502 Student Finance jobs in India
Manager - Financial Services
Posted today
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Job Description
JLL empowers you to shape a brighter way .
Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
About the Role :
We are currently seeking a Financial Professional to join one of our client teams.
Our Financial Professional is a collaborative team member supporting core business analysis and metrics for the account. The Finance Associate will support the Client Account Finance Manager with all areas of the finance function of the account, including month-end reporting, budgeting and forecasting, ensuring timely and accurate financial reporting for the Client, Account Management team and to the JLL Corporate Finance Team. If you are a clear communicator, organized with effective time management skills, demonstrating a willingness to learn and adapt, with the highest standards of behavior, collaborative manner, and work ethic then this role is for you.
What this job involves:
Sounds like you? To apply you need:
Location:
Remote –Gurugram, HRScheduled Weekly Hours:
40If this job description resonates with you, we encourage you to apply even if you don’t meet all of the requirements. We’re interested in getting to know you and what you bring to the table!
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Jones Lang LaSalle (“JLL”) is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process – including the online application and/or overall selection process – you may email us at om. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.
Financial Services Associate
Posted today
Job Viewed
Job Description
Role: Financial Services Associate
Location: Goregaon, Mumbai
JD:
- Bachelors degree, or equivalent, in Accounting, Finance, or related business field
- A minimum of three to five years of investment accounting experience
- Prior experience in private equity/real estate or private equity/real estate fund of funds investment accounting is preferred but not required. Knowledge of hedge fund accounting and/or derivatives, or experience with Investran, is a plus.
- Strong organizational and analytical skills, ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner
- Demonstrate ability to work effectively in a team-oriented environment and flexible to adapt to changing needs and requirements
- Investor Service, Mutual Fund, Hedge Fund, Capital Statement.
- Portfolio Service background.
Regards
Praveen Prabhakaran
Sr. Talent Acquisition Lead & CRM
Mobile : +91
Financial Services Manager
Posted today
Job Viewed
Job Description
- Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
- Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
- Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance.
- Rigorous and timely follow - up on all prospects that are in work in progress stage.
- Update prospect information and track performance on lead management system (LMS) / VYMO
- Ensure that all procedural requirement for policy issuance are complete and correct.
- Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.
Educational Qualification- Minimum Graduate
Experience
3-6 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship
Skills Required
Sales Management, Interpersonal Skills, Insurance Sales, Retail, Channel Management
Financial Services Manager
Posted today
Job Viewed
Job Description
To sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that are received from the channel, apart from sourcing business
Roles Responsibilities
- Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
- Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
- Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance.
- Rigorous and timely follow - up on all prospects that are in work in progress stage.
- Update prospect information and track performance on lead management system (LMS) / VYMO
- Ensure that all procedural requirement for policy issuance is complete and correct.
- Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.
Skills Required
Lms, Interpersonal Skills, Insurance Sales, Networking, Retail, Channel Management
Financial Services Consultant
Posted today
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Job Description
This is not a Job . This is a business opportunity with Bajaj Allianz to work as a Financial Services Consultant. This is a Work From Home opportunity. This is not a typical job with fixed salary to start with. However, depending performance there will be opportunity to get the benefits of both the Business and typical employment. The Financial Services Consultant will be responsible for providing financial advice and assistance to clients, analysing their financial situation, and recommending suitable Life Insurance Products and services. The consultant will also assist clients with financial planning, budgeting, and investment strategies. Consultant will aso have the responsibility of recruiting hius/her team to qualify for promotion.
Minimum age: 40 Years. This opportunity is best suited for retired professionals and Housewives who can work from home.
Bajaj Allianz will conduct 30-45 minutes Zoom call to explain the opportunity. If interested and wish to join the Zoom call, please respond with following information.
