Array ( [0] => finance-advisor [1] => mumbai ) Finance Advisor Graduate Fresher Jobs in Mumbai
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Finance Advisor Graduate Fresher Jobs in Mumbai

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Fresher hiring for Finance Advisor

Money Honey Financial Services

  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Goregaon Mumbai
Financial Services Investment Planning Finance Good Communication Skills Wealth Management
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.
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Hiring For B.A Freshers - Finance Advisor

Money Honey Financial Services

  • 0 - 2 yrs
  • 2.3 Lac/Yr
  • Mumbai
Financial Services Financial Planning BFSI Financial Reporting
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
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Finance Advisor Fresher (Female)

Money Honey Financial Service Pvt Ltd

  • Fresher
  • 4.5 Lac/Yr
  • Mumbai
Financial Services Investment Banking Finance Financial Planning
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.
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  • 0 - 2 yrs
  • 3.3 Lac/Yr
  • Mumbai
Financial Planning Cold Calling Customer Calling Investment Banking Leadership
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.
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Financial Services Financial Planning Corporate Finance Investment Banking Finance BFSI Business Finance
Financial Advisor
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SAP MM SAP FICO Account Payable Material Procurement Financial Accounting General Ledger Accounts Receivable Asset Accounting Problem-solving Business Analysis Purchase Orders Vendor Master Supply Chain Logistics Executive
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
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Walk-in For Looking For Financial Advisor

Motilal Oswal Financial Services

  • 0 - 1 yrs
  • 5.0 Lac/Yr
  • Mumbai
Financial Services
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.
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Opening For Finance Advisor

Money Honey Financial Services

  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Goregaon West Mumbai Suburban
Finance Brand Awareness Financial Consultancy Voice Process
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.
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Jobs by Popular Location

Corporate Finance Finance Leadership Insurance Advisor Finance Advisor Insurance Manager Sales Director Sales Executive Sales Manager Insurance Coordinator Finance Executive Senior Finance Manager Loan Sales Executive Insurance Loan Loan Advisor
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
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Sales Advisor

Seed Capital Research

  • 0 - 2 yrs
  • 4.8 Lac/Yr
  • Mumbai
Direct Sales Financial Services Sales Negotiation Skills Convincing Power Corporate Sales
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.
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Financial Advisor

Money Honey Financial Services

  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Goregaon West Mumbai Suburban
Finance Advisor Investment Advisor
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
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  • 0 - 1 yrs
  • 2.0 Lac/Yr
  • Malad West Mumbai
Business Finance Financial Modelling Financial Analysis Financial Accounting
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.
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Insurance Advisor

Sai Placement Service

General Insurance Team Building Life Insurance Financial Consultancy Insurance Insurance Sales Health Insurance Team Motivation Marketing Communication Direct Marketing
Sales of Life, Health and General Insurance to Clients in Mumbai and nearby region. Ability to lead a team of Insurance advisors.
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Sales Executive Marketing Communication Financial Advisor Work From Home
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!
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Insurance Consultant (Full Time)

BTW Financial Services & IMF PVT LTD

  • 0 - 1 yrs
  • 2.0 Lac/Yr
  • Mumbai
Life Insurance Insurance Sales Financial Consultancy
Client consultation and coordination on calls and emails. To identify potential clients through various channels such as networking, referrals andcold calling. To develop and maintain strong relationships with clients by understanding theirinsurance needs and providing tailored solutions. To negotiate with the clients and close the deals to achieve the set goals Stay updated on industry trends, market conditions and market competition Manage leads, track sales activities, and generate reports for management review. Participate in regular sales meetings, training sessions, and performance reviews tocontinuously improve sales techniques and product knowledge
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Financial Advisor (Female)

One75MB HRM Pvt Ltd

Finance Advisor Debt Market Debt Counselling Digital Channels Social Media Strategist Financial Advisor Walk in
Role and Responsibilities: Work with your team to brainstorm new and innovative growth strategies. Oversee and manage all contests, giveaways, and other digital projects. Write clear marketing copy to promote our products/services. Ensure all-around consistency (style, fonts, images and tone).Skill Requirements Demonstrable experience leading and managing email, social media, and/or displayadvertising campaigns. Highly creative with experience in identifying target audiences and devising digitalcampaigns that engage, inform and motivate.
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Insurance Advisor

