50 Financial Advisor jobs in Ahmedabad
Financial Advisor
Posted 8 days ago
Job Viewed
Job Description
Your potential has a place here with TTEC's award-winning employment experience. As a Financial Advisor working remote in Ahmedabad, India, you'll be a part of bringing humanity to business. #experienceTTEC
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in INDIA says it all!
**What You'll Do -**
Under general supervision, this position will be responsible for reporting and forecasting top line revenue for the Engage portfolios. The role also requires that all new business is added to their portfolio correctly and managed following the same process. The successful candidate will need to work independently across multiple internal groups and teams to get the data required to track and manage all newly sold business. The successful candidate will demonstrate a willingness to learn the industry and how TTEC oversees their business to ensure they model accurately. Candidates must have strong problem solving capabilities to think outside of the box and the ability to adapt and overcome through different types of obstacles. The candidate must demonstrate good communication skills, both written and spoken.
You will be reporting to Executive Director, Finance
**During a Typical Day, You'll**
+ 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 financial outcomes that improve topline revenue and margins 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 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 reporting dashboards to report company revenue and expense by client and line of business.
+ Ability to manage annual, quarterly, monthly, and weekly reporting 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.
**What You Bring to the Role**
+ Experience in pricing and/or business case modeling required, especially Excel based modeling.
+ Experience supporting a sales organization or teams focused on top line revenue growth.
+ Must have experience in Excel based Financial Planning and Analysis (FP&A). Minimum 4 years' experience preferred.
+ Prior experience in business process outsourcing (BPO) industry or similar industry preferred.
+ Ability to communicate at different levels both written and spoken.
+ Demonstrated experience in Hyperion Essbase.
+ Should be informed on current industry trends and technologies to keep business unit on leading edge.
**What You Can Expect**
- Supportive of your career and professional development
- An inclusive culture and community minded organization where giving back is encouraged
- A global team of curious lifelong learners guided by our company values
- Ask us about our paid time off (PTO) and wellness and healthcare benefits
- And yes. a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
#LI-remote
**Employment Requirements** : _TTEC requires all employees hired in the India to successfully pass a background check including employment credentials, education, permanent and current address verification and if applicable, immigration and work permit documentation as a condition of employment. Depending on location and client program, a drug test may also be required as a condition of employment. TTEC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. You will be asked to share with TTEC as well as its representatives, all such personal information that it may require to conduct such background verification and also agree to TTEC and its representatives collecting and storing such personal information and transferring the same, whether in India or abroad._
**Title:** _Financial Advisor_
**Location:** _India-Gujarat-Ahmedabad_
**Requisition ID:** _046PV_
financial advisor
Posted today
Job Viewed
Job Description
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skill
s
Financial Advisor
Posted today
Job Viewed
Job Description
We have opening for Knowledge Integrator / Advisory Support in one of the reputed KPO based at Ahmedabad
Experience : Fresher/ 1 + Years
Role & responsibilities
Daily Process
Compliance task
Billing , Portfolio , Financial Planning
Interested candidates with the required qualification and experience are encouraged to send
their CV to .
Financial Advisor
Posted today
Job Viewed
Job Description
TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.
Financial Advisor's required:
Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able to generate leads from open market. For conversion of leads, sales support will be provided. On conversion, average commission will be 25% of the premium, and monthly payout will be provided.
Positives:
- We don't have to prove TATA as a brand. People have trust in us.
- You will sell a product (Term plan / Life Insurance) which is need of the hour.
- Part time or full time.
- You may join us along with your present job also.
- Eligibility - Graduation or P. G.
- Profit margion - 25 - 30%
- Work from Home. You can be anywhere in India.
- No sales Target.
- Sales support will be provided.
Negatives:
- It's not an easy product to sell.
- You should be able to talk to people confidently. It's not an easy skill.
If the above interests you, please share your no. or call us directly @ .
Thanks
Gaurav Verma
CBA
TATA AIA Life Insurance
Financial Advisor
Posted today
Job Viewed
Job Description
TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.
