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...

Role 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...

**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...

Company DescriptionSmart Financial Planners specializes in providing structured, simplified, and goal-oriented financial solutions to busy professionals. Our certified advisors offer services such as Insurance Planning, Investment Management, and Long-term Wealth Strategies, with a focus on transparency and ethical practices. By combining personalized...

Location 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 expanding our client...

Roles & Responsibilities:Coordinating new client onboarding process with the back office teamData gathering and Financial plan creation within agreed TAT and as per process checklistsPresentation of draft and final plansPortfolio reviews and recommendationsPresentation of portfolio reviews and investment recommendations/exits to clients within agreed...

**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...

ObjectiveFor projects in the AMEA region, lead and be responsible for financial modeling, valuation and risk analysis of greenfield and M&A transaction. Assist with or (when delegated) be responsible for preparation of financing plans, selection of funding sources / banks, the structuring and execution of project financings. Supervise, train and coach junior...

Roles & Responsibilities:Coordinating new client onboarding process with the back office teamData gathering and Financial plan creation within agreed TAT and as per process checklistsPresentation of draft and final plansPortfolio reviews and recommendationsPresentation of portfolio reviews and investment recommendations/exits to clients within agreed...

Roles & Responsibilities:Coordinating new client onboarding process with the back office teamData gathering and Financial plan creation within agreed TAT and as per process checklistsPresentation of draft and final plansPortfolio reviews and recommendationsPresentation of portfolio reviews and investment recommendations/exits to clients within agreed...