Financial Services 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.

Designation: Financial Services Sales Executive(Mutual Funds,Marine & Fire Insurance) Gross Salary: 21,000 to 25,000 Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday Probation Period: 6 months Interview & Job Location :BTW Visa Services India Pvt Ltd Office No.B.14,Ground Floor, Civic Center, MMGS Marg, Dadar East, Dadar, Mumbai, 400014 https://share.google/0kCds4yCMFuLYPwZ Core Responsibilities 1. Sales and Client Acquisition: Find and acquire new clients (people and companies) using cold calls, networking, and referrals. Achieve daily and monthly sales targets for mutual funds and insurance. 2. Product Expertise: Clearly explain the features, benefits, risks, and coverage of Mutual Funds, Fire Insurance, and Marine Insurance. 3. Client Relationship Management: Build and maintain strong, long-term relationships with all clients. Act as their main point of contact for service and support. 4. Transaction Support (Mutual Funds): Advise clients and process requests like purchases, redemptions, switches (SIP, STP, SWP), and other account changes accurately and quickly. 5. Insurance Sales & Coordination: Explain specific policy details (coverage, limits) for Fire and Marine Insurance. Work with underwriters and claims teams to provide quotes and help process claims. 6. Query and Issue Resolution: Handle all client queries, including mailbox/email requests, for both financial and non-financial transactions promptly and accurately. 7. Compliance and Documentation: Ensure all sales, advice, and transactions follow SEBI/IRDAI rules and internal compliance guidelines. Maintain accurate records and client profiles (CRM). Essential Skills 1. Communication & Sales: Strong ability to start conversations, present ideas clearly, negotiate, and close deals. 2. Customer Service: Provide proactive, high-quality support to keep clients satisfied. 3. Networking: Skill in building a strong contact base for new leads and referrals. 4. Organization: Ability to manage sales pipelines, prioritize tasks, and meet deadlines. 5. Knowledge: Stay current on product details, market trends, and industry rules for both financial services and insurance.

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.

Designation Sales Executive (B2B & B2C )Locations Chandigarh, Mumbai, Kolkata, ChennaiExperience (0 -1 yrs)Salary - 30k to 35kNo. of opening 1 eachPreferred with Good comms

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.

Were Actively Hiring Banking Sales Professionals in Mumbai! Looking to build your career in the Banking Sales sector?We are hiring passionate candidates for Sales Executive / Sr. Executive / Assistant Manager roles in Mumbai. Location: Mumbai Freshers & Experienced candidates welcome You can also share your CV to talentseekers2024@gmail.com

Job Title: Relationship ManagerCompany: Eureka Outsourcing Solutions (EOS) Aditya Birla ProcessLocation: Majiwada, Thane, Maharashtra 400607Job Type: Full-Time Work from OfficeIndustry: BPO (BFSI Process)Job Description:Eureka Outsourcing Solutions is hiring Relationship Managers for their Aditya Birla BFSI process. This role involves managing customer relationships through inbound/outbound calls, focusing on sales or service within the BFSI sector.Key Responsibilities:Handle inbound and outbound customer interactions professionallyPromote and cross-sell financial products and services (insurance, mutual funds, NBFCs, etc.)Address customer queries and resolve concerns promptlyMaintain quality communication and adhere to call center standardsEligibility Criteria:Education: 12th Pass / GraduateExperience: Minimum 2 years of call center experience in the BFSI sector (NBFCs, banks, insurance, mutual funds)Gender Preference: FemaleCommunication: Must have English Versant 6 level (good communication skills mandatory)Job Details:Shift Timing: Day Shift 9:30 AM to 6:30 PMWorking Days: Monday to SaturdayWeekly Off: 1 rotational offSalary: As per last drawn (Open Bracket)Interview Mode: Face-to-Face

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

Dear Candidate ,Give dynamic start to your career with VMS Group SECRET TECHNOLOGIES INDIA , we are looking for freshers and experienced candidates who want to make good career in IT or NON It field.Job Type: Full time.Eligibility criteria : Fresher /Experience 0-5 Year.Location : Pune. OR PAN INDIADesired Qualification - Any Bachelor degree Minimum BA ,B.Com - Commerce, B.E , B.Tech, M.Sc , M.C.A B.C.A ,Any Graduates, Post Graduates, can also apply. Should be comfortable to work any location of pune or Pan India.Your application for theTesting & DevelopmentBack Office / Data EntryTechnical Support, Non-Voice ProcessBDE (canadian, US, UK)-In HouseBusiness Development Executive, On FieldOperations/Customer Service , Customer Service (Web)BPO MNC and Domestic ( Hindi Marathi or Any local language)Accounts & Finance /Financial AnalystPosition stood out to us and we would like to invite you for a Face to face interview Telephone interview at our office to get to know you a bit better.You will meet with the MR. Prem Sir or Aishwarya Ma'am.The interview will last about 20 minutes and you'll have the chance to discuss the above position and learn more about our company. Please carry your updated resume at list Two CopiesDesired Candidate - Candidate should be Dynamic, Enterprising, Presentable with excellent communication and written skills.If candidate is interested please visit our office. Monday to Saturday 10 am to 5 pm bitwin anytime Meet- Prem Sir / Ms. Aishwarya Ma'am Interview Venue-building A -15th , city vista, foundation road, Kharadi, Pune, Maharashtra 411014We will take 2 rounds of an interview.-Contact No. 7066165593 Aishwarya Ma'am 7066147637 Prem Sir 1. HR Round and simple logic checking P.I round.2. Technical HR Final round by Senior HR Manager.Thanks & Regards SECRET TECHNOLOGIES INDIA VMS GROUP Placement / Contract Labour / Real EstateAddress -building A -15th , city vista, foundation road, Kharadi, Pune, Mahara

