Investment Advisor 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.

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.

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.

Financial Advisor

Job Description: The investment Specialist (Financial Advisor) role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make a wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of the performance matrix. Candidate must have the inclination to build his or her carrier in the financial industry. The candidate will have an opportunity to interact with the fund manager at regular intervals.Understanding investment products and knowledge about capital markets makes this profile more interesting.Qualification: Minimum Graduate from any stream. Experience: freshers can apply. Remuneration : As per company norms Working days: Monday to Saturday (first 6 months) Post 6 months alternate Saturday off. We Believe In - Eat, sleep, breathe equity, investment, and holistic advice. - If there is no work, there is no life. - 9 to 5 types, please excuse. Address:Money Honey Financial Services Pvt. Ltd. 1st Floor, Nahar Singh Industrial Bldg., Ram Mandir Road, Opp. Movie Star Cinema, Goregaon West, Mumbai-400104 Note: 5min walkable distance from Ram Mandir Railway station

To be touch with investor over the phone and update them about latest ongoing scheme (which includes FD, MF, Bonds , Debenture etc ) and help them to make wise investment decision based on various factor.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 time , any day ).

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).

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).

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.

We are looking for candidates who are aspiring to build career in financial advisory industry. We have opening for Investment Specialist. Our core product offering is Mutual fund, FD, Bonds, Debentures, etc. Company Profile : We are a one stop financial services shop, widley known for quality of its advice, personalized service and cutting edge technology. We started a journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. To meet our expansion goal, we are in a process of expanding our team of investment specialists, interested candidate may be in touch with HR team as per details given below. Job Description: Investment Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, 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 norms Working days : Monday to Saturday Money Honey financial services Pvt. Ltd. 1st Floor, Nahar singh Industrial Bldg., Ram mandir Road , opp. Movie Star Cinema, Goregaon west, Mumbai- 400104 Note: 5 mins walkable distance from Ram mandir Railway station

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.

Job Description:Develop recommendations of product offerings.Conduct preparation and review of materials used in the financing of clients, including investment memorandum.Guide the investor throughout the investment process.

Roles and Responsibilities -Sell Health Services and Products of Beat The Virus Startup's 75+ Health Partners.Desired Candidate Profile -Health Agent can be a LIC/Life Insurance/Health Insurance/Investment/Fixed Deposit/Travel, etc Agent /Housewife/Any Individual as a BTV (Beat The Virus Startup) Health Agent who would offer BTV Health Services and Products to his/er Customers/known persons or Organizations.Perks and Benefits -A Health Agent would get a Revenue Share of 75% of the revenue BTV earns from the Sales s/he does.For joining us as an Health Agent please join our Health Agents Whatsapp group via following link (further process will be done via the Whatsapp group)You can join by posting the above link on any Whatsapp Chat and then joining the group

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

Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS

Job Description: The investment Specialist (Financial Advisor) role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make a wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of the performance matrix. Candidate must have the inclination to build his or her carrier in the financial industry. The candidate will have an opportunity to interact with the fund manager at regular intervals.Understanding investment products and knowledge about capital markets makes this profile more interesting.Qualification: Minimum Graduate from any stream. Experience: freshers can apply. Remuneration : As per company norms Working days: Monday to Saturday (first 6 months) Post 6 months alternate Saturday off. We Believe In - Eat, sleep, breathe equity, investment, and holistic advice. - If there is no work, there is no life. - 9 to 5 types, please excuse. Address:Money Honey Financial Services Pvt. Ltd. 1st Floor, Nahar Singh Industrial Bldg., Ram Mandir Road, Opp. Movie Star Cinema, Goregaon West, Mumbai-400104 Note: 5min walkable distance from Ram Mandir Railway station

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

Explain (over the phone) the various types of investment product features and financial services to potential clients.Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goalsDevelop and deepen client relationships.Educate clients and answer questions about investment options and potential risks.Recommend investments to clients or select investments on their behalf.Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.If needed, Meeting with clients to understand their needs and demands.Preparing financial plans with a mix of short and long term investmentsProviding periodic updates on the performance of investment portfolios.Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes,

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 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

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;