Current jobs related to Financial Advisor - Thane Maharashtra - Prowess Headway Pvt. Ltd.

  • Financial Advisor

    6 months ago


    Thane, India Unity share Full time

    A job description for a financial advisor typically includes the following elements: **Job Title**: Financial Advisor **Job Summary**: The financial advisor provides comprehensive financial planning and investment management services to clients. They assess clients' financial situations, develop personalized financial strategies, and offer guidance on...

  • Financial Advisor

    6 months ago


    Thane, India ItechMentor Full time

    Job Title: Financial Advisor Company: Unity Share Company Location: turbhe About Unity Share Company: Unity Share Company is a leading financial services firm committed to empowering individuals and businesses to achieve their financial goals. We provide comprehensive financial planning, investment management, and wealth advisory services to our clients....

  • Financial Advisor

    3 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

    2 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

    6 months ago


    Pune, Maharashtra, India Triumph Advisors LLP Full time

    We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....

  • Financial Advisor

    6 months ago


    Pune, Maharashtra, India Triumph Advisors LLP Full time

    We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....

  • Financial Advisor

    7 months ago


    Pune, Maharashtra, India Triumph Advisors LLP Full time

    We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....


  • 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 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

    6 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...

  • 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

    6 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...

  • Financial Advisor

    6 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

    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...

  • 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

    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...

  • Assistant Advisor

    4 weeks ago


    Thane, India Bauva Finserv Full time

    **About the Role**: We are seeking a motivated and detail-oriented individual to assist our Financial Advisor. This role offers a unique opportunity to gain valuable experience in the financial industry and learn from a seasoned professional. Freshers and Experienced can also apply. **Responsibilities**: Administrative Support: - Manage and organize client...

  • SEO Executive

    6 months ago


    Mumbai, Maharashtra, 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, health, business, and everyday life decisions. We do this by providing consumers with the knowledge and research they need to make informed...

  • Finance Advisor

    6 months ago


    Mumbai, Maharashtra, India Event Beep Full time

    Freshers will also work with some finance knowledge Financial Advisor / Investment Specialist: Responsibilities: A financial advisor, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions. A financial adviser provides specialist advice to clients on managing their...

  • Data Researcher L3

    6 months ago


    Mumbai, Maharashtra, 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, health, business, and everyday life decisions. We do this by providing consumers with the knowledge and research they need to make informed...

Financial Advisor

7 months ago


Thane Maharashtra, India Prowess Headway Pvt. Ltd. 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 customer queries

∙Customer 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**:
communication skills

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

**Key Competencies**:
∙Information gathering and management

∙Persuasiveness

∙Adaptability

∙Initiative

∙Negotiation skills

∙High energy levels

∙Self-motivation

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹20,000.00 - ₹22,000.00 per month

**Benefits**:

- Health insurance
- Paid sick time
- Paid time off
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Commission pay

Ability to commute/relocate:

- Thane, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Sales/TeleSales/ Promotion: 1 year (required)
- Banking/ Investment/Financial Service: 1 year (preferred)