Job description :-
We are looking for confident and result-oriented Financial Advisors to connect with prospective clients, understand their financial goals, and guide them toward suitable wealth creation and investment solutions.
Key Responsibilities : -
- Engage with potential customers and build professional relationships.
- Understand clients' financial objectives, risk appetites, and investment preferences.
- Educate clients about long-term wealth creation opportunities and investment planning.
- Conduct follow-ups with interested prospects and maintain regular communication.
- Assist clients throughout the onboarding and documentation processes.
- Maintain accurate records of client interactions and sales activities.
- Strong technical knowledge of consumer banking products, including AIF, mutual funds, Life insurance, SIPs, equities, and foreign exchange.
Required Qualifications -
- Bachelor's degree in any discipline.
- Master's is an add on advantage.
(Prior 1-2 Years of experience in insurance, financial services, or sales is an advantage.)
Working location : DLF Cybercity, Patia, Bhubaneswar
Contact No : Nine Zero Four Zero Zero Zero Five Nine Six Zero
Eligible candidates send your cv through whatsapp( Nine Zero Four Zero Zero Zero Five Nine Six Zero ) also.
Pay: ₹15,000.00 - ₹20,000.00 per month
Work Location: In person
