Financial Consultant

2 weeks ago

Chennai Region, India JCL Infraa Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year
  • Identify customer needs and provide tailored financial solutions across deposits and investments products.
  • Explain product features, benefits, and returns in a clear and customer-friendly manner.
  • Develop and maintain long-term client relationships through regular follow-ups and reviews.
  • Achieve assigned sales and revenue targets for banking and investment products.
  • Conduct financial planning sessions with clients to understand goals and risk appetite.
  • Keep up-to-date knowledge of financial products, market trends, and competitor offerings.
  • Prepare reports on customer interactions, sales activities, and target achievements.

  • Financial Consultant

    1 week ago

    Bengaluru/Bangalore Region, India Hdfc Life Insurance Company Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    A financial consultant helps individuals and businesses manage their finances, providing expert advice on investments, budgeting, and financial planning. They analyze financial data, identify areas for improvement, and create tailored strategies to achieve financial goals, such as saving for retirement or expanding a business. Financial consultants may work...

  • Financial Consultant

    1 week ago

    Hyderabad Region, India Hdfc Life Insurance Company Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Are you looking for earnings along with whatever you do? You can be a financial consultant and earn a good amount of money every month by just generating leads from the natural market.

  • Financial Consultant

    2 weeks ago

    Kolkata/Calcutta Region, India Kotak Mahindra Bank Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job Title: Financial Consultant Company: Kotak Mahindra Bank Limited Location: Kolkata, West Bengal, India (Work From Home) Contact: Debasish Datta (Employer) – Job Type: Part-Time / Full-Time (Work from Home) Gender: Both Male & Female Candidates Welcome Experience: Minimum 5 Year in Any Field Special Note: Retired professionals...

  • SAP Financial Consultant

    2 days ago

    Chennai, Tamil Nadu, India COGNITBOTZ Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionCOGNITBOTZ is a leading provider of Intelligent Process Automation (IPA) services and Agentic AI solutions. We help businesses achieve exceptional productivity, efficiency, and growth through advanced technologies such as Robotic Process Automation (RPA), AI, ML, and NLP. Our consultative approach and deep industry knowledge allow us to...

  • Consultant, Financial Instruments

    2 weeks ago

    Mumbai Metropolitan Region, India Kroll Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    As a market leader in providing illiquid portfolio analysis, our Alternative Asset Management professionals assist clients in the valuation of alternative investments, specifically for securities and positions for which there are no active market quotations available. Our professionals have the opportunity to work on a wide range of projects with exposure to...

  • Financial Planning Consultant

    3 weeks ago

    Chennai, India Ignisov Consulting Services Full time

    Role: OneStream – Financial Planning Consultant Job Type: Contract Job Location: Chennai Experience: 8- 12 years Notice Period: Immediate to 30 Days Job Description: - 4-5 years of OneStream end to end Implementation experience. - Certification nice to have. - Implement and configure the OneStream platform to meet client-specific needs. - Provide...

  • Financial planning consultant

    2 weeks ago

    Chennai, India Ignisov Consulting Services Full time

    Role: One Stream – Financial Planning Consultant Job Type: Contract Job Location: Chennai Experience: 8- 12 years Notice Period: Immediate to 30 Days Job Description: 4-5 years of One Stream end to end Implementation experience. Certification nice to have. Implement and configure the One Stream platform to meet client-specific needs. Provide...

  • Financial planning consultant

    1 week ago

    Chennai, India Ignisov Consulting Services Full time

    Role: One Stream – Financial Planning Consultant Job Type: Contract Job Location: Chennai Experience: 8- 12 years Notice Period: Immediate to 30 Days Job Description: 4-5 years of One Stream end to end Implementation experience. Certification nice to have. Implement and configure the One Stream platform to meet client-specific needs. ...

  • Financial Planning Consultant

    3 weeks ago

    Chennai, India Ignisov Consulting Services Full time

    Role: OneStream – Financial Planning Consultant Job Type: Contract Job Location: Chennai Experience: 8- 12 years Notice Period: Immediate to 30 Days Job Description: 4-5 years of OneStream end to end Implementation experience. Certification nice to have. Implement and configure the OneStream platform to meet client-specific needs. Provide ongoing...

  • Financial Planning Consultant

    3 weeks ago

    Chennai, India Ignisov Consulting Services Full time

    Role: OneStream – Financial Planning Consultant Job Type: Contract Job Location: Chennai Experience: 8- 12 years Notice Period: Immediate to 30 Days Job Description: 4-5 years of OneStream end to end Implementation experience. Certification nice to have. Implement and configure the OneStream platform to meet client-specific needs. Provide ongoing...