625 Financial Advisor jobs in India
Financial Advisor
Lucknow, Uttar Pradesh
ICICI Prudential Life Insurance
Posted today
Job Viewed
Job Description
**Job Types**: Part-time, Freelance
Schedule:
- Flexible shift
- Weekend availability
Supplemental Pay:
- Commission pay
- Performance bonus
- Quarterly bonus
- Yearly bonus
COVID-19 considerations:
Person are vaccinated
Ability to commute/relocate:
- Hazratganj lucknow, Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91-XXX
Schedule:
- Flexible shift
- Weekend availability
Supplemental Pay:
- Commission pay
- Performance bonus
- Quarterly bonus
- Yearly bonus
COVID-19 considerations:
Person are vaccinated
Ability to commute/relocate:
- Hazratganj lucknow, Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91-XXX
This advertiser has chosen not to accept applicants from your region.
0
Financial Advisor
NETRTECH SOLUTIONS LLP
Posted today
Job Viewed
Job Description
**Job Role - **Financial Advisor
**Domain** - BPO
**Experience** - 4-5 Years
**Location** - Remote
- Willingness to learn the business and use that knowledge to identify **variances in operational and financial performance** and research root cause with your operations partners and other teams involved in delivering to our clients.
- Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets.
- Works with business leaders to strategize and model operational delivery that drives improvement in the business to achieve targeted results.
- Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.
- Ability to prioritize work, plan ahead, and manage timelines to meet or exceed deadlines. Ability to communicate status of work, projects, and ad hoc efforts in a timely fashion both written and verbally.
- Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.
- Responsible for maintaining and implementing Excel based complex forecasting models to help predict and model company revenue and expense by client and line of business. These models are multi-variable month base Excel based models.
- Ability to manage annual, quarterly, monthly, and weekly reporting between forecast models and actuals results across multiple clients and lines of business. Willingness to work across multiple teams to capture all the data necessary to report accurately for each reporting period.
- Ability to be consistent and follow modeling, file, and naming conventions. Ability to document your work effort weekly for status reporting to management.
- Ability to recognize when a model, process, or approach is not efficient or is broken. Ability to design the solution, including gaining agreement from your business peers and then implement the solution. In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.
- Willingness to manage/coach one junior financial analyst that supports your portfolio, but manages a smaller number of clients and forecasting models.
**What skills you’ll need**:
- Must have experience in Excel based Fina**ncial Planning and Analysis (FP&A). Minimum 4 years’** experience preferred.
- Prior experience in business process outsourcing (BPO) industry or similar industry preferred.
- Experience in **pricing and/or business case modeling **a benefit, especially **Excel based modeling.**:
- Ability to communicate at different levels both written and spoken.
- Demonstrated experience in **Hyperion Essbase**.
- Must have a successful track record in planning long-term strategic plans and meeting established milestones.
- Should be informed on current industry trends and technologies to keep business unit on leading edge.Schedule:
- Rotational shift
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹190,000.00 - ₹210,000.00 per year
**Benefits**:
- Health insurance
- Provident Fund
- Work from home
Schedule:
- Night shift
- Rotational shift
Supplemental pay types:
- Performance bonus
- Shift allowance
**Domain** - BPO
**Experience** - 4-5 Years
**Location** - Remote
- Willingness to learn the business and use that knowledge to identify **variances in operational and financial performance** and research root cause with your operations partners and other teams involved in delivering to our clients.
- Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets.
- Works with business leaders to strategize and model operational delivery that drives improvement in the business to achieve targeted results.
- Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.
- Ability to prioritize work, plan ahead, and manage timelines to meet or exceed deadlines. Ability to communicate status of work, projects, and ad hoc efforts in a timely fashion both written and verbally.
- Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.
- Responsible for maintaining and implementing Excel based complex forecasting models to help predict and model company revenue and expense by client and line of business. These models are multi-variable month base Excel based models.
- Ability to manage annual, quarterly, monthly, and weekly reporting between forecast models and actuals results across multiple clients and lines of business. Willingness to work across multiple teams to capture all the data necessary to report accurately for each reporting period.
- Ability to be consistent and follow modeling, file, and naming conventions. Ability to document your work effort weekly for status reporting to management.
- Ability to recognize when a model, process, or approach is not efficient or is broken. Ability to design the solution, including gaining agreement from your business peers and then implement the solution. In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.
- Willingness to manage/coach one junior financial analyst that supports your portfolio, but manages a smaller number of clients and forecasting models.
**What skills you’ll need**:
- Must have experience in Excel based Fina**ncial Planning and Analysis (FP&A). Minimum 4 years’** experience preferred.
- Prior experience in business process outsourcing (BPO) industry or similar industry preferred.
- Experience in **pricing and/or business case modeling **a benefit, especially **Excel based modeling.**:
- Ability to communicate at different levels both written and spoken.
- Demonstrated experience in **Hyperion Essbase**.
- Must have a successful track record in planning long-term strategic plans and meeting established milestones.
