Financial Services Consultant

1 week ago


Chennai, Tamil Nadu, India ICICI Prudential Life Full time US$ 30,000 - US$ 60,000 per year
  • We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets.
  • Key responsibilities:
  • Liaise with bank's branch staff and build effective relationships to maximize the business opportunity
  • Provide knowledge about the insurance products and support bank's branch staff through training to enable them to generate new business, understand customer needs and recommend suitable life insurance products to customers
  • Provide training to the bank branch staff to equip them to sell insurance products to customers and assist them in revenue generation
  • Provide guidance to the bank's branch staff in servicing existing customers, solve their queries and concerns and ensure the quality of business is maintained consistently
  • Enable business procured through bank's branch staff is aligned to business quality metrics
  • Exercise due diligence to prevent unauthorized/ fraudulent transactions

  • Candidates who are willing to be mobile and work across locations will be preferred.

  • Education and experience:
  • Graduation or post-graduation from any stream
  • Graduate freshers or candidates with experience of 0 - 2 years

  • Note: Compensation and level fitment in the organisation will be offered commensurate with role, education and prior work experience of the candidate.



  • Chennai, Tamil Nadu, India Kreon Financial Services Full time ₹ 60,00,000 - ₹ 1,00,00,000 per year

    About the company:StuCred is a dynamic fintech company headquartered in Chennai, India, committed to transforming the financial landscape by providing innovative and accessible financial solutions to students and young professionals.What would you do?You will be helping us in determining financial outcomes by collecting operational data/reports, whilst...


  • 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...


  • 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....


  • Chennai, Tamil Nadu, India Ignisov Consulting Services Full time ₹ 8,00,000 - ₹ 25,00,000 per year

    Role: OneStream – Financial Planning ConsultantJob Type: ContractJob Location: ChennaiExperience: 8- 12 yearsNotice Period: Immediate to 30 DaysJob 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 support and...


  • Chennai, Tamil Nadu, India Trinity SkillWorks Private Limited Full time ₹ 2,52,000 - ₹ 5,40,000 per year

    We are looking for dynamic and ambitious professionals to join our team as Financial Consultants / Wealth Advisors. In this role, you will help clients achieve their financial goals through smart investment planning, relationship management, and advisory services.Key Responsibilities:Acquire new clients through calls, referrals, and meetingsPromote and...


  • Chennai, Tamil Nadu, India ICICI Prudential Life Insurance Company Limited Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Company DescriptionICICI Prudential Life Insurance Company Limited is a leading private sector life insurance provider in India. We offer a wide range of products, including term plans, wealth plans, child education plans, and retirement plans, catering to customers at every life stage. Our focus on innovation, customer commitment, and values has earned us...

  • Financial Advisor

    2 weeks ago


    Chennai, Tamil Nadu, India DEB Management Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionDEB Management Consulting is an emerging financial and engineering boutique consulting organization based in Chennai, Tamil Nadu, India, with a presence across Southern India. We specialize in banking and private financing, offering innovative financial products such as offshore accounts, various forms of bank guarantees and letters of...


  • Chennai, Tamil Nadu, India Integrated Personnel Services Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Location:- ChennaiProcess specific responsibilitiesPosition Overview:The Financial Controller is responsible for overseeing the companys financial controlling functions. This role ensures the accurate and timely preparation of financial statements,filings, and regulatory compliance. The professional in this position works closely with the finance,...


  • Chennai, Tamil Nadu, India Treeline Business Solutions Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Company OverviewTreeline Business Solutions Pvt. Ltd. is a boutique provider of customized services in Business Process Outsourcing, Knowledge Process Outsourcing, Recruitment Process Outsourcing, IT Outsourcing, and Consulting Practices. Based in India and Saudi Arabia, Treeline serves a diverse client base across India, the US, GCC, and Africa. Known for...


  • Chennai, Tamil Nadu, India Treeline Business Solutions Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Company OverviewTreeline Business Solutions Pvt. Ltd. is a distinguished provider of Business Process Outsourcing, Knowledge Process Outsourcing, Recruitment Process Outsourcing, IT Outsourcing, and consulting services. With headquarters in Chennai and operations across India, USA, GCC, and Africa, Treeline is known for high-quality service, confidentiality,...