Finance Advisor Graduate Experience Jobs in Mumbai

- Conduct in-depth research on various investment options: As an Investment Consultant, you will be responsible for researching and analyzing different investment opportunities available in the market. This involves studying market trends, performing financial analysis, and evaluating risk factors.- Develop customized investment strategies for clients: You will work closely with clients to understand their financial goals, risk tolerance, and investment preferences. Based on this information, you will create personalized investment plans to help clients achieve their objectives.- Monitor and track investment performance: It will be your responsibility to regularly monitor the performance of clients' investments and make adjustments as needed. This includes keeping up-to-date with market developments and evaluating the impact on client portfolios.- Provide investment advice and recommendations: As a trusted advisor, you will offer guidance to clients on where to allocate their funds for maximum returns. You will also make recommendations on when to buy or sell investments based on market conditions.Required Skills and Expectations:- Strong background in finance and investment management- Excellent analytical and research skills- Ability to communicate complex financial information in a clear and concise manner- Proven track record of developing successful investment strategies- Familiarity with industry regulations and compliance standards- Ability to work independently and remotely, while still collaborating effectively with clients and team members.

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

Job Overview:The BMS Project Manager is responsible for the management of Building Management System projects from design to completion. This role involves overseeing the design, installation, and commissioning and handing over of BMS solutions, ensuring all technical, quality, and safety standards are met. The Project Manager will collaborate with Consultants, PMC, clients, engineers, Internal team and Sub-contractors to ensure timely and cost-effective delivery of BMS systems that meet the required specifications.Responsibilities:o Execute the BMS projects, including scope definition, project timelines, budgets, and resource allocation.o Coordinate with internal teams, subcontractors, and clients to ensure all project deliverables are met.o Develop detailed project plans, schedules, and work breakdown structures.o Perform risk assessments and develop mitigation strategies.o Manage and lead a team of engineers, technicians, Sub-contractor and other staff involved in the BMS project.o Ensure effective communication and collaboration between project stakeholders, including clients, consultants, and contractors.o Conduct regular team meetings to track progress and resolve issues.o Work closely with design engineers to ensure that the BMS design meets client requirements and industry standards.o Review technical specifications and drawings for the installation of BMS systems.o Oversee the procurement of BMS equipment and materials, ensuring quality, cost-effectiveness, and on-time delivery.o Ensure all required certifications and compliance with regulations for the BMS systems are met.o Monitor the progress of the project to ensure it is on schedule and within budget.o Ensure that all work meets quality standards and industry regulations.o Oversee the commissioning process and troubleshoot issues during system testing.o Maintain regular communication with clients/Consultants, providing updates on project status, milestones, and potential challenges.

#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.

Providing strategic advice across a variety of financial products and services Assessing clients overall financial picture, understand their needs and develop a solid financial plan Guiding clients towards a profitable and secure financial decision Keep abreast of new industrys trends and research market to back up financial consulting Oversee the course of the financial plan and update it, if necessary, to ensure profits Comply with all industry rules and regulations Liaise with providers, solicitors, valuers and other professionals

Financial Consultant/ Relationship manager JDCompany: Geojit Financial ServicesPosition: Financial Consultant or Financial AdvisorEducation: Minimum Graduation with NISM-5 or NISM -8 (preferred)Experience: 1+ years or Fresher with NISM certificateCTC: 18k to 25k per month ( can give upto 35k for deserving candidates)GENERAL ROLEResponsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. Also acquire new clients and open Dmat accountsSummary of roleRoles and responsibilities is to open demat account of clients . 1. One to one interaction with clients to open DMAT account and solve queries. 2. Give demat account related services at client visit. 3. Explain the client benefits of opening the with us , & help them understand how to handle the account by giving demo. 4. Engaging with clients relations and asking them for referencing to open account. 5. Completing monthly target for fulfillment of the organization.ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency trading, Mutual Funds, Insuranceand PMS Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and onmarket trends. Cross Sell to existing clients Keep regular contacts with the clients of the branch through telephone calls and meetings Assist team members in the Branch to close leads Provide investment application forms to clients and assist them in filling Provide after sales service, follow-up and ensure client retention Ensure the maintenance and enhancement of the AUM of the branch Prepare daily sales report and send to Branch Head and Sales Manager Make prompt entries in the back office of business done by branch in the Equity & Currency Segments Support branch promotional activities

