Financial Advisor

Location: Pune

Experience: 14 Years | Financial Services / Insurance / Mutual Funds

We are looking for a Financial Advisor who can build solid client relationships and help customers make informed financial decisions.

Key Responsibilities

- Generate leads and acquire new clients for Insurance and Mutual Fund products
- Understand customer financial goals and recommend suitable products
- Handle insurance sales and mutual fund sales
- Build and maintain long-term client relationships
- Achieve monthly sales and revenue targets
- Follow up with prospects and convert leads into customers
- Maintain accurate client and sales records
- Provide ongoing support and service to existing clients

Requirements

- Experience in Insurance / Mutual Fund / Financial Product Sales
- Strong communication, convincing and relationship-building skills
- Target-oriented and self-motivated approach
- NISM Certification preferred
- Knowledge of mutual funds, insurance and basic financial planning will be an advantage
- Graduate preferred

Ideal Candidate: Someone who enjoys meeting people, understands financial products, and has a passion for helping clients achieve their financial goals while driving business growth.

📌 Financial Advisor (Pune)
🏢 PGP Finance
📍 Pune