Investment Manager Fresher Jobs in Mumbai

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.

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

Admin Executive - On Call

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

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

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

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

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