Finance Advisor Fresher Jobs 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.

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

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.

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.

Financial Advisor

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.

We have an opening for SAP Consultant to our reputed clients Companies.SKILLS: SAP Modules like -SAP HANASAP FICOSAP MMExp: 0 - 3 years / SAP Fresher can also apply.Location: Chennai, Hyderabad, Mumbai, All Pan India Locations with Remote Access.Qualification - Any Degree with good communications skills.If you are Interested in this opportunity, kindly reach out to the contact person: 9019675488share your cv to the Email id: divya@riseerpsolutions.in

DON'T MISS A CHANCE TO EARN FROM AN ADDITIONAL SOURCE OF INCOME !!Why become an Insurance Consultant With Bajaj Allianz Life InsuranceExpand your product offeringsGet an earning opportunity with zero InvestmentAttend Training ConventionsWork from home with digital enablersBe flexible with your working hoursFor more information please contact

COMPREHENSIVE OVERVIEW OF THE POSITION DUTIES & RESPONSIBILITIES: Budget Monitoring: - Assist finance officer/ coordinator in checking of all vouchers with complete documentation and data entry in tally/payment tracker. - - - - Assist in settlement of all staff advances. Assist to ensure bill to bill reconciliation of all vendor accounts. Ensuring monthly record keeping of all the vouchers. Assist the Coordinator-Finance for collation of document for funder audits.SKILLS & COMPETENCIES - Understanding of accounting principles and relevant thematic knowledge. Effective planning and implementation skills for timely completion of assigned tasks. Ability to multi-task and work simultaneously on different tasks. Working knowledge of Tally ERP 9, MS Office Word, Excel is desirable

Completely Field job, Meeting New Clients, Generate Leads, Collect Documents for loan processing providing each and every update to customer about there loan, need to be on time for reporting,

Job PurposeAdvising existing clients on Commodity product & Passing on research calls and engaging clients to trade into commodity.Key Deliverables1. Handling & Advising clients on Commodity product.2. Passing on research calls and engaging clients to trade in commodity3. Creation of revenue through effective AdvisoryRole Requirements1. Any Graduate with minimum of 6 Months-3 Years experience (Any Industry).2. Candidate with broking industry experience will be added advantage.3. Able to Understand Market Reports and share Information with Clients.4. Should be comfortable working in Shifts.

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.

We are searching for a highly observant insurance consultant/advisor to render accurate support on behalf of our steadily expanding firm. The insurance consultant should gather client insurance requirements, deliver appropriate guidance, and suggest insurance plans to match the clients needs.Conduct in-depth consultations with clients to assess their insurance requirements, understand their risk profiles, and identify coverage gaps.The candidate may have worked with an insurance broker or with the direct selling side of insurers or finance sector.Should have good communication skills.Fluent in speaking- English, Hindi, Marathi, TeluguFor more details Call- 7020391733WhatsApp- http://tiny.cc/inad24Email: srajcapitals@gmail.com

WE DEAL IN CUSTOMER SUPPORT FOR TRADING IN SHARE MARKET. THE JOB ROLE OF EMPLOYEE WILL BE TO HANDLE CLIENTS & MAKE THEM SATISFY WITH OUR STOCK CONSULTANT SERVICES. THIS WILL BE A TARGET BASED JOB.

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

Anywhere you can do your job as Financial consultant

Roles & Responsibilities :-A Techno-Functional Intern would be involved in the activities related to end to end implementation ofsoftware at client locations and back end issue resolution for implementation activities. Implement new or maintain existing business solutions based on user requirements analysis. Collaborate with business stakeholders to understand and analyze financial requirements,including treasury, capital markets, equity, bonds, and forex exchange. Create comprehensive functional specifications and design documents based on financialbusiness requirements. Propose, program configure, document and test business solutions in the application accordingto the functional and technical requirements. Product Demonstration - Leverage Product knowledge and domain knowledge. New Requirements/Solutions - Conducting Workshops for Clients. Conducting UAT (User Acceptance Test), Data Migration, User Training, Go-Live etc.

Sales of Life, Health and General Insurance to Clients in Mumbai and nearby region. Ability to lead a team of Insurance advisors.

Help customers achieve their financial goals by offering them a range of essential banking products like personal loans, credit cards, and more.Unlimited Earning Potential: Earn commissions based on your performance. The sky's the limit!

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,

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;

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

The investment Advisor's role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which include, MF, FD, Bonds, Debentures, etc) and help them to make wise investment decisions based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, the male candidates may have to visit the client's place for completion of documentation (any place, any day, and any time).Qualification: Minimum Graduate from any stream.Experience: Freshers can apply.Working Days: Monday to Saturday

The investment Advisor's role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which include, MF, FD, Bonds, Debentures, etc) and help them to make wise investment decisions based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, the male candidates may have to visit the client's place for completion of documentation (any place, any day, and any time).Qualification: Minimum Graduate from any stream.Experience: Freshers can apply.Working Days: Monday to Saturday

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

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

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.