Advisor Job Vacancies in Mumbai

Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in line with dynamic asset allocation; 3. Responsible for business growth as well as self growth.

Key Responsibilities: Engage with potential clients to understand their property requirements and investment goals. Present and cross-pitch multiple real estate projects to match client preferences. Conduct meetings, presentations, and property site visits with prospective buyers. Negotiate and close sales with professionalism and integrity. Maintain accurate lead records, follow-ups, and reports through CRM systems. Build and nurture lasting relationships with clients to drive repeat and referral business. Who Can Apply: Graduates with minimum 65% overall in academics (Mandatory). Excellent communication skills in English (spoken & written). 14 years of experience in sales (real estate preferred, but not mandatory). Presentable, confident, and self-motivated individuals with a customer-centric mindset.

Company Profile: We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc. Role & Responsibilities:Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals.Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Mobile : 8108518344

Greeting customers and directing them to available services of preventive/corrective maintenance & mechanics.Consulting with technician/Final Inspectors regarding necessary repairs and possible alternatives to customer concern/solutions.Using their knowledge of the products and services to sell or provide in-depth information about available parts and service options to customers.Answering questions about service outcomes and scheduling and booking appointments, vehicle drop-off, and vehicle pick-up.Providing customers with information and advice on warranty protections, potential cost savings, Managing and overseeing the dealership's workflow and schedule.Maintaining positive customer relationships to ensure business retention.Ensuring all details on services rendered and costs are related to customers and processing their payments.Liaising with department heads on parts ordering and availability when needed.

Position-Financial AdvisorDescription: - 1.Showcase investment products to clients which may be of interest for them2. Assist the client in aligning his or her investments as per his or her needs.

Client engagement activity over phone.o Objective of engagement is to build sound relationshipo Exchange latest update about new product or any upcoming changes inexisting productso Increase wallet share from existing clientso Increase client base by adding new cliento Help existing client if they have any service issues post transactiono Existing client portfolio reviews at periodic intervals; Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospectiveas well as existing) which may be of interest for them or which are on the approvedlist; Assist the client in aligning his or her investments as per his or her needs, and riskappetite in line with dynamic asset allocation; Responsible for business growth as well as growth of client base.

The role: Earn up to $5,000 per month (depending on experience) as a Financial Advisor at Venture Smarter. In this role, you'll guide clients in making informed decisions about investments, savings, retirement planning, and other financial matters.As a Financial Advisor, also known as a Financial Consultant, you'll play a crucial role in helping individuals and businesses manage their finances effectively.Head on over to search on Google for Venture Smarter then go to our Career page from the homepage if you dare to aspire for better in your career!**** Given the high number of applications we receive, we will only respond to those who meet the qualifications for the positions applied for.Please note that we will not reply to job application inquiries sent to our social media accounts. All communication from us will be conducted via email.If you do not receive a response, you are welcome to re-apply after six months for another suitable position within our company. ****Venture Smarter has been featured on media outlets such as CBS News, Digital Journal, and Go Banking Rates. Check us out youll know were the place to be.What the job entails: Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets. Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases. Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools. Stay updated on financial trends and perform market research to identify investment opportunities Ensure all financial plans and transactions comply with industry regulations and standards.Job Requirements: A bachelor's degree in finance, economics, business, or a related field. Minimum of 5 years of experience in sales, preferably in a tech or consulting industry

helps clients find the right coverage by assessing needs, recommending suitable policies (health, life, property), and guiding them through sales and claims, focusing on building trust, meeting targets, and staying updated on products and regulations, requiring strong communication, sales, and relationship skills.

A Financial Advisor Provides Clients with Expert Guidance On Financial Planning, Investments, Insurance, Retirement, and Wealth Management. the Role Involves Assessing Clients Financial Goals, Developing Customized Strategies, and Helping Them Make Informed Financial Decisions to Secure Their Future.

Job Title: Service AdvisorLocation: Lower Parel, Mumbai Experience: 5-10 Years (Preferably with Premium/Luxury Automotive Brands)Roles & Responsibilities:Understand their vehicle service requirements.Prepare detailed job cards and explain recommended services or repairs.Coordinate with the workshop team to ensure timely completion of jobs.Provide accurate cost estimates and obtain customer approval before commencing work.Conduct vehicle inspections with customers.Communicate service progress updates and address any customer concerns promptly.Ensure quality checks are completed before vehicle delivery.Maintain customer records, invoices, and service documentation.Promote value-added services and periodic maintenance programs.Qualification & Skills Diploma/Degree in Automobile or Mechanical Engineering preferred.Strong communication and interpersonal skills.Excellent knowledge of automotive systems and service procedures.Customer-centric approach with problem-solving ability.Proficiency in using CRM software.

You are looking for work from home opportunity, so this is the right platform for you This is a women-based communityWe have multiple profiles available hereAdvisor, Recruiter, Team leader and Project leader. Earning potential: 12k - 25k per monthTiming: 3h - 4h (flexible) Requirements----Name: Age: 18+Education: Any degreeState:Candidates should be Freshers, Experienced, Housewives, Students. If you are interested, please contact here immediately... WhatsApp 9999231767Note: We need serious, passionate and motivated candidates who can grow with us.

Hiring a Life Insurance AdvisorAt our firm, we believe life insurance is not just a policy its a promise. We re looking for dedicated advisors who want to make a real impact by protecting families, securing futures, and building lasting trust with clients.As a life insurance advisor with us, you ll gain access to comprehensive training, modern tools, and a strong support network to help you succeed. You ll have the freedom to work independently, while benefiting from our proven systems and industry expertise.Your role will be about more than selling policies its about understanding peoples needs, educating them on options, and becoming a trusted partner in their financial security. We value ambition, integrity, and the drive to help others.If you re ready to transform lives, grow your career, and achieve financial success while making a meaningful difference, we d love to speak with you. Lets work together to create peace of mind for every client you serve.

