Financial Advisor

Job Title : Financial Advisor (Rtd. bank employee)

Location: Kannur, Kerala

We are seeking a seasoned finance professional for the role of "Finance Advisor" to guide students and families exploring Study Abroad and MBBS Abroad opportunities. The role involves identifying financially capable students, assessing their funding readiness, and providing expert advice on education financing options including bank loans, scholarships, and installment-based payment plans.

You will work closely with our admissions and counselling teams to ensure families make informed and confident financial decisions toward pursuing global education.

Key Responsibilities:

• Identify and qualify financially capable students and families interested in MBBS Abroad or Study Abroad programs.
• Conduct financial profiling and provide personalized advice on available funding solutions.
• Educate families on education loans, payment structures, sponsorships, and financial documentation.
• Coordinate with banks, loan providers, and financial institutions to assist students with loan applications and approvals.
• Maintain accurate records of all consultations, leads, and follow-ups.
• Participate in student counselling sessions, seminars, and financial guidance workshops as needed.
• Visit students’ homes ( if required )for financial assessment or advisory sessions.
• Collaborate with the admissions and marketing teams to align financial guidance with the company’s overall student recruitment goals.

Qualifications & Requirements:

Bachelor’s degree in Finance, Commerce, Business Administration, or a related field.

Proven experience in financial advisory, banking, Insurance or loan services preferred.

Strong communication and interpersonal skills with the ability to build trust and rapport with families.

Sound understanding of education financing, banking processes, and study abroad procedures (not mandatory)

Willingness to travel occasionally for student or family visits.

Proficiency in MS Office (Excel, Word, PowerPoint) and CRM tools.

Key Competencies:

• Financial analysis and advisory skills
• Relationship management and client service orientation
• Attention to detail and documentation accuracy
• Ethical and transparent approach to financial guidance
• Goal-oriented mindset with a consultative approach

What We Offer:

• Competitive salary and performance-based incentives
• Training and continuous professional development
• Exposure to international education and financing networks
• Supportive and growth-oriented work environment

On-site

Speak with Employer :hr@ceecointl.com/9633066701

Job Types: Full-time, Permanent

Benefits:

• Cell phone reimbursement
• Paid sick time

Work Location: In person