- Should be informed on current industry trends and technologies to keep business unit on leading edge.Schedule:
- Rotational shift
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹190,000.00 - ₹210,000.00 per year
**Benefits**:
- Health insurance
- Provident Fund
- Work from home
Schedule:
- Night shift
- Rotational shift
Supplemental pay types:
- Performance bonus
- Shift allowance
This advertiser has chosen not to accept applicants from your region.
1
Financial Advisor
Surat, Gujarat
Bajaj Life insurance
Posted today
Job Viewed
Job Description
Part-time work from home zero investment work flexibility be your own
**Job Types**: Part-time, Regular / Permanent, Fresher, Freelance, Volunteer
Contract length: 12 months
Part-time hours: 20 per week
**Salary**: Up to ₹120,000.00 per month
**Benefits**:
- Flexible schedule
- Leave encashment
Schedule:
- Evening shift
- Flexible shift
- Monday to Friday
- Weekend availability
Supplemental pay types:
- Commission pay
- Joining bonus
- Performance bonus
- Yearly bonus
**Speak with the employer**
+91
**Job Types**: Part-time, Regular / Permanent, Fresher, Freelance, Volunteer
Contract length: 12 months
Part-time hours: 20 per week
**Salary**: Up to ₹120,000.00 per month
**Benefits**:
- Flexible schedule
- Leave encashment
Schedule:
- Evening shift
- Flexible shift
- Monday to Friday
- Weekend availability
Supplemental pay types:
- Commission pay
- Joining bonus
- Performance bonus
- Yearly bonus
**Speak with the employer**
+91
This advertiser has chosen not to accept applicants from your region.
2
Financial Advisor
Hyderabad, Andhra Pradesh
Investimwnto Welfare Advisor Pvt Ltd
Posted today
Job Viewed
Job Description
**Financial Advisor job title**
An effective job title wiil typically include a general term, the level of experience and any special requirements. The general term will optimize your job title to show up in a general search for jobs of the same nature. The level of experience will help you attract the most qualified applicants by outlining the amount of responsibility and prior knowledge required. And if your position is specialized, consider including the specialization in the job title as well. But avoid using internal titles, abbreviations or acronyms to make sure people understand what your job posting is before clicking.
- Financial Advisor
- Senior Financial Advisor
- Investment Consultant
- Financial Advisor (Part-Time)
- Wealth Management Planner
**Job Types**: Full-time, Regular / Permanent, Fresher
**Salary**: ₹15,000.00 - ₹40,000.00 per month
**Benefits**:
- Paid sick time
Schedule:
- Day shift
Supplemental pay types:
- Commission pay
- Joining bonus
- Performance bonus
Ability to commute/relocate:
- Hyderabad, Telangana: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91
An effective job title wiil typically include a general term, the level of experience and any special requirements. The general term will optimize your job title to show up in a general search for jobs of the same nature. The level of experience will help you attract the most qualified applicants by outlining the amount of responsibility and prior knowledge required. And if your position is specialized, consider including the specialization in the job title as well. But avoid using internal titles, abbreviations or acronyms to make sure people understand what your job posting is before clicking.
- Financial Advisor
- Senior Financial Advisor
- Investment Consultant
- Financial Advisor (Part-Time)
- Wealth Management Planner
**Job Types**: Full-time, Regular / Permanent, Fresher
**Salary**: ₹15,000.00 - ₹40,000.00 per month
**Benefits**:
- Paid sick time
Schedule:
- Day shift
Supplemental pay types:
- Commission pay
- Joining bonus
- Performance bonus
Ability to commute/relocate:
- Hyderabad, Telangana: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91
This advertiser has chosen not to accept applicants from your region.
3
Financial Advisor
Navi Mumbai, Maharashtra
Wisecor service pvt ltd
Posted today
Job Viewed
Job Description
Division: Lead Management System - Financial Services
Designation: Financial Advisor (Insurance Sales)
Location: Mahape - Navi Mumbai
Experience: 1-3 years
Roles & Responsibilities:
- Contact businesses and private individuals by telephone to promote services
- Should be able to explain the product and its benefits to the customers
- Resolving customer queries
- Customer follow up and feedback post initial interaction
- Record customer and transaction details and obtaining customer information
- Schedule appointments for sales staff to meet prospective customers
Education and Experience:
- Relevant work experience in sales, marketing, promotions or telemarketing
Key Competencies:
- Information gathering and management
- Persuasiveness
- Adaptability
- Initiative
- Negotiation skills
- High energy levels
- Self-motivation
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹15,000.00 - ₹20,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Health insurance
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Commission pay
- Performance bonus
- Yearly bonus
Ability to commute/relocate:
- Navi Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91
Designation: Financial Advisor (Insurance Sales)
Location: Mahape - Navi Mumbai
Experience: 1-3 years
Roles & Responsibilities:
- Contact businesses and private individuals by telephone to promote services
- Should be able to explain the product and its benefits to the customers
- Resolving customer queries
- Customer follow up and feedback post initial interaction
- Record customer and transaction details and obtaining customer information
- Schedule appointments for sales staff to meet prospective customers
Education and Experience:
- Relevant work experience in sales, marketing, promotions or telemarketing
Key Competencies:
- Information gathering and management
- Persuasiveness
- Adaptability
- Initiative
- Negotiation skills
- High energy levels
- Self-motivation
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹15,000.00 - ₹20,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Health insurance
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Commission pay
- Performance bonus
- Yearly bonus
Ability to commute/relocate:
- Navi Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91
This advertiser has chosen not to accept applicants from your region.
