628 Financial Advisor jobs in India
Financial Advisor
Job Viewed
Job Description
**Requirements:
- **
- **Only Bangalore/Bengaluru people are eligible**:
- Age:
- **25+**:
- Experience:
- **2+ years / Freshers only housewife or second inning women's are eligible**:
- Qualification:
- **10+diploma/12th/Graduate and above**:
- Good Communication Skills and Analytical Skills
- Lead Generation Skills
- Knowledge About Insurance And Investment Related Products Will Be An Advantage.
- **No virtual interview **_
Contact person:
- **Pavan (Manager) **
**Job Types**: Full-time, Part-time, Permanent, Freelance
Pay: ₹21,115.79 - ₹500,000.00 per month
Expected hours: 20 - 40 per week
**Benefits**:
- Flexible schedule
- Life insurance
- Work from home
Supplemental pay types:
- Commission pay
- Performance bonus
- Quarterly bonus
- Yearly bonus
**Experience**:
- Any: 2 years (preferred)
**Location**:
- Bangalore City, Karnataka (preferred)
Work Location: Remote
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Financial Advisor
Posted 3 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
Venture Smarter was founded by experts in law, finance, and strategy who saw a need for a more holistic approach to business consultancy. United by core values of innovation, integrity, and impact, we offer a 360-degree suite of solutions tailored to each client's needs. Over the years, we've successfully guided businesses through growth, market transitions, and legal complexities. As we look to the future, we're excited to continue being the catalyst that propels businesses to new heights. Join us in venturing smarter. Our mission is to be the driving force behind your business success. We offer specialized consultancy services that address your legal and business challenges, propelling you towards a future of limitless opportunities. By integrating innovation, integrity, and impact into our approach, we create tailored solutions that not only solve immediate issues but also position you for long-term growth. We're not just consultants; we're your partners in navigating the complex landscape of business evolution.
The Role
The role:
Earn up to $5,000 per month (depending on experience) as a Financial Advisor at Venture Smarter. In this role, you'll guide clients in making informed decisions about investments, savings, retirement planning, and other financial matters.
As a Financial Advisor, also known as a Financial Consultant, you'll play a crucial role in helping individuals and businesses manage their finances effectively.
*** Given the high number of applications we receive, we will only respond to those who meet the qualifications for the positions applied for.
Please note that we will not reply to job application inquiries sent to our social media accounts. All communication from us will be conducted via email.
If you do not receive a response, you are welcome to re-apply after six months for another suitable position within our company. ***
Venture Smarter has been featured on media outlets such as CBS News, Digital Journal, and Go Banking Rates. Check us out – you’ll know we’re the place to be.
What the job entails:
- Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets.
- Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases.
- Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools.
- Stay updated on financial trends and perform market research to identify investment opportunities
- Ensure all financial plans and transactions comply with industry regulations and standards.
Ideal Profile
Job Requirements:
- A bachelor's degree in finance, economics, business, or a related field.
- Minimum of 5 years of experience in sales, preferably in a tech or consulting industry
- Strong analytical and problem-solving skills.
- Excellent communication, presentation, and negotiation skills, with the ability to communicate effectively with diverse customers and stakeholders
- In-depth knowledge of financial products and services.
- Ability to build and maintain client relationships.
- Proficiency in financial software and tools.
- High level of integrity, professionalism, and customer orientation, with a results-driven and growth-oriented mindset
What's on Offer?
- Join a market leader within Venture Capital / Private Equity
- Fantastic work culture
- Leadership Role
Financial Advisor
Posted today
Job Viewed
Job Description
Position:- Finance Advisor (Education Loan)
Job Location :- Sector 126, Noida, Uttar Pradesh
Full time, Permanent
About the role:-
We are looking for Financial Advisors to evaluate, and authorize loan applications for our students. You will act as a liaison between students & loan services ensuring that the qualified applicants will acquire loans on time. .You’ll work closely with a diverse group of people coming from both leading MNCs such as McKinsey, BCG, KPMG, Deloitte, EY, and startups such as Byjus, Paytm etc. to establish, nurture, and grow business across categories & territories.
Role and Responsibilities:-
•Identify and develop strategic relationships with potential students who would require a loan
•Develop a strong pipeline of new students through direct or indirect customer contact and prospecting.
•Place outbound calls, send letters, and emails to contact delinquent borrowers and advise them of their repayment responsibility and options.
•Receive phone calls from students, answering their questions regarding their loan queries and repayment options.
•Analyzing the financial status of a borrower.
•Monitor and analyze the steady pipeline to review performance & optimize accordingly to ensure that the objectives are being met.
•Maintain strong follow-ups and regular feedback calls.
•Create lead engagement plans and strategy.
•Research the details pertaining to each offering and add onto it on a timely basis.
Requirements:-
•Bachelor’s degree in any or a related field.
•6 months -5 years of experience in financial industry, fintech or study abroad sector preferred.
•Should have demonstrable network in the outbound student remittance market, student consultant, exchange companies etc.
•Should have consistently performed in sales environment either in an AD2 or sales profiles .
•Proficiency in the use of MS Office , Excel & Power Point would be an asset.
•Positive attitude, flexible nature, a person who would thrive in a fast- paced constantly changing environment .
•Ability to work flexible hour
•Knowledge for forex, outward remittance and the markets is desirable.
