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Porur

Ashok Nagar

WE Are Hiring Financial ADVISOR for our company
PART TIME JOB
Both The genders can apply
Interested Candidate Can Call OR Apply


Kotak Life Insurance

Insurance Agent/Advisor

College Square

Kalighat

Relationship Manager

Mylapore

We are seeking a results-driven and strategic Financial Consultant with strong team management, development, and recruitment skills. The ideal candidate will provide expert financial guidance, drive business growth, and lead a high-performing team of financial professionals. This role involves client advisory, team leadership, and talent acquisition to achieve organizational goals.


Ms Consultancy

Financial Service Associate

Senior Relationship Manager

Rajajipuram

Shahnajaf Road

Leading a team to achieve organizational goals through a mix of people management and operational oversight. Key duties include setting clear goals and expectations, assigning and monitoring tasks, providing training and career development, motivating team members, and conducting performance reviews.


Agency Manager

Noothancherry

Handling team members, Recrute candidates, back end operation etc..


Team Leader

Rashtrapati Bhavan

Jantar Mantar

*Recruitment Drive*

Urgent and immediate hiring for a senior level position as 'Partner'

Designation: Internal Agency Partner

Location: Delhi/NCR

Company: Kotak Life Insurance based at Cannought Place , New Delhi. 110001.


 *Work culture: Hybrid*


*About Us* 

Kotak Mahindra Life is the fastest growing organization with a 100% success rate with the highest professional standards. Our employees and advisors possess superior knowledge and skill sets.

There is no retirement in this job. 

*Job Overview* 

We are seeking an accomplished and strategic Professional to join our leadership team. This individual will be pivotal in the execution of key business initiatives. 

Responsibility areas :-

*Acquiring talent for the team.

*Lead and inspire team to exceed performance benchmarks.

*Develop and execute strategies that support business objectives.

*Promote a culture of accountability and continuous improvement.

*Analyze performance metrics and recommend enhancements.

*Recognizing team members on the basis of their performance with awards and rewards.

*Mentor and support team members’ professional growth.

*Career & Succession planning.

*Ensure regulatory compliance and adherence to company policies.

*Addressing grievances
 
 Requirements

*Graduate or Diploma holder
*10+ years of proven experience in leadership positions.
*Demonstrated ability to lead team
*Excellent strategic thinking and problem-solving abilities.
*Good communication and interpersonal skills.
*Proven track record of delivering results


 *What We Offer* 


*Flexible working hours
*Work from Home opportunity.
*Comprehensive health and retirement benefits.
*Professional development and career advancement opportunities.
*Inclusive and collaborative work culture.
*Striking incentives
*Rewards and recognition
*International trips


 *How to Apply* 

Interested candidates may submit their CV detailing their experience and suitability for the role to amank78@gmail.com


WhatsApp# 7982066442

Be part of a forward-thinking organization that values leadership, innovation, and results!


Senior Level Role As A Partner

Lalbazar

Set and communicate goals: Clearly define and communicate team objectives and expectations.


Motivate and coach:-
Inspire the team, support their professional development, and provide coaching.

Monitor performance:-
Track team progress against goals, using key metrics to measure success.


Provide feedback:-
Offer constructive criticism and recognize achievements.

Allocate resources: 
Manage and allocate the team's resources effectively. 


Communicate openly:-
Foster a positive and transparent work environment with open communication channels.

Resolve conflicts:-
Act as a mediator to fairly and constructively address and resolve disputes within the team.


Dear Applicant,
This is the urgent vacancy for "KOTAK MAHINDRA GROUP"....Seat are limited,
So, requested to you please apply first and contact as soon as possible.
Contact number - 7003209996.



Team Coordinator

Tambaram East

Team development, Team Management, Recruitment, Basic computer work etc..


Senior Back-end Executive

We are hiring for Part Time opportunity as a financial adviser and partner. They are supposed to handle a team.


Financial Advisor/partner

Barakhamba

Position: Relationship Manager – SME (Tier 1)
Location: Delhi
Age Limit: Ideally up to 33 years (extendable up to 36 years for exceptional profiles)

Key Requirements:
Experience: Candidates must be from the DSA vertical only. (Branch banking profiles will not be considered.)
Strong knowledge and hands-on experience in LAP (Loan Against Property).
Ability to analyze balance sheets and assess creditworthiness effectively.
Candidates with a Home Loan + LAP mix (approx. 40%-60%) can be considered,
but must be clear that this is a pure LAP-focused role.
Should be enthusiastic, target-oriented, and sales-driven with a strong customer focus.
Must possess complete documentation from all past employers.
CIBIL Score: Minimum 650+.