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

INSIDE SALES.NO PRESSURE OR TARGET.GREAT INCENTIVES.SALES EXPERIENCE ONLY.GIVING HIKE IN YOUR CURRENT SALARY PACKAGE.

About the roleWe are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on: PMS SalesYou get pre-scheduled video meetings with potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of 50L & above)Interact and convert these high-intent inbound clients into investing in our portfolio productsHave good knowledge of the overall markets and use those points in your conversations with clientsEvaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. Guide clients thoroughly on their Tax liabilities when exiting or entering into fundsMaintain good relationships with your existing clients for investing more into different products which we offer

Qualification :CA or Inter CAExperience :IF CA - Must have 10 Years ExperienceIF Inter CA -Must have 15+ YearsStrictly No MBA FinanceRoles and Responsibilities : Finance Controller1. Financial Planning and Analysis: Developing financial plans, forecasts, and budgets to guide the organization's financial strategy.2. Financial Reporting: Ensuring accurate and timely preparation of financial statements, including balance sheets, income statements, and cash flow statements, in compliance with regulatory requirements and accounting standards.3. Financial Management: Overseeing cash flow management, credit management, and financial risk management to maintain the financial health of the organization.4. Internal Controls: Establishing and maintaining internal controls to safeguard assets, ensure accuracy of financial data, and compliance with policies and regulations.5. Compliance: Ensuring compliance with tax laws, regulatory requirements, and financial reporting standards.6. Financial Analysis: Conducting financial analysis to identify trends, opportunities, and areas for improvement, and providing insights to support strategic decision-making.7. Budgeting and Forecasting: Leading the budgeting and forecasting processes to support resource allocation and financial planning decisions.8. Team Management: Supervising and mentoring finance teams, including accountants, financial analysts, and other staff members, to ensure effective performance and professional development.9. Financial Strategy: Contributing to the development and implementation of financial strategies aligned with the organization's goals and objectives.10. Communication: Presenting financial information and analysis to senior management, stakeholders, and board members to support informed decision-making and transparency.

1. Must have practically attended scrutiny assessments, appeals, penalty proceedings, rectification proceedings etc.2. Aware about other I. Tax Compliance to be carried out - I Tax return, SFT, TDS return etc.3. Aware about other GST Compliance to be carried out - GST return, GST Annual returns etc.4. Conducted Statutory & Tax Audit.5. Working experience as a CA of at least a year in a CA Firm

Square Yards is Indias largest integrated platform for Real Estate & Mortgages and one of the fastest growing Proptech platform in UAE, Rest of Middle East, Australia & Canada. Square Yards platform offers an integrated consumer experience & covers the full real-estate journey from search & discovery, transactions, home loans, interiors, rentals, property management and post-sales service. With Urbanisation and rising disposable incomes as the core theme, Square Yards, with 7mn+ monthly traffic and USD 3bn+ GTV, is the largest and asset light proxy play to the growing residential demand story of India. One of the few Indian start ups to taste global success with presence in 100+ cities across 9 countries, Square Yards is at the forefront of tech adoption in the sector, with multiple patents across VR/AI domains.With the help of Data Analytics and VR tools, squareyards is trying to disrupt the traditional eco system of marketplaces, with a bet on building the first MLS in India. At the same time, adjacent B2C platforms such as Square Capital, Azuro, Interior Company, PropsAMC & PropVR are scaling up to become category leaders led by significant strategic benefits of playing the entire value chain.

