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Full job description
We are looking for confident and result-oriented Financial Advisors to connect with prospective clients, understand their financial goals, and guide them toward suitable wealth creation and investment solutions.
Key Responsibilities
- Engage with potential customers and build professional relationships.
- Understand clients’ financial objectives, risk appetites, and investment preferences.
- Educate clients about long-term wealth creation opportunities and investment planning.
- Recommend suitable financial products, including ULIPs and Mutual Fund SIPs.
- Conduct follow-ups with interested prospects and maintain regular communication.
- Assist clients throughout the onboarding and documentation processes.
- Maintain accurate records of client interactions and sales activities.
- Consistently work toward achieving individual and team targets.
Pay: ₹13,652.12 – ₹62,502.17 per month
Benefits:
- Work from home
Work Location: Remote