Financial Consultant

7 days ago

Chennai Kanchipuram Nellore, India Geojit Full time ₹ 3,00,000 - ₹ 6,00,000 per year

Role & responsibilities:

  • Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
  • Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGBs) etc. and any other products which may be launched in the future based on the needs of the customer.
  • Execute cross & up-selling aimed at providing third-party products to optimize engagement with current clientele, thereby enhancing revenue generation for the company without any form of mis-selling.
  • Ensure the maintenance and growth of Assets under Management (AUM) within the branch.
  • Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings.
  • Educate potential prospects about the company, its products, and services.
  • Provide regular updates to clients through research reports on equity, new mutual fund schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.
  • Assist clients with investment application forms and guide them through the completion process.
  • Deliver after-sales service, conduct follow-ups, and ensure client retention.
  • Prepare daily sales reports and submit them to the reporting officer. GFSL/HR-Dept.
  • Make prompt entries in CRM and / or back office of the businesses / activities done.
  • Contribute to branch promotional activities to enhance visibility and engagement.

Preferred candidate profile

  • Education - Any Bachelors Degree or Diploma;

  • Experience years )& Fresher's (NISM Certified);

  • Interested in Sales (Direct Marketing);

  • Age years;

  • Gender - Both Male and Female can apply;

  • Financial Relationship Consultant

    1 week ago

    nellore, India beBeeRelationship Full time

    Key Financial Advisor RoleThe Key Financial Advisor role involves managing client relationships, identifying their financial needs, and providing tailored solutions.Job Description: We seek a dedicated individual to join our team as a Relationship Manager based in Mumbai or Nellore area. The successful candidate will be responsible for delivering exceptional...

  • Expert Financial Consultant

    1 week ago

    nellore, India beBeeCareer Full time

    Financial Advisor RoleAs a financial advisor, you will be responsible for providing expert guidance to clients on investment and insurance opportunities.Key Responsibilities:Provide in-depth analysis of financial products and services to clients.Identify and capitalize on new business leads through effective networking and relationship-building...

  • Financial management consultant

    4 weeks ago

    Chennai, India Walk Again Rehab Full time

    Job Description: Financial Consultant (Hybrid)Position OverviewWe are seeking a highly skilled Financial Consultant to oversee and optimize the company’s financial performance. The consultant will lead ROI analysis, manage company financial documentation, advise on day-to-day financial operations, and conduct audits of financial and accounting reports....

  • Financial Management Consultant

    4 weeks ago

    Chennai, India Walk Again Rehab Full time

    Job Description: Financial Consultant (Hybrid)Position OverviewWe are seeking a highly skilled Financial Consultant to oversee and optimize the company’s financial performance. The consultant will lead ROI analysis, manage company financial documentation, advise on day-to-day financial operations, and conduct audits of financial and accounting reports....

  • Financial Management Consultant

    4 weeks ago

    Chennai, India Walk Again Rehab Full time

    Job Description: Financial Consultant (Hybrid)Position OverviewWe are seeking a highly skilled Financial Consultant to oversee and optimize the company’s financial performance. The consultant will lead ROI analysis, manage company financial documentation, advise on day-to-day financial operations, and conduct audits of financial and accounting reports....

  • Financial Operations Specialist

    1 day ago

    nellore, India beBeeFinancial Full time

    Job Title: Financial Operations SpecialistAbout the Role:We are seeking a highly skilled and detail-oriented professional to join our team as a Financial Operations Specialist.The ideal candidate will have strong analytical skills, excellent communication skills, and a keen eye for detail.Key Responsibilities:Discussing financial needs of clients based in...

  • Financial Management Consultant

    5 days ago

    Chennai, Tamil Nadu, India Walk Again Rehab Full time ₹ 12,00,000 - ₹ 25,00,000 per year

    Job Description: Financial Consultant (Hybrid)Position OverviewWe are seeking a highly skilled Financial Consultant to oversee and optimize the company's financial performance. The consultant will lead ROI analysis, manage company financial documentation, advise on day-to-day financial operations, and conduct audits of financial and accounting reports....

  • Senior Financial Solutions Specialist

    1 week ago

    nellore, India beBeeFinance Full time

    Financial Consultant OpportunityWe are seeking an experienced professional to handle finance implementations, enhancements and production support for Infor LX modules.Configure and support finance functions in Infor LX (GL, AP, AR, Fixed Assets).Manage the process of gathering requirements, designing functionality, testing and user acceptance...

  • Senior Oracle Cloud Financials Expert

    1 week ago

    nellore, India beBeeFinancialConsultant Full time

    Senior Oracle Cloud Financials Consultant Job DescriptionWe are seeking an experienced Oracle Cloud Financials Functional Consultant to join our organization. As the subject matter expert, you will be responsible for supporting, configuring, and optimizing our core Oracle Cloud Financial modules.Key Responsibilities:Provide deep functional expertise and...

  • Chief Financial Officer Candidate

    3 days ago

    nellore, India beBeeAccountant Full time

    About Aurora FinancialsWe are an award-winning Accounting, Audit and Business Consulting firm.Our passion is helping global clients achieve their financial goals.We deliver advisory, accounting, assurance, consulting, and tax services.We focus on future-proofing and using industry-leading processes and cloud technology to provide time-saving, data-driven...