Finance Advisor Fresher Jobs in Bhopal

We are hiring for sales executive position and your role is sell financial products on field

Help customers achieve their financial goals by offering them a range of essential banking products like personal loans, credit cards, and more.Unlimited Earning Potential: Earn commissions based on your performance. The sky's the limit!

Relationship Manager - Invenzee Buildcap Fintech Pvt.Ltd.About Us:Invenzee Buildcap Fintech Pvt. Ltd. is a leading financial services company headquartered inIndore, India. We are a sub-broker of Axis Securities, empowering individuals to take controlof their financial futures by providing access to the stock market through convenient andaffordable demat accounts. We also offer a range of other services including portfoliomanagement services (PMS), mutual funds, and more.About the Role:We are seeking a motivated and results-oriented Relationship Manager to join our growingteam. In this role, you will be responsible for building and nurturing relationships withprospective and existing clients, educating them about investment options, andencouraging them to open demat accounts and actively invest in the stock market.Responsibilities: Develop and implement strategies to acquire new clients through outbound callsand other lead generation activities. Establish rapport and trust with potential clients by understanding their financialgoals and risk tolerance. Effectively explain the benefits of opening a demat account and investing in thestock market. Present various investment options, including equities, mutual funds, and PMS,tailored to client needs. Guide clients through the account opening process and ensure a smoothonboarding experience. Maintain regular communication with clients, providing ongoing support andaddressing their queries. Monitor client accounts and recommend suitable investment strategies for longterm growth. Achieve individual and team targets for new account openings and tradingactivity.Sc fddfd fd fbgriobjgbjgongif gd fd df df fd gf fg gf g gQualifications: Bachelor's degree in Business Administration, Finance, or a related field. Minimum 1-3 years of experience in sales or a client-facing role, preferably within thefinancial services industry. Excellent communication, interpersonal, and presentation skil

Job Openings for 500 sales consultant Jobs for Freshers in Gwalior,Agra,Morena,Bhopal,Indore,Jhansi,Datia,Dabra, Gwalior,Bhind,Malanpur, Gwalior,Chhindwara, having Educational qualification of : Higher Secondary, Secondary School, Diploma, Advanced/Higher Diploma, Professional Degree, Other Bachelor Degree, B.A with Good knowledge in Retail Sales,Corporate Sales,Channel Sales,Direct Sales,Financial Services Sales etc.

Meet with potential clients to discuss their insurance needs and provide them with policy options that meet their requirements.Explain the terms and conditions of various insurance policies, premiums, and coverage limits, to clients and answer any questions they may have.Assess risks and provide underwriting advice to clients, determining the appropriate coverage levels and premiums for their policies.Process insurance claims for clients, which involves gathering information from clients and submitting the necessary paperwork to the insurance companyMaintain accurate records of client policies and claims, as well as any interactions with clients.Keep up-to-date with changes in insurance regulations, products, and industry trends to provide the best possible advice to clients.Develop and maintain relationships with clients, providing ongoing support and advice on insurance-related matters.

This is work from home job and can be done on the phone or field, salary is based on achieving targets time to time, unlimited incentive, salary hike twice in a year on performance, and interested candidates can call or WhatsApp

Key Responsibilities: 1. Acquisition of new clients (Demat / trading a/cs: Equity/Commodity / Currency).2. Selling Investment product like Demat A/c, Mutual Fund, Insurance.3. Holding & participating in events for lead generation activities.4. Maintaining client relationship.5. Providing prompt and quality services to clients and channel partner.6. Remain update about the latest investment products and market trend.7. To guide the client about the suitable investment/trading products as per clients profile.8. To ensure the achievement of Acquisition Targets of HNI clients, Retail clients, Franchisee.9. To ensure the Revenue & Third party products target achievement.