Financial Advisor

7 days 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 drive growth by expanding our client base and nurturing existing relationships.

**Role Overview**:
As a Financial Advisor - Accounting Services, you will play a pivotal role in getting leads for our accounting services to clients across the UK. You will leverage your expertise in accounting and exceptional communication skills to build and maintain strong client relationships, address client queries, and drive business expansion through referrals and direct client engagement.

**Key Responsibilities**:

- Identify and pursue new business opportunities to pitch our accounting services to potential clients in the UK.
- Develop and implement strategies to expand the client base and increase market share.
- Serve as the primary point of contact for clients, addressing their needs and ensuring high levels of satisfaction.
- Build and maintain strong, long-term relationships with existing clients.
- Actively seek client feedback and implement improvements to enhance service delivery.
- Provide direct support to clients by addressing their accounting-related queries and resolving issues promptly.
- Offer expert advice and guidance on accounting practices and services.
- Encourage and facilitate referrals from existing clients to generate new business opportunities.

**Qualifications**:

- Any bachelor’s or master’s degree.
- Prefer experience in a sales or financial advisor role, preferably within the accounting or financial services sector.
- Strong knowledge of accounting principles and practices.
- Excellent communication and interpersonal skills with the ability to build and maintain client relationships.
- Self-motivated, goal-oriented, and capable of working independently.

**Address**: 11th Floor, Sumer Plaza, Marol-Maroshi road, Marol Andheri east, Mumbai 400059.

**Working Days**: Monday to Friday (Sat-Sun fixed off)

**Shift Timings**: UK Shifts - 1:30 pm to 10:30 pm

**Benefits**:

- Snacks, Dinner & Beverages provided by company.
- Canteen & Internal Gaming zone.

Pay: ₹30,000.00 - ₹45,000.00 per month

**Benefits**:

- Food provided
- Health insurance

Schedule:

- UK shift

Work Location: In person


  • Financial Advisor

    1 day ago


    Mumbai, India Surabhi Financial Services Full time

    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....

  • Financial Advisor

    1 week ago


    Mumbai, Maharashtra, India MentorBeep Full time

    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...

  • Financial Advisor

    1 week ago


    Mumbai, Maharashtra, India Devdort Full time

    **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...

  • Financial Advisor

    1 day ago


    Mumbai, Maharashtra, India CRUTZ LEELA Full time

    **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...


  • 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

    1 week ago


    Navi Mumbai, Maharashtra, India Prowess Headway Full time

    **Designation: Financial Advisor (Insurance Sales)** **Location: Mahape - Navi Mumbai** **Duration: Fulltime - Permanent** **Experience: 1-3 years** **Interview: F2F is required** **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the...


  • 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 expanding our client...

  • Financial Advisor

    2 weeks ago


    Mumbai, Maharashtra, India, Maharashtra 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

    3 weeks 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

    3 weeks 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...