Industry: Financial Services
Job Location: Kollam, Kerala
Experience: Minimum 2 Years
Salary: ₹20,000 – ₹25,000 per month
Job Overview
We are looking for an experienced Financial Consultant with a background in the financial services industry. The candidate should have experience in sales, client coordination, and office administration, with a primary focus on office-based activities.
Key Responsibilities
- Handle daily office operations and financial documentation.
- Identify potential customers and generate business leads.
- Coordinate with clients and explain financial products and services.
- Follow up with prospective and existing customers.
- Support sales activities and achieve assigned business targets.
- Maintain customer records, reports, and sales data.
- Assist in preparing financial proposals and related documentation.
Requirements
- Minimum 2 years of experience in the financial services industry.
- Positive communication and client-handling skills.
- Basic knowledge of financial products and services.
- Proficiency in MS Office and documentation.
- Ability to handle both sales-related and office-based responsibilities.