Financial Services Consultant

**Exciting Opportunity with HDFC Life – Vashi Branch** I am looking for **Insurance Advisors (Financial Consultants)** to join us at **HDFC Life, Vashi Branch**.This is a great chance for individuals who are looking to: Work **part-time or full-time** Earn **extra income on a commission basis** Build a rewarding career in the **insurance & financial...

Responsibilities:* Manage financial services operations on BSE STAR& MF Utility platform* Execute equity market transactions & handle client queries* Oversee mutual fund ops, CRM & investment execution processesCoordinating with CAMs & Kfintech

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

Job Title: Financial Services Sales and Business DevelopmentLocation: Mumbai BKCJob Description:Are you passionate about financial markets and aspire to excel in the financial services industry? Join our team as a Financial Services Sales and Business Development, where you will play a crucial role in delivering top-notch financial solutions, managing...

Role OverviewAs a Financial Advisor you'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...

Education: Postgraduate (AFP / CFP preferred) with NISM XA - XB Industry: Personal Finance / Financial Planning. JOB DESCRIPTION: Responsible for providing accurate analysis for new and existing clients as well as handling all sales administration including pricing, query handling, internal documentation and build strong relationships with the operations...

Specialist - Finance Operations the jobKey ResponsibilitiesBank & Treasury Operations- Review and monitor internal fund transfers across all bank accounts, monthly investment entries (MF, FD, IMD), and daily banking transactions.- Oversee booking of operating revenue, loan receipts and repayments, correction of mis posted entries, control account tracking,...

Senior Database Developer The Finergy division within Oracle FSGIU is dedicated to the Banking, Financial Services, and Insurance (BFSI) sector. We offer deep industry knowledge and expertise to address the complex financial needs of our clients. With proven methodologies that accelerate deployment and personalization tools that create loyal customers,...

Financial Consolidation & Close (FCCS) - Architect An experienced consulting professional who has an understanding of solutions, industry standard methodologies, multiple business processes or technology designs within a product/technology family. Operates independently to provide quality work products to an engagement. Performs varied and sophisticated...

Financial Consolidation & Close (FCCS) - Lead An experienced consulting professional who has an understanding of solutions, industry standard methodologies, multiple business processes or technology designs within a product/technology family. Operates independently to provide quality work products to an engagement. Performs varied and sophisticated duties...