Financial Advisor

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....

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...

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...

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....

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...

**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...

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...

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:...

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...

**Division: Lead Management System - Financial Services** **Designation**: Financial Advisor (Insurance Sales) **Location**: 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...