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For Employers

Financial Advisor (Sales)

Stellar Fortune Financial Services Private Limited

5 - 10 years

|

6 - 10 Lacs

Posted:3 hours ago| Platform:

Apply

Skills Required

selling to customer needs communication skills fluent english financial products sales telephone skills financial sales investment advisory financial advisory interpersonal skills

Work Mode

Hybrid

Job Type

Full Time

Job Description

Roles and Responsibilities

Provide financial advisory services to clients, focusing on their specific needs and goals.
Develop and maintain strong relationships with existing clients through regular communication and follow-ups.
Identify new business opportunities by networking, attending industry events, and leveraging referrals.
Conduct market research to stay up-to-date on trends and developments in the financial sector.
Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.

Desired Candidate Profile

5-10 years of experience in financial products sales or related field.
Strong understanding of financial markets, investments, insurance products, mutual funds, pension plans, retirement planning, stock broking/trading etc. .
Excellent communication skills for effective interaction with clients over phone calls.
Ability to work independently with minimal supervision while meeting targets set by management.

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Stellar Fortune Financial Services Private Limited

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