Finance Advisor Job Vacancies in Maharashtra

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

Basically job is issurance advisor where you need to aware about our issurance the insurance name is confidential I will say you after selection it is government backed and trusted issurance and the job is incentive based with high salary

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.

- 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.

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.

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

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.

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

Looking for teammate, quick learner and a partner

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

As a Sales Executive in Real Estate, you'll be responsible for acquiring new clients, maintaining current relationships, and successfully closing property deals. You will utilize your market knowledge and sales skills to guide clients through purchasing or selling properties, ensuring they have a seamless and satisfying experience.- Responsibilities :- 1) Identify and develop relationships with potential clients seeking real estate opportunities.2) Conduct property viewings and provide thorough information to prospective buyers.3) Negotiate property sales and contracts to achieve favorable terms for clients.4) Market properties effectively through various channels to attract interested buyers.5) Stay updated on real estate market trends and competitive offerings.6) Collaborate with legal, finance, and other teams to facilitate smooth transactions.7) Prepare and present sales reports, forecasts, and performance metrics.8) Provide exceptional customer service and address client inquiries promptly.

Financial consultants can help clients make insurance decisions as part of their financial planning. They can assess a client's risk tolerance and recommend insurance policies that fit their needs. How financial consultants help with insuranceInsurance planningFinancial consultants can help clients choose insurance policies that fit their risk tolerance and budget. Investment managementFinancial consultants can help clients buy and sell investments, like stocks and bonds, on their behalf. Financial planningFinancial consultants can help clients create financial plans to achieve their goals.

JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)

Hi,Greetings from Strategic Resources InternationalWe are looking for Oracle EBS Finance Functional ConsultantExperience Range 12 to 15 YearsLocation MumbaiMode of work :HybridNotice Period Immediate to 15 DaysJob Description:Key Skills and Experience:1. Oracle EBS Finance Functional with around 10+ years of consulting experience in R12 environment. The consultant will work closely with various teams, including, Business teams, DBAs, SME's etc to ensure timely resolution of tickets, utilizing ServiceNow. Creating and maintaining a knowledge repository and identifying continuous improvement opportunities are also key aspects of this role.2. Has excellent working knowledge of Oracle Financial modules and strong exposure to GL , AP , AR & FA, Familiar with eBiz Tax , CM,alongside a solid understanding of sub-ledger accounting and multi-country taxation.3. Familiar with O2C-P2P cycle and integration with financial modules - AR/AP/GL4. Has worked in Multi-Org Environment5. Has Strong hands on experience on Oracle R12 business transaction flows and & execute E2E testing scenarios6. Able to troubleshoot issues and provide quick fixes7. Atleast 1 implementation &/or 2 Upgrades exposure8. Has worked on Major enhancements or solutions with Global impact - to atleast 2 end to end cycles a plus9. Excellent with Requirement gathering , mapping and solutioning10. Exposure to projects which involved Integration, Interfaces, Custom development, Support, Maintenance & Migration11. Good coordination skills with Customer Team and offsore development team12. Possesses excellent written and verbal communication skillsInterested can share updated cv to swathis@sriusa.com

A financial consultant advises individuals or businesses on financial planning, investment strategies, budgeting, and risk management. They analyze financial data, develop tailored solutions, and recommend strategies to achieve financial goals. The role involves building client relationships, staying informed on market trends, and ensuring compliance with financial regulations and ethical standards.

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

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

Education: Postgraduate (AFP / CFP preferred) with NISM XA XBIndustry: Personal Finance / Financial Planning.JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directed

Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, SystematicInvestment Plans (SIPs), and other relevant financial discussions.Applicant Requirements: Strong oral and written communication skills. Proficiency in MS Excel and PowerPoint. Experience in investment advisory within the financial services sector will be an added advantage. Openness to learning and utilizing technology.

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,

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

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;