Enagagement Financial Advisor
4 weeks ago
Any Graduate/Post Graduate majoring in Finance , Accounting, Economics or Business Management Experience in the entire Microsoft Office Suite , including Excel and PowerPoint skills. Strong attention to details and Project Management Skills. Financial Analysis and Reconciliation processes and End to End Engagement Lifecycle Management. Should atleast have theoretical knowledge of preparing budgets and forecasts to project and track financial metrics such as revenue, expense, etc.
-
Financial Advisor
4 days ago
bangalore, India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...
-
PCG Advisor
2 weeks ago
bangalore, India Motilal Oswal Financial Services Ltd Full timeJob Title: PCG Advisor Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. •...
-
High Net Worth Financial Advisor
5 days ago
bangalore, India beBeeWealthAdvisor Full timeJob DescriptionOur organization is seeking a seasoned wealth advisor to manage high-value clients and deliver tailored insurance and investment solutions. This role involves conducting thorough financial need analyses, recommending suitable products, and building long-term client relationships.The ideal candidate will have a strong understanding of life...
-
Bangalore, India Mohammed Nasir Ahmed Full timeJob Title: Collection Executive – Recovery (Experienced) Location: JP Nagar Job Type: Full-Time Experience Required: 1 to 3 Years Languages Required: Hindi, Haryanvi, Gujarati any one (mandatory) Job Summary: We are seeking experienced and motivated Collection Executives to join our Recovery team. The ideal candidates will have 1 to 3 years of hands-on...
-
Financial Advisor
6 days ago
bangalore, India beBeeAccounting Full timeAbout Our Advisory ServicesOur team provides technical support to clients for the preparation of notes that serve as a foundation for internal or external discussions.Expertise:More than 10 years of experience in the field.Qualifications:Certified Accountant (CA)Key ResponsibilitiesArticulate our value proposition to clients and prospects by clearly...
-
Financial Strategist
4 days ago
bangalore, India beBeeFinance Full timeFinance and Compliance LeadOverview:The Finance and Compliance Lead will be responsible for ensuring the financial integrity, regulatory compliance, and statutory obligations of our Centre of Excellence in AI.Key Responsibilities:Ensure end-to-end financial compliance with all statutory and regulatory requirements, including proper tracking and reporting of...
-
PCG Advisor/Sales
6 days ago
bangalore, India Jobneed Consultancy Full timeThe role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new business as given by the organization. To ensure quality deliverables within stipulated timelines - To ensure all processes are followed keeping in mind the ethos of the...
-
Financial Sales Consultant
1 week ago
bangalore, India Mutual Fund Distributor Insurance Advisor Full timeJob Title:Sales Executive – Finance & Investment Products (Mutual Funds, Insurance)Job Description:We are seeking a dynamic and result-driven Sales Executive with experience in the finance or banking field. The candidate will be responsible for promoting and selling Mutual Funds, and Life Insurance products to clients.Key Responsibilities:Present and...
-
Financial Sales Consultant
1 week ago
bangalore, India Mutual Fund Distributor Insurance Advisor Full timeJob Title: Sales Executive – Finance & Investment Products (Mutual Funds, Insurance) Job Description: We are seeking a dynamic and result-driven Sales Executive with experience in the finance or banking field. The candidate will be responsible for promoting and selling Mutual Funds, and Life Insurance products to clients. Key Responsibilities: Present and...
-
Financial Expertise Advisor
1 week ago
bangalore, India beBeefinancial Full timeEBS Finance Functional Consultant RoleAs a seasoned professional in Oracle R12 EBS Financials, you will be responsible for delivering expertise in AR GL and basic OM. This key role involves configuring and supporting Oracle EBS Financial modules, as well as working closely with onsite-offshore teams, business teams, end users, and 3rd party vendors.Complete...