Financial Advisor

14 hours 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


  • Financial Advisor

    4 weeks ago


    Mumbai, Maharashtra, India Blend Financial Services Limited Full time

    About Blend Financial Services LimitedWe are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor - Risk Management Expert, you will be responsible for:Audit and ComplianceFinancial StructuringGlobal Financing SolutionsOur ideal candidate will have expertise in:Controlling business cyclesTracking monthly statusRegular...

  • Financial Advisor

    1 day ago


    Navi Mumbai, India Impronics Technologies Full time

    Division: Lead Management System – Financial ServicesDesignation: Financial Advisor (Insurance Sales)Location: Navi MumbaiRoles & 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...

  • Financial Advisor

    4 weeks ago


    Navi Mumbai, India HBS - Hiringlabs Business Solutions Full time

    Division: Lead Management System Financial ServicesDesignation: Financial Advisor (Insurance Sales)Location: Mahape - Navi MumbaiExperience: 1-3 yearsRoles & 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...

  • Financial Advisor

    1 day 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...

  • Financial Advisor

    20 hours 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...

  • Financial Advisor

    22 hours 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 •...

  • Financial Advisor

    5 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

    2 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

    5 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

    5 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

    1 month 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...


  • Mumbai, Maharashtra, India Turtlemint Full time

    Job Title: Financial Advisors Team LeadAbout the RoleWe are seeking a skilled and experienced Financial Advisors Team Lead to join our team at Turtlemint. This role will be responsible for managing a team of financial advisors/agents and driving their productivity and focus on renewals.Key Responsibilities* Recruiting and managing a team of financial...

  • Financial Advisor

    4 weeks ago


    Mumbai Suburban, India Imigious Technologies Full time

    Company OverviewImigious Technologies is an innovative IT company that serves as a business transformation catalyst for clients. A trusted training provider with high-quality IT skills. The dedicated team of professionals with profound expertise in IT services.Job Overview #Motilal Oswal - India's Leading Broking Firm. Looking for Graduates...


  • 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...


  • Mumbai, Maharashtra, India Turtlemint Full time

    About the Role:We are seeking an experienced Financial Sales Team Lead to join our team at Turtlemint. As a key member of our field sales team, you will be responsible for recruiting and managing a team of financial advisors/agents.Key Responsibilities:Recruiting and managing a team of financial advisors/agents.Managing the complete life cycle of financial...


  • 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...


  • Navi Mumbai, Maharashtra, India Affirm Services Full time

    At Affirm Services, we are seeking a skilled Financial Markets Trader and Client Advisor to join our team. This is an exciting opportunity for individuals with experience in the stock markets and expertise in acquiring high-value clients.The ideal candidate will possess the necessary skills to advise clients on their investment decisions and execute trades...

  • Financial Advisor

    6 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...


  • Mumbai, Maharashtra, India PCR Financial Aggregation Full time

    Overview of PCR Financial AggregationPCR Financial Aggregation is a dynamic, global FinTech company focused on revolutionizing the way wealthy families and their advisors view their financial assets and make financial decisions.

  • Financial Advisor

    5 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...