Financial Advisor - Graduate Freshers

About the job

We are seeking candidates who are interested in pursuing a career in the financial advisory industry. We have an opening for the role of investment specialist (financial advisor). Our primary product offerings include mutual funds, fixed deposits (FDs), government bonds, debentures, and more.

Key Responsibilities

1. Stay in touch with investors over the phone and provide them with updates on the latest ongoing schemes, including mutual funds, FDs, government bonds, debentures, etc.

1. Assist investors in making informed investment decisions based on various factors

1. Focus on business development and acquiring new investors as a key performance metric

1. Explain (over the phone) the various types of investment product features and financial services to potential clients

1. Work on meeting with clients to understand their needs and demands

1. Work on providing periodic updates on the performance of investment portfolios

Note:

1. Remuneration: As per company norms

1. Working days: Monday to Saturday (first 6 months), post 6 months alternate Saturday off

Skill(s) required

Client Interaction Client Relationship Client Relationship Management (CRM) Customer Acquisition Financial Services Portfolio Management

Who can apply

Only those candidates can apply who

1. are from Mumbai only

Other requirements

1. Qualification: Minimum graduate from any stream