Finance Advisor Female 12th Pass Jobs in Thane

Proven experience as a management consultant with a focus on accounting or financial operations. Strong background in accounting principles, financial analysis, and strategic planning. Expertise in accounting software (e.g., Tally-Advanced, SAP) and financial reporting tools. Expertise in taxation (e.g., Income Tax, Professional Tax) Excellent communication and interpersonal skills with the ability to collaborate effectively with various teams.

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.

ROFILE- Financial Advisor (Insurance Sales)Job description1. Contact individuals on phone call to promote services like Insurance and cross selling.2. Should be able to explain the product and its benefits to the customers3. Resolving customer queries4. Customer follow up and feedback post initial interactionTraining will be provided

What are we looking for / Job DescriptionWe 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 ResponsibilitiesUnderstand Clients financial needsDetermine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk toleranceGive advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goalsPrepare Financial plans for clients and present themMeeting Business Targets and Client Retention goals.Answer clients questions, address concerns and resolve them as per SLAsRegularly review clients portfolio and have continuous engagement Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clientsContinuous communication with clients to stay up to date with their financial statusBuilding and maintaining your client base.Qualifications requiredBachelors 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 advantageProficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etcCritical thinker and problem-solving skillsGood time-management skillsGreat interpersonal and communication skills, written and spoken English is must.Team player

What are we looking for / Job DescriptionWe 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 ResponsibilitiesUnderstand Clients financial needsDetermine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk toleranceGive advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goalsPrepare Financial plans for clients and present themMeeting Business Targets and Client Retention goals.Answer clients questions, address concerns and resolve them as per SLAsRegularly review clients portfolio and have continuous engagement Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clientsContinuous communication with clients to stay up to date with their financial statusBuilding and maintaining your client base.Qualifications requiredBachelors 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 advantageProficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etcCritical thinker and problem-solving skillsGood time-management skillsGreat interpersonal and communication skills, written and spoken English is must.Team player

Explain (over the phone) the various types of investment product features and financial servicesto potential clients. Deliver personalized investment solutions to help clients work toward their short term, mediumterm and long-term financial goals Develop 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 orretirement planning. If needed, Meeting with clients to understand their needs and demands. Preparing financial plans with a mix of short and long term investments. Providing periodic updates on the performance of investment portfolios.Monitor clients accounts and determine if changes are needed to improve account performance orto accommodate life changes.

Job Description: The investment Specialist (Financial Advisor) role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make a wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of the performance matrix. Candidate must have the inclination to build his or her carrier in the financial industry. The candidate will have an opportunity to interact with the fund manager at regular intervals.Understanding investment products and knowledge about capital markets makes this profile more interesting.Qualification: Minimum Graduate from any stream. Experience: freshers can apply. Remuneration : As per company norms Working days: Monday to Saturday (first 6 months) Post 6 months alternate Saturday off. We Believe In - Eat, sleep, breathe equity, investment, and holistic advice. - If there is no work, there is no life. - 9 to 5 types, please excuse. Address:Money Honey Financial Services Pvt. Ltd. 1st Floor, Nahar Singh Industrial Bldg., Ram Mandir Road, Opp. Movie Star Cinema, Goregaon West, Mumbai-400104 Note: 5min walkable distance from Ram Mandir Railway station

Job Description: The investment Specialist (Financial Advisor) role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make a wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of the performance matrix. Candidate must have the inclination to build his or her carrier in the financial industry. The candidate will have an opportunity to interact with the fund manager at regular intervals.Understanding investment products and knowledge about capital markets makes this profile more interesting.Qualification: Minimum Graduate from any stream. Experience: freshers can apply. Remuneration : As per company norms Working days: Monday to Saturday (first 6 months) Post 6 months alternate Saturday off. We Believe In - Eat, sleep, breathe equity, investment, and holistic advice. - If there is no work, there is no life. - 9 to 5 types, please excuse. Address:Money Honey Financial Services Pvt. Ltd. 1st Floor, Nahar Singh Industrial Bldg., Ram Mandir Road, Opp. Movie Star Cinema, Goregaon West, Mumbai-400104 Note: 5min walkable distance from Ram Mandir Railway station

JD: Investment SpecialistWe are looking for candidates who are aspiring to build career in financial advisory industry. We have opening for Investment Specialist (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. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Job Description :Investment Specialist (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). Money Honey Financial Services Pvt. Ltd.1st Floor, Nahar Singh Industrial Bldg.,Ram Mandir Road,Opp. Movie Star Cinema,Goregaon West, Mumbai-400104Note: 5min walkable distance from Ram Mandir Railway station

The investment Specialist (Financial Advisor) role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make a wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of the performance matrix. Candidate must have the inclination to build his or her carrier in the financial industry. The candidate will have an opportunity to interact with the fund manager at regular intervals.Understanding investment products and knowledge about capital markets makes this profile more interesting.