Aditya Birla Capital Limited

Subramanya Nagar

Kailasipalyam

Roles &amp; Responsibility
AM will be responsible for the overall branch performance and profitability of branches
assigned.
A. BUSINESS DEVELOPMENT - RESPONSIBLITY FOR BUSINESS PERFORMANCE
AND PROFITABILITY AGAINST STATED TARGETS
Driving business: Drive branches to achieve Business targets (existing and new products),
Profitability and AUM targets m-o-m &amp; FY; ensuring conversion of all Non BEP branches to
BEP branches.

Monitor and Control: (i) Daily monitoring of critical parameters of Branch Score Card; (ii)
Qualitative branch visits to drive, implement and facilitate business development strategies
(minimum 2 visits/branch in a month)

Market study: Identify and assess market needs, market potential and competitor activities
and develop product composition strategy to satisfy the needs of the common man;
Identification of potential new branch locations

Lead generation: Plan and drive marketing campaigns or activities for branches to generate
leads; ensure updation in Lead management module (both activity and call center lead) and
effective follow up and conversion

Accountability: Responsible for business disbursal/transaction numbers/values and AUM
targets; Responsibility for cross selling targets based on product composition decided by
branches

B. OPERATIONS - DISCIPLINE, EFFICIENCY AND EFFECTIVENESS-
(Monitoring and ensuring Operational efficiency and Asset quality in branches by educating
employees to adhere to systems &amp; procedures)

Process adherence and Regulatory compliance: Guide and ensure proper conduct of
matters relating to credit assessment, KYC adherence/data enrichment, auction, expense
management, cash transit, voucher entries, updation in BRS, Key management, bank
account opening, daily data backup, maintenance of records / documents / registers, closure
of gold inspection/audit remarks and customer grievance, within the agreed TAT.

Collection Management: Ensure timely interest collection by branches and recovery of over
dues as per targets, guiding branches to minimize NPA status of accounts as well as auction

Asset Quality and Fraud Management: Guide branches to ensure quality of the assets /
collaterals / ornaments pledged; take remedial actions for loss due to spurious / low purity /
theft ornaments &amp; initiate efforts for recovery, follow up of court cases and prompt action
against culprits

C. HUMAN RESOURCE MORALE, MOTIVATION OF EMPLOYEES
Recruitment: Conduct of entire recruitment activities within prescribed TAT; BM Talent
Acquisition and retention; 100% adherence to new employee documentation along with
collection of SD (Security deposit) wherever applicable, timely initiation of BVC (Background
verification) and PVC (Police verification) and ensuring opening of bank accounts of all new
employees on or before 27th of joining month and sharing details with Corporate HR and
RHR as required.

Training and development: Identify training requirements and accordingly facilitate training in
product, process and procedures for branch staff; Mentor branch staff to attract new

customers, retain existing, win back lost customers, and cross sell to achieve product
composition targets

Maintaining talent pool: Execution of proactive measures to minimize staff attrition devised
by RM-HR in consultation with Corporate HR; proper assessment of manpower and
deployment of surplus staff; support PMS activities during appraisal cycle.

Staff life cycle activities: Completion of HR operational activities like on-boarding, training,
attendance/regularization, leave, confirmation, transfer, deputation, internal job posting,
payroll, exit, timely completion of HRMS activities, availing statutory benefits, F&amp;F etc.

Statutory requirements: To monitor all statutory norms are adhered to, ensure neat display of
required notices and maintenance of statutory registers at branches; timely closure of
matters relating to Show cause or legal notices, Shop &amp; Establishment Registration and
renewals, Contract renewals and extensions etc.

Employee connect: Coordinate/conduct Employee engagement activities; monitor employee
communication w.r.t. to new initiatives, HR policies etc.; attend to and resolve employee
grievance at the initial stage itself.

D. ADMINISTRATION UPKEEP AND MAINTENANCE OF INFRASTRUCTURE
Merchandising of branch: Ensure proper visibility of branches within locality through
branding as per Corporate guidelines.

