Financial Advisor

Job Type: Full-time
Experience: Freshers / Experienced candidates
Location: Trivandrum

Job Description

We are looking for a motivated and customer-focused Financial Advisor to join our team. The candidate will be responsible for understanding clients’ financial needs, providing suitable financial solutions, and maintaining strong customer relationships.

Key Responsibilities
Identify and understand customers’ financial goals and requirements.
Explain suitable financial products and investment solutions to clients.
Generate leads and develop new client relationships.
Follow up with prospective and existing customers.
Provide professional guidance and excellent customer service.
Achieve assigned sales and business targets.
Maintain proper customer records and documentation.
Stay updated about financial products, market trends, and company policies.





Requirements
Minimum qualification: Plus Two / Degree preferred.
Good communication and interpersonal skills.
Customer-oriented attitude.
Basic knowledge of financial products is an advantage.
Sales or financial services experience is preferred but not mandatory.
Freshers with positive communication skills are welcome.

What We Offer
Attractive salary + performance-based incentives.
Training and career development prospects.
Supportive and professional work environment.
Opportunities for career growth.

Interested candidates can apply with their updated resume.

Perks:
Flexible schedule
Work from home

Work Location: In person

📌 Financial Advisor Ulloor
🏢 Generali Central
📍 Ulloor