Financial Advisory Executive

About the Role: We are looking for a fresh, energetic, and well-spoken individual with excellent communication skills to join our financial advisory team. This is a purely advisory role where you will handle inbound calls from clients who have financial doubts and need expert guidance. No cold calling or sales targets – your primary responsibility is to provide accurate, unbiased financial advice to clients in a simple and easy-to-understand manner. Key Responsibilities: Handle Inbound Calls: Answer client queries related to mutual funds, insurance, investments, financial planning, and market trends. Provide Financial Guidance: Analyze the client’s needs and provide appropriate financial advice, helping them make informed decisions. Explain Financial Concepts: Break down complex financial terms and products into easy-to-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. Desired Candidate Profile: Excellent Communication Skills: Clear and concise verbal communication. Active listening and the ability to understand customer needs. Polite and professional phone etiquette. Ability to explain complex information in a simple way. Customer Service Orientation: Patient and empathetic demeanor. Ability to handle difficult customers and resolve issues effectively. A genuine desire to help and provide solutions. Problem-Solving Skills: Ability to analyze situations and identify solutions. Resourcefulness and the ability to find information quickly. Ability to think critically and make sound decisions. Stress Tolerance: Ability to remain calm under pressure. Ability to handle a high volume of calls and maintain composure. Time Management and Organization: Ability to prioritize tasks and manage time effectively. Ability to keep accurate records and documentation. Adaptability. Technical Skills: Computer Literacy: Proficiency in using CRM software, call center software, and other relevant applications. Ability to navigate computer systems and databases efficiently. Typing Skills: Accurate and efficient typing for data entry and note-taking. Familiarity with Financial Tools: Depending on the call center, familiarity with basic financial calculators, and online banking platforms. Additional Desirable Qualities: Multilingualism: Ability to communicate in multiple languages is a significant advantage in diverse markets like India. Previous Call Center Experience: Prior experience in a call center environment is highly valued. Preferred Qualifications: Education: Any graduate (B.Com, BBA, MBA Finance preferred but not mandatory). Certifications: CFP/CA/RIA(preferred but not compulsory; can be completed after joining). Experience: Freshers or candidates with up to 2 years of experience in financial advisory, customer service, or related fields. Show more Show less