Apex Insights

Goregaon East,Mumbai

Job Role: Financial AdvisorKey Responsibilities:Advise clients on financial planning, investments, and insurance products.Understand client requirements and recommend suitable financial plans (like Mutual Funds, SIPs, Health/Life Insurance, etc.).Build and maintain strong, long-term relationships with clients.Meet monthly business and revenue targets.Requirements:Minimum Education: 12th Pass or Graduate.Excellent communication and convincing skills.Basic knowledge of financial products and the market.