Financial Advisor

**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...

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...

TBNG, a SEBI Registered Investment Advisory Firm. Our extensive experience in the investment advisory business spans over successful and proficient 2 decades. We have mentored a myriad of entrepreneurs, professionals, business heads and families. We are currently looking for an paraplanner to join our existing team, Paraplanners are professional people...

**Job Detail** **Company Name**: HDFC Sales **Location**: Mhape (Navi Mumbai) **Designation**: Financial Advisor (Full Time) **Description**: Process Insurance Sales No. of Requirements 20 Gender Male/female About Process : Insurance sales involves selling various types of insurance to customers, including home, life, health and auto insurance. People...

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

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 -...

Hello Professionals, Currently we have Openings for NRI Advisor Experience: 2 to 3 Years Location: Mumbai Qualifications: **Advising Experience** **Client Handling Experience or Acquisition** **Aum Size** **Financial product knowledge** **Salary**: ₹600,000.00 - ₹700,000.00 per year **Benefits**: - Provident Fund Schedule: - Day...

**Position - NRI Advisor (Role Involved advising & dealing (trading) -**Managing the portfolio of the Mapped NRI clients. **(No sales involved)** ** Advising & Dealing Experience**: - on Equity,derivates & option strategy ** Client Handling Experience or Acquisition**: - HNI/Ultra HNI client. - **Aum Size** - currently handing - **Financial product...

The SHIELD Family, or as we like to call it - SHIELD family, is an ever-growing family of members, built on trust and transparency. As an Advisor representing SHIELD Multi State Co-operative Credit Society Ltd., you will be backed by a wide network of branches and field workers, the most advanced Software and Mobility Technology, a massive goodwill of the...

**Position Name - **Financial Advisor** - Family Offices (Institutional Sales)** **Location - **Mumbai** **Experience Range - **7 - 10 years** **Mandatory Requirement**: - Client Acquisition - Institutional Sales - Client Servicing **About the client**: Our client is one of the premier asset management companies in India, with over 20 years of a track...

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...

Job Title: Wealth Manager - Financial Services - Mumbai Wealth management through Mutual Funds, Bonds/NCDs, Market Linked Debenture, Corporate Fixed Deposit, Alternate Investment Funds, Portfolio Management Services, etc. Managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accounts. Key Skills:Additional Benefit :Unlimited...

Job Opening in NBFC Financial Sector Job Title: Equity Advisor Location: Mumbai Santacruz Job Description: As an Equity Advisor, you will be responsible for providing expert advice and recommendations to clients regarding their equity investments. You will conduct thorough research and analysis of equity markets, sectors, and individual stocks to identify...

Equity Advisor Job Description: Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...

Position : Advisor-NRI Desk - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for generating revenue primarily...

Position : Advisor-NRI Desk Location : Mumbai JD - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for...

WE ARE HIRING Job designation: - Property Advisor: Commercial Job location: - Nashik, Maharashtra **Salary**: - 38,000- 45,000 per month **Experience**: - Total experience: - 5 years of experience in commercial real estate. - Minimum experience: - 2-3 years of experience in commercial real estate sales, leasing, or advisory roles. Education: -...

Profile Name: Financial AdvisorLocation- Kandivali- Mumbai 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...

Profile Name: Financial AdvisorLocation- Kandivali- Mumbai 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...

Handling team of Advisors. Advising & execution of orders on behalf of clients on equity, derivatives and option strategies Key Deliverables 1. Handling Team of NRI Advisors & Driving Revenue from Advising & execution of orders on behalf of clients on equity, derivatives and option strategies 2. Achieving the targets set for Team on Cross-selling...