Array ( [0] => finance-advisor [1] => navi-mumbai ) Finance Advisor Graduate Jobs in Navi Mumbai
12

Finance Advisor Graduate Jobs in Navi Mumbai

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M.B.A/PGDM Freshers For Finance Advisor

Aditya Birla Capital

Financial Services Financial Planning Corporate Finance Investment Banking Finance BFSI Business Finance
Financial Advisor
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Financial Advisor (Insurance Sales)

Skywings Advisors Private Limited

  • 0 - 6 yrs
  • 2.5 Lac/Yr
  • Mahape Navi Mumbai
Insurance Agent Insurance Advisor Telecaller Marketing Consultant BFSI Financial Services
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
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Opening- Manager/ SR Manager- Wealth Management

ABS International

Relationship Manager Priority Banking Investment Manager Wealth Manager Relationship Manager Wealth Wealth Advisor Financial Planning Manager Walk in
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
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Associate Analyst

Plutus Capital Consultants

  • 0 - 2 yrs
  • Vashi Navi Mumbai
Investment Banking Finance CMA Data Financial Modelling Financial Analysis Due Diligence Working Capital Finance Debt Syndication Project Finance Structured Finance Bidding Advisory Transaction Advisory Finance Feasibility Finance Analyst Credit Analyst
Plutus Capital Consultants is looking to hire for advisory and syndication practice. Experience- For Fresher CA's/ MBA's looking to build their career in Investment Banking / For professionals having 0 to 2 years of work experience in the Infra space/ Banking/ NBFC or an investment bank Qualification - CA or MBA (Finance)Role Financial Feasibility Assessment for greenfield and brownfield infra assets / PPP Projects (Financial Modelling), Project Finance, Working Capital Finance, Structured Finance, Project Equity Location Navi Mumbai
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Jobs by Related Category

Field Sales Executive

MonePlan Investory

  • 1 - 3 yrs
  • 1.8 Lac/Yr
  • Navi Mumbai
Stock Broker Insurance Advisor Finance Advisor Investments Field Sales
Responsibilities: Sales II Customer Acquisition Identify Prospects In The Assigned Area And Generate New Leads Via Cold Calling, Emails, Chat And Door-To-Door Visits Arrange In-Person Meetings With Potential Customers To Persuade Them To Buy The Companys Product Or Service And Meet Their Requirements Follow-Up With Customers To Maintain Relationships And Encourage Repeat Business & Referrals
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Sales Consultant

JM Financial Limited

Communication Skills Financial Services Sales Sales Consultant Work From Home
1. Client Handling2. Consult them financially on the latest trends in domestic bond market3. Solve their concerns and questions related to buying/selling of bond4.Help clients understand different options available for buying/selling bonds on the bondskart platform5.Keep existing clients updated with the latest trends in global bonds market6.Excellent written and oral communication skills7. Interact with the transaction execution team to close the orders from the clients
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Relationship Manager

UPONLY

  • 3 - 7 yrs
  • 2.5 Lac/Yr
  • Navi Mumbai
Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory Customer Relationship Manager
Job Openings for 25 Relationship Manager Jobs with minimum 3 Years Experience in Mahape, Navi Mumbai having Educational qualification of Bachelor Degree with Good knowledge in Sales of Life Insurance and other banking products,Wealth Management,Portfolio Management,Financial Advisory,Investment Advisory etc. People from Banks preferred.
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Investment Advisors (Female)

Smilax Infocomm Pvt. Ltd.

  • 0 - 1 yrs
  • 2.5 Lac/Yr
  • Navi Mumbai
Good Communication Investment Advisor Finance Advisor Finance Management Finance Executive
*We have urgent requirement *Department - Investment AdvisorsPosition - Product Advisor Experience :- 0 to 1 yearRequire Qualification : B Com, M ComGender - ( Female )SKILLS -Having good Communication & Presentation skill with positive attitude. & Good computer Knowledge is essential.Languages - English Hindi Marathi.Job Location: Vashi Navi Mumbai Interested candidate send resume
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Jobs by Popular Location

Admin and Accountant

axiom solutions

  • 0 - 2 yrs
  • 3.3 Lac/Yr
  • Airoli Navi Mumbai
Communication Advisor Accounts Clerk GST Accountant Accounts Executive Accounts Assistant Finance Coordinator Audit Income Tax TDS Work From Home
administration and accounts. graduates and freshers welcome. day shifts rotational.mon-fri working
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Sales Executive

computer age management services pvt ltd

Channel Sales Channel Management Direct Sales Mutual Funds Sales Customer Care Agent Customer Service Advisor Financial Advisor Investment Advisor Sales Advisor Sales Associate Sales Assistant Sales Marketing Executive Business Development Executive Sales Executive Business Development Associate
Job Location :- Navi Mumbai_BelapurJob Role :- 1. Helping investor in investing in Mutual Fund schemes and interacting regarding scheme related information, updating about NAV, Providing fund information and guidance, suggesting better investment options. helping them to expand their portfolios.2. Advisory Role i.e. Investment Advisor, Mutual Fund investment, KYC Clarification, Handling queries and grievances, Redemption, etc.3. Maintain Portfolio of HNI Clients, Connect with them related to SIP Schemes, Redemption, KYC Verification and queries , Investment,etc. 4. Give information regarding current market trend and guide investors for investment procedure. 5. Connect to investors through Inbound & Outbound calls.Professional Skills, Criteria & Benefits :- Excellent command on English is must.Both Freshers & experience can applyTelecalling experience in Mutual Fund Domain is a added advantage.Opportunity to work with Corporate Clients.Get product training & Soft skill training, etc.Reference Code :- Ankita CAMS HRInterested candidates can Walk-in with their updated resume on below mentioned details. Contact details :-Feel free to contact if any query Regards,Ankita SoniCAMS HRD
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Insurance Advisor

Team FALCON Financial Services

Good Communication Skill Insurance Broker Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Life Insurance Advisor Life Insurance Agent
Insurance advisors represent insurance companies and sell the insurance products offered by such companies to their clients. ... As such, insurance advisors sell insurance policies and, as a compensation for their services they earn a commission on each policy that they sell.
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Insurance Advisor

LIC of India

Good Communication Direct Marketing Life Insurance Advisor Life Insurance Agent Insurance Advisor Financial Advisor
We are looking for 50 Insurance Advisor Posts in Mumbai with deep knowledge in Direct Marketing,Life Insurance,Insurance Sales,Financial Consultancy and Required Educational Qualification is : Higher Secondary, Secondary School, Vocational Course, Diploma, Advanced/Higher Diploma, Professional Degree, Other Bachelor Degree, B.A, B.Arch, B.C.A, B.B.A, B.Com, B.Ed, BDS, BHM, B.Pharma, B.Sc, B.Tech/B.E, LLB, MBBS, BVSC, MD/Medicinae Doctor, Post Graduate Diploma, M.A, M.Arch, M.C.A, M.B.A/PGDM, M.Com, M.Ed, MS/Master of Surgery, M.Pharma, M.Sc, M.Tech, LLM, MVSC, CA, CS, DNB, ICWA, Integrated PG, Other Doctorate Degree, Some Tertiary Coursework, Ph.D/Doctorate, MPHIL, DM/Doctorate of Medicine
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Urgent Requirement For Financial Advisor (Female Candidates Required)

Aditya Birla Capital

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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