Finance Advisor 12th Pass Jobs in Hyderabad

We are looking for a motivated Financial Advisor to join our team in Hyderabad. This is a part-time position that allows you to work from the comfort of your home. No previous experience is required, making it a great opportunity for those just starting their careers.**Key Responsibilities:**- **Client Consultations:** You will communicate with clients to understand their financial goals and needs, helping them make informed decisions.- **Financial Analysis:** Evaluate client financial statuses to provide tailored advice and identify potential investment opportunities.- **Portfolio Management:** Assist clients in managing their investment portfolios, ensuring they align with their risk tolerance and financial aspirations.- **Market Research:** Stay updated with market trends and financial news to provide accurate and timely advice to clients.- **Documentation:** Prepare and maintain records of client interactions and financial plans for future reference.**Required Skills and Expectations:**You should have strong communication skills to effectively interact with clients. Basic understanding of financial concepts is preferred but not mandatory, as training will be provided. A high level of organization is important, as you will need to manage multiple client accounts efficiently. Honesty and integrity are crucial, as clients need to trust you with their financial information. A willingness to learn and adapt in a fast-paced environment will serve you well in this role. Proficiency in using computers and basic software is also beneficial.

Finance advisor Note : once selected need to pay 850/- for IRDA exam Cv / Resume Printout Documents Soft copay : Aadhar Pan card10th certificate Passport size photoBank passbook/cancelled cheque Marriage date Blood groupEmail id Contact numbers (2)Nominee aadhar card

Provide excellent customer support while adhering to company policy. Make daily outbound calls on the given data at least 80-100 per day and reach out to potential customers. Have a conversion of 3-5 per day. Do not violate company policy or provide any incorrect or misleading information to customers and clients. Do not spread false commitments to customers. Conduct your work in accordance with company policy. Maintain records efficiently and provide a proper reporting to your senior officer on a day-to-day basis

The insurance agent helps in promoting and selling of insurance products and services to its customers.Giving sound financial advisory services and customer support to the clientsNeeds to deal with not only individuals but their families and corporate businesses too.Needs to have good relationship including good rapport with his/her existing and prospective clients

We are a Financial Tech company, currently hiring for a Customer Relationship Manager role. Should be experienced in Personal Loans and Home loans processing.