounted for accurately.**Required Skills and Expectations:**Candidates should possess strong analytical skills and attention to detail to ensure accuracy in financial reporting. Proficiency in accounting software is essential, alongside a good understanding of financial principles and practices. Effective communication skills are necessary to collaborate with team members and answer queries efficiently. A proactive approach to problem-solving and the ability to work independently in a remote setting is also expected.

We are hiring financial advisor at hazratganj location.No age limit freshers can also join.Preferred retired persons.No Target .Time flexibility.High income with foreign conventions.

As a Loan Officer, you will play a crucial role in facilitating loans for clients. You will work directly with potential borrowers to understand their needs and help them secure financing. Your primary responsibilities will include:- **Assessing Loan Applications:** Review applications to determine the creditworthiness of potential borrowers, ensuring they meet the necessary criteria.- **Advising Clients:** Provide guidance to clients regarding loan options that best suit their financial situations and help them understand the loan terms.- **Conducting Credit Checks:** Evaluate clients' credit scores and financial history to assess their ability to repay the loan.- **Processing Loan Documentation:** Ensure all necessary documents are collected and accurately processed to complete the loan approval process efficiently.- **Maintaining Client Relationships:** Build and nurture relationships with clients, offering support throughout the borrowing process to enhance customer satisfaction.- **Meeting Sales Targets:** Work towards achieving individual and team targets set for loan disbursements, demonstrating strong sales skills.To be successful in this role, candidates should possess strong communication and interpersonal skills, enabling them to effectively engage with clients. Attention to detail and analytical abilities are essential for evaluating applications accurately. A basic understanding of financial products and the ability to explain complex information simply will be beneficial. Candidates should be motivated, goal-oriented, and able to work in a fast-paced environment while providing excellent customer service. A minimum educational qualification of a 12th pass is required.

Job Role: Financial AdvisorKey Responsibilities:Advise clients on financial planning, investments, and insurance products.Understand client requirements and recommend suitable financial plans (like Mutual Funds, SIPs, Health/Life Insurance, etc.).Build and maintain strong, long-term relationships with clients.Meet monthly business and revenue targets.Requirements:Minimum Education: 12th Pass or Graduate.Excellent communication and convincing skills.Basic knowledge of financial products and the market.

**Company**: Axis Max Life Insurance **Role**: Financial Advisor (Part-time / Full-time / Work from Home available)

Join our team as a Financial Advisor and help clients achieve their financial goals. This part-time position allows you to work from home while providing valuable financial guidance to individuals and families.**Key Responsibilities:**- **Client Consultation:** Meet with clients to understand their financial situation and goals. This involves asking questions to gather information about their income, expenses, and investment preferences.- **Financial Planning:** Create personalized financial plans that align with clients objectives. You will analyze their financial status and recommend suitable investments, savings strategies, and debt management options.- **Market Research:** Stay informed about market trends and economic conditions to provide clients with up-to-date advice. This includes analyzing financial products and understanding how changes in the market may affect client portfolios.- **Ongoing Support:** Offer continuous support and advice to clients as their financial needs change. This may involve regular check-ins and adjustments to their financial plans based on life events or market changes.- **Compliance Adherence:** Follow all relevant regulations and enhance trust with clients by ensuring that your advice follows ethical guidelines and legal standards.**Required Skills and Expectations:**Candidates should have strong communication and interpersonal skills to build relationships with clients. A keen analytical mindset will help in understanding financial data. Previous experience in finance is a plus, but not mandatory, as we welcome fresh talent. Candidates must also display a willingness to learn and adapt in a dynamic field.

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

ENBR Investment & Consulting is looking for 5 motivated and detail-oriented Finance Interns to join our research and consulting team. This is an entry-level position designed for freshers who are eager to build a career in the financial markets and investment sector. We provide a hands-on environment where you can apply theoretical knowledge to real-world financial data.Key ResponsibilitiesMarket Research: Assist in gathering and analyzing data on various industry sectors and public companies.Financial Documentation: Help in the preparation of basic financial reports, spreadsheets, and investment presentations.Data Analysis: Support the team in monitoring market trends and stock performance.Client Support: Assist in drafting communication materials for consulting projects.Learning & Development: Participate in internal training sessions regarding investment strategies and financial modeling.Required Basic SkillsEducational Background: Currently pursuing or recently completed a degree in Finance, Commerce, Economics, or a related field (B.Com, BBA, MBA, etc.).Technical Skills: Basic familiarity with Microsoft Excel (data entry, simple formulas) and Google Sheets.Communication: Good written and verbal communication skills in English.Analytical Mindset: A strong interest in financial markets, stock trading, and investment analysis.Mandatory Pre-Interview RequirementTo ensure all interns are equipped with the necessary tools to understand live market operations during the internship:All applicants must have an active AngelOne Demat account before the interview stage.If you do not currently have an active account or face issues setting one up, you must email us immediately to inform us of your status.How to ApplyIf you are passionate about finance and ready to start your professional journey, we want to hear from you.Email your Resume Subject Line: Finance Intern Application

We have a job opening for agency partner in insurance sector.Company kotak Mahindra life insurance.Work from home/ office Both options available.If you interested send me your updated resume here.

