384 Financial Services jobs in India

Company Description

Niva Bupa Health Insurance Company Ltd. is a joint venture between True North Fund VI LLP's affiliate, Fettle Tone LLP, and Bupa Singapore Holdings Pte. Limited. With a vision to become India's most admired Health Insurance Company, Niva Bupa empowers customers with knowledge, expertise, and a range of services. Bupa's extensive experience spans six decades in the healthcare industry, serving 29 million customers across over 190 countries. Additionally, True North has a successful history of transforming mid-sized Indian businesses into industry leaders. Niva Bupa is dedicated to building long-term customer relationships and providing access to the best healthcare in India.

Role Description

This is a full-time remote role for a Financial Services Consultant. The Financial Services Consultant will be responsible for analyzing financial data, providing consulting services, preparing financial reports, and offering expert advice on financial services. The role also entails regular communication with clients to understand their financial needs, conducting market research, and staying updated with the latest trends in the financial services industry.

Qualifications

• Strong Analytical Skills and Finance expertise
• Experience in Financial Services and Consulting
• Excellent Communication skills
• Ability to work independently and remotely
• Bachelor's degree in Finance, Economics, Business, or related field
• Professional certifications such as CFA, CFP, or related are a plus
• Experience in the insurance or healthcare industry is beneficial

Sell life insurance products through assigned bank branches.

Build and maintain good relationships with bank staff.

Motivate branch staff to generate leads.

Explain policy details to customers and provide after-sales service.

Drive sales of life insurance products through assigned distribution channels.

Build strong relationships with clients/partners.

Achieve sales targets while ensuring customer satisfaction.

Name- Kanishka Patel

Mobile no

Company Description

ICICI Prudential Life Insurance Company Ltd. is one of India's leading private sector life insurance companies. We are committed to providing solutions that help secure families and achieve long-term financial goals, offering a wide range of products such as term plans, wealth plans, child education plans, and retirement plans. Our innovative service and product offerings, along with our commitment to customers, have earned us numerous awards. Recognized for our innovation, our Life Cover Plan, iProtect Smart, was voted 'Product of the Year 2016' in the life insurance category.

Role Description

This is a full-time on-site role for a Financial Services Consultant located in Dehradun. The Financial Services Consultant will be responsible for providing financial consulting services, analyzing financial data, and offering tailored financial solutions to our clients. The role involves understanding client needs, advising on suitable financial products, and maintaining client relationships. The consultant will also need to stay updated on industry trends and product knowledge to provide excellent service.

Qualifications

• Excellent Analytical and Finance skills
• Experience in Financial Services and Consulting
• Strong Communication skills
• Ability to understand client needs and provide tailored financial solutions
• Ability to work on-site in Dehradun
• Bachelor's degree in Finance, Economics, Business, or a related field
• Experience in the insurance industry is a plus

Company Description

Rising Capital Group is a trusted financial services provider for over 5,000 Associate Members and 750 Active Investing Clients worldwide. With five international footprints and a 100% client satisfaction ratio, the company is committed to growth on investment and stability. Currently transitioning from NIFTY to NASDAQ, Rising Capital Group believes in diversifying investments to achieve higher and timeless returns.

Role Description

This is a full-time on-site role for a Financial Services Consultant, located in Gandhinagar. The Financial Services Consultant will be responsible for offering expert financial advice, analyzing financial data, developing and implementing financial strategies, and maintaining client relationships. Day-to-day tasks include conducting market research, financial planning, and consulting with clients to tailor financial solutions to meet their needs.

Qualifications

• Strong Analytical Skills and proficiency in Finance
• Experience in Financial Services and Consulting
• Excellent Communication skills, both written and oral
• Ability to interpret financial statements and market data
• Proficiency in using financial analysis software and tools
• Bachelor's degree in Finance, Accounting, Business, or a related field
• Advanced certifications such as CFA or CPA are a plus
• Strong problem-solving and decision-making skills

Company Description

Bandhu4U Services Private Limited, based in the vibrant heart of Delhi, is a leading financial planning company dedicated to empowering individuals and businesses with expert guidance and personalized solutions. Specializing in a comprehensive range of financial services, Bandhu4U offers trading services, investment solutions, insurance expertise, P2P lending platforms, and financial planning and advisory. With a commitment to excellence and a client-centric approach, Bandhu4U aims to optimize your financial potential and secure your financial future.

Role Description

This is a full-time on-site role for a Financial Services Consultant located in New Delhi. The Financial Services Consultant will be responsible for providing expert financial advice and guidance to clients, developing and implementing financial plans, analyzing financial data, and conducting regular reviews of clients' financial situations. The role also involves strategizing investments, offering insurance solutions, and assisting with trading services. Strong communication and consulting skills are essential to build and maintain client relationships.

Qualifications and responsibilities:-

• Finance and Financial Services expertise
• Strong Analytical Skills
• Excellent Communication and Consulting skills
• Ability to develop and implement strategic financial plans
• Experience in the financial planning or investment industry
• Bachelor's degree in Finance, Economics, or related field
• Exp- 0 to 2 year
• Good knowledge of broking and wealth products

Key attributes:- Street smart, excellent negotiation skills, strong networking skill, good database of developers

1. Identify and engage potential real estate developers and land developers in Mumbai & Navi Mumbai, understanding their financial requirements and offering tailored solutions to address their needs.
2. Foster and nurture strong relationships with key stakeholders in the real estate industry including developers, investors, financial institutions, and regulatory bodies.
3. Lead the negotiation and structuring of financial transactions, ensuring alignment with project requirements and the company's financial objectives.
4. Collaborate cross-functionally with internal teams including finance, credit, legal, and operations to ensure seamless execution of transactions and compliance with regulatory standards.
5. Stay updated on market trends, competitor activities, and regulatory changes impacting the real estate finance landscape in Mumbai & Navi Mumbai, providing strategic insights to senior management.
6. Drive revenue growth by achieving or surpassing sales targets, while upholding profitability and risk management standards.
7. Actively participate in industry events, conferences, and networking opportunities to enhance the company's brand presence and expand its market reach within the real estate finance sector.
8. Provide regular reports and updates on business development activities, pipeline progress, and market intelligence to senior leadership.
9. Mentoring and leading the team assigned and taking all the steps to ensure divisional targets are met.
   
   Minimum of 5 years of proven experience in business development or sales roles within the real estate finance industry, with a strong grasp of financial products and services relevant to real estate development projects.

• 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.

Job Role:

1. Drive life insurance sales through partner bank branches

2. Build & maintain strong bank staff relationships

3. Convert bank leads & walk-ins into sales

4. Achieve monthly business & revenue targets