4
Financial Advisor
Ernakulam, Kerala
ICICI Prudential Life Insurance
Posted today
Job Viewed
Job Description
As part of our expansion We are hiring for financial advisors.
- Work from home opportunity
- Independent career
- Flexible work timings
Suitable profile for NRI's / House wife's / Retired persons / Tax consultants etc.
**Job Types**: Full-time, Part-time, Regular / Permanent, Fresher, Freelance
Part-time hours: 12 per week
**Salary**: ₹30,000.00 - ₹200,000.00 per month
**Benefits**:
- Flexible schedule
- Work from home
Schedule:
- Day shift
- Evening shift
- Monday to Friday
- Morning shift
Supplemental pay types:
- Commission pay
- Joining bonus
- Performance bonus
- Quarterly bonus
- Yearly bonus
**Speak with the employer**
+91 965666105
- Work from home opportunity
- Independent career
- Flexible work timings
Suitable profile for NRI's / House wife's / Retired persons / Tax consultants etc.
**Job Types**: Full-time, Part-time, Regular / Permanent, Fresher, Freelance
Part-time hours: 12 per week
**Salary**: ₹30,000.00 - ₹200,000.00 per month
**Benefits**:
- Flexible schedule
- Work from home
Schedule:
- Day shift
- Evening shift
- Monday to Friday
- Morning shift
Supplemental pay types:
- Commission pay
- Joining bonus
- Performance bonus
- Quarterly bonus
- Yearly bonus
**Speak with the employer**
+91 965666105
This advertiser has chosen not to accept applicants from your region.
5
Financial Advisor
Aligarh, Uttar Pradesh
PARTH FINSERV PRIVATE LIMITED
Posted today
Job Viewed
Job Description
**Job Title**:Financial Advisor
**Key Responsibilities**:
Conduct in-depth financial assessments and gather relevant information from clients.
Develop personalized financial plans based on clients' short-term and long-term goals.
Recommend appropriate investment strategies, insurance products, and retirement plans.
Monitor and review clients' financial performance regularly to make necessary adjustments.
Stay informed about financial market trends, investment opportunities, and economic developments.
Educate clients on financial matters, including risk management and wealth accumulation.
Provide guidance on tax planning, estate planning, and other financial matters as needed.
Build and maintain strong client relationships, demonstrating professionalism and trustworthiness.
Comply with all relevant financial regulations and industry best practices.
Continuously update knowledge through training and professional development.
**Qualifications and Requirements**:
Bachelor's degree in finance, economics, or a related field (advanced degrees or certifications are a plus).
Proven experience as a Financial Advisor or a related role in the financial services industry.
Strong knowledge of investment products, financial planning principles, and taxation.
Excellent interpersonal and communication skills to effectively engage and communicate with clients.
Analytical mindset with the ability to interpret complex financial information.
Familiarity with financial software and tools for analysis and modeling.
Ability to work independently and as part of a team in a fast-paced environment.
High ethical standards and a commitment to client confidentiality.
Any required licenses or certifications as per local regulations
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹16,000.00 - ₹24,000.00 per month
**Benefits**:
- Food provided
- Life insurance
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Overtime pay
Ability to commute/relocate:
- Aligarh, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
**Key Responsibilities**:
Conduct in-depth financial assessments and gather relevant information from clients.
Develop personalized financial plans based on clients' short-term and long-term goals.
Recommend appropriate investment strategies, insurance products, and retirement plans.
Monitor and review clients' financial performance regularly to make necessary adjustments.
Stay informed about financial market trends, investment opportunities, and economic developments.
Educate clients on financial matters, including risk management and wealth accumulation.
Provide guidance on tax planning, estate planning, and other financial matters as needed.
Build and maintain strong client relationships, demonstrating professionalism and trustworthiness.
Comply with all relevant financial regulations and industry best practices.
Continuously update knowledge through training and professional development.
**Qualifications and Requirements**:
Bachelor's degree in finance, economics, or a related field (advanced degrees or certifications are a plus).
Proven experience as a Financial Advisor or a related role in the financial services industry.
Strong knowledge of investment products, financial planning principles, and taxation.
Excellent interpersonal and communication skills to effectively engage and communicate with clients.
Analytical mindset with the ability to interpret complex financial information.
Familiarity with financial software and tools for analysis and modeling.
Ability to work independently and as part of a team in a fast-paced environment.
High ethical standards and a commitment to client confidentiality.
Any required licenses or certifications as per local regulations
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹16,000.00 - ₹24,000.00 per month
**Benefits**:
- Food provided
- Life insurance
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Overtime pay
Ability to commute/relocate:
- Aligarh, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
This advertiser has chosen not to accept applicants from your region.
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