Financial Advisor

5 days ago

Mumbai Maharashtra, India Devdort Full time

**Job Title**: Financial Advisor - Insurance Sales
**Department**: Lead Management System
**Location**: Ghansoli (Mahape), Navi Mumbai
**Experience Required**: 1 to 3 years (preferably in sales)
**Minimum Qualification**: Graduate in any stream or HSC with at least one year of on-paper experience
**Additional Benefits**: Incentives, annual bonus, and medical benefits

**Job Summary**:
We are seeking young and dynamic individuals with a strong passion for sales and target achievement. The Financial Advisor will be responsible for promoting insurance products, engaging with customers, and supporting the sales team in driving business growth.

**Key Responsibilities**:

- Reach out to businesses and individuals over the phone to promote insurance services
- Clearly explain product features and benefits to customers
- Address and resolve customer queries professionally and promptly
- Maintain regular follow-ups and collect feedback after initial conversations
- Accurately document customer information and transaction details
- Set up appointments for the sales team with potential customers

**Basic Requirements**:

- Must have a background in finance and sales, with strong communication skills in both written and spoken English
- Prior experience in sales, marketing, promotions, or telemarketing is preferred

Pay: ₹18,000.00 - ₹22,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Fixed shift

Supplemental Pay:

- Performance bonus

Work Location: In person

  • Financial Advisor

    1 week ago

    Mumbai, Maharashtra, India Smart Financial Planners Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role 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...

  • Financial Advisor

    8 hours ago

    Mumbai, India Smart Financial Planners Full time

    Role Overview As 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...

  • Financial Advisor

    5 days ago

    Mumbai, Maharashtra, India MentorBeep Full time

    Continuous 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...

  • Financial Advisor-insurance

    1 week 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 weeks ago

    Mumbai, Maharashtra, India Fintoo Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company Overview:FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisoryplatform (web & mobile) that offers Financial Advisory, Retirement Planning and Tax planningsolutions followed by investment execution to complete the entire circle. Committed todriving transformative change, we take pride in being among the early adopters...

  • Senior Financial Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Enrichwise Financial Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    As a Senior Financial Advisor, you will be the primary point of contact for new clients. You will engage directly with HNIs and upper-middle-class prospects, understand their financial situation, explain our frameworks in a clear and compelling manner, and guide them toward structured investments. This role requires building trust quickly, converting...

  • Senior Financial Advisor

    8 hours ago

    Mumbai, India Enrichwise Financial Services Full time

    As a Senior Financial Advisor, you will be the primary point of contact for new clients. You will engage directly with HNIs and upper-middle-class prospects, understand their financial situation, explain our frameworks in a clear and compelling manner, and guide them toward structured investments. This role requires building trust quickly, converting...

  • Financial Advisor

    2 days ago

    Mumbai, Maharashtra, India Ananta resource Management Full time

    Client Details Our Client is a Consultancy Services firm based in Mumbai. The Firm established with the goal of providing comprehensive financial services to business houses, organization & other who seek our expertise. We provide customized financial services to ever-changing business needs; based on the highly experienced professional team having in-depth...

  • Financial Advisor

    2 weeks 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...

  • Equity Advisor

    2 days ago

    Mumbai, Maharashtra, India Motilal Oswal Financial Services Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Vacancy for Mumbai LocationMotilal Oswal Financial Services LimitedEquity Advisor - 5 years and above experience. Energeticand passionate about markets.Franchisee vertical - B2B profileJoining - ImmediatePosition - 10"NOT APPLICABLE FOR FRESHERS"send cv to Subject Line : Application for Role of Equity Advisor