Current jobs related to Financial Advisor - Navi Mumbai - Impronics Technologies

  • Financial Advisor

    6 months ago

    Navi Mumbai, Maharashtra, India Benefit Business Solutions Private Limited Full time

    **Division**: Lead Management System - Financial Services **Designation**:Financial Advisor (Insurance Sales) **Location**: Mahape - Navi Mumbai **Experience**:1-3 years **Roles & Responsibilities**: Contact businesses and private individuals by telephone to promote services Should be able to explain the product and its benefits to the...

  • Financial Advisor

    4 months ago

    Mumbai, Maharashtra, India MentorBeep Full time

    Continuous interaction with investors over phone. This will help advisor to build strong relationship with investors. - Providing regular updates about new schemes, products, new issues, dividends, public issues or any changes in market conditions. - Common job duties include interviewing clients, analyzing financial information, recommending financial plans...

  • Financial Advisor

    6 months ago

    Navi Mumbai, Maharashtra, India Prowess Headway Full time

    **Designation: Financial Advisor (Insurance Sales)** **Location: Mahape - Navi Mumbai** **Duration: Fulltime - Permanent** **Experience: 1-3 years** **Interview: F2F is required** **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the...

  • Financial Advisor

    7 months ago

    Navi Mumbai, Maharashtra, India ANUGRAH CONSULTANCY AND PROFESSIONAL SERVICES Full time

    Division: Lead Management System - Financial Services Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 0 -3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving...

  • Financial Advisor

    3 months ago

    Mumbai, Maharashtra, India Datamatics HR & Consultancy services Full time

    **Job Title**: Financial Advisor - Accounting Services **About Us**: Datamatics is a leading provider of comprehensive accounting services, dedicated to helping businesses in the UK optimize their financial operations. We are seeking a skilled Talent with strong communication abilities and a solid understanding of accounting principles to join our team and...

  • Financial Advisor-insurance

    7 months ago

    Mumbai Central, Mumbai, Maharashtra, India Sky Services Full time

    Job title:Financial Planning Advisor/ Investment Advisory **We need people who are-** Active Listener. Passionate about making money work harder for clients by Good Communicator. Willing to take extra steps for clients. Comfortable with Excel & MS Word & PPT Entrepreneur mind set. **Their Day to Day job will include-** Align Meetings for prospective...

  • Financial Planning Advisor

    7 months ago

    Mumbai, India That's My Job. Full time

    We are hiring financial planning advisor. **We need people who are** Active Listener. 2. Passionate about making money work harder for clients by Good Communicator. 4. Willing to take extra steps for clients. 5. Comfortable with Excel & MS Word & PPT 6. Entrepreneur mind set. **Their Day to Day job will include** Align Meetings for prospective...

  • Financial Services Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Yes Securities Limited Full time

    Job OverviewWe are seeking a highly skilled Financial Services Advisor to join our team at Yes Securities Limited. The successful candidate will be responsible for providing financial advice and implementing financial planning recommendations for high net-worth clients.Key Responsibilities:Determining whether life changes, economic changes, environmental...

  • Financial Advisor

    7 months ago

    Navi Mumbai, India Transformatrix LLP Full time

    Designation: Financial Advisor (Insurance Sales) Location: Ghansoli ,Mahape - Navi Mumbai Experience: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving customer queries - Customer follow up and feedback...

  • Real Estate Financial Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Vardhman Group Full time

    Job Title:Real Estate Financial AdvisorAbout Us:Vardhman Developers is a prominent real estate company in Mumbai, dedicated to providing luxurious residences and state-of-the-art commercial properties. Our focus on innovation and customer satisfaction sets us apart from competitors.Estimated Salary:$90,000 - $140,000 per yearJob Description:We are seeking a...

  • Financial Advisor

    6 months ago

    Mumbai, Maharashtra, India CRUTZ LEELA Full time

    **Division: Lead Management System - Financial Services** **Designation**: Financial Advisor (Insurance Sales) **Location**: Mumbai **Experience**: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving...

