236 Financial Advisor jobs in Mumbai

Role Overview

As a
Financial Advisor
you'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and ensuring periodic reviews. This role suits motivated finance professionals seeking structured career growth and meaningful impact.

Key Responsibilities

· Conduct client meetings in selective area of Lower Parel West, Mumbai.

· Conduct financial health assessments to identify their goals and risk profiles.

· Present tailored Family Investment Portfolios (FIPs) based on client data.

· Recommend suitable investment instruments and insurance policies aligned with client needs.

· Provide onboarding support, KYC/ policy activation, and digital documentation services.

· Conduct monthly reviews and suggest portfolio re-alignments.

· Ensure compliance with regulatory norms including KYC and financial disclosure.

· Build long-lasting relationships with clients and encourage referrals.

· Participate in continuous education and performance feedback cycles.

Qualifications & Skills

· Graduate/Postgraduate in Finance, Commerce, or related field (BMS / BBA / MBA preferred).

· 1–3 years of experience in financial sales, investment advisory, or insurance consulting.

· Sound knowledge of financial products, risk profiling, tax planning, and wealth accumulation strategies.

· Excellent communication and interpersonal skills (multi-lingual preferred).

· Strong ethical orientation and consultative selling mindset.

Compensation & Benefits:

Annual CTC

·
₹6 LPA – ₹12 LPA

Work Benefits

· Continuous basic and advance trainings and handholding with strong support system.

· Sponsored national and international trainings, workshops, conferences.

· Annual awards and annual performance appraisals.

· Rapid promotions as per performance.

· Skill enhancement opportunities via SmartFP's development programs.

· Incubation support for start-up ideas.

· Increasing weekly-offs every year.

Work Culture

· 6-day work week.

· Working hours: 9:00 AM – 6:00 PM (login before 9:10 AM mandatory).

· Holidays: As per bank holidays.

· Formal dress code; strong emphasis on punctuality and professionalism.

· Sponsored monthly themed celebrations.

Growth Path

Financial Advisor → Senior Financial Advisor → Assistant Manager → Manager → Area Manager

Hiring Hiring Hiring

Hi folks Greetings for the day

"PERMANENT WORK FROM OFFICE"

Job Opening: Loan Officer (Home Loan - Sales)

Location: Ghansoli ( Navi Mumbai)

Division: Lead Management System / financial advisory

Experience: 13 years (Sales experience preferred)

Qualification: Graduate in any stream OR HSC with minimum 1 year on-paper sales experience

Compensation & Benefits: Salary + Incentives + Annual Bonus + Medical Benefits

Responsibility:

• Prospecting and engaging with leads who have shown interest but are undecided.U
• Delivering high-quality conversations with accuracy, product knowledge, punctuality, and commitment to timelines.
• Handling customer objections professionally.
• Updating CRM/software with detailed notes for smooth handovers.
• Generating customer references and providing market feedback to supervisors.

Skills:

Must be fluent in English and Hindi.

INTERESTED CANDIDATES CAN CONNECT WITH US ON GIVEN NUMBER (CALL OR CHATS)-

HR DIVYA THAKUR

Job Title:
Financial Advisor

Location
: Mumbai, Maharashtra, India

About the Job:

We are seeking candidates who aspire to build a career in the financial advisory industry. We have an opening for an
Investment Specialist (Financial Advisor)
. Our core product offerings are Mutual Funds, FD, Government Bonds, Debentures, etc.

Company Profile:

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 100 members.

To meet our expansion goal, we are in the process of expanding our team of Investment Specialists. Interested candidates may be in touch with the HR team as per the details given below.

Job Description:

The role of an Investment Specialist (Financial Advisor) is to be in touch with investors over the phone and update them about the latest ongoing schemes (which include Mutual Funds, FD, Government Bonds, Debentures, etc.) and help them to make wise investment decisions based on various factors. Business development and acquisition of new investors are the key criteria of the performance matrix. As per need, candidates may have to visit client places 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 (first 6 months)
• Post 6 months: Alternate Saturday off

Note:

1. Applications will only be accepted through the ATS link provided above. Profiles shared through other means will not be considered.

2. Prolegion does not charge any fee from candidates at any stage. If anyone approaches you for money in exchange for this opportunity, treat it as fraud and report it to us immediately.

Responsibilities:

1.Showcase investment products to clients which may be of interest for them or which are on the approved list;

1. Responsible for business growth as well as growth of client base.

Thanks

MoneyHoney

Job Description:

1.Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.).

2.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.

Qualification: Minimum Graduate from any stream. Experience: Fresher's can apply.

Remuneration: As per company norms

Working days: Monday to Saturday (first 6months) Post 6months alternate Saturday off.

Note: Preferred candidates from western line of Mumbai

Job Type: Full-time

Pay: ₹15, ₹30,000.00 per month

Benefits:

• Leave encashment
• Provident Fund

Education:

• Bachelor's (Required)

Experience:

• total work: 1 year (Preferred)

Work Location: In person

TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.

Financial Advisor's required:

Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able to generate leads from open market. For conversion of leads, sales support will be provided. On conversion, average commission will be 25% of the premium, and monthly payout will be provided.

Positives:

• We don't have to prove TATA as a brand. People have trust in us.
• You will sell a product (Term plan / Life Insurance) which is need of the hour.
• Part time or full time.
• You may join us along with your present job also.
• Eligibility - Graduation or P. G.
• Profit margion - 25 - 30%
• Work from Home. You can be anywhere in India.
• No sales Target.
• Sales support will be provided.

Negatives:

• It's not an easy product to sell.
• You should be able to talk to people confidently. It's not an easy skill.

If the above interests you, please share your no. or call us directly @ .

Thanks

Gaurav Verma

CBA

TATA AIA Life Insurance

TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.

Financial Advisor's required:

Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able to generate leads from open market. For conversion of leads, sales support will be provided. On conversion, average commission will be 25% of the premium, and monthly payout will be provided.

Positives:

• We don't have to prove TATA as a brand. People have trust in us.
• You will sell a product (Term plan / Life Insurance) which is need of the hour.
• Part time or full time.
• You may join us along with your present job also.
• Eligibility - Graduation or P. G.
• Profit margion - 25 - 30%
• Work from Home. You can be anywhere in India.
• No sales Target.
• Sales support will be provided.

Negatives:

• It's not an easy product to sell.
• You should be able to talk to people confidently. It's not an easy skill.

If the above interests you, please share your no. or call us directly @ .

Thanks

Gaurav Verma

CBA

TATA AIA Life Insurance