Financial Consultant
2 weeks ago
- 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.
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Financial Consultant
1 week ago
Bengaluru/Bangalore Region, India Hdfc Life Insurance Company Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per yearA 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...
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Financial Consultant
1 week ago
Hyderabad Region, India Hdfc Life Insurance Company Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per yearAre 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.
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Financial Consultant
4 days ago
Bengaluru/Bangalore Region, India Hdfc Life Insurance Company Limited Full time ₹ 5,00,000 - ₹ 15,00,000 per yearJob Title: Financial Consultant – Insurance Department: Sales / Business Development Location: [Your City / Region] Reporting To: Branch Manager / Sales Manager --- Job Summary: The Financial Consultant is responsible for identifying potential customers, understanding their financial needs, and providing suitable life insurance and...
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Financial Advisor
2 weeks ago
Chennai Region, India LIC Full time ₹ 4,00,000 - ₹ 6,00,000 per yearWe are Hiring Financial Advisor for our Reputed Company Company Name : LIC Role : Financial Advisor IRDA Exam Fees 700rs Qualification : 10th pass, 12th, Diploma, Any Degree Good Salary Packages Attractive Incentives (upto 1-lakh) Duties Consults with clients and prospective clients to assess insurance needs, budget,...
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SAP Financial Consultant
4 days ago
Chennai, Tamil Nadu, India COGNITBOTZ Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany 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...
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Financial Advisor
4 days ago
Hyderabad Region, India Hdfc Life Insurance Company Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJob Title: Financial Advisor Department: Sales / Wealth Management / Financial Services Location: Hyderabad Region Reports To: Branch Manager / Financial Services Manager / Regional Head Employment Type: Full-time Job Summary:The Financial Advisor is responsible for providing clients with sound financial guidance and solutions tailored to their...
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Consultant, Financial Instruments
2 weeks ago
Mumbai Metropolitan Region, India Kroll Full time ₹ 12,00,000 - ₹ 36,00,000 per yearAs 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...
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Workday financial Consultant
4 weeks ago
Chennai, India Tata Consultancy Services Full timeRole Name - Workday Financial Consultant(Procurement)Desired Competencies (Technical/Behavioral Competency)Must HaveHands-on configuration of Workday Procurement, Supplier Accounts, and Expenses modules.Experience with Business Process Framework (approvals, routing, conditions).Strong knowledge of Workday security model (roles, domains, segregation of...
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Workday financial consultant
2 weeks ago
Chennai, India Tata Consultancy Services Full timeRole Name - Workday Financial Consultant(Procurement)Desired Competencies (Technical/Behavioral Competency)Must HaveHands-on configuration of Workday Procurement, Supplier Accounts, and Expenses modules.Experience with Business Process Framework (approvals, routing, conditions).Strong knowledge of Workday security model (roles, domains, segregation of...
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Workday financial Consultant
3 weeks ago
Chennai, India Tata Consultancy Services Full timeRole Name - Workday Financial Consultant(Procurement)Desired Competencies (Technical/Behavioral Competency)Must Have- Hands-on configuration of Workday Procurement, Supplier Accounts, and Expenses modules.- Experience with Business Process Framework (approvals, routing, conditions).- Strong knowledge of Workday security model (roles, domains, segregation of...