Asset maintenance and record keeping: Upkeep and maintenance of assigned branches,
guest house if any - Ensure availability, timely maintenance and renewal of furniture, critical
assets (webcam, scanner, printer, CCTV, Data connectivity items etc.) and stationary;
ensure branches maintain records of the same.

Attend to and close all Infra-related issues of branches including rentals and matters relating
to contract renewals, Shops &amp; establishment Act, weighing machines &amp; other statutory
requirements, as per defined TAT.

Expense control: Timely approval of expenses, devise and implement effective cost-control
measures.

Vendor management: Identify new vendors and manage existing ones to cater to all
administrative and infrastructure needs of branches.

Branch administration: Safety and security, Housekeeping, Hygiene and office management.
Implementation of Admin processes and procedures in the branches. Timely escalation of
Infra &amp; Admin issues to line RM/ Zonal RM. Ensuring MRs are raised by branches properly
and same is approved timely. To follow up with the BM on raising all requirements as well as
reporting through toll free number for all IT and Non-IT breakdowns. Ensuring that branches
take GRN in time.

Preparation/maintenance of updated tracker of all IT and non-IT assets (keeping track of
changes) and sharing the same when required.
 (AMs are expected to provide constructive inputs in devising or modifying products,
processes and policies to hierarchy.)


Muthoot Fincorp Limited

Area Sales Manager

Ahmedabad (Rural) District Court

Saurashtra Society

M Square Broking

Branch Manager

Sahibabad

Financial Modeler:
A financial modeling job involves creating financial models to forecast future company performance and guide business decisions. Key responsibilities include building and analyzing complex spread sheet-based models in Excel, performing sensitivity analysis, and presenting findings to senior management and stakeholders. This role requires a strong understanding of accounting, finance, and various modeling techniques like three-statement, DCF, and merger models.
Core responsibilities
1.      Model creation: Design, develop, and maintain complex financial models to forecast revenue, expenses, and cash flow.
2.      Data analysis: Analyze historical and current financial data to inform model assumptions and identify trends.
3.      Scenario planning: Perform sensitivity and scenario analysis to evaluate the impact of different business decisions and market conditions.
4.      Financial forecasting: Predict future financial performance to support strategic planning, budgeting, and investment decisions.
5.      Presentation: Prepare and present findings and insights to stakeholders, including clients, management, and investors.
6.      Valuation: Build models to assess the value of assets, investments, or entire companies.
Key skills and knowledge
1.      Advanced proficiency in Microsoft Excel.
2.      Strong understanding of accounting principles, financial statements, and key financial concepts (e.g., revenue, cash flow, capital allocation, amortization).
3.      Familiarity with different types of models, such as three-statement models, Discounted Cash Flow (DCF) models, and merger and acquisition (M&A) models.
4.      Ability to analyze data, interpret financial statements, and perform complex financial analysis.
5.      Strong communication and presentation skills.
6.      Common work environments
7.      Investment banking
8.      Equity research
9.      Corporate finance and development
10.   Private equity
11.   FP&A (Financial Planning & Analysis)
12.Analyse stock charts, price patterns, and technical indicators (e.g., RSI, MACD, Bollinger Bands) to identify trading opportunities
13.Fundamental analysis with strong knowledge of financial modelling and valuation
14.Monitor and interpret market trends, volumes, support/resistance levels, and other price action signals
15.Develop and execute technical trading strategies based on market conditions and risk appetite
16.Prepare daily, weekly, and intraday market reports with technical outlooks and trade recommendations
17.Collaborate with traders, portfolio managers, and research teams to align technical views with broader strategies
18.Use trading platforms and charting tools (e.g., Trading View, Meta Trader, Bloomberg, Am broker) to conduct real-time analysis



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Ankit Sharma
9654771342


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Banking Insurance Financial Services Jobs In Dehradun Region - 7074 Verified Vacancies

Insurance Agent/Advisor

Relationship Manager

Financial Service Associate

Senior Relationship Manager

Agency Manager

Team Leader

Senior Level Role As A Partner

Team Coordinator

Senior Back-end Executive

Financial Advisor/partner

Relationship Manager

Area Sales Manager

Branch Manager

Financial Modeler