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For Employers

Financial Advisor

Pnb Metlife India Insurance Company Limited

0 - 31 years

3 - 7 Lacs

work from home

Posted:1 day ago| Platform: Apna logo

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Skills Required

compliance planning risk management budgeting efficiency forecasting reporting controls regulations analyze data support strategies service finance accounting certification leadership communication software excel

Work Mode

Remote

Job Type

Full Time

Job Description

The Financial Services Manager is responsible for overseeing financial operations, managing client financial services, ensuring regulatory compliance, and leading teams to deliver high-quality financial products and services. This role focuses on financial planning, risk management, budgeting, and improving overall financial performance. Key Responsibilities:Oversee daily financial services operations and ensure efficiency and accuracy Manage financial planning, budgeting, forecasting, and reporting Develop and implement financial policies, procedures, and controls Ensure compliance with financial regulations, laws, and industry standards Analyze financial data to support strategic decision-making Manage relationships with clients, banks, auditors, and regulatory bodies Identify financial risks and implement mitigation strategies Lead, train, and evaluate financial services staff Improve service delivery and customer satisfaction Support senior management with financial insights and recommendations Qualifications & Skills:Bachelor’s degree in Finance, Accounting, Business Administration, or related field Master’s degree or professional certification (CPA, CFA, ACCA) preferred Proven experience in financial services or financial management Strong analytical, leadership, and problem-solving skills Excellent communication and interpersonal abilities Proficiency in financial software and MS Excel Strong knowledge of financial regulations and compliance Work Environment:Office-based with standard business hours May require interaction with external clients and regulatory agencies

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Pnb Metlife India Insurance Company Limited

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Financial Advisor