Financial Services Associate

3 weeks ago


Hyderabad, Telangana, India Motilal Oswal Franchise Full time

Job Title: Insurance & Investment Associate

About Us:

We are a dynamic and growing insurance and investment firm, an authorized business partner of Motilal Oswal, Life insurance corporation, ICICI Lombard, Star health, dedicated to providing comprehensive financial solutions to our clients. We are seeking motivated and entrepreneurial individuals to join our team as Independent Associates.

Job Description:

As an Independent Insurance & Investment Associate, you will be responsible for building and managing your own client base by offering a range of insurance and investment products. This is a commission-based opportunity that offers flexibility and unlimited earning potential.

Responsibilities:

  • Client Acquisition: Proactively identify and acquire new clients through networking, referrals, and other lead generation strategies.
  • Needs Analysis: Conduct thorough needs analysis to understand clients' financial goals and risk tolerance.
  • Product Recommendations: Recommend and sell appropriate insurance and investment products from our portfolio, including those offered by Motilal Oswal.
  • Client Relationship Management: Build and maintain strong relationships with clients by providing exceptional customer service and ongoing support. 
  • Sales and Marketing: Develop and implement effective sales and marketing strategies to promote our products and services.
  • Compliance: Adhere to all regulatory requirements and ethical standards.
  • Continuous Learning: Stay up-to-date on industry trends, product knowledge, and best practices.

Qualifications:

  • Minimum qualification - Graduate/Post graduate
  • Strong communication and interpersonal skills.
  • Self-motivated and results-oriented.
  • Entrepreneurial mindset with a drive to succeed.
  • Ability to work independently and manage your own time.
  • Basic understanding of insurance and investment products (training will be provided).
  • Previous sales or customer service experience is a plus.
  • Must be willing to obtain necessary licenses and certifications (guidance will be provided).

Compensation:

  • You will earn a percentage of the revenue generated from each client you acquire and manage.
  • Unlimited earning potential based on your performance.

Location:

  • Work from anywhere. This is a remote, location-independent opportunity.

Timing:

  • Flexible hours. You set your own schedule.

Benefits:

  • Unlimited earning potential.
  • Flexible work schedule and location.
  • Comprehensive training and ongoing support.
  • Partnership with a reputable brand (Motilal Oswal).
  • Ability to grow your financial knowledge.
  • Life long earning opportunity


  • Hyderabad, Telangana, India MN Investment n Financial Services Full time

    Your Career Path:MN Investment n Financial Services is seeking a talented Sales and Marketing Manager to join our team. As an Associate Manager, you will be responsible for driving sales growth, developing and implementing marketing strategies, and leading a high-performing team. With a strong focus on leadership and management skills, excellent...

  • Associate Manager

    7 days ago


    Hyderabad, Telangana, India MN Investment n Financial Services Full time

    MN Investment N Financial ServicesWe are looking for aggressive and passionate people for Sale and Marketing of Residential Open Plot Projects on all National Highways abutting HyderabadWe are Hiring for the Associate Marketing Manager Role.A profile with Exponential Financial Growth, rewarding career with recognition across National and International...


  • Hyderabad, Telangana, India Vistaar Financial Services Pvt. Ltd. Full time

    Company Description:- Vistaar Financial Services Pvt Ltd in Hyderabad is dedicated to providing credit provisioning to deserving micro-entrepreneurs to enhance their lives and the community they live in.- The Company targets the missing middle segment not effectively served by the formal financial system.- Vistaar focuses on providing customized financial...

  • Associate Manager

    1 week ago


    Hyderabad, Telangana, India MN Investment n Financial Services Full time

    MN Investment N Financial ServicesWe are looking for aggressive and passionate people for Sale and Marketing of Residential Open Plot Projects on all National Highways abutting HyderabadWe are Hiring for the Associate Marketing Manager Role.A profile with Exponential Financial Growth, rewarding career with recognition across National and International...

  • Associate Manager

    6 days ago


    Hyderabad, Telangana, India MN Investment n Financial Services Full time

    MN Investment & Financial Services seeks aggressive and passionate individuals for Sales and Marketing of Residential Open Plot Projects on National Highways abutting Hyderabad. Associate Marketing Manager Role This is a full-time position offering an Exponential Financial Growth, rewarding career with recognition across National and International platforms....


