
Financial Advisor
2 weeks ago
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, Permanent
**Salary**: ₹20,000.00 - ₹22,000.00 per month
**Benefits**:
- Health insurance
**Experience**:
- total work: 1 year (preferred)
Ability to Commute:
- Mumbai, Maharashtra (required)
Ability to Relocate:
- Mumbai, Maharashtra: Relocate before starting work (required)
Work Location: In person
**Speak with the employer**
+91 9398780661
-
Financial Advisor
3 days ago
Lower Parel, Mumbai, Maharashtra, India Smart Financial Planners Full time**Role Overview** As a **Financial Advisor** you’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...
-
Financial Advisor
2 days ago
Lower Parel, Mumbai, Maharashtra, India Smart Financial Planners Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRole OverviewAs a Financial Advisor you'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 weeks ago
Mumbai, India Smart Financial Planners Full timeRole 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...
-
Senior Financial Advisor
4 weeks ago
Mumbai, India Enrichwise Financial Services Full timeAs 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-insurance
1 week ago
Mumbai Central, Mumbai, Maharashtra, India Sky Services Full timeJob 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
3 days ago
Mumbai, Maharashtra, India Ananta resource Management Full timeClient 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...
-
Business Development Executive
2 weeks ago
Mumbai, Maharashtra, India Quadrate Financial Advisor Pvt Ltd Full timeLocation Thane near Station Mumbai Fort Experience 1-3 Years Industry Financial Services Quadrate Financial Advisors Pvt Ltd Quadrate Financial Advisors Pvt Ltd are seeking a dynamic Business Development Executives to drive growth in our corporate finance division Join our fast-paced financial services environment and play a key role in...
-
Equity Advisor
4 weeks ago
Mumbai, India Motilal Oswal Financial Services Ltd Full timeVacancy 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 yearVacancy 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