Job Role Financial Advisor

- Understand customers' financial needs and recommend suitable financial products.
- Promote and sell various financial and investment products, including:
- Mutual Funds.
- Health Insurance.
- Term Insurance.
- ULIP Plans.
- Endowment Plans.
- Build and maintain strong, long-term customer relationships.
- Generate leads through referrals, networking, and field activities.
- Conduct financial planning discussions with prospective and existing customers.
- Understand customer requirements and provide appropriate financial solutions.
- Assist customers with documentation, onboarding, and application processes.
- Follow up with customers and ensure timely completion of required formalities.
- Achieve monthly sales targets while maintaining excellent customer service.
- Maintain accurate records of leads, customer interactions, and sales activities.

Eligibility

- Education: Any Graduate / Diploma.
- 12th Pass: Candidates with 12th qualification can also apply.




- Freshers: Freshers are welcome to apply.
- Experience in Banking, Insurance, Mutual Funds, NBFC, or Financial Services is preferred.
- Valuable communication and interpersonal skills.
- Strong customer-handling and relationship-building abilities.
- Passion for sales and financial products.
- Target-oriented and self-motivated approach.

Salary & Benefits

- Fixed Salary: Up to ₹20,000 per month.
- Average Monthly Incentive: ₹30,000 and above based on performance.
- Top performers can earn higher incentives.
- Comprehensive training and mentorship.
- Fast career growth opportunities.
- Friendly and supportive work environment.
- Performance recognition and rewards.

Job Details

- Work Location: T. Nagar, Chennai, Tamil Nadu.
- Landmark: BBC Plaza & Reliance Digital.
- Job Type: Full-Time.

📌 Financial Advisor (Chennai)
🏢 JobTrade
📍 Chennai