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 robust 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 solid negotiation skills.
Preferred SkillsCustomer relationship management
Sales and business development
Financial planning
Communication and presentation skills
Time management
BenefitsFixed salary with attractive performance incentives.
Growth opportunities opportunities.
Training and professional development.
Supportive work setting.
Employee benefits as per company policy.