Consultative Financial Advisor
24 hours ago
Job Description Location: Navi Mumbai and Thane What we're looking for: - Proven Expertise: 5+years of experience in financial services, wealth management, or related sectors. - Strategic Mindset: A strong understanding of market dynamics and the ability to create and execute strategies that drive revenue and growth. - Client-centric: Ability to build and maintain lasting relationships with high net worth clients. - Leadership skills: Experience managing and mentoring teams, setting KPI's and driving performance. Key Responsibilities: - Generate and nurture new business opportunities, focusing on high net worth individuals (HNIs) in Thane and Navi Mumbai. - Development and execute business strategies to increase brand visibility and drive growth in key market segments. - Collaborate with senior leadership to identify new revenue streams and enhance existing processes. - Foster strong client relationships, ensuring a high level of service and satisfaction. What's in it for you - Graduate / Postgraduate in Finance, Commerce, or Business Administration (MBA preferred). - NISM / AMFI certification (mandatory). - Competitive compensation with performance- based incentive. - A dynamic and inclusive work environment focused on innovation and growth. Opportunities for personal and professional Development with a leadership team that supports your success. Contact - [Confidential Information] / [HIDDEN TEXT] +91 8779473221
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Financial Advisor
5 hours ago
Mumbai, India Surabhi Financial Services Full timeA member of our talent acquisition team will review your submission and it your experience and skills aligns, we will reach out to you and schedule a call to have a conversation. **Financial Advisor** Job Location - Mumbai Western Suburb : Kandivali (E) **What are we looking for / Job Description** We are looking for Financial Advisors to join our team....
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opening For Business Advisor
4 days ago
Navi Mumbai, Maharashtra, India Verve Financial Services Full timeJob Title: Business AdvisorCompany: India FilingsAbout IndiaFilings:IndiaFilings is one of India's leading platforms for startups and businesses to access professional services such as registration, taxation, compliance, legal, and financial advisory. We are committed to helping entrepreneurs grow and thrive.Job Overview:As a Business Advisor, you will be...
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Financial Advisor
1 week ago
Mumbai, Maharashtra, India MentorBeep Full timeContinuous 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...
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Financial Advisor
1 week 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...
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Insurance Financial Advisor
1 week ago
Thane, India Life Insurance Corporation of India Full timeJob Description Company Description LIC, a state-owned public sector life insurance corporation, is the largest financial institution and life insurance organization in India. With a central office in Mumbai and multiple regional offices, LIC has been a significant contributor to the nation's financial and infrastructure development since its inception in...
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Financial Advisor
2 weeks ago
india DPC Consultancy Full timeCompany Description We suggest you enter details here. Role Description This is a full-time on-site role for a Financial Advisor, located in Chunchura. The Financial Advisor will be responsible for providing clients with tailored financial advice, assisting them with financial planning, retirement planning, and investment strategies. This role includes...
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Insurance Advisors
2 weeks ago
India Bajaj Life Full timeWe are hiring Insurance Advisors / Financial Consultants at Bajaj Life Insurance. This opportunity is suitable for individuals who want to build a strong income with flexible working hours. Role Overview: As an Insurance Advisor, you will guide customers on financial planning, savings, investment, and protection solutions. You will receive complete training...
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Financial Advisor
3 weeks ago
India Soul AI Full timeJob Description Empower Clients with Financial Strategies as a Financial Advisor! About Us: Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we...
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Financial Advisor
3 weeks ago
Mumbai, India Corenza Full timeRoles & Responsibilities:Coordinating new client onboarding process with the back office teamData gathering and Financial plan creation within agreed TAT and as per process checklistsPresentation of draft and final plansPortfolio reviews and recommendationsPresentation of portfolio reviews and investment recommendations/exits to clients within agreed...
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Financial Advisor
3 weeks ago
Mumbai, India Corenza Full timeRoles & Responsibilities:Coordinating new client onboarding process with the back office teamData gathering and Financial plan creation within agreed TAT and as per process checklistsPresentation of draft and final plansPortfolio reviews and recommendationsPresentation of portfolio reviews and investment recommendations/exits to clients within agreed...