Financial Advisor

Job highlights

• Joining Bonus, Annual Bonus, PF, Travel Allowance (TA), Mobile Allowance, Flexible Working Hours, Health Insurance, ESI (ESIC)Job Description🎯 Job Responsibilities🤝 Build and maintain strong relationships with clients.📊 Understand clients’ financial goals and recommend suitable financial products.💰 Promote and sell investment, insurance, savings, and other financial products.📞 Generate leads through calls, references, networking, and other channels.🧑‍💼 Conduct client meetings and explain financial products clearly.📈 Achieve monthly and quarterly sales targets.🔄 Maintain regular follow-ups with existing and prospective customers.📝 Complete required documentation and ensure proper compliance.🌟 Provide excellent customer service and support for long-term client relationships.📋 Maintain accurate records of leads, sales, and client interactions.Show moreJob roleWork location7R8X+J38 CITY HEART COMPLEX, Budheswari Colony, Laxmisagar, Bhubaneswar, Odisha 751006, IndiaDepartmentBanking / Insur

🎯 Job Responsibilities 🤝 Build and maintain strong relationships with clients. 📊 Understand clients’ financial goals and recommend suitable financial products. 💰 Promote and sell investment, insurance, savings, and other financial products. 📞 Generate leads through calls, references, networking, and other channels. 🧑‍💼 Conduct client meetings and explain financial products clearly. 📈 Achieve monthly and quarterly sales targets. 🔄 Maintain regular follow-ups with existing and prospective customers. 📝 Complete required documentation and ensure proper compliance. 🌟 Provide excellent customer service and support for long-term client relationships. 📋 Maintain accurate records of leads, sales, and client interactions.