Financial Advisor

55 minutes ago

Mumbai, India Surabhi Financial Services Full time

**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 NISM, CFP, CFA etc or have done professional courses in finance then you will love this position.

**Key Responsibilities**
- Understand Clients’ financial needs
- Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
- Give advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goals
- Prepare Financial plans for clients and present them
- Meeting Business Targets and Client Retention goals.
- Answer clients’ questions, address concerns and resolve them as per SLAs
- Regularly review clients’ portfolio and have continuous engagement
- Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients
- Continuous communication with clients’ to stay up to date with their financial status
- Building and maintaining your client base.

**Qualifications required**
- Bachelor’s degree in business, finance or related field.
- Knowledge of Financial & Securities market and Insurance
- 2-3 years of experience as a Financial Advisor / Client Relationship manager or similar role
- Certification Financial Domain like CFP, CFA, NISM certification will be added advantage
- Proficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etc
- Critical thinker and problem-solving skills
- Good time-management skills
- Great interpersonal and communication skills, written and spoken English is must.
- Team player

**Salary**: From ₹18,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Commuter assistance
- Health insurance
- Paid sick time
- Paid time off

Schedule:

- Day shift

Supplemental pay types:

- Commission pay
- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

  • Financial Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Datamatics HR & Consultancy services Full time

    **Job Title**: Financial Advisor - Accounting Services **About Us**: Datamatics is a leading provider of comprehensive accounting services, dedicated to helping businesses in the UK optimize their financial operations. We are seeking a skilled Talent with strong communication abilities and a solid understanding of accounting principles to join our team and...

  • Financial Advisor

    3 days ago

    Mumbai, India Corenza Full time

    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...

  • Financial Advisor

    7 days ago

    Ghatkopar, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    Greetings We have an excellent opportunity for a Financial Advisor profile for a well-known company Location - Ghatkopar Experience - 0 - 2 Years Bachelor's degree in Finance or related field Responsibilities - Provide financial investment support to clients - Identify prospective clients and engage them to change their financial lives - Support...

  • Financial Advisor

    5 days ago

    Mumbai, India Corenza Full time

    Roles & Responsibilities: - Coordinating new client onboarding process with the back office team - Data gathering and Financial plan creation within agreed TAT and as per process checklists - Presentation of draft and final plans - Portfolio reviews and recommendations - Presentation of portfolio reviews and investment recommendations/exits to clients within...

  • Financial Advisor

    2 days ago

    mumbai, India Corenza Full time

    Roles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed...

  • Financial Advisor

    2 days ago

    Mumbai, India Corenza Full time

    Roles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed...

  • Financial Advisor

    2 days ago

    Mumbai, India Corenza Full time

    Roles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed...

  • Financial Advisor

    7 days ago

    Mumbai, India Corenza Full time

    Roles & Responsibilities:- Coordinating new client onboarding process with the back office team- Data gathering and Financial plan creation within agreed TAT and as per process checklists- Presentation of draft and final plans- Portfolio reviews and recommendations- Presentation of portfolio reviews and investment recommendations/exits to clients within...

  • Financial Advisor

    3 days ago

    Mumbai, India Corenza Full time

    Roles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed...

  • Financial advisor

    51 minutes ago

    Mumbai, India Corenza Full time

    Roles & Responsibilities:- Coordinating new client onboarding process with the back office team- Data gathering and Financial plan creation within agreed TAT and as per process checklists- Presentation of draft and final plans- Portfolio reviews and recommendations- Presentation of portfolio reviews and investment recommendations/exits to clients within...