Relationship Advisor Jobs

Job Description - Female Service Advisor Oishwini Automobiles Pvt. Ltd.- Welcome customers and understand their vehicle service requirements.- Handle customer queries, complaints, and service requests professionally.- Coordinate with service technicians and workshop staff.- Prepare service job cards and maintain customer records.- Provide regular updates to customers regarding vehicle service status.- Explain service charges, estimates, and delivery timelines.- Ensure excellent customer satisfaction and follow-up.- Maintain professional communication and showroom standards.Working Hours: 9:00 AM - 7:00 PMLocation: Suri, West BengalPreferred Candidate: Female candidates with good communication skills. Automobile experience preferred; freshers can also apply.

We are seeking a dedicated Wealth Advisor to join our team in Siliguri, India. This role is ideal for individuals with 2 to 5 years of experience in finance or investment services.nnAs a Wealth Advisor, you will guide clients in managing their financial assets and investments. You will work closely with them to develop personalized strategies that align with their financial goals.nnKey Responsibilities:nn1. Client Consultation: Meet with clients to understand their financial objectives, risk tolerance, and investment goals. Build strong relationships to foster trust and loyalty.nn2. Investment Strategy Development: Create tailored investment plans that suit individual client profiles, incorporating various investment products and services.nn3. Market Research: Stay updated on market trends, economic news, and financial products to provide informed advice to clients.nn4. Performance Monitoring: Regularly review and assess clients' portfolios, making necessary adjustments to optimize performance and meet changing needs.nn5. Compliance and Reporting: Ensure all financial practices adhere to regulatory standards, and provide clients with accurate reports and documentation.nnRequired Skills and Expectations:nnCandidates should hold a graduate degree and possess strong communication skills to effectively convey complex financial ideas to clients. A solid understanding of investment principles and financial markets is essential. You should be proactive, detail-oriented, and capable of working in a team-oriented environment. The ability to build lasting client relationships is crucial for success in this role.

We are seeking a Service Advisor based in Raipur, Chhattisgarh. This full-time position is suitable for individuals with 0 to 5 years of experience, specifically in the two-wheeler service sector. The candidate should possess knowledge of two-wheelers and be able to conduct Pre-Delivery Inspections (PDI) and handle the customer delivery process effectively.Key responsibilities include assisting customers with service inquiries, guiding them through the service process, and ensuring satisfactory delivery of vehicles. The Service Advisor will also be responsible for maintaining clear communication with customers and service personnel, ensuring that all customer needs are met promptly and accurately.The ideal candidate should have strong communication skills in Hindi and the local language, making it easier to connect with customers. A grounding in two-wheeler mechanics and service protocols is essential to provide accurate vehicle assessments and solutions. The role requires individuals who can work from the office and collaborate effectively with various teams.Required skills include proficiency in handling customer interactions, basic mechanical knowledge of two-wheelers, and the ability to perform administrative tasks related to service documentation. A valid driving license is also necessary. This position offers an opportunity to grow within a reputable company while interacting with diverse clientele. If you are passionate about customer service and knowledgeable about two-wheelers, we encourage you to apply.

As a Sales Officer, you will focus on building strong relationships with customers and identifying new opportunities in the field. This full-time position requires you to engage with clients directly, fostering connections that lead to successful onboarding.Key Responsibilities:- Develop and maintain relationships with customers to understand their needs and provide tailored solutions. This will involve regular field visits to explore new client opportunities.- Conduct onboarding processes for new customers, ensuring a smooth transition and providing necessary support to enhance customer satisfaction.- Engage in fieldwork, which may involve traveling to various locations to meet potential clients, promoting products and services in person.Required Skills and Expectations:To excel in this role, candidates must demonstrate self-motivation and a proactive approach to exploring customer opportunities. Strong communication skills are essential for effectively engaging with clients and expressing the benefits of our offerings. You should have a valid driving license and be comfortable with fieldwork, which may require the use of a personal vehicle. Proficiency in using a mobile device to manage tasks and communicate with customers is necessary, along with basic documentation skills to handle client records and reports. A minimum education requirement is 12th pass, and prior experience is not mandatory but can be an advantage. This position is based in Bhagalpur, India, and involves working from the office in line with company protocols.

As a Showroom Sales Executive, you will be responsible for engaging with customers, understanding their requirements, and providing expert guidance on tiles, sanitaryware, and bathroom fittings. This full-time position requires you to work from the office in Udhna, Surat.Your key responsibilities include handling showroom customers by understanding their needs and preferences. You will explain the features and benefits of various products, prepare accurate quotations, and follow up with customers to ensure satisfaction. Achieving sales targets will be a crucial part of your daily activities, demonstrating your skills in customer handling, communication, sales, negotiation, and convincing.To succeed in this role, you should have 3 to 7 years of experience in sales, preferably in the retail sector. A graduate degree is required, and male candidates are preferred for this position. Strong interpersonal skills and the ability to effectively negotiate and persuade customers are essential. Familiarity with showroom environments and product knowledge in tiles and bathroom fittings will be advantageous.This role involves working set office hours and engaging actively with customers in the showroom. The ideal candidate will be proactive, target-driven, and able to maintain a friendly yet professional demeanor in all interactions. If you are excited about offering excellent customer service and exceeding sales goals, we encourage you to apply.

