Financial Advisor

1 week ago


Navi Mumbai, India Wisecor service pvt ltd 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 customer queries
- Customer follow up and feedback post initial interaction
- Record customer and transaction details and obtaining customer information
- Schedule appointments for sales staff to meet prospective customers

Education and Experience:

- Relevant work experience in sales, marketing, promotions or telemarketing

Key Competencies:

- Information gathering and management
- Persuasiveness
- Adaptability
- Initiative
- Negotiation skills
- High energy levels
- Self-motivation

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹15,000.00 - ₹20,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Navi Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 7400185158


  • Financial Advisor

    4 days ago


    Mumbai, India Surabhi Financial Services Full time

    A 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....

  • Financial Advisor

    7 days 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

    4 days ago


    Mumbai, Maharashtra, India Money Honey Financial Services Pvt Ltd Full time ₹ 2,00,000 - ₹ 12,00,000 per year

    Job Title:Financial AdvisorLocation: Mumbai, Maharashtra, IndiaAbout the Job:We are seeking candidates who aspire to build a career in the financial advisory industry. We have an opening for anInvestment Specialist (Financial Advisor). Our core product offerings are Mutual Funds, FD, Government Bonds, Debentures, etc.Company Profile:We are a one-stop...

  • Financial Advisor

    4 days ago


    Mumbai, Maharashtra, India Money Honey Financial Services Pvt Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    We are looking for candidates who are aspiring to build career in financial advisory industry. We have opening for Financial Advisor. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc. Company Profile: We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology....

  • Financial Advisor

    4 days ago


    Mumbai, Maharashtra, India Money Honey Financial Services Pvt. Ltd. Full time ₹ 1,80,000 - ₹ 3,60,000 per year

    Job Description:1.Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.).2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix.Qualification:...


  • 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 weeks 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

    2 weeks 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...

  • Equity Advisor

    7 days ago


    Mumbai, India Motilal Oswal Financial Services Ltd Full time

    Vacancy for Mumbai Location Motilal Oswal Financial Services Limited Equity Advisor - 5 years and above experience. Energeticand passionate about markets. Franchisee vertical - B2B profile Joining - Immediate Position - 10 "NOT APPLICABLE FOR FRESHERS" send cv to Subject Line : Application for Role of Equity Advisor

  • Equity Advisor

    1 week 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