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.
Solid sales and client relationship management skills.
Analytical and problem-solving abilities.
Proficiency in MS Office and Excel.
Valuable 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
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