Job Link : https://bfsiemloymint.com/job/6a268580f3480eaadd1e5f11
Designation : Financial Advisor – Mutual Fund & Insurance
Key Responsibilities:
- Advise clients on Mutual Fund investments and Insurance solutions.
- Generate leads and acquire new clients.
- Conduct financial need analysis and risk profiling.
- Recommend suitable Mutual Fund schemes and Insurance plans.
- Assist clients with investment, policy issuance, and renewals.
- Build and maintain long-term client relationships.
- Achieve sales and revenue targets.
- Provide portfolio review and investment guidance.
- Ensure KYC and regulatory compliance.
- Coordinate with AMCs, Insurance Companies, and internal teams.
- Cross-sell Mutual Funds, Life Insurance, General Insurance, and other financial products.
- Handle client queries and provide after-sales support.
- Maintain CRM records and prepare sales reports.
Required Skills:
- Knowledge of Mutual Funds and Insurance products.
- Strong communication and sales skills.
- Relationship management and client servicing.
- Basic understanding of financial planning and investment concepts.
Apply Now : https://bfsiemloymint.com/job/6a268580f3480eaadd1e5f11
Pay: ₹10,000.00 - ₹15,000.00 per month
Work Location: In person
