Relationship Advisor Jobs

We are looking for a motivated and friendly Financial Advisor to join our team in Barrackpore. This is a full-time position suitable for freshers who are eager to learn about the financial industry. You will work from the office and help clients manage their finances effectively.**Key Responsibilities:**- **Client Consultation:** Meet with clients to understand their financial goals and needs. This helps you provide personalized advice that meets their specific situations.- **Financial Planning:** Assist clients in creating financial plans that include budgeting, saving, and investing. Good planning ensures clients can achieve their long-term financial dreams.- **Product Knowledge:** Learn about different financial products like insurance, mutual funds, and investment plans. This knowledge allows you to recommend options that best fit your clients' needs.- **Relationship Building:** Build strong relationships with clients by maintaining regular communication. Trust is crucial in the financial sector, and good relationships lead to satisfied clients.- **Market Research:** Stay updated on market trends and economic conditions. This information helps you give clients the best advice based on current financial situations.**Required Skills and Expectations:**Candidates must have at least a 10th-grade education and should possess strong communication and interpersonal skills. A positive attitude, eagerness to learn, and the ability to handle client inquiries are essential. Attention to detail and a basic understanding of math will help you succeed in this role.

We are looking for dynamic and customer-focused Service Advisors to join our team in Patna. The candidate will be responsible for handling customer queries, coordinating service requirements, and ensuring a smooth customer experience.

We are hiring an Equity Manager for our financial advisory firm. The role involves analysing equity markets, providing technical and fundamental research, generating trading and investment recommendations, and managing client portfolios. The candidate will monitor market trends, prepare research reports, guide the advisory team, and ensure effective risk management for clients. The ideal candidate should have strong knowledge of the stock market, analytical skills, and experience in equity research and trading. Relevant experience in financial advisory or investment research and certifications such as NISM will be an added advantage.

Skilled service advisor who can independently handle customers, open job cards, give repair estimate, should know to drive cars and have a valid license for a multi brand car workshop

Manage & grow 25L+ Super HNI portfolios. Advise on Equity, Derivatives, Currency & Commodity markets. Drive revenue & cross-sell MF, PMS & Insurance. Acquire & retain Chennai-based HNI clients. NISM/IRDA certifications .Existing Chennai HNI portfolio (mandatory)

A Service Advisor acts as the primary liaison between automotive customers and service technicians, managing the repair process from intake to vehicle delivery. Key responsibilities include greeting customers, diagnosing vehicle issues, creating detailed repair orders, estimating costs, coordinating with technicians, and ensuring high customer satisfaction to build loyalt,Customer Intake: Greet customers, listen to service needs/concerns, and conduct vehicle walk-arounds.Service Advising: Advise customers on necessary maintenance and repairs based on manufacturer specifications and vehicle history.Documentation: Create accurate, detailed repair orders (job cards) and provide transparent cost and time estimates.Communication: Act as the liaison between the customer and technicians, updating customers on service progress and unexpected issues.Administrative Tasks: Manage scheduling, order parts, handle warranty claims, and process payments.Quality Control: Ensure repairs are completed correctly, on time, and follow up with customers after service to ensure satisfaction.

Key ResponsibilitiesCustomer Interaction: Greeting customers and conducting an initial inspection of the product (e.g., checking a car for dents or an electronic device for physical damage).Job Card Creation: Writing clear and accurate Service Orders or Job Cards so technicians know exactly what to fix.Cost Estimation: Calculating the cost of parts and labor and getting the customer-s approval before starting the work.Technical Translation: Explaining complex technical problems to customers in simple, non-technical language.Status Updates: Keeping the customer informed about the progress of their repair via phone or email.Upselling: Suggesting additional necessary maintenance or accessories (e.g., While we are fixing the PCB, would you like to upgrade the housing for better heat dissipation?).Final Handover: Explaining the final invoice to the customer and ensuring they are satisfied with the work done. Required SkillsCommunication: Strong verbal skills to handle both happy and frustrated customers.Technical Literacy: You don't need to be a technician, but you must understand how the product works (e.g., understanding PCB components or engine parts).Sales Ability: A good Service Advisor knows how to recommend services that add value to the customer and revenue to the company.Organization: Managing multiple customers and repair orders simultaneously without getting confused.

We are looking for motivated and result-oriented Loan Advisors to assist students/clients in securing education loans. This is a commission-only role with high earning potential. The advisor will work on leads provided by us as well as leads generated independently.

Openings for Voice and Semi Voice ProcessLevel: CRE / Senior CRE L1 / L2Education QualificationMinimum 2nd PUC / 10+2 and aboveWork experienceFresher / ExperienceJob DescriptionGood communication skillsCandidate should have experience in end to end sales till closer.Preferred cold calling sales experience.Outbound and inbound processCalling on shared data bases by client.Patch customer with partner manager of the ClientShould be able to manage the orders by interacting with customersSalary Range15000 to 30000 Per month + IncentivesShift TimingDay Shift (8:00 to 9:00 any 9 hours)Interview timing9:30 AM to 4:30 PMContact Number: 8147608770 / 8310707317

JOB DESCRIPTION:Customer Advisor - Dr.Agarwal's HospitalPay: 15,000.00 - 19,000.00 per monthLocation: Nungambakkam, Chennai - 600034Job Type: Customer SupportWorking Hours:- 7:00 AM - 9:00 PM ( Rotational shift)6 days a week4 Days off in a monthExperience: Minimum 1 Year experience in Customer supportWe prefer freshers tooGood CommunicationLanguage Skills: Fluent EnglishEducation: Graduates are welcomeSalary: Maximum take-home salary: 19,000 (based on experience and languages known)Joining Date: Immediate joiners will be given preferenceJob Types: Full-time, PermanentWork Location: In personJob Types: Full-time, PermanentWork Location: In person

