Array ( [0] => finance-advisor [1] => harbour-mumbai ) Finance Advisor Jobs in Mumbai Harbour,Finance Advisor Job Vacancies in Mumbai Harbour Maharashtra
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Finance Advisor Job Vacancies in Mumbai Harbour

LIC Agent

LIC OF INDIA

LIC Agent LIC Advisor Insurance Sales Insurance Agent Life Insurance Advisor Life Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home
JOIN US PART TIME/FREE TIME Work with Number 1 insurance companyCommission basis Job available as well as salary base job is available Do visit us on
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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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Financial Consultant (3-5 Years)

Sneha NGO

  • 3 - 5 yrs
  • 12.0 Lac/Yr
  • Santacruz Mumbai
Accounting Finance
ABOUT SNEHASNEHA (Society for Nutrition, Education and Health Action) is a Mumbai-based non-profit organization dedicatedto improving the health, nutrition, and safety of women and children living in vulnerable urban informalsettlements. Our mission is to empower urban women and children through integrated health and nutritionprograms, education, and advocacy.We work through a dual approachengaging both care seekers and care providers. At the community level, weempower women and families to become agents of change, while simultaneously collaborating with public healthand safety systems to drive sustainable improvements in urban health outcomes.SNEHAs key programs include: Maternal and Child Health Empowerment, Health and Sexuality of Adolescent Prevention of Violence against Women and Children Public System Partnership Palliative Care Livelihood GenerationBetween 2016 and 2025, SNEHA directly reached over 620,555 women, children, and healthcare workers, andindirectly impacted a population of over 3.63 million across seven municipal corporations and three municipalcouncils in the Mumbai Metropolitan Region (MMR). Today, SNEHA is a 500+ member organization with deepgrassroots presence and a strong track record of reducing maternal and neonatal mortality, child malnutrition,adolescent anemia, and gender-based violence key determinants of health equity for families andcommunities.CENTRAL OPERATIONS- FINANCEFinance Department: Responsible for Accounting, Banking, Budgeting & Budget Monitoring, Payroll processing,Statutory compliances, Audit, Taxation.PROFILE SNAPSHOTDesignation: Finance ConsultantRole: The Finance Consultant/ Manager Finance will be responsible forpreparation and monitoring of programme budget as per organization / funderapprovals. Responsible for finalization of fund utilization statement for fundersand managing funder audits. Build capacity of programme team to effectivelymanage programme budgets.Educational Requirement: Master's Degree or higher (with minimum 5 years ofwork experience) in Commerce/ Financial Management.Experience: Minimum 3 years of similar work experience in accounts/ financedepartmentLocation: SantacruzReports to: Associate Director-FinanceApply: Applications are to be sent via email to diksha.bisht@snehamumbai.orgwith the Subject line: Finance ConsultantCORE RESPONSIBILITIES Program Budgeting & Planning: Prepare and revise program budgets aligned with proposals and Ganttcharts; ensure accuracy and programmatic coherence. Monthly Financial Review: Facilitate monthly review meetings with program teams to analyze budgetvariances, forecast upcoming expenses, and communicate critical deviations to the central finance team. Documentation & Compliance: Ensure meticulous maintenance and accounting of all project-relatedvouchers in Tally, in collaboration with the finance coordinator/officer, as per organizational and donoraudit requirements. Bank & Ledger Reconciliation: Oversee monthly reconciliation of dedicated bank accounts and ensuretimely review of payables, receivables, and cost center ledgers for all handled projects. Donor Reporting & Audit Management: Prepare funder-specific utilization reports, includingexplanations for underutilization; lead donor audits and financial due diligence exercises. Funder Coordination: Provide financial data in donor-prescribed formats, support budget sections ofMoUs, and ensure adherence to all donor-specific financial compliances. Funding & Reallocations: Draft and submit fund requests and budget reallocation proposals; attenddonor meetings and ensure accurate financial representation. Cost Allocation & Oversight: Manage allocation of project management and operational costs acrossrelevant projects; track shared costs between programs. Payment Authorization: Review and approve payment vouchers in line with the organizational approvalmatrix. Bank Transfers: Prepare and authorize monthly fund transfer statements from project bank accounts tocentral accounts. Tally Code Approvals: Approve and oversee donor-related cost codes in Tally for accurate financialmapping. Team Training & Induction: Conduct timely budget inductions with finance and program teams; buildcapacity of Associate Program Directors, Program Directors, and Finance Coordinators on budgetcreation and interpretation. Payroll Review: Approve monthly Tally entries for salary and consultant remuneration. Interdepartmental Coordination: Collaborate with domain and program teams for seamlessimplementation of financial processes. Additional Assignments: Undertake finance-related responsibilities during audits, income tax scrutiny,or as directed by Finance leadership.
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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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Jobs by Related Category

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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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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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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Financial Advisor

Money Honey Financial Services Pvt Ltd

  • 0 - 6 yrs
  • Goregaon West Mumbai Suburban
Communication Advisor Communication Skills Customer Care Representative Customer Support Representative KPO BPO Telecaller BPO Fresher BPO Financial Advisor
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
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Jobs by Popular Location

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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Looking For Financial Assistant- Consultant

SNEHA placement agency

  • 0 - 2 yrs
  • 2.0 Lac/Yr
  • Santacruz West Mumbai
Finance Data Entry Filing
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
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Financial Consultant

HDFC Life

  • 0 - 1 yrs
  • 5.0 Lac/Yr
  • Vikhroli Mumbai
Sales Financial Consultant
Roles and Responsibilities - Financial Consultants The role involves meeting successful people like you and presenting a Business Opportunity that has fulfilled dreams & aspirations of many.
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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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