Finance Consultant in Sector 35, Faridabad

QS is a premier service provider company, specialized in providing consultancy services for international finance. We are based in Faridabad (Haryana, India) and can be trusted for carrying out international finance related needs. The spectrum of our services covers foreign direct investment and currency exchange operations. We are a team of industrious professionals, who conduct international finance research and assist clients in achieving their set organizational goals. For further discussion, contact us anytime.

Recruitment: Hiring of financial consultant from the segment of well qualify socially active homemakers, retired from army. navy, charted accounted, company secretary, doctors, lawyers, retired banker from gov, & private sector, self employed business man.   Development: To arrange training session son insurance products, selling skills workshop for financial consultants& agency manager so that they can confidently able to approach the potential customers with product knowledge and convincing skills.   Branding & promotion: Promotional activity and awareness campaign with team to promote financial knowledge, tax saving & need analysis of individual requirement as per the family need of child plan, marriage plan & retirement plan to secure and support family from financial crises, death of the bread earner the family.    Retention: Reward & recognition, international trips, contests to achive trophy, medals, certificate of recognition from the head of agency. pot lunch, events on women day, x-mas, diwali, new year celebration in the branch to keep team intact and long association at office level.field business support to each team member to close the business& trained them on selling skill workshops.   Financial consultant job description Freelance financial consultant sitting inside the conference room having a meeting with her clients also known as financial advisors, financial consultants provide advice to clients on taxes, retirement planning, investments, and insurance decisions to help clients achieve their financial objectives. financial consultants are either self-employed or work for financial institutions or consulting firms.   How to be a certified financial advisor in life insurance sector. We are looking to hire a  financial consultant to provide financial guidance to clients in order to help them accomplish their financial goals. the financial consultant's responsibilities include assessing clients’ financial situations, explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients’ concerns. you should also be able to maintain solid relationships with clients.   To be successful as a financial consultant, you should keep abreast of economic events and legislative changes that could impact clients’ finances. ultimately, an exceptional financial consultant should be able to demonstrate strong analytical skills and an in-depth understanding of financial markets.   Financial consultant responsibilities: Developing financial plans to help clients achieve their long-term and short-term financial goals. Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals. Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly. Traveling to clients’ homes and places of business to consult with them. Monitoring financial markets and economic conditions. Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting. Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information. Researching suitable investment opportunities for clients.   Financial consultant requirements: Bachelor's degree in any field Proven experience in financial consulting. Excellent problem-solving skills. Effective communication skills. Exceptional customer service skills. Strong interpersonal skills   Documents needed  to process  life insurance registration for freelance profile of   " financial consultant" Pan card Addhar card - both side Cancelled cheque Email id Mobile no  Nominee name  Date of birth of nominee  Graduation certificate

We also arrange funds for various business needs – Project Finance, Term Loan, Working capital, Private Equity .

Meridian corpsol enterprises private ltd is a company incorporated under companies´act 1956 with its corporate headquarters at faridabad in the delhi ncr. Mcepl was an idea conceptualised in 2005 by a dedicated and motivated team of professionals with more than 30 years of combined experience in the arena of corporate finance and a total workforce of 12 qualified professionals, experts in their own respective fields. Mcepl is a corporate financial advisory, providing strategic financial and business consulting services for clients spanned over all sectors of the industry. mcepl believes in maximizing client satisfaction through innovative, transparent and need based solutions. We have been highly successful in providing customized solutions to support various growth initiatives of our clients encompassing various sectors like steel, pharmaceutical, core infrastructure, real estate, chemical, auto ancillary, education telecommunication, power, etc. We are primarily into consultation in the field of debt syndication and pe placement & are associated with major pe funds and represent them not only on the deal identification but also on the fund mobilisation aspect. Competitive rates, immediate service, dynamic & flexible debt solutions and a wide range of products stands us apart from the crowd. the financial products are suitably structured to ensure desired objectives. This does not mean or may be understood as financing in high-risk area. It is only due to the prevailing short-term situations / conditions that the company is/may not be in a position to avail traditional finance but otherwise is capable of performing.