Finance Advisor Job Vacancies in Navi Mumbai

Financial Advisor

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

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

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

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

This is work from home job and can be done on the phone or field, salary is based on achieving targets time to time, unlimited incentive, salary hike twice in a year on performance, and interested candidates can call or WhatsApp

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

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.

An opportunity to work as per your own choice.. Get additional benefits like Mediclaim, Group Insurance, 2 and 4 wheeler Free Loan (interest free), Housing loan at 5%Make use of your marketing skills and earn more than your salary. Limited seats. Contact soon.

*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

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

administration and accounts. graduates and freshers welcome. day shifts rotational.mon-fri working

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

Hiring for 25 Life Insurance Advisor Jobs in Mumbai,Navi Mumbai,Dadar Mumbai,Thane,Andheri Mumbai,Borivali Mumbai,Kurla Mumbai,Palghar for Freshers,Required Educational Qualification is : Higher Secondary with Good knowledge in Direct Marketing,Sales,Communication Skills,Life Insurance etc.

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.

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

An opportunity to work as per your own choice.. Get additional benefits like Mediclaim, Group Insurance, 2 and 4 wheeler Free Loan (interest free), Housing loan at 5%

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

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