Financial Advisor

Financial Advisor:

-Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
-Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity, etc.-Procuring potential clients through networking, database, market analysis, and references.-Generating cross-sell revenue and doing 360-degree financial planning by wealth management.-Managing and improving relationship values through the latest updates & development in the market.-Liaison with the operations team to resolve queries and revenue generation.-Comply with organizational guidelines and norms.-Identifying, acquiring, developing, and maintaining customer relationships-Maintaining up to date knowledge of competitor activity, products, and services.

**
Desired Competencies for all the position
Excellent communication skillsExcellent objection handling and conflict management skillsExcellent relationship management skillsEfficient selling skills.

candidate can call on the no: 9430342599

Job Type: Full-time

Pay: ₹10,000.00 - ₹15,000.00 per month

Experience:

• total work: 1 year (Preferred)

Work Location: In person

Application Deadline: 25/07/2025