Financial Services Consultant
3 weeks ago
Job Purpose To support AUM growth for Tata Capital and Tata Pension Fund by actively engaging with individual Central and State Government employees who are existing NPS subscribers educating them about the benefits of switching to Tata PFM and assisting them through the switching process The role requires strong field-level execution trust-building with subscribers and coordination with government departments as guided by the RM Main Accountabilities Subscriber Acquisition Conversion o Meet Central State Government employees at their workplaces or through camps events to promote Tata Pension Fund o Explain the advantages of choosing Tata PFM and assist in resolving subscriber queries o Facilitate end-to-end switching process for interested NPS subscribers ensuring accuracy and compliance Field Outreach Execution o Conduct planned field visits awareness sessions and subscriber camps as directed by the RM o Act as the on-ground brand representative of Tata Capital and Tata PFM in government offices Coordination Support o Coordinate with nodal officers DDOs and PAOs as per RM s guidance to schedule outreach o Support documentation form filling and KYC processes for subscribers o Ensure timely reporting and MIS sharing with the RM and internal teams Subscriber Experience o Ensure a smooth positive experience for government employees through personalized support during the switching process o Gather subscriber feedback to help improve service delivery Key Skills Attributes Strong communication and interpersonal skills in regional local language Trust-building and empathetic approach with government subscribers High ownership and execution-focused attitude Ability to work independently and travel within assigned territory Qualification Graduate
-
Financial Services Consultant
2 days ago
Navi Mumbai, Maharashtra, India HDFC Life Full time ₹ 3,00,000 - ₹ 6,00,000 per year**Exciting Opportunity with HDFC Life – Vashi Branch** I am looking for **Insurance Advisors (Financial Consultants)** to join us at **HDFC Life, Vashi Branch**.This is a great chance for individuals who are looking to: Work **part-time or full-time** Earn **extra income on a commission basis** Build a rewarding career in the **insurance & financial...
-
Financial Services Operations Specialist
6 days ago
Navi Mumbai, Maharashtra, India V Financial Services Full time ₹ 8,00,000 - ₹ 12,00,000 per yearResponsibilities:* Manage financial services operations on BSE STAR& MF Utility platform* Execute equity market transactions & handle client queries* Oversee mutual fund ops, CRM & investment execution processesCoordinating with CAMs & Kfintech
-
Financial Advisor
6 days ago
Lower Parel, Mumbai, Maharashtra, India Smart Financial Planners Full time**Role Overview** As a **Financial Advisor** you’ll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client’s financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial...
-
Financial Planner
2 weeks ago
Vashi, Navi Mumbai, Maharashtra, India Finoviser Financial Services Full time**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...
-
Financial Advisor
6 days ago
Lower Parel, Mumbai, Maharashtra, India Smart Financial Planners Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRole OverviewAs a Financial Advisor you'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...
-
Financial Services Sales
2 days ago
Mumbai, Maharashtra, India ORBIS Financial Corporation Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per yearJob Title: Financial Services Sales and Business DevelopmentLocation: Mumbai BKCJob Description:Are you passionate about financial markets and aspire to excel in the financial services industry? Join our team as a Financial Services Sales and Business Development, where you will play a crucial role in delivering top-notch financial solutions, managing...
-
Financial Advisor
6 hours ago
Mumbai, Maharashtra, India Smart Financial Planners Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRole OverviewAs aFinancial Advisoryou'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...
-
Urgent Requirement for Financial Advisory
1 week ago
Mumbai, Maharashtra, India Big Bee Consultant Full timeEducation: Postgraduate (AFP / CFP preferred) with NISM XA - XB Industry: Personal Finance / Financial Planning. JOB DESCRIPTION: Responsible for providing accurate analysis for new and existing clients as well as handling all sales administration including pricing, query handling, internal documentation and build strong relationships with the operations...
-
Hiranandani Financial Services
3 weeks ago
Mumbai, India Hiranandani Financial Services Full timeSpecialist - Finance Operations the jobKey ResponsibilitiesBank & Treasury Operations- Review and monitor internal fund transfers across all bank accounts, monthly investment entries (MF, FD, IMD), and daily banking transactions.- Oversee booking of operating revenue, loan receipts and repayments, correction of mis posted entries, control account tracking,...
-
Mumbai, Maharashtra, India JM Financial Services Limited Full timeAbout the internshipSelected intern s day-to-day responsibilities include 1 Recruiting from various job portals such as Naukri and LinkedIn etc 2 Meeting the hiring requirements of the business 3 Coordinating with the employees for documentation till joining 4 Working closely with HRBP s for any operation work like employee files etcSkill s ...