Financial Advisor

Job Description

JOB PROFILE: FINANCIAL ADVISOR FUNCTION: Outbound Sales REPORTS TO: Team Leader OVERVIEW Wishfin is India’s premier fintech company. It provides its users with an actionable plan to make the right financial decision to fulfill their wishes. Its offerings span a broad range of product genres such as Loans, Investment, credit, and Savings. Wishfin is looking for highly enthusiastic and passionate candidates for Assistant Relationship Officer’s role. It will be a rocket Fuel opportunity for those who want to give a good start their career. Job Responsibilities: ⚫ FA should be responsible for driving sales by developing communications with the validated customers who have applied on Wishfin.com. ⚫ Candidate should be comfortable with sales profile with Finance/Marketing background ⚫ Should provide the product knowledge to customers and resolving their queries over calls and mails. ⚫ Should become link in between networked financial institutions and customers and help customers in getting their queries resolved on time by them. ⚫ Able to communicate with customers of diverse background, should understand their needs and help customers by resolving their issues and coordinate with banks and nbfc's to provide customers with best of their services. Desired Candidate should: ⚫ Fresher with excellent communication skills. ⚫ Qualification required – Any Graduate ⚫ Passionate enough to drive the sales (Outbound sales) ⚫ Possess excellent communication skills- Written and Verbal. ⚫ Can interact with the customers of diverse backgrounds and possess relationship building Skills. ⚫ Good Knowledge of Microsoft excel and internet. ⚫ Can comfortably interact with the customers on call and mails. ⚫ Can adhere to the quality parameters. ⚫ Track customer feedback for continuous improvement and converting them into action plans. ⚫ People from Banking/Finance domain will get an added advantage Show more Show less