17 Financial Consultant Jobs

Key Responsibilities: Promote and sell financial products including Mutual Funds, Shares, and Demat accounts . Meet and engage clients to understand their financial goals and recommend suitable investment options. Develop and maintain long-term relationships with clients for continued business growth. Conduct field sales visits to acquire new clients and service existing customers. Achieve assigned sales targets and contribute to branch performance. Keep updated with market trends and company products to provide the best advice to clients. Basic Requirement:- Candidate must be graduate. Age: 21 years to 35 years Experience:- At least 1 year in sales (Preference given for ,Mutual funds those ...

Who We Are At Opkey, we empower enterprises to unlock the full potential of their ERP investments with cutting-edge, agentic AI-powered automation. Our intelligent platform delivers continuous assurance across the entire ERP lifecycle from initial deployment to day-to-day operations and long-term digital transformation. By eliminating manual errors, accelerating testing cycles, and ensuring seamless adoption of critical updates, Opkey helps organizations modernize with confidence and agility. Trusted by 250+ global enterprises, we reduce risk, drive efficiency, cut costs, and fast-track innovation so businesses can focus on what they do best: growing and evolving in a dynamic digital world. ...

General brief about the role: As a Financial Consultant with Geojit Financial Services Ltd., the primary responsibilities involve acquiring new clients and offering in-depth financial advice and support to aid them in reaching their financial objectives and aspirations. The Financial Consultant collaborates closely with clients to grasp their financial requirements, evaluate their risk tolerance levels, and assist them in selecting appropriate products based on their needs. Additionally, staying updated on market trends, economic developments, and investment opportunities is crucial to provide informed recommendations to clients. Essential Duties and Responsibilities: Expand the customer bas...

Immediate Hiring: Oracle NetSuite Financial Resource | Remote | Contract Location: Remote (India-based candidates preferred) Type: Contract (Immediate Joiners Only) Were looking for an experienced Oracle NetSuite Financial Consultant to manage financial modules implementation, configuration, and support Must have hands-on expertise in GL, AP, AR, Fixed Assets, and Financial Reporting Experience with customizations, SuiteScript, integrations, and workflow management is highly desirable Strong analytical, communication, and stakeholder engagement skills required for a client-facing role Location - Mumbai, Delhi / NCR, Bengaluru , Kolkata, Chennai, Hyderabad, Ahmedabad, Pune, Remote

- Build strong relationships with bank staff at assigned branches. - Generate leads from walk-in customers and referrals. - Sell life insurance products to bank customers. - Ensure post-sales service and customer satisfaction. Required Candidate profile - Graduate(any stream) - 1-5 years of experience in BFSI/Sales/Insurance/Banking - Good communication & interpersonal skills - Must be open to fieldwork - Experience in life insurance or banking sales

Must have experience in working in Technical Upgrade of Hyperion 11.2.8 or above Should have sound knowledge of FDMEE mappings and data load Closely work with Hyperion Infra/Upgrade Lead for Installations, migrations Migration of HFM applications by using COPY APP/LCM Migration of artifacts Migration of security Migration of Business rules calculation scripts Provision of Security Validate Fdmee data rules mappings Unit testing and data validation UAT Issue resolution and fix Migrations, Hfm Hyperion Financial Management, Hyperion 11.2.8, Installations

Role Objective: Drive awareness and adoption of the State Insurance Plan in assigned gram panchayats through community engagement, outreach events, and relationship-building. Key Responsibilities: Community Outreach: Conduct awareness sessions to educate residents on insurance benefits. Partner with local leaders, schools, and influencers to promote the plan. Enrolment Drives: Organize enrolment camps for direct sign-ups, achieving set coverage targets. Collaboration with Local Authorities: Work closely with panchayat officials, ASHA workers, and NGOs to expand reach and tailor initiatives to community needs. Training and Support: Train local representatives to assist with enrolment and resi...

As a financial consultant, you will have the opportunity to earn additional income alongside your current profession. This role offers the potential to enhance your financial situation while utilizing your expertise in the field. In addition to monetary rewards, you can also qualify for complimentary national and international tours based on your performance. Joining as a financial consultant opens up possibilities for both financial growth and exciting travel opportunities.,

Lead Change Initiatives: Drive visibility and understanding of GBO initiatives among employees, partners, suppliers, functions, and process owners. Proactive Stakeholder Management: Provide mentorship to leaders and managers as they navigate transitions. Offer support to managers in their roles as change sponsors. Change Planning & Execution: Develop change management strategies using Prosci methodology. Integrate these strategies into project plans to ensure successful adoption of changes. Impact Assessment: Assess the organizational impacts of changes from various perspectives including process, knowledge, people, and culture. Stakeholder Engagement: Identify key partners for initiatives a...

About us: VBSB & Associates, founded in 2016, is a leading Chartered Accountant firm headquartered in Bhopal, with branch offices in Hyderabad, Indore, and Orai. Specializing in business consultancy services, tax planning, compliance, financial reporting, audit, etc., our dedicated team provides tailored solutions to our clients with integrity and efficiency. Now we are looking to expand the team and hiring candidates from Chartered Accountancy, Cost and Management accountancy background. Job Title: Financial Consultant Job Location: Bhopal, Madhya Pradesh Job Description: We are seeking a highly skilled and motivated Chartered Accountant Inter/Semi-Qualified to join our firm with 3 years of...

ROLE:- Quality advisor recruitment To meet potential people in the natural market To grow advisor base To ensure sell of insurance products To ensure quality advisors are recruited Fwd Cv:- recruitments.insurance@gmail.com or call:- 9953580072

Post : Financial consultant (FC) (work from home) Location; perinthlmanna Salary:9k to 15 k + incentives Qualification: 10 th Fresher or experience Job Type: Full-time Schedule: Day shift Work Location: In person,

Role & responsibilities To recruit and develop Personal Financial Advisor resulting in generation of new business and renewal of existing business. To ensure Licensing of the agents and building own team • To drive productivity of the new and vintage agents • To drive performance by implementing sales promotion for the PFA • To coach and mentor PFAs in providing need-based solutions for customers Preferred candidate profile Graduates with Good communication skills Mandate Two wheeler + DL candidate should be local Job Locations - Hyderabad(Banjara Hills),Secundrabad,Vizag,vijaywada,warangal,Tirupati **Interested candidates can share the CVs with me on 9608607032(Or) zakiya.zeenat@edelweissli...

Develop and maintain relationships with clients in the BFSI sector. Understand client financial needs and provide appropriate solutions. Achieve sales targets through cross-selling and up-selling financial products

Develop and maintain relationships with clients in the BFSI sector. Understand client financial needs and provide appropriate solutions. Achieve sales targets through cross-selling and up-selling financial products.

We are looking for seasoned finance leaders to take on the role of Virtual CFO / Director Business Advisory. This role focuses on delivering comprehensive CFO services including financial planning, reporting, risk management, compliance, and strategic advisory for growing businesses across sectors. Responsibilities: Develop and implement financial strategies aligned with client business goals. Oversee budgeting, forecasting, and financial reporting functions. Advise on financial restructuring, regulatory compliance, and process optimization. Manage financial risks, investment planning, and capital structuring. Supervise and mentor finance teams to improve processes and financial health. Coll...

ROLE:- Quality advisor recruitment To meet potential people in the natural market To grow advisor base To ensure sell of insurance products To ensure quality advisors are recruited Fwd Cv:- recruitments.insurance@gmail.com or call:- 9953580072