Mango Financial Advisors- National Head

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...

Read more about us:We are looking for:Have a strong bias for action(read deal making) and value speed with a combination of perfection(read goal orientation).Make decisions with this ethos: Customer>Company>Team>MeThrive in a flat and open organizationAre self- starters and have a natural tendency to own company and team goals(read - Greedy - Greedy to learn...

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....

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...

The National Sales Head functions as the leader for all National Sales Offices across India, providing day-to-day leadership to the sales team to achieve overall sales objectives, with complete responsibility for meeting and exceeding booking goals and property-level revenues. The role involves actively promoting the hotel and resort portfolio, contracting...

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:...

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...

About the internshipSelected intern s day-to-day responsibilities include 1 Investment Research Conduct detailed quantitative and qualitative research on different types of mutual funds PMS AIFs and other investment instruments 2 Comparative Analysis Evaluate and compare the performance and risk factors of different investment vehicles 3 Report...

Key Responsibilities1. Relationship Management & Business DevelopmentBuild, nurture, and strengthen relationships with key decision-makers in NBFCs and banks in the West region.Manage the complexity of Open Architecture within key partnerships such as PNB HFC, Axis Finance, Mahindra Finance, etc. to ensure that Max Life maintains dominant counter share....