Investment Advisor Job Vacancies in Navi Mumbai

Financial Advisor

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

Plutus Capital Consultants is looking to hire for advisory and syndication practice. Experience- For Fresher CA's/ MBA's looking to build their career in Investment Banking / For professionals having 0 to 2 years of work experience in the Infra space/ Banking/ NBFC or an investment bank Qualification - CA or MBA (Finance)Role Financial Feasibility Assessment for greenfield and brownfield infra assets / PPP Projects (Financial Modelling), Project Finance, Working Capital Finance, Structured Finance, Project Equity Location Navi Mumbai

*We have urgent requirement *Department - Investment AdvisorsPosition - Product Advisor Experience :- 0 to 1 yearRequire Qualification : B Com, M ComGender - ( Female )SKILLS -Having good Communication & Presentation skill with positive attitude. & Good computer Knowledge is essential.Languages - English Hindi Marathi.Job Location: Vashi Navi Mumbai Interested candidate send resume

Responsibilities: Sales II Customer Acquisition Identify Prospects In The Assigned Area And Generate New Leads Via Cold Calling, Emails, Chat And Door-To-Door Visits Arrange In-Person Meetings With Potential Customers To Persuade Them To Buy The Companys Product Or Service And Meet Their Requirements Follow-Up With Customers To Maintain Relationships And Encourage Repeat Business & Referrals

Job Openings for 25 Relationship Manager Jobs with minimum 3 Years Experience in Mahape, Navi Mumbai having Educational qualification of Bachelor Degree with Good knowledge in Sales of Life Insurance and other banking products,Wealth Management,Portfolio Management,Financial Advisory,Investment Advisory etc. People from Banks preferred.

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

We have vacant of 15 Relationship Manager Jobs in Navi Mumbai Experience Required : 1 Year Educational Qualification : Other Bachelor Degree Skill Sales,Wealth Management,Portfolio Management,Investment Advisory etc.

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