Mumbai Financial Advisor

7 days ago


Mumbai, Maharashtra, India Jobstation Full time

At Jobstation, we are looking for a highly skilled and experienced professional to join our team as a Mumbai Financial Advisor.

The primary responsibility of this role is to engage and recruit with Independent Financial Advisors (IFAs) and influence them to sell various investment products through the MOFSL platform.

The ideal candidate will have strong sales skills, excellent communication abilities, and a deep understanding of the financial services industry. They will be responsible for conducting seminars for IFAs and their clients on different products, achieving given AUM and revenue targets, maintaining relationships with existing networks of IFAs, recruiting potential new IFAs, and ensuring highest servicing standards for IFAs in areas of sales support, query resolution, product training, and client seminars.

To succeed in this role, candidates should possess a postgraduate degree, at least 1 year of experience in sales of investment products through the IFA channel, team handling experience, and strong knowledge of the indirect channel, MS Office, and business intelligence applications.


  • Financial Advisor

    3 weeks ago


    Mumbai, Maharashtra, India Imigious Technologies Full time

    Job DescriptionCompany OverviewImigious Technologies is an innovative IT company that serves as a business transformation catalyst for clients. A trusted training provider with high-quality IT skills. The dedicated team of professionals with profound expertise in IT services.Job Overview#Motilal Oswal - India's Leading Broking Firm.Looking for Graduates...

  • Financial Advisor

    4 weeks ago


    Navi Mumbai, Maharashtra, India HBS - Hiringlabs Business Solutions Full time

    Division: Lead Management System Financial ServicesDesignation: Financial Advisor (Insurance Sales)Location: Mahape - Navi MumbaiExperience: 1-3 yearsRoles & 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...

  • Financial Advisor

    3 weeks ago


    Mumbai, Maharashtra, India Acme Services Full time

    Hiring for PCG Advisor role in Top Broking Location - Mumbai CTC is upto 10 to15 LPA Responsibilities Managing HNI/ UHNI Portfolios Generate business from existing clients Support investment professionals to cultivate client relationships Generate Brokerage Selling Investment products 70 % Dealing 30% TPP Qualifications Bachelor's degree / MBA/ PGDM 5+...

  • Financial Advisor

    21 hours ago


    Mumbai, Maharashtra, India Acme Services Full time

    Hiring for PCG Advisor role in Top Broking Location - Mumbai CTC is upto 10 to15 LPA Responsibilities Managing HNI/ UHNI Portfolios Generate business from existing clients Support investment professionals to cultivate client relationships Generate Brokerage Selling Investment products 70 % Dealing 30% TPP Qualifications Bachelor's degree / MBA/ PGDM 5+...


  • Mumbai, Maharashtra, India Pocket Aces Full time

    Pocket Aces seeks a skilled Strategic Business Financial Advisor to play a key role in supporting business decision-making by providing financial insights, analysis, and strategic recommendations. As a Strategic Business Financial Advisor, you will work closely with business leaders to align financial goals with overall organizational objectives, ensuring...


  • Mumbai, Maharashtra, India BlueFort Financial Full time

    Job SummaryThis is a full-time, on-site role for a Financial Planning Specialist located in Mumbai. The successful candidate will support daily operations, manage client interactions, assist in financial planning, and help develop wealth management strategies.The ideal candidate will possess excellent communication skills, attention to detail,...


  • Mumbai, Maharashtra, India TBNG Capital Advisors Full time

    About the internshipSelected intern s day-to-day responsibilities include 1 Investment Research Conduct detailed quantitative and qualitative research on different types of mutual funds PMS AIFs and other investment instruments 2 Comparative Analysis Evaluate and compare the performance and risk factors of different investment vehicles 3 Report...


  • Mumbai, Maharashtra, India DiTech Financial Services Full time

    Job DescriptionCompany OverviewAt DiTech Financial Services, we are committed to delivering exceptional financial solutions to our clients. As a leading provider of accounting services, we pride ourselves on our expertise and dedication to excellence.Job SummaryWe are seeking an experienced Senior Accountant to join our team in the UK and Ireland operations....