Person will be responsible to do counseling interested customers and suggesting the best Investment plans as per his/her financial requirements. Advisor will be responsible to convert interested customers into clients through proactively follow-ups and counselling. He/she will be responsible to do contributing to the monthly team and Individual targets through sharing and implementing best practices and ideas. Dialling 100-150 calls giving 3-5 hours of talk time. Selling equity-based products on call from scratch to end. Outbound calling target-based experience Candidates should Basic mathematical calculation ability & possess strong selling skills. Candidates should have strong grasping skills in understanding the share market.

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender

Meeting and greeting customers who enter the sales lot or dealership in a welcoming and helpful wayAnswering general and detailed questions about particular vehicles and the financial aspects of buying themHelping customers sort out and process their financing and purchase options based on their specific situationPersuading customers to buy a vehicle in a way that leaves them feeling good about their choice

We have vacant of 60 Insurance Advisor Jobs in Mumbai, Experience Required : 2 Years Educational Qualification : Other Bachelor Degree Skill Direct Marketing, Life Insurance, Insurance Sales, Financial Consultancy etc.

Hello Folks,Today, I am here to share a great opportunity available with Bajaj Allianz Life.We have couple of profiles, listed below.1. Investment Consultant (applicable for salaried as well as non salaried)2. Agency Sales Officer (applicable only for non salaried)Perks :It is a part-time employment which can be turned into full-time if done correctly with higher dedication and effortsSalary + PFHuge commission + IncentiveOpportunity to earn double or triple of your monthly income.Freedom to work with your own way and timing. Be your own bossQuarterly events with prize moneyTravel vouchers for International tourJob Description :-Meeting with clients to assess their insurance needs and provide advice on policies-Researching insurance policies from different providers to find the right fit for clients-Explaining policy features and coverage options to clients-Providing quotes for insurance policies and helping clients complete applications-Managing client accounts and paperwork, including renewals and claims-Maintaining up-to-date knowledge of changes and trends in insurance regulations and products-Building and maintaining relationships with clients through regular communication and exceptional serviceFor more details, please book your appointment slot :

Business Development Executive:Roles and Responsibilities: Build and maintain relationships with clients through calling. Create compelling sales pitches. Reach out to potential clients to inform them about our products and services. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required.Required Skills: Should have sound understanding of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should possess strong networking & relationship building skills. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with clients. Will be responsible for primarily selling capital market-based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Should have good communication & presentation skills.

Ensure that the company operations are run smoothly and efficiently within the existing Companies Act, RBI, legal, local compliances to all direct & in-direct tax requirements. Maintain accurate financial records, ability to prepare quality MIS/ Reports and ensure statutory compliance/Returns before target dates. Ensure timely monthly accounting closing and reporting of the same to the Parent company as per the group guidelines. Monthly accounting closing and reporting Zero statutory non-compliance (including all direct/in-direct tax related filings). Monthly compliance calendar needs to be maintained and closure of payment and returns Ensure support for successful completion of Statutory, Tax & Group Audits. Related to all banking and treasury matters. Also preparation of monthly and projections of cash flow. Preparation and maintaining Fixed Assets Register & calculation of Depreciation as per the Company Act & Income Tax Act. Foreign Remittance Affiliated companies (material and services) and other foreign vendors. Ensure day to day accounting with respect to Bank Reconciliation, General Ledger Scrutiny & Imprest accounting. Checking the supporting, Checking Expense Register for Knowledge of Import Documentation ,Import Booking.

Qualities: He/She must be graduate Must have experience in Financial Services only. Insurance Tele caller. (Most important) Min 1 to 2years experience. Good oral and written communication skills. Ability to manage and handle multiple work.Role & Responsibilities: To pitch the company products to prospective clients. Responsible for solving question in regards to the product or service provided by thecompany. Collect relevant information from the clients and maintain healthy relations with them. Collect customers information and other relevant details. Resolving queries and issues related to the products and services. Suggesting solutions based on customers needs and requirement.

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