Job Description – Financial Counsellor

Position: Financial Counsellor
Location: Panvel
Experience: 4+ Years
Starting Salary: ₹25,000 per month
Employment Type: Full-Time

Job Summary

We are looking for an experienced and customer-oriented Financial Counsellor to join our team in Panvel. The candidate will be responsible for counselling clients regarding financial services, explaining payment options, providing financial guidance, and maintaining strong client relationships.

Key Responsibilities

- Counsel clients regarding available financial products and services.
- Understand clients' financial requirements and suggest suitable solutions.
- Explain payment plans, fees, and financial options.
- Assist clients with financial documentation and application procedures.
- Handle customer enquiries and resolve financial-related queries.
- Follow up with prospective and existing clients.
- Maintain accurate financial records and customer databases.
- Coordinate with internal departments for smooth processing.
- Achieve assigned counselling and business targets.




- Prepare daily reports and maintain proper documentation.

Requirements

- Graduate/Postgraduate in Finance, Commerce, Business Administration, or a related field.
- Minimum 4+ years of experience in financial counselling, banking, finance, or customer relationship management.
- Good knowledge of financial products and services.
- Excellent communication and convincing skills.
- Strong interpersonal and problem-solving abilities.
- Basic computer knowledge (MS Office and Excel).
- Ability to handle clients professionally and work independently.

Key Skills

- Financial Counselling
- Client Relationship Management
- Financial Documentation
- Customer Handling
- Communication & Negotiation
- Problem Solving
- MS Office & Excel
- Target Achievement

Salary & Benefits

- Starting Salary: ₹25,000 per month
- Skilled and supportive work environment.
- Career growth opportunities.
- Performance-based incentives, if applicable.

Pay: From ₹25,000.00 per month

Work Location: In person

📌 Financial Counsellor (Panvel)
🏢 IVF Centre
📍 Panvel