Financial Advisor

16 hours ago

Noida, India Recex Full time

Position:- Finance Advisor (Education Loan)

Job Location :- Sector 126, Noida, Uttar Pradesh

Full time, Permanent

About the role:-

We are looking for Financial Advisors to evaluate, and authorize loan applications for our students. You will act as a liaison between students & loan services ensuring that the qualified applicants will acquire loans on time. .You'll work closely with a diverse group of people coming from both leading MNCs such as McKinsey, BCG, KPMG, Deloitte, EY, and startups such as Byjus, Paytm etc. to establish, nurture, and grow business across categories & territories.

Role and Responsibilities:-

  • Identify and develop strategic relationships with potential students who would require a loan
  • Develop a strong pipeline of new students through direct or indirect customer contact and prospecting.
  • Place outbound calls, send letters, and emails to contact delinquent borrowers and advise them of their repayment responsibility and options.
  • Receive phone calls from students, answering their questions regarding their loan queries and repayment options.
  • Analyzing the financial status of a borrower.
  • Monitor and analyze the steady pipeline to review performance & optimize accordingly to ensure that the objectives are being met.
  • Maintain strong follow-ups and regular feedback calls.
  • Create lead engagement plans and strategy.
  • Research the details pertaining to each offering and add onto it on a timely basis.

Requirements:-

  • Bachelor's degree in any or a related field.
  • 6 months -5 years of experience in financial industry, fintech or study abroad sector preferred.
  • Should have demonstrable network in the outbound student remittance market, student consultant, exchange companies etc.
  • Should have consistently performed in sales environment either in an AD2 or sales profiles .
  • Proficiency in the use of MS Office , Excel & Power Point would be an asset.
  • Positive attitude, flexible nature, a person who would thrive in a fast- paced constantly changing environment .
  • Ability to work flexible hour
  • Knowledge for forex, outward remittance and the markets is desirable.
  • Should be analytically strong & willingness

  • Financial Advisor

    2 weeks ago

    Noida, India AVSG FINANCIAL SERVICES Full time

    LOOKING FOR SALES EXECUTIVE FOR THE ROLE OF FINANCIAL ADVISOR. JOB RESPOSIBLITIES REQUIRES SOURCING BUSINESS FROM EXISTING CLIENTS AND ACQUIRING NEW CLIENTS THROUGH REFFRELS. FINANCIAL PRODUCTS INCLUDES MUTUAL FUNDS, BONDS, FD, PORTFOLIO MANAGEMENT SERVICES, LIFE INSURANCE AND HEALTH INSURANCE. **Job Types**: Full-time, Permanent **Salary**: ₹20,000.00...

  • Analyst Financial Advisory Support

    2 weeks ago

    Noida, Uttar Pradesh, India Ameriprise Financial Full time

    The candidate will be responsible to work with a dedicated advisor a team of financial advisors and staff to help provide outstanding service to our clients It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices This position will...

  • Financial Advisor

    2 weeks ago

    Noida, Uttar Pradesh, India NLB Services Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Key ResponsibilitiesAssist advisors in servicing clients including preparing basic financial plans, conducting investment research, and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor.Prepare and summarize client meetings by scheduling and confirming meetings, creating the agenda and summary of...

  • Financial Advisor

    18 hours ago

    Noida, India NLB Services Full time

    Key Responsibilities Assist advisors in servicing clients including preparing basic financial plans, conducting investment research, and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, creating the agenda and summary of...

  • Process Trainee Financial Advisory Support

    2 days ago

    Noida, Uttar Pradesh, India Ameriprise Financial Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an...

  • Financial advisor/ Sales

    6 days ago

    Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 26,00,000 per year

    Company DescriptionWealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.Role DescriptionThis is a full-time on-site role for a Financial Advisor/sales role...

  • Financial advisor/ Sales

    18 hours ago

    Noida, India Wealth Redefine Full time

    Company Description Wealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores. Role Description This is a full-time on-site role for a Financial Advisor/sales role...

  • Financial Planning Analyst

    2 weeks ago

    Noida, Uttar Pradesh, India Ameriprise Financial Services, LLC Full time US$ 80,000 - US$ 1,20,000 per year

    Support advisors in creating and delivering comprehensive financial plans for their retail clients.Key ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household levelData inputs in financial planning tools such as MoneyGuide, based on careful examination of...

  • Financial Planning Analyst

    2 weeks ago

    Noida, Uttar Pradesh, India Ameriprise Financial Services, LLC Full time US$ 60,000 - US$ 1,00,000 per year

    Support advisors in creating and delivering comprehensive financial plans for their retail clients.Key ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household levelData inputs in financial planning tools such as MoneyGuide, based on careful examination of...

  • Financial Planning Analyst

    15 hours ago

    Noida, India Ameriprise Financial Services, LLC Full time

    Support advisors in creating and delivering comprehensive financial plans for their retail clients. Key Responsibilities Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level Data inputs in financial planning tools such as MoneyGuide, based on careful examination of...