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Financial Advisory Executive - Perungudi, Chennai

0 - 5 years

1 - 4 Lacs

Chennai

Posted:3 weeks ago| Platform: Naukri logo

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Skills Required

finance commerce

Work Mode

Work from Office

Job Type

Full Time

Job Description

Interested candidates can share your resume on WhatsApp +917200629368 or Email your profile @ veena.k@prometoconsulting.com A Leading Financial Advisory Firm (Indian & Overseas) in Chennai is looking for a Financial Advisory Executive Exceptional English Speaking Skills is Mandatory & Bi-Lingual (Kannda or Telugu) Candidates are Preferred Position: Financial Advisory Executive Location: Perungudi, Chennai Experience: Freshers or Candidates with up to 2 Years of Experience in Financial Advisory, Customer Service, or Related Fields Education: Any Graduate (B.Com, BBA, MBA Finance Preferred but not Mandatory) Salary: Upto 35,000 for freshers Key Responsibilities: Handle Inbound Calls: Answer client queries related to mutual funds, insurance, investments, financial planning, and market trends. Provide Financial Guidance: Analyze the clients needs and provide appropriate financial advice, helping them make informed decisions. Explain Financial Concepts: Break down complex financial terms and products into easyto-understand language. Stay Updated on Market Trends: Keep up with the latest financial products, investment opportunities, and regulations. Ensure Client Satisfaction: Build trust with clients by giving genuine, product-neutral advice that prioritizes their financial well-being. Maintain Call Records: Document client interactions and maintain records of queries and solutions provided. -- Thanks & Regards, Veena Prometo Consulting Pvt Ltd M : +91 72006 29368 E: veena.k@prometoconsulting.com L: https://www.linkedin.com/in/veena-k-6a9b5331a/ W: https://www.prometoconsulting.com/

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Prometo Consulting
Prometo Consulting
www.prometoconsulting.com

Consulting

New York

50 Employees

13 Jobs

    Key People

  • Jane Doe

    CEO

  • John Smith

    CFO

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