PGP Finance

Job Title: Financial Advisor / Client Servicing Executive Company: PGP Finance Location: Dhanori Pune (Onsite No work from home) Experience: 05 Years (Freshers and Experienced Both Welcome) Employment Type: Full-time About the Role: PGP Finance is looking for dynamic and customer-focused individuals to join our Wealth Management & Insurance Advisory team. This role involves client servicing, telecalling, and portfolio management across insurance and mutual fund products. For fresher trainning will be provided. Key Responsibilities: Interact with clients to understand their financial needs and recommend suitable investment or insurance products (Life, Health, SIPs, Mutual Funds, etc.). Handle incoming and outgoing client calls related to investments, renewals, and service support. Maintain accurate and updated client records using CRM tools or Excel. Coordinate with internal teams for lead management, premium renewals, and service requests. Follow up systematically with clients to ensure satisfaction and retention. Educate customers about financial planning and available investment opportunities. Skills & Requirements: Fluent in Marathi, Hindi, and basic English (mandatory). Strong communication and relationship-building skills. Basic understanding of financial or insurance products preferred. Good knowledge of MS Excel, Google Sheets, or CRM tools. Self-motivated, customer-centric, and result-oriented attitude. Preferred Background: Non Graduate / Graduate / Postgraduate in Commerce, Finance, or Business Administration. Experience in BFSI, Insurance, or Wealth Management domains (for experienced roles). Freshers with strong communication skills and interest in financial services are encouraged to apply. Why Join Us: Opportunity to grow in the financial advisory and wealth management industry. Support for professional certifications and training. Positive work culture and long-term career growth opportunities.