Financial Services Professional

1 week ago


Chennai, Tamil Nadu, India Saaki Argus & Averil Consulting Full time

About our client:

Saaki Argus & Averil Consulting is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity debt currency commodity and derivatives markets as well as in wealth management insurance mutual funds and portfolio management services.

Job Title: Equity Advisor

Key Responsibilities:

  • Advising high net worth clients on equity derivatives, currency, and commodity markets.
  • Creating revenue and activating clients through effective advisory services.
  • Cross-selling of other products like mutual funds, PMS, and insurance.
  • Handling client queries and complaints, and resolving them within the specified timeframe.
  • Acquiring new clients and retaining existing ones through regular meetings and profiling.
  • Monitoring and enhancing advisors' advisory skills through call tracking, weekly targets, and meetings.

Requirements:

  • 5 to 12 years of experience in a related field.
  • Post Graduate/MBA/PGDM qualification.
  • NISM/NCFM certifications.
  • Location: Hyderabad.

Team Leader Responsibilities:

  • Lead and manage a team of advisory/dealing professionals.
  • Develop and implement advisory/dealing strategies.
  • Provide expert financial advice to clients.
  • Execute trading strategies and manage client portfolios.
  • Ensure compliance with regulatory requirements.
  • Build and maintain strong relationships with clients.
  • Stay updated on market trends and economic conditions.

Requirements:

  • 1 to 6 years of experience in a related field.
  • Post Graduate qualification.
  • NCFM/AMFI/IRDA certifications.
  • Location: Hyderabad.


  • Chennai, Tamil Nadu, India DBS Bank Full time

    Job Summary:We are seeking a skilled Financial Services Professional to join our team at DBS Bank. As a Relationship Manager - Personal Banking, you will be responsible for generating new customer leads, identifying sales prospects, and conducting business development activities in assigned geographies.Key Responsibilities:Generate new customer leads for...


  • Chennai, Tamil Nadu, India Kaarlo Training & HR Solutions Pvt. Ltd. Full time

    Job OverviewWe are seeking a skilled Financial Services Professional to join our team at Kaarlo Training & HR Solutions Pvt. Ltd. The ideal candidate should have 1 to 3 years of experience in sales, preferably in the banking sector, with a proven track record of achieving sales targets and maintaining excellent customer relationships.Key Qualifications and...


  • Chennai, Tamil Nadu, India NI CONSULTING SERVICES Full time

    Job OverviewAt NI CONSULTING SERVICES, we are seeking a highly skilled and motivated Financial Management Professional to fill the Chartered Accountant position. This role involves managing financials, ensuring compliance with accounting standards, and providing strategic financial advice to clients.Key ResponsibilitiesManage financial records and ensure...


  • Chennai, Tamil Nadu, India DBS Bank Full time

    Job Summary:As a Financial Services Professional at DBS Bank, you will be responsible for generating new customer leads for Current Accounts through various channels. You will proactively identify sales prospects and conduct business development activities in the assigned geography. Your goal will be to achieve monthly sales targets for various products and...


  • Chennai, Tamil Nadu, India DBS Bank Full time

    Job Summary:We are seeking a skilled Financial Services Professional to join our team at DBS Bank. As a Relationship Manager - Personal Banking, you will be responsible for generating new customer leads and identifying sales prospects in your assigned geography.Key Responsibilities:Generate new customer leads for Current Accounts through various...


  • Chennai, Tamil Nadu, India Flexzo HR Services Pvt Ltd. Full time

    Job Title: Financial Management ProfessionalAbout the Role:We are seeking a highly skilled Financial Management Professional to join our team at Flexzo HR Services Pvt Ltd. The ideal candidate will have a proven track record of managing financial operations, ensuring accurate financial reporting, and maintaining compliance with financial regulations.Key...


  • Chennai, Tamil Nadu, India Saaki Argus & Averil Consulting Full time

    About Saaki Argus & Averil Consulting: A leading engineering solutions provider committed to delivering high-quality services and innovative solutions.Job Title: Chartered AccountantPosition Overview: We are seeking a detail-oriented Chartered Accountant with 1 to 5 years of post-qualification experience to join our dynamic team.Key Responsibilities:Finalize...


  • Chennai, Tamil Nadu, India Access Healthcare Services Full time

    Job SummaryWe are seeking a highly skilled Financial Services Team Lead to join our team at Access Healthcare Services. The successful candidate will be responsible for leading our finance and accounting operations, ensuring the delivery of high-quality services to our clients.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement financial...