Job Overview:We are looking for a dynamic and results-driven Sales Officer to join our team at First Adviser / FA Wizard PVT. LTD., a leading finance company. The Sales Officer will be responsible for identifying potential clients, generating leads, and driving the sales of our financial products and services. This is an exciting opportunity for individuals with a passion for sales and finance.Key Responsibilities:Client Acquisition: Identify and target new business opportunities and prospective clients to meet sales targets.Sales & Business Development: Promote and sell the companys financial products, including loans, insurance, and investment plans, to new and existing customers.Lead Generation: Proactively source leads through various channels, including cold calls, networking events, referrals, and online platforms.Client Relationship Management: Build and maintain strong, long-lasting relationships with clients by understanding their needs and providing suitable financial solutions.Market Research: Stay updated on market trends, competitors, and customer preferences to identify opportunities for growth.Sales Reporting: Maintain accurate records of sales activities, client interactions, and achievements. Provide regular reports to the Sales Manager.Customer Service: Ensure timely follow-up with clients for post-sales support, including addressing queries, handling complaints, and providing updates.Compliance: Ensure adherence to company policies and industry regulations while conducting sales activities.Skills & Qualifications:12the & Bachelors any degree in Business, Finance, or related field.Proven experience in sales, preferably in the finance industry.Strong knowledge of financial products and services (loans, investments, insurance).Excellent communication, negotiation, and interpersonal skills.Ability to work independently and meet sales targets.Strong analytical skills and attention to detail.Proficiency in MS Office and CRM tools.

Completely Field job, Meeting New Clients, Generate Leads, Collect Documents for loan processing providing each and every update to customer about there loan, need to be on time for reporting,

Job Title: Assistant Sales Manager Financial Services - GurgaonJob Responsibility* Enter into and manage partnership and alliances with Vehicle OEMs local officials and their dealers* Hands on, direct sourcing to increase retail finance share in the local EV market* Manage monthly sales planning with partners and lead funnel* Manage collection processes with partners and collection agencies* Manage soft and hard collections* Ensure fluency in local language, handling local team and clients of the area assignedKey Skills:1. You are a proactive and independent person and are looking to take on independent responsibility2. You are good with numbers, have an analytical bent of mind and are curious by nature3. You can work as an independent contributor with little/ no support4. You are looking to join a young firm and believe in our mission (The mission of the company is to be an innovative market maker debt financing venture dedicated towards financing sustainable energy in India and catalysing the industry towards scale.)5. You can converse easily with sales staff and customers in local language as wellMandatory:* Done Retail loan sales and collections for an NBFC for atleast 2 years* Willingness to travel extensively to engage the market* Vehicle finance experience, especially new or used commercial vehicles or two wheelersTarget Industry: Commercial Vehicle Finance/EV - MandatoryGender: MaleExperience: 3 to 7 years of experience in retail lending salesJob Location: GurgaonWorking Days: 6 daysAge: 45 yearsQualification: Graduate/Post GraduateNotice Period: Immediate to 30 days only

Job PurposeAdvising existing clients on Commodity product & Passing on research calls and engaging clients to trade into commodity.Key Deliverables1. Handling & Advising clients on Commodity product.2. Passing on research calls and engaging clients to trade in commodity3. Creation of revenue through effective AdvisoryRole Requirements1. Any Graduate with minimum of 6 Months-3 Years experience (Any Industry).2. Candidate with broking industry experience will be added advantage.3. Able to Understand Market Reports and share Information with Clients.4. Should be comfortable working in Shifts.

#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.

WE DEAL IN CUSTOMER SUPPORT FOR TRADING IN SHARE MARKET. THE JOB ROLE OF EMPLOYEE WILL BE TO HANDLE CLIENTS & MAKE THEM SATISFY WITH OUR STOCK CONSULTANT SERVICES. THIS WILL BE A TARGET BASED JOB.

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;

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