Financial Consultants

6 days ago

Coimbatore India QRN Services. Full time

Job Description

Company : Reputed broking firm

Locations: Coimbatore, Chennai, Bangalore

Qualification: Graduate

Experience : 1+ yrs in broking / banking /insurance fields

GENERAL ROLE

Responsible for promoting Equity products, Currency, Mutual Funds, Insurance, Bonds

Essential Duties Responsibilities

New Client Prospecting - Through cold-calling, appointments, reference

Explain about the Company, its products, services to existing clients, prospects.

Promote investments in Equity products, Currency trading, Mutual Funds, Insurance.

Update clients with Research Reports on Equity, new Mutual fund Schemes,

Cross Sell to existing clients

Keep regular contacts with the clients of the branch through telephone calls and meetings

Assist team members in the Branch to close leads

Provide investment application forms to clients and assist them in filling

Provide after sales service, follow-up and ensure client retention

Prepare daily sales report and send to Branch Head and Sales Manager

Make prompt entries in the back office of business done by branch in the Equity Currency Segments

Support branch promotional activities.

Interested candidates send cv to [Confidential Information]

This job is provided by Shine.com

  • SAP CO Consultant

    3 days ago

    India IndiHire Consultants Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Key Responsibilities :Implement and configure SAP CO modules to meet business requirements. Support financial reporting and budgeting processes within SAP. Develop cost center structures and profit center accounting. Conduct routine analysis of financial data for accuracy and completeness. Collaborate with cross-functional teams to identify process...

  • Sap Financial Accounting Consultant

    3 weeks ago

    India Tata Consultancy Services Full time

    Greetings From TCSTCS presents an excellent opportunity for "Sap Financial Accounting Consultant"Job Title: Sap Financial Accounting ConsultantLocation: Bangalore/ Hyderabad/ Pune/ Chennai/Experience Range: 4 Years to 10 YearsSkill Details-Should have experience with 2 E2E FICA implementation project where the candidate performed required configuration for...

  • Workday Financial Support Consultant

    2 weeks ago

    India Innocito Full time

    Financials Support Specialist Role Overview The Workday Financials Support Specialist will be responsible for providing high-quality application management and functional support to our clients using Workday Financials. This role requires hands-on expertise across core financial modules, a strong understanding of business processes, and a proactive...

  • Oracle Functional Financials Consultant

    1 week ago

    India Convelox Full time

    Company Description Convelox an Oracle Platinum partner was found by a group of IT Professionals with Decades of experience across the Globe. With branches across UAE, USA and India Convelox’ vision has resulted in evolution of World Class services available throughout the Globe. We are looking for an experienced Oracle Fusion Finance Functional...

  • Workday Financial Support Consultant

    4 weeks ago

    India Innocito Full time

    Financials Support Specialist Role Overview The Workday Financials Support Specialist will be responsible for providing high-quality application management and functional support to our clients using Workday Financials. This role requires hands-on expertise across core financial modules, a strong understanding of business processes, and a proactive approach...

  • Workday Financial Support Consultant

    4 weeks ago

    India Innocito Full time

    Financials Support SpecialistRole OverviewThe Workday Financials Support Specialist will be responsible for providing high-quality application management and functional support to our clients using Workday Financials. This role requires hands-on expertise across core financial modules, a strong understanding of business processes, and a proactive approach to...

  • Workday Financial Support Consultant

    2 weeks ago

    India Innocito Full time

    Financials Support Specialist Role Overview The Workday Financials Support Specialist will be responsible for providing high-quality application management and functional support to our clients using Workday Financials. This role requires hands-on expertise across core financial modules, a strong understanding of business processes, and a proactive approach...

  • Workday Financial Support Consultant

    2 weeks ago

    India Innocito Full time

    Financials Support SpecialistRole OverviewThe Workday Financials Support Specialist will be responsible for providing high-quality application management and functional support to our clients using Workday Financials. This role requires hands-on expertise across core financial modules, a strong understanding of business processes, and a proactive approach to...

  • Home Loan Consultant

    4 weeks ago

    Dera Bassi, Bassi, India DIFSO (Directorate Financial Services Organisation) Full time

    Job DescriptionCompany DescriptionDIFSO Financial Private Limited (DIFSO), the Directorate Financial Services Organisation, is a statutory body in India&aposs financial services sector, headquartered in Chandigarh. DIFSO is dedicated to innovation and customer-centric solutions, underpinned by its core values of transparency, ethics, politeness, and...

  • Oracle Financial Functional Consultant

    1 week ago

    India Green HR Solutions Full time

    Hiring for USA based big MNC, We are seeking an experienced Oracle Financial Functional Consultant to implement, configure, and support Oracle Financials applications in alignment with business processes. The role involves collaborating with finance teams, gathering requirements, and delivering Oracle ERP solutions that enhance accounting, compliance,...