Financial Advisor

1 week 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. We help our clients worldwide make wise investment decisions while focusing on putting insights into the asset classes and research front. Our highest priority is to satisfy the customer through timely and consistent advisory on profitable investment opportunities. We are looking for dynamic professionals who can give Financial Advice / Insurance services on call to Our Clients

**Designation: Financial Advisor**

**Job type**: Full-time

**Working days**: Mon
- Sat (Indian Calendar for holidays)

**Working time**: 9:30AM to 6:30PM

**Job Location**:Triumph Advisors LLP, 302 KARAN SELENE BHANDARKAR ROAD PUNE-411004

**The major roles & responsibilities include: -**

1. Customer Acquisition

2. Provide and develop solutions and suggest schemes to clients basis of their requirements and goal Maintaining client relationships by presenting plans, setting meeting agendas and giving regular updates Addressing client inquiries.

3. Increase client database by conducting sales calls & timely and regular follow ups with the leads. Hence build AUM.

4. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.

5. Developing customer base and establishing long-term relationships with assigned clients.

6. Knowledge/ skills Should have Knowledge about product such as Equity, Mutual funds, PMS & AIF

7. Keep on updating job knowledge by participating in educational opportunities & training programs.

8. Manage & achieve monthly sales target

9. Add value to the organization by his/her behaviour & performance.

**Requirement**:
1. Excellent communication skills.

2. Any Graduates or Masters

3. Must have Investments OR Certification in NISM, CWM, and CFA

**Experience Required**: Minimum 06 month to Maximum 6+ in Investments (Fresher is allowed but has brief knowledge about Investments)

**Benefits**:

- Commission pays/ Incentives
- Annual Performance bonus

**INTERVIEW TIME**:
Monday to Saturday (11 AM to 5 PM)

Contact Number:
9975121350

**Salary**: ₹15,000.00 - ₹25,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Commission pay
- Performance bonus

Work Location: In person

  • Financial Advisor

    2 weeks ago

    Pune, India ASAAETA Full time

    **Financial Advisor Job Description** Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as personal financial advisors, financial planners, financial advisers, financial service advisors, and investment advisers. **Financial Advisor...

  • Financial Advisor

    3 weeks 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

    1 week 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

    2 months ago

    Ghatkopar, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    Greetings We have an excellent opportunity for a Financial Advisor profile for a well-known company Location - Ghatkopar Experience - 0 - 2 Years Bachelor's degree in Finance or related field Responsibilities - Provide financial investment support to clients - Identify prospective clients and engage them to change their financial lives - Support...

  • Financial Advisor

    3 weeks 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...

  • Financial Advisor

    2 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

    1 week 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-insurance

    6 days ago

    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

    2 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

    1 week 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 Planning Advisor

    2 months ago

    Ghatkopar, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    Greetings We have an excellent opportunity for a Financial Advisor profile for a well-known company Location - Ghatkopar Experience - 0 - 2 Years Bachelor's degree in Finance or related field Responsibilities - Provide financial investment support to clients - Identify prospective clients and engage them to change their financial lives - Support...

  • Financial Advisor

    2 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 week 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

    1 day 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

    7 days 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. We help...

  • Financial Advisor

    2 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...

  • Advisor

    2 months ago

    Pimpri, Pune, Maharashtra, India Shield Multi State Co-Operative Credit Society Full time

    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...

  • SEO Executive

    1 day 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

    1 day 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...

  • Financial Advisor

    3 weeks ago

    Andheri, Mumbai, Maharashtra, India City Credit Management LLP Full time

    **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...