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Financial Advisor

Job Description:

1. Acquiring client for financial planning.

2. Preparation and execution of financial planning for retail and corporate clients.

3. Organizing financial planning seminars in corporate & cold-calling for lead generation.

4. Providing advisory services into various instruments like insurance(life & non life), MF, PMS, Bond, Equity, Real Estate, Gold(ETF), &FMP.

5. Generating revenue primarily through distribution products.

Desired Profile:

1. CFP/CWM/MBA (Finance/ Marketing) Fresher or min 1 yr exp. in client acquisition & selling of financial product.

2. Good knowledge of financial market

3. Self motivated & proactive

Industry Type:

Banking / Financial Services / Broking


Sales/Business Development

Functional Area:

Sales, Retail, Business Development

Job Location:

Corporate Office (Goregaon)



AVP Sales (Commercial Property)

Job Description:

1. Developing sales & marketing strategies to build consumer preference and driving volumes.

2. Person would be responsible for Direct Sales and Corporate sales of Residential & commercial Properties.

3. Site visit & Client meeting would be part of his job.

4. Handling the commercial project.

5. Attending meeting and business conferences with prospective clients.

6. Maintaining the quality of services of company’s goodwill and getting more booking with the help of effective market research.

7. Handling broker’s and clients queries.

8. Active participation in product launching and expansion of business.

9. Conducting and taking active participation in exhibitions and promotions of our projects.

10. Proper co-ordination with team members and various departments.

11. Controlling of back office staff to update records and financial transactions.

12. Conducting final meeting to change prospect into buyer.


1. Any Graduate with 10yrs experience in commercial property.

2. Should have a good database of prospective clients.

3. Should be well aware about Navi Mumbai area.

4. Proficient in communication.

5. Well groomed individual with good presentation skills.

6. Build client relation and brief them about our projects.

Job Location:

Vashi (Navi Mumbai)

Salary Bracket:

12 lacs. (Can be stretched for right candidate)



Relationship Manager

Job Description:

1. HNI client acquisition & maintaining client relationship.

2. Focus on business development across all products to sustain and achieve growth in relationship value, revenues & improved customer loyalty.

3. Achievement of product-wise targets across all products.

4. Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.

5. Ensuring regular availability of Research material and inputs to the client.

6. Conduct risk profiling of all mapped clients and provide financial solution on their investment needs.

7. Follow sales process and input of daily activity in CRM systems.

8. Regular contact with all mapped clients through weekly / monthly calls.

9. Resolution of queries of all mapped clients within TAT specified.

10. Ensure compliance through regular process checks and self-audit scores.


Min. Graduation required

Job Location:

Pune-Bund Garden Road

Salary Bracket:

15k to 20K