1. Name:
2. DOB:
3. Mobile No.:
4. PAN Number:
5. Current Location:
Education
12th Class (XII)
Skills Required
Communication
Financial Services Associate
Posted today
Job Viewed
Job Description
MBA / Graduates with minimum 1 year of experience
**Client Description**
KPA & Activities: Business Targets: Achievement of business targets for all financial products as defined and agreed upon. Meet customers to sell all financial products Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited Influence customers to buy FD who have no prior HDFC Deposit relationship. Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options. Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale. Communicate the necessary details to the customers for the products being bought by them. Ensure sale is completed through / in line with the defined sales process. Maintain product mix across types of loans / value of loans ( Eqt, Housing, etc) and appropriate open market share for all products ( PAR / ULIP / Non Par). Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives). Closely monitor the HL data of the HL executives mapped to maximize the business opportunities. Ensure maximum joint calls with each HL executive mapped. Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.) Ensure that all documents are properly scanned and there is no mistakes while lead updation in the system. Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections. Be updated with the latest product features to enhance his / her selling abilities Ensure all desired matrix and business composition (persistency, funded, non funded, etc.) are met Relationship Building: Manage relationship with HL executives mapped to him / her. Maintain good relations with HDFC Limited Maintain good relationship with Channel partners & DSA Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs. Account Management & Servicing: Manage and service the existing customer portfolio. Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc). Timely sharing of updated reports with the customers on products being bought by them. Co-ordinate with the customers at the time of renewals. Certification and regulatory compliance: Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc towards selling of insurance and any other products The FSA has to be conscious and vigilant towards declaration of the customer information. In case FSA feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business. Ensure the right quality of business being sourced.
**Job Description and Responsibilities**
KPA & Activities:
Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
Meet customers to sell all financial products
Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited
Influence customers to buy FD who have no prior HDFC Deposit relationship.
Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.
Communicate the necessary details to the customers for the products being bought by them.
Ensure sale is completed through / in line with the defined sales process.
Maintain product mix across types of loans / value of loans ( Eqt, Housing, etc)
and appropriate open market share for all products ( PAR / ULIP / Non Par).
Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).
Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.
Ensure maximum joint calls with each HL executive mapped.
Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
Ensure that all documents are properly scanned and there is no mistakes while lead updation in the system.
Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.
Be updated with the latest product features to enhance his / her selling abilities
Ensure all desired matrix and business composition (persistency, funded, non funded, etc.) are met
Relationship Building:
Manage relationship with HL executives mapped to him / her.
Maintain good relations with HDFC Limited
Maintain good relationship with Channel part
Financial Services Associate
Posted 18 days ago
Job Viewed
Job Description
Role: Financial Services Associate
Location: Goregaon, Mumbai
JD:
- Bachelors degree, or equivalent, in Accounting, Finance, or related business field
- A minimum of three to five years of investment accounting experience
- Prior experience in private equity/real estate or private equity/real estate fund of funds investment accounting is preferred but not required. Knowledge of hedge fund accounting and/or derivatives, or experience with Investran, is a plus.
- Strong organizational and analytical skills, ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner
- Demonstrate ability to work effectively in a team-oriented environment and flexible to adapt to changing needs and requirements
- Investor Service, Mutual Fund, Hedge Fund, Capital Statement.
- Portfolio Service background.
Regards
Praveen Prabhakaran
Sr. Talent Acquisition Lead & CRM
Mobile : +91
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Graduate Analyst - Financial Services
Posted 1 day ago
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Job Description
- Conduct financial analysis, including financial statement analysis and valuation.
- Prepare client presentations, reports, and investment memorandums.
- Perform market research and industry analysis.
- Assist in the development of financial models and forecasts.
- Support senior bankers and analysts in client meetings and transactions.
- Learn and apply financial industry best practices and regulatory requirements.
- Contribute to team projects and internal initiatives.
- Bachelor's or Master's degree in Finance, Economics, Accounting, Mathematics, or a related field.
- Strong understanding of financial markets and investment principles.
- Excellent analytical, quantitative, and problem-solving skills.
- Proficiency in Microsoft Excel and financial modeling.
- Strong written and verbal communication skills.
- Ability to work effectively in a fast-paced, collaborative environment.
- High level of integrity and commitment to ethical conduct.
Management Consultant - Financial Services
Posted 2 days ago
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