Financial Services Specialist
2 weeks ago
Job Overview
We are seeking an experienced professional to join our team as a Financial Advisor. The ideal candidate will have excellent interpersonal and communication skills, with the ability to build and maintain relationships with clients.
Key Responsibilities
- Generate sales leads through various engagement initiatives, professional networking, and referrals.
- Determine clients' specific needs and financial situations by scheduling fact-finding appointments.
- Recommend appropriate insurance products to clients, such as life, health, property, and casualty insurance.
- Proactively contact leads and schedule appointments to recommend policies, quotes, and coverages.
- Determine specific client needs by researching current coverage and options, and grow and maintain business through product sales, cross-sales, and referrals.
- Education clients on the benefits and limitations of different types of insurance policies and help them make informed decisions about their coverage.
- Generate new leads and prospect for new clients.
- Expand professional skill set through workshops, networking events, and professional organizations.
Benefits
- Be your own boss.
- Unlimited earning potential.
- Productivity-linked commission.
- Flexible work-life balance.
- Access to diverse products.
- Learning from experienced leaders.
- Recognition for outstanding performance.
Estimated Salary: $80,000 - $120,000 per annum, depending on experience.
-
Financial Specialist
4 days ago
Gurgaon, Haryana, India Tata Recruitment Services Full timeAbout the RoleThis is a full-time on-site position for a Financial Specialist at Tata Recruitment Services located in Gurugram.ResponsibilitiesMaintain accurate and up-to-date financial records, ensuring compliance with relevant laws and regulations.Prepare detailed financial reports to inform business decisions.Develop and manage budgets to optimize...
-
Financial Services Accounting Specialist
3 weeks ago
Gurgaon, Haryana, India Teamware Solutions - A division of Quantum Leap Co Full time**About Teamware Solutions**We are a leading company in the field of financial services, and we are currently seeking an experienced Financial Services Accounting Specialist to join our team.As a key member of our Accounts Payable department, you will be responsible for performing vendor reconciliations, providing support to the market, and ensuring accurate...
-
Financial Specialist
3 weeks ago
Gurgaon, Haryana, India Marsh McLennan Full timeJob Title: Financial SpecialistAbout the RoleWe are seeking an experienced Financial Specialist to join our team at Marsh McLennan in Gurgaon. This hybrid role requires working at least three days a week in the office.The Financial Specialist will be responsible for delivering excellent client experiences through various communication channels, focusing on...
-
Financial Modeling Specialist
4 weeks ago
Gurgaon, Haryana, India Acuity Knowledge Partners Full timeJob Title: Financial Modeling SpecialistWe are seeking a highly skilled Financial Modeling Specialist to join our team at Acuity Knowledge Partners. This is an exciting opportunity for an experienced professional to leverage their expertise in financial modeling, analysis, and strategy development.
-
Financial Compliance Specialist
4 weeks ago
Gurgaon, Haryana, India RegisterKaro Full timeJob OverviewWe are seeking a detail-oriented Financial Compliance Specialist to join our team at RegisterKaro. As a key member of our finance operations, you will play a vital role in ensuring timely and accurate compliance with statutory filings, income tax provisions, TDS regulations, GST laws, and financial reporting standards.About the RoleThis is an...
-
Financial Services Specialist
3 weeks ago
Gurgaon, Haryana, India NeXMiLE Professionals LLP Full timeAbout NeXMiLe Professionals LLP:">NeXMiLe Professionals LLP is a boutique investment banking advisory firm based out of Noida. Our expertise lies in supporting the MSME sector and large unlisted companies.Job Responsibilities:">We are seeking a highly skilled Financial Services Specialist to join our team as an Investment Banking Associate. As a key member,...
-
Financial Portfolio Specialist
4 weeks ago
Gurgaon, Haryana, India Client Associates Full time**About Client Associates:**Client Associates is India's pioneering Multi Family Office Firm, founded by senior private bankers to provide professional Private Wealth Management services. Recognized as one of the best teams of private bankers in India, we have received numerous awards for our exceptional wealth management services. Job Title: Financial...
-
Financial Management Specialist
2 weeks ago
Gurgaon, Haryana, India Taurus Mutual Fund Full timeJob Title: Financial Management SpecialistAbout Appitsimple: As a forward-thinking financial management company, we are seeking an experienced Financial Management Specialist to join our team. This role will be responsible for overseeing all aspects of financial management, including corporate accounting, regulatory and financial reporting, budget and...
