Financial Advisor
1 month ago
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 initial interaction
- Record customer and transaction details and obtaining customer information
- Schedule appointments for sales staff to meet prospective customers
Location:
Mahape
Experience:
1 - 3 years
Salary Range:
As per industry standard
Functional Area:
Telesales/Telemarketing Executive/Officer
Employment Type:
Permanent
Desired Candidate Profile:
- Candidate must be a graduate from any stream / Undergraduate with excellent communication skills & at least 1yr Tele-Calling experience
- Relevant work experience in sales, marketing, promotions or telemarketing-
- Candidates from banking and insurance background are preferable
- Proficiency in relevant computer applications
-
Financial Planning Advisor
1 month ago
Mumbai, India That's My Job. Full timeWe are hiring financial planning advisor. **We need people who are** Active Listener. 2. Passionate about making money work harder for clients by Good Communicator. 4. Willing to take extra steps for clients. 5. Comfortable with Excel & MS Word & PPT 6. Entrepreneur mind set. **Their Day to Day job will include** Align Meetings for prospective...
-
Certified Financial Planner
1 month ago
Mumbai, India Gennext Strategy Advisor Full timeTBNG, a SEBI Registered Investment Advisory Firm. Our extensive experience in the investment advisory business spans over successful and proficient 2 decades. We have mentored a myriad of entrepreneurs, professionals, business heads and families. We are currently looking for an paraplanner to join our existing team, Paraplanners are professional people...
-
Financial Advisor
1 month ago
Navi Mumbai, India Transformatrix LLP Full timeDesignation: Financial Advisor (Insurance Sales) Location: Ghansoli ,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...
-
Financial Advisor
4 weeks ago
Navi Mumbai, Maharashtra, India Auraa Solutions 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 -...
-
Financial Advisor
1 month ago
Navi Mumbai, Maharashtra, India Vibrant eagle staffing solution Full timeDivision: 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 -...
-
Financial Advisor
4 weeks ago
Mumbai, India Ten Quints Financial Advisors Pvt Ltd Full time**Responsibilities**: - Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about financial plans and strategies and giving financial advice. - Advising strategies for clients in insurance...
-
Customer Sales Advisor
4 weeks ago
Navi Mumbai, India EQL Financial Technologies Pvt Ltd Full timeUAE Sales Advisor (Trademark) - To be based at Mahape, Navi Mumbai Proven experience as a sales representative, preferably in the business services industry. Excellent communication, negotiation, and interpersonal skills. Strong problem-solving and decision-making abilities. Ability to work independently and as part of a team. Results-oriented, with a...
-
NRI Advisor
1 day ago
mumbai, India Riverforest Connections Private Limited Full timeJob Purpose Handling team of Advisors. Advising & execution of orders on behalf of clients on equity, derivatives and option strategies Key Deliverables 1. Handling Team of NRI Advisors & Driving Revenue from Advising & execution of orders on behalf of clients on equity, derivatives and option strategies 2. Achieving the targets set for Team on...
-
Insurance Advisor
2 days ago
Mumbai, India LIC Full timeCompany Description LIC (Life Insurance Corporation) is the largest financial institution and life insurance organization in India. It is a state-owned public sector company with its central office in Mumbai. LIC has 8 zonal offices, 109 divisional offices, and 2048 fully computerized branches. To extend its services to rural areas, LIC has also opened 992...
-
Insurance Advisor
3 days ago
Mumbai, India LIC Full timeCompany Description LIC (Life Insurance Corporation) is the largest financial institution and life insurance organization in India. It is a state-owned public sector company with its central office in Mumbai. LIC has 8 zonal offices, 109 divisional offices, and 2048 fully computerized branches. To extend its services to rural areas, LIC has also opened 992...
-
Equity Advisor
4 weeks ago
Navi Mumbai, India ONESOURCE ATREUS Full time**Designation - Equity Advisor (On Banking Payroll)** **Salary**: - 2.52Lpa to 4Lpa **Location** : Mumbai **Qualification**: Graduation with good knowledge about stock market (NISM 8 Mandatory) **Roles and Responsibilities**: Relationship Management & Cross selling of products like Mutual Funds, SIP, Insurance e.t.c Handling the portfolio of the...
-
Financial Advisor
1 month ago
Mumbai, India Thats My job India Pvt Ltd Full timeJob Title: Wealth Manager - Financial Services - Mumbai Wealth management through Mutual Funds, Bonds/NCDs, Market Linked Debenture, Corporate Fixed Deposit, Alternate Investment Funds, Portfolio Management Services, etc. Managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accounts. Key Skills:Additional Benefit :Unlimited...
-
Equity Advisor
1 month ago
Mumbai, India Onesource Atreus Full timeEquity Advisor Job Description: Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...
-
Financial Advisory
3 weeks ago
Mumbai, India 2coms Full timeProfile Name: Financial AdvisorLocation- Kandivali- Mumbai Responsibilities:· Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.· Answering client questions about financial plans and...
-
Financial Advisory
3 weeks ago
mumbai, India 2coms Full timeProfile Name: Financial AdvisorLocation- Kandivali- Mumbai Responsibilities: · Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan.· Answering client questions about financial plans and...
-
Financial Advisor
1 month ago
Mumbai, India Talent Corner HR Services Private Limited Full time**Role and responsibilities** - Work with your team to brainstorm new and innovative growth strategies. - Manage all contests, giveaways, and other digital projects. - Manage all social media postings on behalf of the company - Ensure all-around consistency (style, fonts, images, and tone). - To understand the financial requirements of customers - Reach out...
-
Customer Success Operations Coordinator
1 month ago
Mumbai, India Forbes Advisor Full timeCompany Description **Forbes Advisor **is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance. We’re dedicated to helping turn aspirations into reality. We do this by providing consumers with the knowledge and research they need to make...
-
Finance Reporting Administrator
1 month ago
Mumbai, India Forbes Advisor Full timeCompany Description **Forbes Advisor** is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance, health, business, and everyday life decisions. We do this by providing consumers with the knowledge and research they need to make informed...
-
Financial Advisor
1 month ago
Mumbai, India aggta fincorp Full timeJob : financial adviser, profile sales , bank difreant type of product like home loan ,businessloan and other prodect from difreant bank **Salary**: ₹8,164.95 - ₹20,000.00 per month Schedule: - Day shift Supplemental pay types: - Commission pay - Performance bonus Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or planning to...
-
Data Researcher L2
4 weeks ago
Mumbai, India Forbes Advisor Full timeJob DescriptionPosition OverviewThe Data Research team is responsible for supporting the content written by our expert editors, by collecting, classifying and reviewing data that will be used to subsidize our articles. This is in order to deliver engaging and accurate content our readers expect to help them make smart financial decisions.This role is...