Investment Advisor Female 12th Pass Jobs in Mumbai

We are a one-stop financial services shop, widely known for the quality of our 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 200 members. Our core product offering is mutual fund, FD, and Govt. Bonds, Debentures, 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 norms Working days : Monday to Saturday (first 6months) Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.in Mobile : 8655867034

- 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.

Candidate must be good in communicating through email. Also, candidate should know how to use basic Excel and Word. Training will be given for technicalities of the job which includes Process of Recovering of investment.

Job Description:We are seeking an experienced and client-focused Investment Advisor to join our team. The ideal candidate will manage a portfolio of Retail and HNI clients, offering customized investment and financial planning solutions.Key Responsibilities: Develop and manage relationships with Retail & High-Net-Worth Individuals (HNIs) Provide personalized financial planning and investment advice Recommend and sell financial products (MFs, PMS, bonds, Insurance, etc.) Monitor market trends and update clients accordingly Achieve revenue and client acquisition targetsQualifications: AMFI/NISM certification is a plus Strong knowledge of financial markets and wealth products Excellent communication and relationship-building skills

About Us:We PROFITBUCKS are a fast-growing financial education & advisory company, empowering individuals with the right knowledge and investment solutions. Our products include Stock Market Education Courses, Advisory Services, PMS, and Mutual Funds. We are looking for energetic and ambitious Business Development Executives to join our team and contribute to our expansion.Role & Responsibilities:Call and engage with potential leads (provided by the company) and explain our products & services.At times, generate new leads through networking, cold calling, and referrals.Counsel prospects on financial education courses, advisory services, PMS, and mutual fund products.Understand client requirements and provide suitable solutions.Convert leads into customers and achieve monthly targets.Maintain client relationships and ensure follow-ups for repeat business.What We Expect:Excellent communication & persuasion skills (Hindi, English, and regional languages preferred).Passion for sales, client handling, and financial products.Ability to work with targets and deliver results.Freshers & experienced candidates (02 years) are welcome.Basic knowledge of stock markets, investments, or mutual funds will be an added advantage.Salary & Benefits: Fixed Salary: 15,000 per month Incentives: Attractive performance-based incentives on all products (Education Courses, Advisory, PMS, Mutual Funds) unlimited earning potential. Growth opportunities in the financial & investment domain with structured training.

The investment Advisor's role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which include, MF, FD, Bonds, Debentures, etc) and help them to make wise investment decisions based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, the male candidates may have to visit the client's place for completion of documentation (any place, any day, and any time).Qualification: Minimum Graduate from any stream.Experience: Freshers can apply.Working Days: Monday to Saturday

The investment Advisor's role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which include, MF, FD, Bonds, Debentures, etc) and help them to make wise investment decisions based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, the male candidates may have to visit the client's place for completion of documentation (any place, any day, and any time).Qualification: Minimum Graduate from any stream.Experience: Freshers can apply.Working Days: Monday to Saturday

To identify investors for mutual fund and alternate investment products by prospecting through various initiatives and client acquisition strategies To service existing investors by meeting, sending regular market & portfolio updates etc. Educate existing and new clients regarding the range of applicable investment options available to them. Follow through on the investment actions approved by clients. Maintain an up-to-date knowledge of investment products. Managing and updating client portfolios. Maintain the existing relationships and leading in the development of new client relationships. To identify HNI customers for selling various alternate investment products. (Angel investing, Invoice Discounting, Lease Finance etc.) Tie up and co-ordinate with product providers for investment deal closure.

Equity Advisor Manager who provide a solution to the customers, acquires new businessKnowledge of financial products like Equity, Derivatives, Commodities, Fixed Income, Mutual Funds ,Insurance Forex, etc. requiredConnect & develop relationships with key stake holders in the capital market like FPIs, HNIs, HFTs ,Fund Houses, Affluent customer & retail customer. Accountable for achieving monthly revenue targets and bringing new relationships to the organization Represent the company at both international and local trade fair ,marketing stalls, exhibitions and support the organization in such marketing events Work closely with our Channel Partners like IBs, Custodians & other distributors to formulate strategies and campaigns to increase business revenue. Work closely with other internal departments including compliance, back office and top management

Job Description :Investment Specialist (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).