Financial Advisor's required:
Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able to generate leads from open market. For conversion of leads, sales support will be provided. On conversion, average commission will be 25% of the premium, and monthly payout will be provided.
Positives:
- We don't have to prove TATA as a brand. People have trust in us.
- You will sell a product (Term plan / Life Insurance) which is need of the hour.
- Part time or full time.
- You may join us along with your present job also.
- Eligibility - Graduation or P. G.
- Profit margion - 25 - 30%
- Work from Home. You can be anywhere in India.
- No sales Target.
- Sales support will be provided.
Negatives:
- It's not an easy product to sell.
- You should be able to talk to people confidently. It's not an easy skill.
If the above interests you, please share your no. or call us directly @ .
Thanks
Gaurav Verma
CBA
TATA AIA Life Insurance
Financial Advisor
Posted 4 days ago
Job Viewed
Job Description
TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.
Financial Advisor's required:
Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able to generate leads from open market. For conversion of leads, sales support will be provided. On conversion, average commission will be 25% of the premium, and monthly payout will be provided.
Positives:
- We don't have to prove TATA as a brand. People have trust in us.
- You will sell a product (Term plan / Life Insurance) which is need of the hour.
- Part time or full time.
- You may join us along with your present job also.
- Eligibility - Graduation or P. G.
- Profit margion - 25 - 30%
- Work from Home. You can be anywhere in India.
- No sales Target.
- Sales support will be provided.
Negatives:
- It's not an easy product to sell.
- You should be able to talk to people confidently. It's not an easy skill.
If the above interests you, please share your no. or call us directly @ .
Thanks
Gaurav Verma
CBA
TATA AIA Life Insurance
Financial Advisor
Posted 4 days ago
Job Viewed
Job Description
TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.
Financial Advisor's required:
Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able to generate leads from open market. For conversion of leads, sales support will be provided. On conversion, average commission will be 25% of the premium, and monthly payout will be provided.
Positives:
- We don't have to prove TATA as a brand. People have trust in us.
- You will sell a product (Term plan / Life Insurance) which is need of the hour.
- Part time or full time.
- You may join us along with your present job also.
- Eligibility - Graduation or P. G.
- Profit margion - 25 - 30%
- Work from Home. You can be anywhere in India.
- No sales Target.
- Sales support will be provided.
Negatives:
- It's not an easy product to sell.
- You should be able to talk to people confidently. It's not an easy skill.
If the above interests you, please share your no. or call us directly @ .
Thanks
Gaurav Verma
CBA
TATA AIA Life Insurance
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Financial Advisor Support
Posted today
Job Viewed
Job Description
- Assist with onboarding workflows including account setup, custodian paperwork review and CRM updates.
- Analyse and manage advisor workflows, compliance checklists, and operational task
- Prepare detailed reports
- Assistance in Portfolio Services
Provident fund
Financial Advisor Ahmedabad, India
Posted today
Job Viewed
Job Description
Description - External
Your potential has a place here with TTEC’s award-winning employment experience. As a Financial Advisor working remote in Ahmedabad, India, you’ll be a part of bringing humanity to business. #experienceTTEC
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work certification in INDIA says it all!
What You’ll Do -
Under general supervision, this position will be responsible for reporting and forecasting top line revenue for the Engage portfolios. The role also requires that all new business is added to their portfolio correctly and managed following the same process. The successful candidate will need to work independently across multiple internal groups and teams to get the data required to track and manage all newly sold business. The successful candidate will demonstrate a willingness to learn the industry and how TTEC oversees their business to ensure they model accurately. Candidates must have strong problem solving capabilities to think outside of the box and the ability to adapt and overcome through different types of obstacles. The candidate must demonstrate good communication skills, both written and spoken.
You will be reporting to Executive Director, Finance
During a Typical Day, You’ll
What You Bring to the Role
What You Can Expect
• Supportive of your career and professional development
• An inclusive culture and community minded organization where giving back is encouraged
• A global team of curious lifelong learners guided by our company values
• Ask us about our paid time off (PTO) and wellness and healthcare benefits
• And yes. a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)