Financial Advisor

Role: Financial Advisor

Experience: 1–3 Years

Key Responsibilities

- Understand clients’ financial goals and requirements.

- Provide guidance on suitable financial products and investment options.

- Explain insurance, mutual funds, savings plans, and other financial products.

- Generate leads through calls, referrals, and client meetings.

- Build and maintain long-term relationships with clients.

- Follow up with prospective clients and existing customers.

- Assist clients with application forms and documentation.

- Maintain accurate client records and financial reports.

- Achieve monthly sales and business development targets.

- Stay updated on financial products, market trends, and industry regulations.

- Ensure compliance with company policies and applicable regulations.





- Coordinate with internal teams to ensure smooth client service.

Required Skills

- Good communication and convincing skills.

- Basic knowledge of financial products and investment options.

- Strong sales and client relationship management skills.

- Analytical and problem-solving abilities.

- Proficiency in MS Office and Excel.

- Good negotiation and presentation skills.

- Attention to detail and time management.

- Relevant financial certification or qualification preferred.

Pay: ₹15,000.00 - ₹20,000.00 per month

Advantages

- Provident Fund

Work Location: In person

📌 Financial Advisor (Nashik)
🏢 Care Plus Facility Private
📍 Nashik