Finance Advisor || Freshers & Experienced

Identify and understand clients' financial needs and goals.

Recommend suitable life insurance and financial planning solutions.

Generate new leads through networking, referrals, and prospecting.

Meet clients to conduct need analysis and present appropriate financial products.

Build and maintain long-term relationships with clients.

Assist clients with documentation and policy processing.

Provide after-sales service, policy reviews, and renewal support.

Achieve assigned sales targets while following company policies and regulatory guidelines.

Keep clients informed about products and help them make informed financial decisions.

• Experience

  0 - 6 Years

• No. of Openings

  50

• Education

  10th Pass

• Role

  Financial Advisor

• Industry Type

  Banking

• Gender

  [ Male / Female ]

• Age Limit

  18 - 40 Yrs.

• Job Country

  India

• Type of Job

  Part Time

• Work Location Type

  Work from Home

• Face Interview Location

  20a, parkstreet