Financial Advisor

2 weeks ago

Andheri Mumbai Maharashtra, India Quantsapp Private Limited Full time

**Job Description: Quantsapp Advisor**

**Key Responsibilities**
- Engage and introduce users to best practice in systematized learning
- Keep up with and distribute latest tactical knowledge and updates with end clients
- Build and maintain strong relationships with key stakeholders
- Negotiate and close deals with clients to achieve sales targets
- Update and upgrade on continuous basis with latest in Options trading
- Maintain KRAs for successful fulfilment of daily duties

**Qualifications**
- Proven track record of success in business development or sales roles
- Strong communication and negotiation skills
- Knowledge of the Stock Market/ Options current market trends is a plus
- Ability to work independently and as part of a team
- bachelor’s degree in business administration or finance field
- Previous experience in Options training a plus

**Why join Quantsapp?**
- Continuous & Paid On-Job Training on Options training
- Best in the industry incentives
- No Lead Hunting
- Best in the industry work-life balance with highest paid holidays

**Job Types**: Full-time, Permanent

Pay: ₹25,000.00 - ₹30,000.00 per month

**Benefits**:

- Paid time off

Schedule:

- Day shift

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

  • 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

    3 days ago

    Lower Parel, Mumbai, Maharashtra, India Smart Financial Planners Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    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...

  • Financial Advisor

    4 weeks ago

    Mumbai, India Smart Financial Planners Full time

    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...

  • Financial Advisor

    5 days ago

    Andheri, Mumbai, Maharashtra, India City Credit Management LLP Full time

    M2M target achievement & lead conversion. - Working closely with CRM and dialer. - Experience in Finance field related unsecured loans Preferred - Experienced in International process in a BPO would be preferred - Looking for financial advisors who can convert leads into business over phone - Good incentive scheme Pay: ₹180,000.00 - ₹480,000.00 per...

  • Senior Financial Advisor

    4 weeks ago

    Mumbai, India Enrichwise Financial Services Full time

    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...

  • Financial Advisor-insurance

    2 weeks ago

    Mumbai Central, Mumbai, Maharashtra, India Sky Services Full time

    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...

  • Financial Advisor

    3 days ago

    Mumbai, Maharashtra, India Ananta resource Management Full time

    Client 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...

  • Financial Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Outright Creators Full time

    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...

  • Business Development Executive

    2 weeks ago

    Mumbai, Maharashtra, India Quadrate Financial Advisor Pvt Ltd Full time

    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...