•Should be analytically strong & willingness
Financial Advisor
Posted today
Job Viewed
Job Description
Position:- Finance Advisor (Education Loan)
Job Location :- Sector 126, Noida, Uttar Pradesh
Full time, Permanent
About the role:-
We are looking for Financial Advisors to evaluate, and authorize loan applications for our students. You will act as a liaison between students & loan services ensuring that the qualified applicants will acquire loans on time. .You’ll work closely with a diverse group of people coming from both leading MNCs such as McKinsey, BCG, KPMG, Deloitte, EY, and startups such as Byjus, Paytm etc. to establish, nurture, and grow business across categories & territories.
Role and Responsibilities:-
•Identify and develop strategic relationships with potential students who would require a loan
•Develop a strong pipeline of new students through direct or indirect customer contact and prospecting.
•Place outbound calls, send letters, and emails to contact delinquent borrowers and advise them of their repayment responsibility and options.
•Receive phone calls from students, answering their questions regarding their loan queries and repayment options.
•Analyzing the financial status of a borrower.
•Monitor and analyze the steady pipeline to review performance & optimize accordingly to ensure that the objectives are being met.
•Maintain strong follow-ups and regular feedback calls.
•Create lead engagement plans and strategy.
•Research the details pertaining to each offering and add onto it on a timely basis.
Requirements:-
•Bachelor’s degree in any or a related field.
•6 months -5 years of experience in financial industry, fintech or study abroad sector preferred.
•Should have demonstrable network in the outbound student remittance market, student consultant, exchange companies etc.
•Should have consistently performed in sales environment either in an AD2 or sales profiles .
•Proficiency in the use of MS Office , Excel & Power Point would be an asset.
•Positive attitude, flexible nature, a person who would thrive in a fast- paced constantly changing environment .
•Ability to work flexible hour
•Knowledge for forex, outward remittance and the markets is desirable.
•Should be analytically strong & willingness
Financial Advisor
Posted today
Job Viewed
Job Description
The Offer
- Join a market leader within Venture Capital / Private Equity
- Fantastic work culture
- Leadership Role
The Job
What the job entails:
- Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets.
- Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases.
- Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools.
- Stay updated on financial trends and perform market research to identify investment opportunities
- Ensure all financial plans and transactions comply with industry regulations and standards.
The Profile
Job Requirements:
- A bachelor's degree in finance, economics, business, or a related field.
- Minimum of 5 years of experience in sales, preferably in a tech or consulting industry
- Strong analytical and problem-solving skills.
- Excellent communication, presentation, and negotiation skills, with the ability to communicate effectively with diverse customers and stakeholders
- In-depth knowledge of financial products and services.
- Ability to build and maintain client relationships.
- Proficiency in financial software and tools.
- High level of integrity, professionalism, and customer orientation, with a results-driven and growth-oriented mindset
The Employer
Our client was founded by experts in law, finance, and strategy who saw a need for a more holistic approach to business consultancy. United by core values of innovation, integrity, and impact, our client offers a 360-degree suite of solutions tailored to each client's needs.
Financial Advisor
Posted 1 day ago
Job Viewed
Job Description
Work From Home / Earn handsome amount of money / Upto 50,000 per month / Ease in work / Ideal work experience for Freshers, Housewifes, Students, Part-time earners, Anyone who is interested in making money. Lots of work opportunities / Earn International and Domestic Trips as well / No Time Boundation / No Target / Hassle Free Work / Basic Knowledge of Computer / Good Communication / No Degree Required.
**Responsibilities and Duties**:
- Provide Day-to-Day report on Call / Mail.
- Generate Clients.
**Key Skills**
**Required Experience and Qualifications**
: No experience required.
: No Degree/Diploma required.
: Basic or Working Knowledge of Computer.
: Good Communication.
: Ideal for everyone.
**Benefits**:
- Product Training will be provided.
- Material will be provided.
- 24*7 communication available.
- Seniors will be available for meeting.
- Incentives and Tours will be provided.
**Job Types**: Part-time, Freelance
Contract length: 12 months
Part-time hours: 56 per week
**Salary**: From ₹10,000.00 per month
**Benefits**:
- Flexible schedule
- Work from home
Schedule:
- Flexible shift
Supplemental Pay:
- Commission pay
COVID-19 considerations:
All staff Vaccinated. Mask is Mandatory. Sanitization done time to time. Work from home module
**Experience**:
- total work: 1 year (preferred)
Financial Advisor
Posted 1 day ago
Job Viewed
Job Description
Handling Life insurance Term insurance
**Job Types**: Part-time
Doctor
Health agent also eligible
General insurance
Mutual fund agent Eligible
Self employed. Eligible
House wife Eligible
Home loan execut
College lectures
Doctor
Dentist Doctor
Retired
Bank branch manager retired
Age limit 30 to 65
**Benefits**:
Work from Home
ONLY from Bangalore
Flexible shift
Commission pay
**Job Types**: Part-time,
Work from Home
**Salary**: ₹30,000.00 to ₹ /month
**Benefits**:
Flexible schedule
Work from home
Schedule:
Flexible shift
Commission pay
Performance bonus
Quarterly bonus
**Education**:
Retired person
House wife
**Benefits**:
Work from home
Flexible shifted
Language:
Kannada
Tamil
English
Hindi
**Job Type**: Part-time
**Salary**: ,000.00 - ,000.00 per month
**Benefits**:
- Flexible schedule
- Health insurance
Schedule:
- Flexible shift
Supplemental pay types:
- Commission pay
- Performance bonus
- Quarterly bonus
- Yearly bonus
Work Location: One location
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