-
Financial Operations Specialist
2 weeks ago
Gurgaon, Haryana, India Pristyncare Full timeJob Title: Financial Operations SpecialistWe are seeking an experienced Financial Operations Specialist to join our team at Pristyn Care.Key Responsibilities:Manage financial operations, including accounts payable, accounts receivable, and payroll.Ensure compliance with regulatory requirements, company policies, and industry standards.Develop and maintain...
-
Senior Financial Specialist
2 weeks ago
Gurgaon, Haryana, India Talent Ro Full timeSenior Financial Specialist Role SummaryTalent Ro is hiring a Senior Financial Specialist to join our team. As a key member of our financial operations team, you will be responsible for managing the day-to-day financial operations of our Investment product, including financial analysis, portfolio management, and team leadership.Key Responsibilities:- Oversee...
-
Financial Posting Specialist
4 weeks ago
Gurgaon, Haryana, India WNS Full timeWe are seeking a skilled Financial Posting Specialist to join our team at WNS. In this role, you will be responsible for ensuring accurate billing and payment for services provided by healthcare providers.About the RoleThis is an exciting opportunity to work closely with healthcare providers and insurance companies to maintain accurate and complete records...
-
Financial Operations Specialist
4 weeks ago
Gurgaon, Haryana, India Delta Velocity Full timeJob OverviewWe are seeking an experienced Financial Operations Specialist to join our team at Delta Velocity. This role will be responsible for ensuring the accurate and timely processing of financial transactions, as well as maintaining compliance with relevant tax regulations.
-
Financial Strategy Specialist
3 weeks ago
Gurgaon, Haryana, India Embark Pace Full timeJob Description:The Financial Strategy Specialist at Embark Pace will play a crucial role in developing and implementing effective financial strategies. This includes managing cash flow, forecasting, and fund allocation to ensure optimal utilization of resources. The successful candidate will have a strong track record in financial analysis, risk management,...
-
Financial Spreading Specialist
4 weeks ago
Gurgaon, Haryana, India Acuity Knowledge Partners Full timeJob Description:Acuity Knowledge Partners is seeking a skilled Financial Spreading Specialist to join its Lending Services team in Gurgaon.Key Responsibilities:Spread financial statements in Moody's CreditLens, nCino, and client-customized templates.Analyze financial statement performance and trend analysis for assessing credit worthiness of public and...
-
Financial Operations Specialist
4 weeks ago
Gurgaon, Haryana, India Delta Velocity Full timeWe are seeking a skilled Financial Operations Specialist to join our team at Delta Velocity.As a Financial Operations Specialist, you will be responsible for ensuring the smooth operation of our financial processes.The estimated salary for this position is $65,000 - $85,000 per year, depending on experience and qualifications.Key Responsibilities:GST...
-
Financial Reporting Specialist
1 month ago
Gurgaon, Haryana, India Acuity Knowledge Partners Full timeAcuity Knowledge Partners, a leading provider of bespoke research, analytics and technology solutions to the financial services sector, is seeking an experienced Financial Reporting Specialist.The successful candidate will be responsible for preparing financial statements in accordance with IFRS requirements, ensuring adherence to generally accepted...
-
Financial Analysis Specialist
4 weeks ago
Gurgaon, Haryana, India DeHaat Full timeDeHaat is a leading agricultural technology company looking for a highly skilled Financial Analysis Specialist to join our team.Job SummaryWe are seeking an experienced Financial Analysis Specialist to assist in the preparation and analysis of financial statements, including balance sheets, income statements, and cash flow statements. The successful...
-
Financial Reporting Specialist
4 days ago
Gurgaon, Haryana, India Qua Full timeQua - A Leading Fashion Brand Seeks a Financial Reporting SpecialistWe are a technology-driven womenswear brand committed to elevating modern women.About the RoleWe are seeking a highly detail-oriented Financial Reporting Specialist to join our team. As a key member of our finance department, you will be responsible for managing day-to-day accounting...
-
Executive Director
2 weeks ago
Gurgaon, Haryana, India Zuari Management Services Limited Full timeJob SummaryWe are seeking an experienced Executive Director to lead our financial services business. The successful candidate will be responsible for driving strategic growth, operational excellence, and financial performance across all business verticals.The ideal candidate will have a proven track record in P&L management, with experience in capital...
-
Financial Operations Specialist
3 weeks ago
Gurgaon, Haryana, India Boston Consulting Group Full timeAbout UsBoston Consulting Group is a global management consulting firm that pioneered strategy consulting more than 50 years ago. We continue to innovate and redefine the industry, offering multiple career paths for the world's best talent to have a real impact on business and society.Job Description: Global Finance & Operations ServicesWe are seeking an...