Investment Advisor Job Vacancies in Thane

Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company

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

Roles and Responsibilities:Effectively engaging with the customers and generating the targeted revenueCalling prospective customers and engaging with them to maximize salesFocusing on building long-term relationship with the customersEnsuring that the customers information is maintained and updated in CRMEnsuring high customer retention through customer service, consistent engagement and taking periodic feedback from the customerCustomers from Singapore, Malaysia - MarketDesired Candidate Profile:Strong Communication skills and self-motivatedNeeds to be innovative and bring new ideas to keep inclining the sales techniquesProficiency in using MS Office (Word, Excel, Power Point, etc.)Typing Speed 30 to 40 WPMExcellent analytical skills and Negotiation skillsAble to work well in teams and drive the teams whenever needed

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 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

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

Job Role:- Reach out to potential clients - Educate and advise clients on share market investments. - Maintain client relationshipsWho Were Looking For:- Good communication skills - Interest in share market - Positive attitude and willingness to learn- Fresher and experienced candidates welcome!Perks:- Competitive Salary + Incentives based on performance- Friendly and supportive team

- 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.

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.

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

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.

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).

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).