  • Hyderabad, Telangana, India SS&C Full time

    Company Overview:S&C Technologies is a global leader in investment and financial services, providing software solutions to the financial services and healthcare industries. With over 90 offices in 35 countries, our company has earned a reputation as a top U.S. company based on revenue. We are proud to be named to the Fortune 1000 list.Job Description:We are...


  • Hyderabad, Telangana, India State Street Corporation Full time

    About the Job DescriptionThis is an exciting opportunity to join State Street Corporation as an Associate 2. In this role, you will be responsible for ensuring accuracy and timeliness in all deliverables, managing multiple tasks, and escalating any issues to senior associates or officers as needed.Your responsibilities will include preparing financial...


  • Hyderabad, Telangana, India myGwork Full time

    This job is with FIS, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0% Financial Services Account...


  • Hyderabad, Telangana, India Goldman Sachs Full time

    At Goldman Sachs, we seek a dedicated Knowledge Management Associate to oversee the standard operating procedures for our Marcus Call Center. This role requires program management expertise, ensuring compliant conduct by delivery teams.The ideal candidate will have at least 7 years of experience in a related field, with knowledge of standard Knowledge...


  • Hyderabad, Telangana, India SS&C Technologies Full time

    Job OverviewAt SS&C Technologies, we are a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. Our global presence spans 35 countries with over 27,000 employees. We provide expertise, scale, and technology to more than 20,000 financial services and healthcare organizations worldwide.Daily...


  • Hyderabad, Telangana, India Tata Consultancy Services Limited Full time

    About the RoleWe are looking for a Financial Services Professional to join our team at Tata Consultancy Services Limited. As a Financial Services Professional, you will be responsible for performing due diligence on clients, verifying their KYC documentation, and ensuring compliance with regulatory requirements.Key AccountabilitiesConduct thorough KYC checks...


  • Hyderabad, Telangana, India MN Investment n Financial Services Full time

    Company Overview:MN Investment n Financial Services is a reputable firm in the Realty Industry, dedicated to providing innovative financial solutions. Our team of experts is passionate about helping individuals achieve their financial goals.Salary and Benefits:We offer a competitive salary plus attractive incentives and commission structures. You will have...


  • Hyderabad, Telangana, India Avanse Financial Services Ltd. Full time

    Job SummaryWe are seeking an experienced Credit Officer to join our team, responsible for evaluating and underwriting credit proposals for non-collateral and collateral-backed education loans.


  • Hyderabad, Telangana, India FIS Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0% About Team : The Transfer Agency is a division responsible for Transaction Operations, Processing, and associated functions of mutual funds for various clients. At FIS we provide service...


  • Hyderabad, Telangana, India State Street Full time

    About the TeamYou will be joining a dynamic team of professionals who are passionate about delivering exceptional financial services. As an Associate, you will play a key role in supporting our clients' financial reporting needs. You will work closely with senior colleagues to ensure accurate and timely delivery of financial statements, and contribute to the...


  • Hyderabad, Telangana, India Tata Consultancy Services Full time

    Tata Consultancy Services is a global leader in IT services, and we are seeking a talented Accounting Professional to join our team. In this role, you will have the opportunity to work on a wide range of projects, from system implementation to process improvement.We are looking for an individual with a strong background in accounting and finance, as well as...


  • Hyderabad, Telangana, India FIS Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0% About Team : The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide service...


  • Hyderabad, Telangana, India myGwork Full time

    This job is with FIS, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0% About Team: The Transfer...


  • Hyderabad, Telangana, India FIS Full time

    Job DescriptionPosition TypeFull timeType Of HireExperienced (relevant combo of work and education)Education DesiredBachelor of Commerce/BusinessTravel Percentage0%About TeamThe Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutul funds for various clients.At FIS we provide service to clients via...


  • Hyderabad, Telangana, India MN Investment n Financial Services Full time

    Unlock Your Potential:MN Investment n Financial Services invites ambitious professionals to join our team as a Sales and Marketing Manager. In this role, you will drive sales growth, develop and implement marketing strategies, and lead a high-performing team. If you're passionate about the Realty Industry and eager to take your career to the next level, we...