BTW Financial Services and IMF Pvt Ltd

  • 0 - 1 yrs
  • Mumbai
Life Insurance Insurance Sales Financial Consultancy
1. Client consultation and coordination on calls and emails2. To identify potential clients through various channels such as networking, referrals, and cold calling.3. To develop and maintain strong relationships with clients by understanding their insurance needs and providing tailored solutions.4. To negotiate with the clients and close the deals to achieve the set goals5. Stay updated on industry trends, market conditions and market competition6. Manage leads, track sales activities, and generate reports for management review.7. Participate in regular sales meetings, training sessions, and performance reviews to continuously improve sales techniques and product knowledge.
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Finance Advisor

Arihant consultancy

  • 0 - 2 yrs
  • 2.3 Lac/Yr
  • Goregaon East Mumbai
Good Candidate Telecaller Finance Advisor
Job Openings for 10 Finance Advisor Jobs for Freshers in Goregaon East, Having Educational Qualification of : other Bachelor Degree with Good Knowledge About Finance
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  • 0 - 6 yrs
  • Khar Mumbai
Communication Advisor Finance Advisor Financial Consultant Work From Home
To manage the Agency Partner Channel of HDFC Life LtdRewards and recognitionForeign tours eligibilityNo fixed working hoursFlexibilityNo targetsEarning potential: Sky high...
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Financial Advisor

LIC of India

  • 0 - 3 yrs
  • 6.0 Lac/Yr
  • Mumbai
Good Communication Convincing Skill Financial Advisor
According to the customer needs suggest them right financial product like retirement plan, children plan, investment & tax saving plan etc
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Financial Advisor (Female)

One75MB HRM Pvt Ltd

Email Marketing Social Media Brand Awareness Cold Calling Finance Advisor Walk in
Role and responsibilities:1. Collaborating with the marketing team to brainstorm and develop new and innovative growth strategies that align with our business objectives.2. Planning, executing, and managing all contests, giveaways, and other digital projects to drive brand awareness and customer engagement.3. Managing all social media platforms on behalf of the company, creating and curating compelling content, and ensuring regular and consistent postings to maintain an active and engaged online presence.4. Effectively communicating with customers through various digital channels, such as Emailers, WhatsApp, Telegram, etc., to provide timely updates, promotions, and personalized solutions.5. Ensuring all marketing materials, including style, fonts, images, and tone, adhere to the brand guidelines, maintaining a cohesive and professional brand image.6. Understanding the financial requirements and preferences of customers, gaining insights to tailor marketing strategies and offerings that resonate with their needs.7. Engaging with customers through digital means to provide financial solutions tailored to their unique situations, fostering a positive customer experience and driving conversionSkill Requirements:1. Excellent communication skills to effectively convey ideas and connect with the target audience.2. Proficiency in using various social media apps such as WhatsApp, Facebook, Instagram, Telegram, etc., to leverage these platforms for marketing purposes.3. Experience conducting research using multiple sources to gather relevant insights and market trends.4. Strong writing and editing skills to create compelling and persuasive marketing content.5. Ability to work under pressure and meet deadlines to execute time-sensitive campaigns effectivelyJob Location: Mumbai - Colaba and Pune - Koregaon Park
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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
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
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Financial Advisor

Money Honey Financial Services

  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Goregaon West Mumbai Suburban
Finance Advisor Investment Advisor
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
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Finance Advisor

Money Honey Financial Services

  • 0 - 1 yrs
  • Goregaon West Mumbai Suburban
Marketing Finance Advisor
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.
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Financial Advisor (full Time)

Money Honey Financial Service Pvt Ltd

  • 0 - 1 yrs
  • Mumbai
Financial Services Financial Planning Voice Process Investment Banking Team Coordinator BFSI Financial Consultancy
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;
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Urgent Requirement For Tele Caller Freshers

Money Honey Financial Service Pvt Ltd

  • 0 - 1 yrs
  • Mumbai
Outbound Calling Voice Process Finance Advisor Cold Calling Computer Skills Convincing Power English
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
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Investment Advisor

Money Honey Financial Services

  • 0 - 1 yrs
  • 2.5 Lac/Yr
  • Goregaon Mumbai
Financial Advisory Investment Advisory Finance Executive Finance Analyst
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
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