Company OverviewOur company is committed to offering comprehensive financial services and solutions that help individuals achieve their financial aspirations. We pride ourselves on our deep understanding of market trends and on providing expert guidance to our clients.

Job OverviewThe Financial Advisor will deliver personalized investment solutions to help clients work toward their long-term financial goals. The ideal candidate should be comfortable with telephonic interaction as an essential part of the client engagement process.

Qualifications and Skills- Strong ability to engage with clients over the phone and provide timely updates on investment opportunities such as Fixed Deposits (FD), Mutual Funds (MF), Bonds, Debentures, etc.

- Proficient in business development and capable of acquiring new investors.

- Excellent communication skills and the ability to offer wise investment decisions based on various factors.

• Roles and ResponsibilitiesMaintain regular communication with investors over the phone, updating them about the latest schemes and helping them make informed investment decisions.
• Achieve business development targets by acquiring new investors, which will form a key component of the performance matrix.
• Occasionally visit clients at their location for completion of necessary documentation, as required (applicable primarily to male candidates).