We are seeking a dynamic and experienced Financial Adviser with expertise in SIP mutual funds insurance and loans The ideal candidate should have prior experience working in a banking environment and exposure to stock markets Key Responsibilities Provide financial planning and investment advice to clients based on their financial goals Provide comprehensive financial advice on wealth management mutual funds and insurance health general Evaluate clients financial needs and goals to recommend appropriate investment and insurance products Recommend and sell SIP mutual funds insurance policies and loan products Analyze market trends stocks and mutual funds to suggest suitable investment opportunities Assist clients with loan processing and provide guidance on eligibility and documentation Build and maintain robust relationships with clients to ensure long-term financial success Stay updated on financial regulations investment products and market developments Maintain compliance with regulatory requirements and company policies Qualifications Skills Bachelor s degree in Finance Business or a related field Prior experience working for financial institutions Knowledge of mutual funds SIPs insurance loans and stock markets Strong analytical and problem-solving skills Excellent communication and client relationship management skills Certification in mutual funds insurance or financial planning preferred Job Types Full-time Permanent Pay 11 724 37 - 51 551 78 per month Benefits Cell phone reimbursement Internet reimbursement Schedule Day shift UK shift Experience total work 2 years Preferred Work Location In person

📌 Financial Advisor (Kerala)
🏢 360Medicare
📍 Kerala