Financial Consultant

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...

1. Primary Role: A Financial Consultant helps individuals and families plan their finances by suggesting suitable life insurance and investment products. Their main goal is to protect the client's financial future through risk management and long-term planning. 2. Key Responsibilities: Client Prospecting & Relationship Building Financial Need...

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...

We 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,...

We are seeking a results-driven and strategic Financial Consultant with strong team management, development, and recruitment skills. The ideal candidate will provide expert financial guidance, drive business growth, and lead a high-performing team of financial professionals. This role involves client advisory, team leadership, and talent acquisition to...

We Are Seeking Motivated Individuals, Including Housewives And Retirees, To Join Us As Finance Advisors In The Insurance Sector. As A Finance Advisor, Your Primary Responsibilities Will Include: Client Consultation: Provide Financial Advice To Clients, Understanding Their Needs And Recommending Suitable Insurance Solutions. Product Knowledge: Stay...

We are hiring for the position of Financial Consultant .Eligibility Criteria - Partly Consider secondary,but preference Higher Secondary Graduate (Any)Fresher, House wife, Retired person, Any working person.Freshsrs can applicable.Job role· Financial consultants are responsible for increasing company sales by sourcing new clients.· Reviewing clients'...

One of India's leading banks is offering multiple job vacancies in Kochi. We are inviting candidates to join the Financial Consulting division of the firm. We are looking for candidates such as Ex-NRIs, Ex-Servicemen, Housewives, Tax Practitioners, Insurance Advisors (Life or General), and individuals from any Sales or Operations background. No age...

About Us:Scalemetrics is a leading provider of modular CFO services, dedicated to supporting startups and SMEs in scaling their businesses globally. Our mission is to enhance business predictability and value through expert financial management solutions, including process automatization, bookkeeping, financial forecasting, budgeting, financial modeling,...

We are seeking an experienced Oracle Finance Techno-Functional Consultant to lead the implementation of Oracle Advanced Global Intercompany System (AGIS) across US/MEXICO and US/PR entities. This role involves requirement gathering, solution design, configuration, integration, and testing to ensure seamless and compliant intercompany transaction...