As a Financial Advisor, you will be responsible for guiding clients in making informed investment decisions. The role is based in Dewas and requires you to work from the office full time.

Key Responsibilities:

- Client Engagement: Establish and maintain strong relationships with clients, understanding their financial goals and needs.

- Investment Advisory: Provide clients with personalized investment strategies tailored to their financial circumstances and objectives.

- Telecalling: Conduct outbound telecalling to reach potential clients, presenting investment opportunities and company services.

- Market Analysis: Stay updated on share market trends and financial products to offer informed advice and solutions to clients.

- Documentation: Assist clients with the necessary paperwork required for investment accounts, ensuring compliance with regulations.

Required Skills and Expectations:

- A minimum of 1 year and a maximum of 7 years of relevant experience, specifically in telecalling and share market operations.

- Strong communication skills, both verbal and written,



to effectively convey financial information and advice to clients.

- Ability to analyze market trends and financial products, providing insight and recommendations to clients.

- Proficiency in relationship management to build trust and retain clients.

- A graduate degree is not required; candidates with a minimum educational qualification of 12th pass are welcome.

- This position is open only to female candidates, aligning with the company's diversity values.

This role emphasizes a proactive approach to client service and financial insights, aimed at achieving client satisfaction and business growth.

- Experience

1 - 7 Years

- No. of Openings

20

- Education

12th Pass

- Role

Financial Advisor

- Industry Type

Broking

- Gender

Female

- Min Age

18 Yrs.

- Job Country

India

- Type of Job

Full Time

- Work Location Type

Work from Office

- Advantages include

Flexible Working Hours, Annual Bonus, Internet Allowance, Laptop

- Face Interview Location

2TH FLOOR RMO HOUSE ABOVE HP GAS AGENCY DEWAS

📌 Financial Advisor (1-7 Years) - Only Females (Dewas)
🏢 PL Capital
📍 Dewas