Financial Advisor

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

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 valuable communication skills are welcome.

What We Offer

- Attractive salary + performance-based incentives.
- Training and career development opportunities.
- Supportive and professional work environment.
- Opportunities for career growth.

Interested candidates can apply with their updated resume.

Benefits:

- Flexible schedule
- Work from home

Work Location: In person

📌 Financial Advisor (Ulloor)
🏢 Generali Central
📍 Ulloor