  • Mumbai, Maharashtra, India FyndBridge Consultants & Advisors Full time

    Company OverviewFyndBridge Consultants & Advisors is a reputable firm based in Mumbai, providing expert financial analysis and insights to our clients. Our team of professionals collaborates closely with cross-functional teams and senior leadership to drive data-driven decisions and ensure that financial strategies are aligned with the company's goals and...


  • Mumbai, Maharashtra, India FinMen Advisors Full time

    Job Details:We are currently seeking a skilled Credit Analyst to join our team at FinMen Advisors. This role involves analyzing financial data, identifying credit risks, and developing recommendations for business growth. A strong background in finance, combined with excellent analytical and communication skills, is essential for success in this position....


  • Mumbai, Maharashtra, India 2COMS Full time

    Finance and Accounting Associate in Mumbai-Vikhroli We are in search of a highly motivated and fast-learning individual to join our Finance and Accounting team This position is perfect for recent graduates who have a strong interest in accounting finance and business operations As a member of our team you will be instrumental in supporting various...


  • Mumbai, Maharashtra, India Paulwin George (Proprietor of Angel And Genie) Full time

    Job DescriptionJob description- We are looking for Financial Advisor/ Sr. Advisor/ Trainee for a multinational general insuarance and reinsurance company.- Knowledge/Experience- 0 2 years of experience in a role involving financial analysis- Education MBA in FinanceJob Position Summary- The Financial Advisory team caters to various business intelligence...

  • Financial Advisor

    6 days ago


    Mumbai, Maharashtra, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time

    About the Role:Equentis Wealth Advisory Services Private Limited is seeking a Financial Advisor to join our team. As a key member of our sales team, you will be responsible for selling and promoting our company's offerings to potential clients. The ideal candidate will have excellent communication skills, both verbal and written, as well as high telephone...


  • Mumbai, Maharashtra, India 2coms Full time

    Finance and Accounting Associate in Mumbai-Vikhroli We are in search of a highly motivated and fast-learning individual to join our Finance and Accounting team. This position is perfect for recent graduates who have a strong interest in accounting, finance, and business operations. As a member of our team, you will be instrumental in supporting various...


  • Mumbai, Maharashtra, India Sunrise Consultancy Full time

    Sunrise Consultancy is a professional organization providing accounting services to clients.Job DescriptionWe are seeking a skilled Financial Analyst to join our team in Mumbai. The successful candidate will be responsible for managing the financial affairs of the company, including accounting and bookkeeping tasks.Tally: proficient in using Tally software...


  • Mumbai, Maharashtra, India 2coms Full time

    Job Description Finance and Accounting Associate in Mumbai-Vikhroli We are in search of a highly motivated and fast-learning individual to join our Finance and Accounting team. This position is perfect for recent graduates who have a strong interest in accounting, finance, and business operations. As a member of our team, you will be instrumental in...

  • Financial Advisor

    7 days ago


    Mumbai, Maharashtra, India Talengage Full time

    Job Description:This Financial Advisor role involves working with NRI clients to understand their financial goals and develop personalized investment strategies. As a key member of the Talengage team, you will be responsible for managing a portfolio of clients, generating revenue, and providing exceptional customer service.About Us:Talengage is a dynamic and...

  • Financial Analyst

    4 weeks ago


    Mumbai, Maharashtra, India Flare Financial Consulting LLP Full time

    Organisation Description:We are a boutique firm working with a technology organization in the USA (global MNC) that provides real estate evaluations by combining technology/big data, human financial modelling expertise, human real estate valuation expertise. The evaluation reports we prepare are proven to be accurate, detailed, quick and regulator approved,...


  • Mumbai, Maharashtra, India Emkay Global Financial Services Limited Full time

    About Emkay Global Financial Services Limited">We are a leading financial services organization, dedicated to creating wealth for our clients over two decades.">Our vision is to provide sound, research-backed financial advice to our diverse clientele, including foreign institutional investors (FIIs), domestic mutual funds, hedge funds, banks, insurance...


  • Mumbai, Maharashtra, India Finvvritti Advisors Full time

    Finvvritti Advisors is a leading consulting firm specializing in Virtual CFO services, finance, compliance, and regulatory support for startups and businesses. We provide tailored financial solutions to help businesses navigate compliance complexities efficiently. Assistant Financial Accountant plays a key role in terms of working with the team and different...