We are seeking a dynamic and experienced Financial Adviser with expertise in SIP mutual funds, insurance, and loans. The ideal candidate should have prior experience working in a banking environment and exposure to stock markets.
Key Responsibilities:
- Provide financial planning and investment advice to clients based on their financial goals.
- Provide comprehensive financial advice on wealth management, mutual funds, and insurance (health & general).
- Evaluate clients' financial needs and goals to recommend appropriate investment and insurance products.
- Recommend and sell SIP mutual funds, insurance policies, and loan products.
- Analyze market trends, stocks, and mutual funds to suggest suitable investment opportunities.
- Assist clients with loan processing and provide guidance on eligibility and documentation.
- Build and maintain strong relationships with clients to ensure long-term financial success.
- Stay updated on financial regulations, investment products, and market developments.
- Maintain compliance with regulatory requirements and company policies.
Qualifications & Skills:
- Bachelor’s degree in Finance, Business, or a related field.
- Prior experience working for financial institutions.
- Knowledge of mutual funds, SIPs, insurance, loans, and stock markets.
- Strong analytical and problem-solving skills.
- Excellent communication and client relationship management skills.
- Certification in mutual funds, insurance, or financial planning (preferred)
Job Types: Full-time, Permanent
Pay: ₹11,724.37 - ₹51,551.78 per month
Benefits:
- Cell phone reimbursement
- Internet reimbursement
Schedule:
- Day shift
- UK shift
Experience:
- total work: 2 years (Preferred)
Work Location: In person
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