We are looking for a part-time Sales Manager to support our growing real estate business from home. This role is ideal for freshers who have completed their 10th grade education and are eager to embark on a rewarding career in sales.Key Responsibilities include reaching out to potential clients to promote our real estate offerings. You will conduct market research to identify new business opportunities and establish valuable relationships with clients. This position requires staying updated on real estate trends and effectively communicating the benefits of our services.The ideal candidate should possess strong communication skills and have the ability to build rapport with clients. A proactive attitude toward problem-solving is essential. Basic computer skills are necessary for daily tasks, including handling digital communication and maintaining records. As part of your duties, you will need to manage your own mobile device or computer to communicate with clients and handle inquiries professionally.This is a work-from-home position, allowing flexibility in work hours. The candidate should be prepared to work part-time based on the needs of the business, potentially including evenings or weekends. A reliable internet connection is essential for this role. If you're passionate about sales and eager to contribute to a vibrant team, we invite you to apply for this exciting opportunity.

We are looking for an enthusiastic Insurance Advisor to join our team in Alwar, India. This entry-level role is perfect for individuals who are passionate about helping others and starting their career in the insurance industry.As an Insurance Advisor, you will be responsible for providing clients with expert guidance on various insurance products. Your key responsibilities include:1. Client Consultation: Meet with clients to understand their insurance needs and assess their financial situations. You will help them choose the best insurance products that fit their requirements.2. Policy Explanation: Clearly explain different types of insurance policies, including life, health, and property insurance, to clients, helping them make informed decisions.3. Sales Presentation: Conduct presentations and meetings to promote insurance products, using effective communication skills to engage potential customers and address their queries.4. Follow-up: Maintain contact with clients after sales to ensure satisfaction and provide ongoing assistance with claims or policy changes.5. Market Research: Stay updated on the latest insurance trends and regulations to offer accurate advice and identify new opportunities for sales.The ideal candidate should have completed at least the 12th grade and possess strong communication and interpersonal skills. A proactive attitude, eagerness to learn, and the ability to build relationships with clients are essential for success in this role. You should also be comfortable working from the office and be prepared to work as part of a team to achieve collective goals.

We are seeking a Unit Manager to oversee operations and ensure efficiency in our team located in Jhansi, India. The ideal candidate will have 1 to 2 years of experience and a graduate degree, demonstrating strong leadership skills and the ability to manage a dynamic work environment.The key responsibilities include:1. Team Leadership: Guide and motivate team members to achieve their performance targets while fostering a positive work atmosphere.2. Operational Oversight: Monitor daily operations, ensuring processes run smoothly and efficiently to meet unit goals and objectives.3. Performance Analysis: Regularly assess team performance metrics and provide constructive feedback to enhance productivity and address any issues that may arise.4. Strategic Planning: Collaborate with management to develop and implement effective strategies that align with business objectives and improve overall unit performance.5. Communication: Maintain clear and open communication with team members and other departments to facilitate collaboration and information sharing.The ideal candidate should possess strong leadership capabilities, excellent communication skills, and the ability to analyze and solve problems effectively. A commitment to fostering a team-oriented environment is essential, as is the ability to manage time effectively and adapt to changing priorities. Moreover, proficiency in computer applications and basic data analysis will be considered an asset.

As a Loan Advisor, you will assist clients in understanding and securing various loan products. Your role is crucial in helping individuals and businesses find the right financial solutions to meet their needs. Key Responsibilities:- Client Consultation: Engage with clients to understand their financial needs and provide tailored loan options that suit their situations.- Loan Product Knowledge: Stay informed about different loan products, including personal, home, and business loans, to effectively guide clients in their decisions.- Loan Application Assistance: Help clients fill out loan applications accurately, ensuring they understand required documentation and the application process.- Research and Analysis: Analyze market trends and lending policies to recommend the best options available for clients.- Follow-Up Communication: Maintain consistent communication with clients throughout the loan process to keep them informed and address any questions or concerns.Required Skills and Expectations:- A high school diploma is required, and any additional financial or sales training is a plus.- Strong communication skills are essential for explaining complex loan details in a simple manner.- Good analytical skills to assess clients financial situations and provide appropriate advice.- Ability to work collaboratively in a team environment while also being self-motivated.- A positive attitude and customer-focused mindset, with a willingness to learn and grow in the role. You should be ready to work full time from our office in Sector 4. Experience is not mandatory, but enthusiasm and eagerness to learn are essential.

