Financial Advisor

Role OverviewAs 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...

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...

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...

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 empathetic and...

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...

**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...

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...

**Join the LIC Team: Become a Successful Agent/Advisor in Mumbai** **Introduction**:* **Benefits of Becoming a LIC Agent/Advisor**:* **- Unlimited earning potential** **- Flexible working hours** **- Comprehensive training and support** **- Attractive incentives and rewards** **- Opportunity to make a difference in people's lives** **- Dynamic work...