  • Financial Advisor

    7 months ago

    Navi Mumbai, Maharashtra, India Auraa Solutions Full time

    **Division**: Lead Management System - Financial Services **Designation**: Financial Advisor (Insurance Sales) **Location**: Mahape - Navi Mumbai **Experience**: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers -...

  • Sales Executive/financial Advisor

    4 days ago

    Mumbai, India Prensent LLP Full time

    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about financial plans and strategies and giving financial advice. - Analyzing financial data received from clients to develop strategies for meeting...

  • Financial Advisor

    7 months ago

    Mumbai, Maharashtra, India Mumbai Rozgaar Full time

    **Division: Lead Management System - Financial Services** Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving...

  • Staff Reporter

    4 days ago

    Mumbai, India Forbes Advisor Full time

    Company Description **Forbes Advisor **is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance. We’re dedicated to helping turn aspirations into reality. We do this by providing consumers with the knowledge and research they need to make...

  • Financial Advisor

    7 months ago

    Mumbai, Maharashtra, India Outright Creators Full time

    Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 1-3 years **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the customers - Resolving customer queries - Customer follow up and feedback post...

  • Enterprise Support Specialist

    1 month ago

    Mumbai, Maharashtra, India PCR Financial Aggregation Full time

    OverviewPCR Financial Aggregation is a dynamic FinTech company revolutionizing the way wealthy families and their advisors manage financial assets. With a global presence and a commitment to innovation, we deliver a cutting-edge technology platform that consolidates and shares data from thousands of banks, custodians, and fund managers.

  • Financial Advisor

    6 months ago

    Andheri West, Mumbai, Maharashtra, India City Credit Management LLP Full time

    **Post : Financial Sales Advisor** **- Age : 25-55** **- Experience: 4 + years** **- Salary budget : 30k to 40k** **- Job Location : Andheri (W)** **Roles**: - Provide personalized financial counseling and debt management advice to clients, understanding their unique financial situations and goals. - Analyze clients' debt profiles, including credit...

  • Mutual Fund Advisor

    4 months ago

    Lower Parel, Mumbai, Maharashtra, India BTW Financial Services & Imf Pvt Ltd Full time

    Job Profile: Mutual Fund Advisor Mode: Full time Joining: Immediate JOB PROFILE: MUTUAL FUND ADVISOR Client Relationship Management: - Client Acquisition. - Build and maintain strong relationships with a base of clients. - Conduct in-depth consultations to understand the client's financial goals, risk tolerance, and investment time horizon. Financial...

  • Financial Advisor

    7 months ago

    Mumbai, India Ten Quints Financial Advisors Pvt Ltd Full time

    **Responsibilities**: - Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about financial plans and strategies and giving financial advice. - Advising strategies for clients in insurance...

Financial Advisor

1 month ago

Navi Mumbai, India Impronics Technologies Full time

Division: Lead Management System – Financial Services

Designation: Financial Advisor (Insurance Sales)

Location: Navi Mumbai


Roles & Responsibilities:

• Contact businesses and private individuals by telephone to promote services

• Should be able to explain the product and its benefits to the customers

• Resolving customer queries

• Customers follow up and feedback post initial interaction

• Record customer and transaction details and obtaining customer information

• Schedule appointments for sales staff to meet prospective customers


Education and Experience:

• The candidate should be from a financial background and has very good written and verbal communication skills

• Candidate must be a graduate from any stream

• Relevant work experience in sales, marketing, promotions or telemarketing

• Candidates from banking and insurance background are preferable

• Proficiency in relevant computer applications


Key Competencies:

• Information gathering and management

• Persuasiveness

• Adaptability

• Initiative

• Negotiation skills

• High energy levels

• Self-motivation


#Jobseekers #NewJob #Presales #Banking #HDFC #Jobsforfreshers #Mumbai #Fulltime #Financialadvisor