As a Detail Design Engineer, you will play a crucial role in creating detailed designs and technical drawings for various projects. Your primary responsibility will be to ensure that designs meet specified requirements and standards.**Key Responsibilities:**- **Create Detailed Designs:** Develop comprehensive drawings and specifications based on project guidelines, ensuring accuracy and attention to detail.- **Collaborate with Teams:** Work closely with other engineers and designers to incorporate feedback and make necessary adjustments to designs. This collaboration is vital for meeting project goals.- **Review Designs for Compliance:** Check your designs against industry standards and regulations to ensure they comply with safety and functionality requirements.- **Maintain Design Records:** Keep organized files and documentation of all design activities for easy reference and future use.- **Assist in Problem Solving:** Support the team in identifying and resolving design-related issues by analyzing potential solutions.Required skills include:- **Basic Engineering Knowledge:** A fundamental understanding of design principles and technical drawing is essential, even for freshers.- **Attention to Detail:** The ability to identify errors and inconsistencies in designs is crucial for producing high-quality work.- **Communication Skills:** You must effectively communicate your ideas and collaborate with team members to achieve project objectives.- **Adaptability:** Be willing to learn new software and tools relevant to design processes.- **Self-Motivation:** As this is a work-from-home position, you should be able to manage your time efficiently and maintain productivity without direct supervision.

Vyana Core ek advanced Android Enterprise based EMI enforcement infrastructure hai. Hum finance companies aur retailers ko aisi technology provide karte hain jisse financed mobile devices ko remotely manage aur non-payment ki surat mein lock kiya ja sake. Hum Twilio aur Razorpay jaise platforms ko integrate karke ek seamless payment aur recovery system chalate hain.

Responsibilities and Duties Financial Recording & Reporting: Accurately documenting transactions, maintaining general ledgers, and preparing monthly, quarterly, or annual financial statements.Reconciliation & Accuracy: Reconciling bank accounts, credit cards, and subsidiary ledgers to ensure accuracy.Tax Compliance: Preparing and submitting, or assisting with, tax returns and ensuring compliance with local, state, and federal regulations.Budgeting & Forecasting: Developing financial plans, monitoring expenditures, and analyzing variances to aid in financial planning.

Were Hiring: Finance Analyst (Chennai-Remote) Are you passionate about turning financial data into actionable insights? Do you thrive in multinational environments and enjoy simplifying complex analytics for business impact?We are looking for a Business Analyst to join our Finance team. The ideal candidate will bring: Expertise in financial modeling, budgeting, forecasting, and variance analysis Hands-on experience with ERP systems (SAP), Power BI, and advanced Excel 5+ years in Finance (Controller / FP&A roles) within manufacturing or industrial B2B sectors Strong interpersonal skills and the ability to balance strategic goals with execution realities Qualifications: CPA / MBA in Finance or Economics Industry Experience: Manufacturing, Industrial Production, Building Materials EngineeringIf youre solution-oriented, data-driven, and ready to champion new tools and frameworks, wed love to hear from you!

We are looking for a Finance Executive who will manage various financial tasks from a work-from-home setup. This role is ideal for candidates with 1 to 2 years of experience in finance and a background of at least completing 10th grade. The position is open exclusively to male applicants.**Key Responsibilities:**- **Financial Record Keeping:** Maintain accurate records of financial transactions to ensure that all data is up to date and easily retrievable for future reference.- **Budget Management:** Assist in preparing budgets by analyzing past financial data and predicting future expenses, helping the company control costs effectively.- **Invoice Processing:** Handle the creation and processing of invoices, ensuring timely payments from clients to support healthy cash flow.- **Data Entry:** Enter financial transactions into accounting software accurately and efficiently, reducing the chances of errors in financial reporting.- **Reporting:** Prepare regular financial reports that summarize the companys financial status, enabling management to make informed decisions.**Required Skills and Expectations:**Candidates should possess strong numerical skills and attention to detail, allowing for accurate financial analysis. Proficiency in basic accounting software is necessary for efficient data entry and record-keeping. Good communication skills are important for explaining financial information clearly. The ideal candidate should be self-motivated, organized, and able to work independently while meeting deadlines. A willingness to learn and adapt to new financial practices will be essential for success in this role.

