Array ( [0] => investment [1] => mumbai ) Investment Fresher Jobs in Mumbai | Latest Vacancies
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Investment Fresher Jobs in Mumbai

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Fresher hiring for Finance Advisor

Money Honey Financial Services

  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Goregaon Mumbai
Financial Services Investment Planning Finance Good Communication Skills Wealth Management
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.
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Finance Advisor Fresher (Female)

Money Honey Financial Service Pvt Ltd

  • Fresher
  • 4.5 Lac/Yr
  • Mumbai
Financial Services Investment Banking Finance Financial Planning
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.
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Hiring Fresher - Finance Advisor - Mumbai

Money honey services pvt ltd

  • 0 - 2 yrs
  • 3.3 Lac/Yr
  • Mumbai
Financial Planning Cold Calling Customer Calling Investment Banking Leadership
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.
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12th Pass Freshers For Finance Advisor

Axis Max Life Insurance

  • 0 - 6 yrs
  • Mumbai
Financial Services Investment Banking Leadership Financial Planning Financial Consultancy
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.
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M.B.A/PGDM Freshers For Finance Advisor

Aditya Birla Capital

Financial Services Financial Planning Corporate Finance Investment Banking Finance BFSI Business Finance
Financial Advisor
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Business Development Executive - Full Time - Freshers

Profitbucks Private Limited

  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Virar West Mumbai
Stock Exchange BDE
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.
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Online Promoter - Part Time - Freshers

Rentales

Rent Social Media Account Earn Money Online Passive Income Work From Home Side Income Opportunity Make Money With Phone No Investment Earning
Rentales is a trusted online platform where users can rent out their social media accounts like WhatsApp, and Telegram and earn real hourly income without any investment.As a Social Media Account Partner with Rentales, you will rent out your active social media accounts (such as WhatsApp, and Telegram) to trusted advertisers through the Rentales platform. Your role is to keep your accounts active, linked to the system, and compliant with platform guidelines to ensure smooth operation and regular earnings.You are responsible for maintaining the security and activity of your accounts while earning hourly commissions without needing any investment. This role is perfect for individuals seeking easy passive income opportunities from home.
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Sales Manager || Freshers & Experienced

First Adviser

  • 0 - 5 yrs
  • 3.0 Lac/Yr
  • Mumbai
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. Positive Attitude and Ability to Wo
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.
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Investment Banking (pitch Deck & Deal Analysis)

IRA & Associates

  • 0 - 3 yrs
  • 2.3 Lac/Yr
  • Andheri East Mumbai
Canva MS Office
We're Hiring! Analyst Investment Banking (Pitch Deck & Deal Analysis) Are you passionate about finance and investment banking? Are you a recent graduate looking for an exciting opportunity to kick-start your career?Were looking for a talented Analyst to join our dynamic investment bank! Whether you're a fresh graduate or have some experience in investment banking, consulting, or financial services, this is your chance to work with innovative companies and support exciting fundraising initiatives. Key Responsibilities:Create high-impact pitch decks for startups & mid-market companiesConduct in-depth deal analysis including valuations, market assessments, and industry trendsDevelop marketing collaterals like brochures, case studies, and investor communicationsSupport investor engagement and assist with client meetings and presentations Qualifications:Bachelors degree in Finance, Business, Economics, or related fields (MBA/CA/CFA preferred)Proficiency in Canva, PowerPoint, and ExcelStrong understanding of the startup ecosystem and mid-market dynamicsExceptional communication, writing, and presentation skillsFreshers with a passion for finance and a strong willingness to learn are welcome to apply!Why Join Us?Work on exciting, high-impact deals with innovative companiesEnjoy a collaborative, entrepreneurial cultureCompetitive compensation and career growth opportunitiesIf you're ready to make an impact and shape the future of investment banking, we want to hear from you!
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Looking For Investment Officer

Scinext Group Skills & Technology Private Limited

Investment Manager
Roles and Responsibilities:Strategizing channels for identification of potential investees with a focus on channels that bring out enterprises other than usual suspects.Conduct due diligence on potential social enterprise investment opportunities in the target sector.Preparing investment memorandums and presenting it to the investment committeeAssist in structuring the investment deal and prepare investment documentationAssists to develop and manage relationships with investors and other partnersParticipate in meetings, conferences and events led or attended by key stakeholders or potential partners in the sectorEnsure compliance with financial regulations, legislation and procedures with appropriate allied partnersCollect, compile and maintain due diligence related documents from shortlisted companiesFollow up with companies in completing documentation, suitable financial management and compliance requirements pending with various authoritiesPreparation of reports in compliance with various regulatory authorities and ensuring strict adherence to timeline for the sameSupport in analysis of financial and social data and information collected from companies against the benchmarks setRegular updating of trackers, reporting formats and documents relating to the FundSupport in cash flow management, accounting and preparation & maintenance of finance related documents and files so as to help them manage documentation related bottlenecks in investment processDesirable experience:Relevant professional qualification or work experience and/or Masters in the field of FinanceMinimum 5 to 8 years of experience in Investment ManagementExperience in investment processes and ability to understand, interpret and advise on business and financial strategy for social enterprisesExperience of working in the renewable energy sectorExperience of working in the development sectorExperience in the implementation of systems and performance measurement processes
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Admin

Nidhi Finance

Direct Sales Financial Packages Saving Account Investment Officer
Admin Executive - On Call
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Financial Advisor

Money Honey Financial Services

  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Goregaon West Mumbai Suburban
Finance Advisor Investment 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
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Looking For Investment Manager