They play a crucial role in maintaining customer satisfaction and loyalty by providing exceptional service and accurate information.Their duties and responsibilities include:Greet and consult with customers about their vehicle concernsAssess the vehicles condition and advise on necessary services or repairsPrepare detailed repair orders with descriptions of problems, repairs needed, and associated costsCoordinate with auto technicians to ensure repairs are done accurately and in a timely mannerExplain technical automotive information to clients in understandable termsFollow up with customers to gauge satisfaction with services and to foster customer loyaltyHandle customer complaints professionally, resolving issues where possibleStay updated with the latest automotive technologies and best practicesAssist with billing procedures and process payments

- Identify and approach potential clients through referrals, cold calling and networking.Understand clients financial needs, risk profile and future goals.- Explain various life insurance product plans.- Recommend suitable insurance plans.- Assist Clients in completing proposal form and documentation.- Ensure compliance with IRDAI rules and company policies.- Maintain Long-term relationships and provide after sale service.- Help Client with policy renewals endorsements and claim procedures.

Key Responsibilities:Client Acquisition & Business Development:Identify and onboard new clients through various marketing and networking channels.Build and maintain strong relationships with existing and prospective investors.Achieve monthly and quarterly targets for client acquisition and revenue growth.Equity Advisory & Portfolio Management:Provide clients with timely investment advice on equities, derivatives, and other financial products.Conduct regular portfolio reviews and offer rebalancing recommendations based on market trends.Stay updated with stock market news, company performance, and global economic developments.Marketing & Brand Promotion:Execute marketing campaigns to promote the firms investment services.Conduct investor awareness programs, webinars, and seminars.Collaborate with the marketing team to generate leads through digital and offline channels.Revenue Generation:Drive revenue through brokerage, advisory fees, and cross-selling of financial products.Monitor client activity and ensure consistent engagement to maximize business potential.Required Skills & Qualifications:Bachelors degree in Finance, Commerce, Economics, or related field (MBA preferred).NISM Series VII / VIII certification (preferred or required as per SEBI guidelines).Strong understanding of stock markets, investment products, and trading platforms.Excellent communication, presentation, and negotiation skills.Proven track record in sales, revenue generation, or financial advisory.Key Competencies:Target-driven and self-motivated.Strong client relationship management.Analytical and result-oriented approach.Ability to work under pressure and achieve business goals.

Sales Executive Car ShowroomResponsibilities:Attend and assist showroom customers professionally.Understand customer needs and suggest suitable vehicles.Explain features, pricing, finance, and exchange options.Handle test drives, bookings, and documentation.Follow up with leads and achieve monthly sales targets.

Key ResponsibilitiesCustomer Interaction: Greet customers warmly and assess their vehicle issues by asking questions and conducting visual inspections or road tests.Service Recommendations: Provide informed recommendations for necessary repairs and maintenance based on customer concerns and vehicle performance data.Estimation Preparation: Prepare detailed service estimates that outline the scope of work, parts, labor costs, and timelines, ensuring transparency for the customer.Scheduling Appointments: Manage service appointments efficiently, coordinating with technicians to optimize workflow and minimize customer wait times.Documentation Management: Ensure accurate documentation of customer interactions, service history, and vehicle records in the dealerships management system.Follow-Up Communication: Maintain proactive communication with customers regarding the status of their vehicle service, providing updates on repairs and any additional findings.Problem Resolution: Address customer complaints and concerns promptly and professionally, working to resolve issues to the customers satisfaction while adhering to company policies.Required Skills and QualificationsCustomer Service Skills: Excellent interpersonal and communication skills to effectively interact with customers and understand their needs.Automotive Knowledge: A strong understanding of automotive technology and repair processes to provide accurate information and recommendations.Organizational Skills: Ability to manage multiple tasks, appointments, and customer interactions efficiently.Technical Proficiency: Familiarity with dealership management systems and service scheduling software is beneficial.

Responsible for Greeting Customers, Understanding Their Vehicle Issues, Preparing Job Cards, and Coordinating with Technicians

We are a one-stop financial services shop, widely known for the quality of our advice, personalized service, and cutting-edge technology. We started our journey in 2008. Currently, we are serving more than 50,000 investors with a team of 200 members. Our core product offering is mutual fund, FD, and Govt. Bonds, Debentures, etc.Role & Responsibilities: Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures. Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals. Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels. Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance. Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.Qualification : Minimum Graduate from any stream.Experience: Freshers can apply.Remuneration : As per company norms Working days : Monday to Saturday (first 6months) Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.in Mobile : 8655867034

Responsibilities: Customer handling Job card creation Explaining service requirements Coordination with technicians Billing, delivery follow-upBenefits: Incentives based on customer satisfactionAttractive Salary plus Incentives

Sales Executive Car Showroom Responsibilities: Attend and assist showroom customers professionally Understand customer needs and suggest suitable vehicles .Explain features, pricing, finance, and exchange options.Handle test drives, bookings, and documentation. Follow up with leads and achieve monthly sales targets.

Job Description:Job Title: Customer AdvisorPay: 15,000.00 - 18,500.00 per monthLocation: Nungambakkam, Chennai - 600034Job Type: Customer SupportWorking Hours:- 7:00 AM - 9:00 PM ( Rotational shift)- 6 days a week- 4 Days off in a monthExperience:- Minimum 1 Year experience in Customer support- Good Communication, we prefer freshers tooLanguage Skills:- fluent English plus one Regional language is Must ( Telugu, Kannada)Education:- Graduates are welcome Salary:- Maximum take-home salary: 18500 (based on experience and languages known)Joining Date:- Immediate joiners will be given preferenceJob Types: Full-time, PermanentWork Location: Chennai