Financial Advisor
1 week ago
Job Summary We are seeking an experienced and dynamic Relationship Manager to help us to grow in our broking business The ideal candidate will be responsible for driving business growth providing strategic leadership enhancing client engagement and ensuring the successful execution of investment strategies and services This is an exciting opportunity to lead a high-performing team and contribute to our client-focused approach in the fast-paced financial services industry Key Responsibilities Lead as a Relationship Managers to achieve business targets and client acquisition goals Oversee the management of client portfolios providing guidance on financial planning investment strategies and market trends Reactivate dormant client accounts and identify cross-selling opportunities to drive revenue growth Execute high-value and complex transactions on the broking platform ensuring accuracy and compliance Develop and maintain strong relationships with key clients ensuring high levels of client satisfaction and retention Monitor market developments provide regular updates and recommendations to the team and clients Resolve escalated client queries and issues promptly and professionally Collaborate with senior management to design and implement strategies for business expansion and client engagement Ensure adherence to regulatory compliance internal policies and quality standards Qualifications and Skills Bachelor s degree Business Administration in Finance or a related field Minimum of 3-7 years of experience in financial services broking or wealth management Strong knowledge of broking business investment products and financial markets Proven track record of leading successful sales and client management teams Excellent communication leadership and interpersonal skills Ability to build and maintain relationships with clients and investors NISM VIII certifications preferred
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Financial Advisor
4 days ago
Mumbai, India Surabhi Financial Services Full time**Job Description - 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. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm, or having a degree/diploma from...
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Financial Advisor
2 weeks ago
Ghatkopar, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full timeGreetings 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...
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Financial Advisor
15 hours ago
Mumbai, Maharashtra, India 00c11ae4-d789-402e-b2a2-a3899f9504b5 Full time ₹ 3,60,000 - ₹ 7,20,000 per yearCompany DescriptionSmart Financial Planners specializes in providing structured, simplified, and goal-oriented financial solutions to busy professionals. Our certified advisors offer services such as Insurance Planning, Investment Management, and Long-term Wealth Strategies, with a focus on transparency and ethical practices. By combining personalized...
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Financial Advisor
2 weeks 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...
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Financial Advisor
4 days ago
Hinjewadi, Pune, Maharashtra, India Yoddhaa Defence Institute Full time**Role Overview -** We are seeking an experienced and highly knowledgeable Financial Advisor with 10-15 years of proven expertise in financial planning, investment management, and wealth advisory services. The role requires a seasoned professional who can manage high-value clients, provide strategic financial guidance, and contribute to the growth of the...
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Financial Advisor
14 hours ago
Mumbai, Maharashtra, India ENGIE Full time ₹ 9,00,000 - ₹ 15,00,000 per yearObjectiveFor projects in the AMEA region, lead and be responsible for financial modeling, valuation and risk analysis of greenfield and M&A transaction. Assist with or (when delegated) be responsible for preparation of financing plans, selection of funding sources / banks, the structuring and execution of project financings. Supervise, train and coach junior...
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Financial Advisor
7 days 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
1 day 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 days 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 days 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...