Job Description: Finance Analyst (Chennai)Job SummaryAs a Finance Analyst, you play a key role in supporting the Finance Business Partnering (FBP) team. Your primary responsibility is to execute operational tasks that follow the FBP-s analysis-investigating discrepancies, implementing corrective actions, and collaborating with stakeholders to ensure robust financial processes. You are the go-to person for resolving issues, maintaining data accuracy, and driving process improvements. You will support the FBP in closing, reporting, budgeting, and studies/projects, while also contributing to the financial support of the Sales and Marketing teams in the region.________________________________________Key Responsibilities- Commercial FPB Support:o Follow up on finance actions with Commercial teams.o Manage and configure SAP provisions and payments.o Participate in monthly sales performance meetings.o KPIs: SAP configuration accuracy, provision accuracy, closure of meeting actions.- Data Accuracy & Process Execution:o Investigate and resolve financial discrepancies.o Implement corrective actions and update processes.o KPIs: Reduction in errors, timely resolution.- Reporting Support:o Prepare and maintain accurate financial reports for month-end and reviews.o Develop dashboards for Sales and Marketing teams using SAP and Power BI.o KPIs: On-time delivery, reporting excellence.- Stakeholder Collaboration:o Work with cross-functional teams to fix issues and improve processes.o KPIs: Positive stakeholder feedback.- System & Data Compliance:o Maintain integrity of accounting systems.o Ensure compliance with financial policies and procedures.o KPIs: Zero audit issues, zero breaches.- Quality & Continuous Improvement:o Adhere to the Quality Policy and management system.o Participate in continuous improvement initiatives.o KPIs: Reduced defect rate, fewer customer complaints.Person SpecificationEducation & Experience- Master-s degree in Finance or Economics (Critical).- 5+ years- experience in Finance (Controller / Financial Analyst / FP&A) within a multinational environment (Critical).- Experience with accounting processes and systems (Critical).- Strong Excel and data analysis skills (Critical).- Familiarity with ERP systems (SAP, Oracle) (Important).- Exposure to variance analysis and process improvement (Important).- Completion of accounting qualification/apprenticeship (Desirable).Technical Competencies- Financial analysis and evaluation of data.- Budgeting, forecasting, and variance analysis.- Reporting excellence with clarity and timeliness.- ERP systems (SAP), Power BI, and advanced Excel.- Issue resolution, process controls, and compliance.- Digital literacy and automation mindset.Soft Skills- Teamwork and collaboration across departments.- Results orientation and accountability.- Attention to detail and reliability.- Strong interpersonal and relationship-building skills.- Time management and prioritization.- Adaptability and continuous learning mindset.

We have a job opening for agency partner in insurance sector.Company kotak Mahindra life insurance.Work from home/ office Both options available.If you interested send me your updated resume here.

As a Loan Officer, you will play a crucial role in helping individuals and businesses secure loans that meet their financial needs. This is a full-time position based in North 24 Parganas.**Key Responsibilities:**- **Evaluate Loan Applications:** Review financial documents provided by applicants to assess their eligibility for loans.- **Conduct Credit Checks:** Analyze the credit history of borrowers to determine creditworthiness and minimize financial risk.- **Assist Customers:** Provide guidance and information to clients about the loan process and available options to help them make informed decisions.- **Prepare Loan Proposals:** Compile all necessary information and documentation to create comprehensive loan proposals for approval.- **Follow Up on Applications:** Track the status of loan applications and communicate updates to clients, ensuring a smooth process from application to approval.- **Maintain Records:** Keep accurate records of loan applications, contracts, and client communications to stay organized and ensure compliance with legal standards.**Required Skills and Expectations:**- **Strong Communication Skills:** You must be able to clearly explain loan options and requirements to clients and respond to their questions effectively.- **Analytical Skills:** You should be able to analyze financial information and assess risks associated with lending.- **Detail-Oriented:** Attention to detail is essential as you will handle important financial documents and data.- **Customer Service Focus:** A commitment to helping clients navigate the loan process with patience and care is crucial.- **Basic Financial Knowledge:** Familiarity with loan types and financial concepts will be beneficial.This position is ideal for individuals with 0-2 years of experience who are eager to learn and grow in the financial sector.

As a Loan Officer, you will play a critical role in helping individuals and businesses obtain the financing they need. Your primary responsibilities will include:- **Evaluating Loan Applications**: Review financial documents and credit histories to determine the eligibility of applicants for loans, ensuring they meet company guidelines.- **Building Client Relationships**: Establish and maintain relationships with clients by understanding their financial needs and providing personalized service throughout the loan process.- **Guiding Borrowers**: Assist applicants in completing loan applications and explain the necessary documentation while ensuring a smooth and straightforward application process.- **Analyzing Financial Information**: Assess financial data such as income, expenses, and credit scores to advise on appropriate loan products and terms suited to client needs.- **Communicating Loan Decisions**: Inform applicants of approval or denial of their loan requests and clearly explain any terms or conditions associated with the loan.To succeed in this role, you should have strong communication and interpersonal skills to interact effectively with clients. A good understanding of financial principles and credit evaluations is important. Attention to detail is crucial, as youll be handling sensitive financial information and need to ensure accuracy in all evaluations. Being organized and able to manage your time efficiently will help you keep up with multiple loan applications and meet deadlines consistently. A basic knowledge of computer software relevant to loan processing will also be beneficial.