The application process at Surabhi is very simple and straight forward. If you have directly landed on the page, first feel free to learn more about us and positions available.

A member of our talent acquisition team will review your submission and it your experience and skills aligns, we will reach out to you and schedule a call to have a conversation.

Financial Advisor

Job Location – Mumbai Western Suburb : Kandivali (E)

What are we looking for / Job Description

We are looking for Financial Advisors to join our team. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm, or having a degree/diploma from NISM, CFP, CFA etc or have done professional courses in finance then you will love this position.

Key Responsibilities

- Understand Clients’ financial needs
- Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
- Give advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goals
- Prepare Financial plans for clients and present them




- Meeting Business Targets and Client Retention goals.
- Answer clients’ questions, address concerns and resolve them as per SLAs
- Regularly review clients’ portfolio and have continuous engagement
- Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients
- Continuous communication with clients’ to stay up to date with their financial status
- Building and maintaining your client base.

Qualifications required

- Bachelor’s degree in business, finance or related field.
- Knowledge of Financial & Securities market and Insurance
- 2-3 years of experience as a Financial Advisor / Client Relationship manager or similar role
- Certification Financial Domain like CFP, CFA, NISM certification will be added advantage
- Proficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etc
- Critical thinker and problem-solving skills
- Good time-management skills
- Outstanding interpersonal and communication skills, written and spoken English is must.
- Team player

📌 Financial Advisor (India)
🏢 Surabhi Financial Services
📍 India