Financial Advisor

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