Financial Advisor

We are looking for an enthusiastic "Onboarding Officer/Financial Advisor" to counsel potential investors over the phone and generate sales for the organization by selling various advisory services

Responsibilities:

Make 150-200 calls daily, achieving a minimum of 5 hours of talk time.

Sell equity-based products on calls, managing the process from lead generation to closure. Counsel interested customers, suggesting investment plans tailored to their financial goals. Convert interested leads into clients through proactive follow-ups and effective counseling.

Candidate Requirements

Communication Skills: Strong communication and people skills are essential. The ideal candidate should exhibit a professional but approachable demeanor.

• Language Proficiency: Fluent in English and Hindi mandatory

• Preferred languages: Tamil, Kannada or Malayalam.

• Experience:

• 1-2 years of BPO sales experience mandatory (outbound, target-based).

• Share market experience and knowledge will be an added advantage.

• Candidate's previous experience should be in hardcore sales. No credit card / Insurance/Dmat / Bank account opening / any CSR experience.

• Education: Minimum Graduation.

• Age Limit: Up to 35 years.

• Gender: Male/Female

• Location Preference: Central Line - Dadar to Badlapur (Exclude Mumbra); Harbour Line - Airoli to Panvel