Financial Planning Fresher Jobs 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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Honest, 'loyal candidates need who work perfectly will post in 3 month in head manager

industry with 1 to 5 years of experience Preferred Sectors: Industrial, Infrastructure, Real Estate, Auto, Pharma, and Chemicals. Core Purpose of the Role : Financial analytical skill with an eye for details and ability to understand clients business Candidate must be proactive and team oriented Ability to identify shifting industry and market Preparing and analyzing the financial model, cash flows, identifying risks, opportunities and understanding the corporate structures Analyzing specific company financial statements , performance, peer comparison, industry trends and ratio analysis Preparing and updating investment rationales for the issuer

We are Urgently Looking for Financial Planner. for Job Description Please Visit the Career Page of the Following :. Its Work from Office Role Only

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.

The candidate should have experience in conducting Statutory Audit & Tax Audit. The candidate is also expected to have sound knowledge of Company Law , Direct & Indirect Taxation law.

We have vacant of 2 Chartered Accountant Jobs in Mumbai for Freshers Educational Qualification : CA Skill Income Tax ,Indirect ,Direct Taxation ,Auditing etc.

Hiring for 1 Chartered Accountant Job in Andheri Mumbai for Freshers,Required Educational Qualification is : B.Com, CA with Good knowledge in Finance,Financial Accounting etc.CA Final, Certified CA

Strong academic background including a Graduation in Commerce, specialization in FinancialAccounting.Prior Business Unit/ Product control experience with a knowledge of financial products, preferably Credit.Strong analytical skillsAttention to detailAbility to work to deadlinesEducation DesiredChartered Accountant or equivalent specialization in Finance streamPreferred 0-1 years financial experience (Investment Banking related experience an advantage)Understanding of Corporate Actions would be beneficial

complete knowledge of the basics of accounting packages. Excellent analytical thinking, decision making, and problem solving skills.provided costing information for management , introduced cost cutting methods and organization to determine suitable selling prices.prepared financial management reports, including financial planning and forecasting. Assessing financial risks and suggesting preventive measuresPreparing budgets, annual reports and strategiesAnalyzing the companys financial systems and procedures Providing assistance with tax planning.

We are looking for 1 Chartered Accountant Post in Mumbai with deep knowledge in Income Tax,Finance,Indirect Taxation,Internal Audit,Auditing,Financial Accounting, Finance Head and Required Educational Qualification is : CA

Dear Candidate,We are one of the top CA firm in Mumbai specialized in providing auditing and advisory services to finance industry mainly Stock Broking, Depository Participants, NBFC, AMC's etc. We have more than 250 clients at PAN India level.Job opening is for CA Fresher who wanted to gain exposure into practice.Designation: Audit ManagerIndustry : Stock Broking Function: Auditing & InspectionCompensation: There is no budget for the right fit candidateQualification: Qualified Chartered Accountant who is well versed with audit functions for finance industry.Responsibilities:-Handled compliance related inspections of various types of Brokers of the Exchangeincluding Small & Medium Size stock brokers, proprietary traders, brokers havinginstitutional clients, banks dealing in equity market and big broking houses.- Conducting in-depth financial analysis and risk assessment of stock broker to gaugetheir solvency and to evaluate the potential risk they pose to system.- Conducting and managing Internal audits of various broking Houses- Assisting and providing expert advice to Stock Brokers, DPs and other clientsregarding compliances.- Drafting of various observations of the queries raised by Exchanges/ SEBI.- Implementing various circulars issued by NSE/SEBI- Client Co-Ordination and assisting team for the various audits.

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

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;