Job responsibilities

- Make outbound calls and mails to prospective customers.
- Work to daily / weekly targets, to achieve required.
- Responsible for selling financial planning service and create revenue.
- Explaining and promoting financial planning to prospective clients.
- Assisting with marketing activities.
- To handle the client complaints of their queries regarding the services and take their feedback about the services.
- Maintaining and updating customer database.
- Provide financial planning support to client.
- Assist client in the gathering of financial information.
- Explaining Financial Plan report to the clients.

Job Requirements:

- Candidate should be from BFSI (experienced in any one sector broking, banking, MF, Insurance) preferably with experience in selling Insurance, Mutual Funds etc.

Skill Set Required:

- Confident and friendly telephone manner.
- Excellent time management skills.
- Able to prioritize and execute tasks in a high-pressure environment.




- Self-motivated attitude.
- Excellent verbal and written communication skills in Malayalam, English and Hindi.
- PC skills using MS Office/Open Office.
- Strong communication, negotiation and presentation skills.
- Accuracy, attention to detail and the ability to explain complex information clearly and simply.
- A good team player with positive attitude.
- Solid analytical and Problem-solving skills.

Education: Graduate- B. Com, BBA, PG-M.COM, MBA in Finance-Any Qualification.

Experience: 2-4 years’ work experience in Financial Sector.

Language: English, Hindi & Malayalam .

Remuneration: As per Industry standards.

Location : Cochin, Kerala

Send your latest resume with photograph to [email protected] Or, know someone who would be a perfect fit? Let them know!

📌 Financial-Advisor (India)
🏢 Progno
📍 India