As an Automotive Service Advisor, you will serve as the main point of contact between customers and the service department of our automotive facility in Bangalore. You will help customers understand their vehicle service needs while providing excellent customer service.Your key responsibilities will include:- Customer Interaction: Greet customers, listen to their concerns, and gather necessary information about their vehicles to assess service requirements.- Service Recommendations: Analyze customer vehicle issues and suggest suitable service solutions, ensuring customers are well-informed about necessary repairs and maintenance.- Estimates and Approvals: Prepare service estimates for customers and obtain necessary approvals to begin work, ensuring transparency and trust.- Service Follow-up: Communicate service updates to customers while their vehicles are being serviced and keep them informed about the status of their repairs.- Documentation: Maintain accurate records of services provided, parts used, and customer interactions to ensure smooth operations and customer satisfaction.The ideal candidate will possess excellent communication skills, a strong customer service attitude, and a passion for automobiles. A basic understanding of vehicle operations is beneficial. You should be able to work effectively in a team and demonstrate keen attention to detail. Flexibility and a willingness to learn are essential for success in this role, as ongoing training and development opportunities will be provided.

We are seeking a motivated and friendly Service Advisor to join our team in Bahraich, India. The ideal candidate will have 1 to 3 years of experience in a similar role and a passion for providing excellent customer service.Key Responsibilities:1. Customer Communication: Engage with customers to understand their needs and concerns, providing them with clear information about services and repairs.2. Service Coordination: Schedule and manage service appointments, ensuring timely follow-up and communication with both customers and technical staff.3. Problem Solving: Analyze customer issues and provide effective solutions, building trust and rapport with clients.4. Sales Support: Stay informed about products and services to recommend additional features or services that may benefit the customer.5. Documentation: Maintain accurate records of service transactions, customer interactions, and follow-up tasks for quality assurance.Required Skills and Expectations:The successful candidate must have a degree and relevant experience in customer service or automotive fields. Strong communication and interpersonal skills are essential, along with the ability to handle multiple tasks efficiently. A proactive approach to problem-solving and a keen interest in the automotive industry will set you apart. We are looking for a dedicated professional who can work full time from our office and contribute positively to the team atmosphere. Female candidates are encouraged to apply.

We are looking for ambitious individuals to join our team as Wealth Management and Financial Consultants. This is a unique entrepreneurial opportunity designed for those who want to build their own business with zero capital investment and unlimited earning potential.Key ResponsibilitiesFinancial Advisory: Educate and guide clients on various financial products, including Marriage Plans, Saving Plans, Retirement Pension Plans, and Market-Linked Plans (ULIPs).Network Utilization: Leverage your personal and professional network to provide customized financial protection and wealth creation consulting.Portfolio Management: Help families and individuals secure their future through strategic financial planning (Children's education, marriage, and retirement).Business Development: Operates with an entrepreneur mindset to expand your client base and advisory team.Candidate RequirementsEducation: Graduate / Chartered Accountant (CA) / Retired Professionals / MBA.Experience: Prior experience in Sales, Industrial Sales, or Finance is a plus, but not mandatory.Skills: Excellent communication skills, networking ability, and a self-motivated Business Owner attitude.Mindset: Interest in socio-entrepreneurship and helping others achieve financial security.What We Offer (Benefits)Zero Investment: Start your professional journey without any upfront costs.High Earning Potential: No fixed salary cap; earnings are based on performance and commissions.Flexibility: Work-from-home, part-time, or freelance options available to suit your schedule.Global Recognition: Opportunity to achieve international benchmarks like MDRT (Million Dollar Round Table).Training & Support: Comprehensive professional training and mentorship provided by industry experts.

We are looking for a motivated female LIC Advisor based in Bilaspur, Chhattisgarh. This internship is ideal for freshers who have completed their 12th grade and are eager to start a career in insurance and financial services.As an LIC Advisor, your main responsibilities will include:- Client Interaction: You will meet with clients to understand their insurance needs and provide them with suitable policy options. Your ability to communicate effectively will be essential in building trust and rapport.- Policy Recommendations: Based on client discussions, you will recommend appropriate LIC products. Understanding different policies and how they meet various needs will be crucial in this role.- Documentation Support: You will help clients fill out necessary forms and gather required documents for insurance applications. Attention to detail is vital to ensure all information is accurate and complete.- Follow-up: After initial meetings, you will follow up with clients to answer questions and assist them further. Consistent communication will help maintain strong client relationships.The ideal candidate should have excellent communication skills and a willingness to learn. A positive attitude, the ability to work in a team, and basic knowledge of financial products are important. Since this is an internship, we value enthusiasm and a proactive approach over extensive experience. Your dedication and commitment will play a significant role in your success as a LIC Advisor.

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)