TESLOYE CONSULTANT

Investment Real Estate Agent Seals Manager Financial Management
1. He or she should be presentable2. Good Communication3. Experience Minimum 1 Year To 2 Year or more.4. Need flexible candidates5. Salary Minimum 30k to 50k depending on the candidature of the candidates.6. Need Immediate Joining.7. Candidates should have leadership quality8. Team Handling9. Managing Attrition in the team10. Target Achiever
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Equity Research Analyst (female)

Ethical Investment Way

  • 0 - 5 yrs
  • 1.3 Lac/Yr
  • Kurla Mumbai
Financial Planning Investment Banking Technical Analysis Demat Financial Reporting Work From Home
industry with 1 to 5 years of experience Preferred Sectors: Industrial, Infrastructure, Real Estate, Auto, Pharma, and Chemicals. Core Purpose of the Role : Financial analytical skill with an eye for details and ability to understand clients business Candidate must be proactive and team oriented Ability to identify shifting industry and market Preparing and analyzing the financial model, cash flows, identifying risks, opportunities and understanding the corporate structures Analyzing specific company financial statements , performance, peer comparison, industry trends and ratio analysis Preparing and updating investment rationales for the issuer
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Financial Planner (Female)

V-Financial Services

Financial Planning Financial Reporting Investment Planning Equity Dealer
We are Urgently Looking for Financial Planner. for Job Description Please Visit the Career Page of the Following :. Its Work from Office Role Only
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Investment Professional

Foxconn

  • 0 - 1 yrs
  • Mumbai
Invest to Get Joining Get Higher to Higher Benefits Team Development Good Communication Skills Investment Analyst Financial Management Work From Home
We invite a member in our foxconn team to join through investment and get higher profits daily... having good communication skills and experience... invest a small amount and get higher daily income profits through investment and upgrade the team to get higher benefits from foxconn
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Investment Counsellor

Expertia AI

Mutual Funds Sales Field Sales Investment Counsellor Walk in
Roles & Responsibilities: The hired will be responsible for Driving sales through existing clients. Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggestschemes to clients basis their requirements and goal. Providing end to end solution for the clients wealth management needs. Acquire new clients and Increase engagement of existing client by providing complete financialplanning solutions. Establishing strong relationships and communication with clients.Desired Profile: Graduate or Above Preference to NISM Certified candidates with experience in managing Retail/HNI Should have a good understanding of wealth management products like Mutual funds, Insurance,Bonds, NPS etc. Should have good market intelligence, about competition and market mapping etc. Good communication & interpersonal skills are a must.
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Investment Counsellor(Field Sales)

Infinitalent Consulting Pvt Ltd

Marketing Field Sales Communication English Investment Counsellor Walk in
Role: Investment Counsellor Location: Mumbai / Thane / Navi MumbaiRoles & Responsibilities: The hired will be responsible for Driving sales through existing clients. Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Providing end to end solution for the clients wealth management needs. Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions. Establishing strong relationships and communication with clients.Desired Profile: Graduate or Above Preference to NISM Certified candidates with experience in managing Retail/HNI Should have a good understanding of wealth management products like Mutual funds, Insurance, Bonds, NPS etc. Should have good market intelligence, about competition and market mapping etc. Good communication & interpersonal skills are a must.
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Manager Investment Banking,Relationship Officer/Manager in Banks

Oasis Human Resources

Head Sales & Marketing Head Sales Banking Relationship Walk in
FREE OF COST PLACEMENT SERVICES - NO CHARGES FROM CANDIDATES - ON-ROLL JOBS IN BANKING, FMCG, INSURANCE, NBFC, BPO, AND ALL SECTORS ETC.
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Purva Investments

Purva Investments

  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Mumbai
Microsoft Excel Good Communication Mutual Fund
Company Name: Purva InvestmentsAbout the Company: Purva Investments is a company based in distribution of financial products. With a team of 8 people, we have been in existence in the business for more than 30 years now. Office is based out of Charni Road.Position: Mutual Fund OperationsJob Description: Solely responsible for maintaining completed back-end database of clients and transactions on a daily basis Online processing of various transactions related to mutual fund Interaction with key stakeholders like client/mutual fund companies and RTA MIS -Requirements: A graduate having done Bcom or related course Experience of 1-2 years or a fresher Diligence and right attitude will be a keySoftware Skills Needed: Basics of excel and word Basic knowledge of transacting online Should be proficient in speaking to stakeholders and drafting mails A know how of mutual fund industry and the back-end processing would be preferable but not necessarySalary: For the right candidate and skill set would be as per industry standards
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Financial Advisor

Money Honey Financial Services

  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Goregaon West Mumbai Suburban
Finance Advisor Investment 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
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Investment Advisor

Money Honey Financial Service Pvt Ltd

  • Fresher
  • 4.0 Lac/Yr
  • Goregaon West Mumbai Suburban
Revenue Generation Capital Market Investment Planning Client Servicing Telecalling Client Relationship Sales HNI Sales
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
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Financial Advisor (full Time)

Money Honey Financial Service Pvt Ltd

  • 0 - 1 yrs
  • Mumbai
Financial Services Financial Planning Voice Process Investment Banking Team Coordinator BFSI Financial Consultancy
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;
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Investment Specialist

Money Honey Financial Services

  • 0 - 2 yrs
  • Goregaon West Mumbai Suburban
Finance Advisor Mutual Funds
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,
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Urgent Requirement For Financial Advisor (Female Candidates Required)

Aditya Birla Capital

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
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
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Manager Investment Banking,Relationship Officer/Manager in Banks

Oasis Human Resources

Head Sales & Marketing Head Sales Walk in
FREE OF COST PLACEMENT SERVICES - NO CHARGES FROM CANDIDATES - ON-ROLL JOBS IN BANKING, FMCG, INSURANCE, NBFC, BPO, AND ALL SECTORS ETC.
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