Company: Wiseway Financial Services Pvt. Ltd.
Location: Nadakkavu, Kozhikode

Job Type: Full-time

About Us

Wiseway Financial Services Pvt. Ltd. is a trusted financial services company committed to helping individuals and families achieve financial security. We specialize in financial planning through Mutual Funds, Health Insurance, and Term Insurance solutions.

Job Summary

Key Responsibilities
- Understand clients' financial goals and provide suitable financial planning solutions.
- Advise customers on Mutual Fund investments, Health Insurance, and Term Insurance.
- Generate new leads through referrals, networking, and field activities.
- Build and maintain long-term customer relationships.
- Meet monthly sales targets and maintain accurate client records.
- Follow up with prospects and convert them into customers.





Requirements:
- Bachelor's degree preferred.
- Good communication and interpersonal skills.
- Passion for sales and customer service.
- Basic knowledge of financial products is an added advantage.
- Willingness to meet clients and travel locally when required.

Salary & Benefits
- Salary: ₹15,000 - ₹30,000 per month (Based on experience)
- Attractive Performance Incentives
- Monthly Bonus on Target Achievement
- Skilled Training & Career Development
- Growth Opportunities within the Organization

Pay: ₹13,000.00 - ₹40,000.00 per month

Work Location: In person

📌 Financial Advisor (Kozhikode)
🏢 Wiseway Financial Services
📍 Kozhikode