Financial Planning Advisor

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...

**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...

**PROFILE- ADVISOR** **NEET ADVISOR is the first mover & market leader in education consulting business. It’s founded by Engineers, Comprising of an energetic, enthusiastic and creative team.** We provide career guidance services to students aspiring for bright future in India and abroad. We work with top schools, JEE/NEET coaching institutions for...

Approach to Leads for Financial Planning Fee: ? Utilize various channels such as references, LinkedIn marketing, and other networking platforms to generate leads for financial planning services. ? Conduct introductory meetings with potential clients to understand their financial needs and objectives. ? Guide clients from the initial consultation stage to...

**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...

**PROFILE- SALES ADVISOR** **NEET ADVISOR is the first mover & market leader in education consulting business. It’s founded by Engineers, Comprising of an energetic, enthusiastic and creative team.** We provide career guidance services to students aspiring for bright future in India and abroad. We work with top schools, JEE/NEET coaching institutions...

**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...

**NEET ADVISOR is the first mover & market leader in education consulting business. It’s founded by Engineers, Comprising of an energetic, enthusiastic and creative team.** We provide career guidance services to students aspiring for bright future in India and abroad. We work with top schools, JEE/NEET coaching institutions for helping their students in...

Strategy Mumbai 10 - 15 Years Of Experience No. of Openings - 1 **Responsibilities**: - Lead and manage the will and estate planning team, ensuring a high standard of service delivery and compliance with legal requirements - Provide expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax matters - Develop...

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

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...

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...

Client Consultation : Meet with clients to understand their financial goals, risk tolerance, and current financial situation. Assess clients' investment portfolios, liabilities, and financial assets.Financial Planning : Develop comprehensive financial plans that address clients' shortterm and longterm goals, including retirement planning, education funding,...

**Marketing Intern** **About us**: Our Founder, Salonee Sanghvi is a fourth generation financial professional with 19+ years of experience in financial services industry. The dearth of solid, reliable financial advice prompted her realize her passion to spread financial literacy with transparency to every strata of society. To bridge the gap and provide a...

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...

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...

Hiring for one of the Housing Finance Company (NBFC) Role : Financial Planning & analysis (FPA) Qualification : MBA Location : Churchgate, Mumbai Experience : 4 to 8 Years Preferred industry : NBFC/housing finance **Job description**: Managing all finance and accounting operations - Coordinating and directing the preparation of the budget and financial...

**Hiring for one of the well known Housing Finance Company!** **Job Position**: - Financial Planning & Analysis **Qualification required**: - MBA (Finance) **Experience**: - 3+ Years - Managing all finance and accounting operations - Coordinating and directing the preparation of the budget and financial forecasts and report variances - Preparing and...

**Role and responsibilities** - Work with your team to brainstorm new and innovative growth strategies. - Manage all contests, giveaways, and other digital projects. - Manage all social media postings on behalf of the company - Ensure all-around consistency (style, fonts, images, and tone). - To understand the financial requirements of customers - Reach out...