  • Chennai, Tamil Nadu, India NI CONSULTING SERVICES Full time

    Company OverviewNi Consulting Services is a leading provider of HR consultancy services, specialising in recruitment and payroll processing.Job OverviewWe are seeking a highly skilled Accounts Executive to join our team at Saravanan Global Energies Pvt Ltd.ResponsibilitiesManage and maintain accurate and up-to-date financial records, including accounts...


  • Chennai, Tamil Nadu, India Live Connections Full time

    **Key Requirements**We are seeking a talented Financial Services Specialist to join our team at Live Connections.**Key Responsibilities**As a Financial Services Specialist, you will be responsible for providing exceptional support to our clients in the Chennai/Gift City region.**What We Offer**We offer a dynamic and supportive work environment, with...


  • Chennai, Tamil Nadu, India Saaki Argus & Averil Consulting Full time

    About Saaki Argus & Averil Consulting: A leading engineering solutions provider, we are dedicated to delivering high-quality services and innovative solutions.Job Title: Chartered AccountantLocation: Chennai, IndiaWe are seeking an experienced Chartered Accountant to join our dynamic team. The ideal candidate will have a strong background in financial...


  • Chennai, Tamil Nadu, India Expertia AI Full time

    Financial Management RoleWe are seeking an experienced Financial Management Professional to join our team at Expertia AI. The ideal candidate will have a background in FMCG / Manufacturing and branch-level accounts, with expertise in banking (BRS), payments, Letters of Credit, and inventory management.Key Responsibilities:Manage branch accounting, including...


  • Chennai, Tamil Nadu, India Call For Jobs Full time

    Job DescriptionWe are seeking a skilled Financial Sales Representative to join our team at Call For Jobs.The ideal candidate will have experience assisting customers in the sale of financial products over the phone and face-to-face.Key responsibilities include:Product Knowledge* Developing a thorough understanding of our financial products and services.Sales...


  • Chennai, Tamil Nadu, India Access Healthcare Services Full time

    We are seeking a seasoned professional to fill the role of Financial Services Delivery Manager, responsible for overseeing process delivery, client management, and team leadership. If you have expertise in these areas, this could be the ideal opportunity for you.Key ResponsibilitiesMaintain positive relationships with customers to provide excellent customer...


  • Chennai, Tamil Nadu, India Industrial Support Services Full time

    Company OverviewIndustrial Support Services is a professional firm that delivers exceptional financial services to corporate clients.Job OverviewWe seek a highly motivated and detail-oriented Financial Operations Manager to ensure the accuracy and efficiency of our financial operations.Key ResponsibilitiesManage all aspects of the accounts payable and...


  • Chennai, Tamil Nadu, India Tata Consultancy Services Full time

    About the RoleWe are seeking a highly skilled SAP FI professional to join our team at Tata Consultancy Services.As a SAP FI specialist, you will be responsible for implementing and supporting SAP FI solutions across various industries.Key ResponsibilitiesImplementing SAP FI solutions for clientsProviding level 1 and level 2 support for GL, AR, AP, Bank, Cost...


  • Chennai, Tamil Nadu, India Access Healthcare Services Full time

    Job Role OverviewAccess Healthcare Services is seeking a seasoned Senior Financial Manager to lead our finance team in delivering high-quality services to our clients.This role requires a deep understanding of accounting concepts and practices, as well as excellent communication and interpersonal skills to manage a team of professionals.The successful...


  • Chennai, Tamil Nadu, India BNY Full time

    At BNY, we're seeking a skilled professional to join our team as a Financial Services Associate. This role is located in Pune, MH/ Chennai, TN – HYBRID.In this position, you'll be responsible for processing buy and sell orders, reconciling trade confirmations, and ensuring timely and accurate settlement of transactions. You'll also ensure that the firm's...


  • Chennai, Tamil Nadu, India GoIntegra facility management Full time

    We are seeking a highly skilled Financial Management Professional to join our team at GoIntegra Facility Management. As a leading technology-based facility management company, we are looking for a dynamic and result-oriented individual to manage our accounting functions.Key Responsibilities:Manage all accounting transactions, including accounts payable and...


  • Chennai, Tamil Nadu, India GoIntegra facility management Full time

    We are seeking a highly skilled Financial Management Professional to join our team at GoIntegra Facility Management. As a leading technology-based facility management company, we are looking for a dynamic and result-oriented individual to handle our accounting needs.Key Responsibilities:Manage all accounting transactions, including accounts payable and...