Job Description
– Financial Consultant 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.
- Valuable 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. Pay: ₹20,000.00
- ₹25,000.00 per month Work

Location:
In person

📌 Financial Consultant (Kollam)
🏢 VISIONPOINT HR SERVICES
📍 Kollam