About the Role We are looking for an enthusiastic and target-oriented Executive – US Financial Advisor to join our team. The candidate will be responsible for generating leads through outbound calls in the US market, understanding customer requirements, pitching suitable financial plans/services, and achieving monthly targets.

Key Responsibilities Generate leads through outbound calls targeting customers in the US territory. Identify potential customers and understand their requirements. Pitch relevant financial plans/services based on customer needs.

Maintain accurate customer and follow-up records in the CRM. Select and update the correct disposition for every customer interaction. Conduct regular follow-ups with prospective customers. Identify process gaps and communicate them to management for improvement.





Maintain proper reference and customer interaction records. Consistently achieve assigned monthly targets and performance goals. Follow company policies, quality standards, and process guidelines.

Candidate Requirements Minimum qualification: 12th Pass . Candidates must be physically available to work from Noida . Comfortable working in US shifts . Valuable verbal and written English communication skills . Good typing speed and basic computer knowledge. Strong convincing, negotiation, and customer-handling skills. Target-oriented with a positive and proactive approach.

📌 US Financial Advisor (Noida)
🏢 Capult Resources Services
📍 Noida