Financial Planning Advisor Job Vacancies in Mumbai

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

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.

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.

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

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Job Overview:The BMS Project Manager is responsible for the management of Building Management System projects from design to completion. This role involves overseeing the design, installation, and commissioning and handing over of BMS solutions, ensuring all technical, quality, and safety standards are met. The Project Manager will collaborate with Consultants, PMC, clients, engineers, Internal team and Sub-contractors to ensure timely and cost-effective delivery of BMS systems that meet the required specifications.Responsibilities:o Execute the BMS projects, including scope definition, project timelines, budgets, and resource allocation.o Coordinate with internal teams, subcontractors, and clients to ensure all project deliverables are met.o Develop detailed project plans, schedules, and work breakdown structures.o Perform risk assessments and develop mitigation strategies.o Manage and lead a team of engineers, technicians, Sub-contractor and other staff involved in the BMS project.o Ensure effective communication and collaboration between project stakeholders, including clients, consultants, and contractors.o Conduct regular team meetings to track progress and resolve issues.o Work closely with design engineers to ensure that the BMS design meets client requirements and industry standards.o Review technical specifications and drawings for the installation of BMS systems.o Oversee the procurement of BMS equipment and materials, ensuring quality, cost-effectiveness, and on-time delivery.o Ensure all required certifications and compliance with regulations for the BMS systems are met.o Monitor the progress of the project to ensure it is on schedule and within budget.o Ensure that all work meets quality standards and industry regulations.o Oversee the commissioning process and troubleshoot issues during system testing.o Maintain regular communication with clients/Consultants, providing updates on project status, milestones, and potential challenges.

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)

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

What are we looking for / Job DescriptionWe are looking for Financial Advisors to join our team. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm, or having a degree/diploma from NISM, CFP, CFA etc or have done professional courses in finance then you will love this position. Key ResponsibilitiesUnderstand Clients financial needsDetermine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk toleranceGive advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goalsPrepare Financial plans for clients and present themMeeting Business Targets and Client Retention goals.Answer clients questions, address concerns and resolve them as per SLAsRegularly review clients portfolio and have continuous engagement Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clientsContinuous communication with clients to stay up to date with their financial statusBuilding and maintaining your client base.Qualifications requiredBachelors degree in business, finance or related field.Knowledge of Financial & Securities market and Insurance 2-3 years of experience as a Financial Advisor / Client Relationship manager or similar role Certification Financial Domain like CFP, CFA, NISM certification will be added advantageProficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etcCritical thinker and problem-solving skillsGood time-management skillsGreat interpersonal and communication skills, written and spoken English is must.Team player

The candidate must be a graduate.Good Communication skills in english to talk with clients.Must have basic knwledge about financial market.Should have convincing capabilities convert leads into clients.

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;

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

What are we looking for / Job DescriptionWe are looking for Financial Advisors to join our team. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm, or having a degree/diploma from NISM, CFP, CFA etc or have done professional courses in finance then you will love this position. Key ResponsibilitiesUnderstand Clients financial needsDetermine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk toleranceGive advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goalsPrepare Financial plans for clients and present themMeeting Business Targets and Client Retention goals.Answer clients questions, address concerns and resolve them as per SLAsRegularly review clients portfolio and have continuous engagement Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clientsContinuous communication with clients to stay up to date with their financial statusBuilding and maintaining your client base.Qualifications requiredBachelors degree in business, finance or related field.Knowledge of Financial & Securities market and Insurance 2-3 years of experience as a Financial Advisor / Client Relationship manager or similar role Certification Financial Domain like CFP, CFA, NISM certification will be added advantageProficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etcCritical thinker and problem-solving skillsGood time-management skillsGreat interpersonal and communication skills, written and spoken English is must.Team player

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