Job Description: Financial Advisor

Job Title: Financial Advisor

Location: 19-H, 1st Main Road, Bengaluru

Salary: ₹16,000 – ₹35,000 per month (based on experience and performance)

Industry: Banking / Insurance / Financial Services

Department: Trading, Asset & Wealth Management

Job SummaryWe are looking for a motivated and customer-focused Financial Advisor to help clients achieve their financial goals. The ideal candidate will assess clients' financial needs, recommend suitable financial products, build long-term relationships, and provide ongoing financial guidance.

- Key ResponsibilitiesUnderstand clients' financial goals and investment requirements.
- Recommend suitable investment, insurance, and wealth management products.
- Generate leads and acquire new customers through various channels.
- Build and maintain strong client relationships.
- Conduct financial planning and portfolio reviews.
- Achieve monthly sales and business targets.




- Ensure compliance with company policies and regulatory guidelines.
- Keep clients informed about market trends and financial opportunities.
- EligibilityBachelor's degree in any discipline.
- Freshers and experienced candidates are welcome to apply.
- Good communication and interpersonal skills.
- Basic knowledge of financial products and investment concepts is preferred.
- Sales-oriented mindset with strong negotiation skills.
- Preferred SkillsCustomer relationship management
- Sales and business development
- Financial planning
- Communication and presentation skills
- Time management
- BenefitsFixed salary with attractive performance incentives.
- Career growth opportunities.
- Training and professional development.
- Supportive work environment.
- Employee advantages as per company policy.

Work Location: Bengaluru

Employment Type: Full-time

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