Financial Advisor

**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...

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...

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...

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...

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...

**We Are Hiring - Tele Sales Advisor!** **Position**: Tele Sales Advisor **Salary**: ₹3.60 LPA - ₹5.40 LPA **Shift**:Day Shift (9 AM - 6:30 PM) **Work Schedule**: 6 days/week (1 Saturday off/month) **Responsibilities**: - Conduct outbound and inbound calls to individuals seeking guidance on debt management and financial planning. - Provide...

Job Profile: Mutual Fund Advisor Mode: Full time Joining: Immediate JOB PROFILE: MUTUAL FUND ADVISOR Client Relationship Management: - Client Acquisition. - Build and maintain strong relationships with a base of clients. - Conduct in-depth consultations to understand the client's financial goals, risk tolerance, and investment time horizon. Financial...

Division: Lead Management System - Financial Services Designation: Financial Advisor (Insurance Sales) Location: Mahape - Navi Mumbai Experience: 0 -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...

**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...

TBNG, a SEBI Registered Investment Advisory Firm. Our extensive experience in the investment advisory business spans over successful and proficient 2 decades. We have mentored a myriad of entrepreneurs, professionals, business heads and families. We are currently looking for an paraplanner to join our existing team, Paraplanners are professional people...