Financial Advisor

About Us:We PROFITBUCKS are a fast-growing financial education & advisory company, empowering individuals with the right knowledge and investment solutions. Our products include Stock Market Education Courses, Advisory Services, PMS, and Mutual Funds. We are looking for energetic and ambitious Business Development Executives to join our team and contribute to our expansion.Role & Responsibilities:Call and engage with potential leads (provided by the company) and explain our products & services.At times, generate new leads through networking, cold calling, and referrals.Counsel prospects on financial education courses, advisory services, PMS, and mutual fund products.Understand client requirements and provide suitable solutions.Convert leads into customers and achieve monthly targets.Maintain client relationships and ensure follow-ups for repeat business.What We Expect:Excellent communication & persuasion skills (Hindi, English, and regional languages preferred).Passion for sales, client handling, and financial products.Ability to work with targets and deliver results.Freshers & experienced candidates (02 years) are welcome.Basic knowledge of stock markets, investments, or mutual funds will be an added advantage.Salary & Benefits: Fixed Salary: 15,000 per month Incentives: Attractive performance-based incentives on all products (Education Courses, Advisory, PMS, Mutual Funds) unlimited earning potential. Growth opportunities in the financial & investment domain with structured training.

Hi,Need candidates age above 35yrs for full time work Retired persons, Business partners, Doctors, lawyers and Housewives etc. Can work from home. Flexible working hours.

The role: Earn up to $5,000 per month (depending on experience) as a Financial Advisor at Venture Smarter. In this role, you'll guide clients in making informed decisions about investments, savings, retirement planning, and other financial matters.As a Financial Advisor, also known as a Financial Consultant, you'll play a crucial role in helping individuals and businesses manage their finances effectively.Head on over to search on Google for Venture Smarter then go to our Career page from the homepage if you dare to aspire for better in your career!**** Given the high number of applications we receive, we will only respond to those who meet the qualifications for the positions applied for.Please note that we will not reply to job application inquiries sent to our social media accounts. All communication from us will be conducted via email.If you do not receive a response, you are welcome to re-apply after six months for another suitable position within our company. ****Venture Smarter has been featured on media outlets such as CBS News, Digital Journal, and Go Banking Rates. Check us out youll know were the place to be.What the job entails: Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets. Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases. Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools. Stay updated on financial trends and perform market research to identify investment opportunities Ensure all financial plans and transactions comply with industry regulations and standards.Job Requirements: A bachelor's degree in finance, economics, business, or a related field. Minimum of 5 years of experience in sales, preferably in a tech or consulting industry

You are looking for work from home opportunity, so this is the right platform for youWe have multiple profiles available hereAdvisor, Recruiter, Team leader and Project leader. Earning potential: 12k - 25k per monthTiming: 3h - 4h (flexible) Requirements----Name: Age: 18+Education: Any degreeState:Candidates should be Freshers, Experienced, House wives, Students. If you are interested please contact here immediately... whatsApp 9999231767Note: We need serious, passionate and motivated candidates who can grow with us.

You are looking for work from home opportunityWe have multiple profilesEarning potential : 12k - 25kTiming: 3h - 4h (flexible) Requirements----Name: Age: 18+Education: Any degreeState:Candidates should be Freshers, Experienced, House wives, Students. If you are interested please contact here immediately... whatsApp 9999231767Note: We need serious, passionate and motivated candidates who can grow with us.

Explain (over the phone) the various types of investment product features and financial services to potential clients.Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goalsDevelop and deepen client relationships.Educate clients and answer questions about investment options and potential risks.Recommend investments to clients or select investments on their behalf.Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.If needed, Meeting with clients to understand their needs and demands.Preparing financial plans with a mix of short and long term investmentsProviding periodic updates on the performance of investment portfolios.Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes,

As a Tele Caller in Mumbai, you will be responsible for making outbound calls to potential customers to offer financial advisory services. Your key responsibilities include conducting voice processes, cold calling, and using computer skills to maintain client records. You must have excellent convincing power and fluency in English to effectively communicate with clients. A graduate with 0-1 years of experience in a similar role would be suitable for this full-time position based in the office.WhatsApp me on 8655867034

We are a one-stop financial services shop, widely known for the quality of our advice, personalized service, and cutting-edge technology. We started our journey in 2008. Currently, we are serving more than 50,000 investors with a team of 200 members. Our core product offering is mutual fund, FD, and Govt. Bonds, Debentures, etc.Role & Responsibilities: Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures. Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals. Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels. Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance. Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.Qualification : Minimum Graduate from any stream.Experience: Freshers can apply.Remuneration : As per company norms Working days : Monday to Saturday (first 6months) Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.in Mobile : 8655867034

Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and 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. As per need, male candidate may have to visit client place for completion of documentation (any place, any day and any time). Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.inMobile : 8655867034;

We are looking for 100 Financial Advisor Posts in Navi Mumbai, Mumbai, with deep knowledge in Financial Services, Financial Planning, Corporate Finance, Investment Banking, BFSI, Finance, Voice Process, Leadership, Financial Reporting, Business Finance, Team Coordinator, Financial Consultancy, Brand Awareness, Analytical Ability, Analytical Skills, Infrastructure Finance, Taxation, SAAS and Required Educational Qualification is : Bachelor of Hotel Management