Financial Advisor
3 weeks ago
Job CodeJC/2872
ProcessInsurance Sale
No. of Requirements 20
GenderMale/female
About Process Insurance sales involves selling various types of insurance to customers, including home, life, health and auto insurance. People who sell insurance are often referred to as insurance agents or brokers. Many focus on individual policies and needs, although some offer insurance products to commercial clients.
TitleFinancial Advisors
**Job Type**: Regular / Permanent
**Salary**: ₹22,000.00 per month
Schedule:
- Monday to Friday
Supplemental pay types:
- Commission pay
Ability to commute/relocate:
- Navi Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (required)
**Speak with the employer**
+91 9152233109
-
Financial Advisor
1 month ago
Navi Mumbai, Maharashtra, India ANUGRAH CONSULTANCY AND PROFESSIONAL SERVICES Full timeDivision: 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-insurance
1 month ago
Mumbai Central, Mumbai, Maharashtra, India Sky Services Full timeJob 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...
-
Sales Executive/financial Advisor
1 month ago
Mumbai, India Prensent LLP Full timeTalking 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
1 month 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
1 month ago
Mumbai, Maharashtra, India Outright Creators Full timeDesignation: 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...
-
The Financialist
2 days ago
Navi Mumbai, India The Financialist Full timeWealth Advisor About the company: The Financialist is a digital family office that manages the personal finances of individuals and their family members comprehensively. The Financialist is reimagining how individuals manage their finances viz. insurance, investments, taxes, et al. What is the company solving? - Today, an individual faces the problem of...
-
Staff Reporter
1 month ago
Mumbai, India Forbes Advisor Full timeCompany 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...
-
mumbai, India Riverforest Connections Private Limited Full timeJobPurpose Handling team ofAdvisors. Advising & execution of orders on behalf of clientson equity derivatives and optionstrategies Key Deliverables 1. Handling Team of NRI Advisors & Driving Revenuefrom Advising & execution of orders onbehalf of clients on equity derivatives and optionstrategies 2. Achieving the targets set for Teamon Crossselling...
-
NRI Advisor
1 week ago
mumbai, India Riverforest Connections Private Limited Full timeJob Purpose 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...
-
Insurance Advisor
4 weeks ago
Mumbai, India Hamari Awaaz Charitable Trust Full time**Insurance Advisor Responsibilities**: - Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. -Encouraging clients to invest in...
-
Insurance Advisor
1 week ago
Mumbai, India LIC Full timeCompany Description LIC (Life Insurance Corporation) is the largest financial institution and life insurance organization in India. It is a state-owned public sector company with its central office in Mumbai. LIC has 8 zonal offices, 109 divisional offices, and 2048 fully computerized branches. To extend its services to rural areas, LIC has also opened 992...
-
Insurance Advisor
1 week ago
Mumbai, India LIC Full timeCompany Description LIC (Life Insurance Corporation) is the largest financial institution and life insurance organization in India. It is a state-owned public sector company with its central office in Mumbai. LIC has 8 zonal offices, 109 divisional offices, and 2048 fully computerized branches. To extend its services to rural areas, LIC has also opened 992...
-
Equity Advisor
1 month ago
Mumbai, India Onesource Atreus Full timeEquity 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...
-
Financial Advisory
4 weeks ago
mumbai, India 2coms Full timeProfile 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...
-
Financial Advisory
4 weeks ago
Mumbai, India 2coms Full timeProfile 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...
-
Finance Reporting Administrator
1 month ago
Mumbai, India Forbes Advisor Full timeCompany 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...
-
Semi Qualified Ca
1 month ago
Mumbai, India Gennext Strategy Advisor Full timeGreetings From Gennext Strategy Advisors We have an opening for the Inter CA Company name: Nimesh Vora Location: Andheri (E). Salary 35-50K per month(based upon experience) Min 3 years experience **Responsibilities**: - Maintaining proper accounting records - Assessing financial risks and suggesting preventive measures - Liaising with clients,...
-
NRI Advisor
1 month ago
Navi Mumbai, India Praaxis Consulting Pvt Ltd Full timeNRI Advisor (International Business)Roles & Responsibilities: 1) Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.2) 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.3)...
-
Insurance Advisor
1 month ago
Ghansoli, Navi Mumbai, Maharashtra, India Mumbai Rozgaar Full timePosition Title: Insurance Advisor Job Summary: As an Insurance Advisor, your primary responsibility is to assist clients in identifying their insurance needs and provide them with appropriate coverage options. You will build and maintain strong relationships with clients while ensuring they understand the terms and conditions of their insurance policies....
-
Senior Financial Concierge
1 month ago
mumbai, India Vitasta Consulting Pvt Ltd Full timeJob Description :- 1. He will have to Manage a team of Financial Advisors while he will also have to tend to some clients financial planning. 2.Should have certifications of CFT,CWM, NISM 10A or 10B 3.He or She should be good in Financial advisory, Wealth Management. 4.Should have experience in handling a very well good portfolio.