Financial Advisory Executive

3 weeks ago


Chennai, Tamil Nadu, India Shree Consultants Full time

About the Role:

We are looking for a fresh, energetic, and well-spoken individual with excellent communication skills to join our financial advisory team. This is a purely advisory role where you will handle inbound calls from clients who have financial doubts and need expert guidance. No cold calling or sales targets your primary responsibility is to provide accurate, unbiased financial advice to clients in a simple and easy-to-understand manner.

Responsibilities

  • Handle Inbound Calls
  • Provide Financial Guidance
  • Explain Financial Concepts
  • Stay Updated on Market Trends
  • Ensure Client Satisfaction
  • Maintain Call Records

Requirements:

  1. Excellent Communication Skills
  2. Multilingual
  3. Previous International Tele calling experience.

Preferred Qualifications:

Education : Any graduate (B.Com, BBA, MBA Finance preferred but not mandatory).

Certifications:  CFP/CA/RIA/NISM-XA and XB(preferred but not compulsory; can be completed after joining).

Experience:  Freshers or candidates with up to 2 years of experience in financial advisory, customer service, or related fields.

What We Offer:

  • Pure Advisory-On role job
  • Structured Training
  • Growth Opportunities
  • Competitive Pay
  • Supportive Work Culture

If you have the communication skills, passion for finance, and a client-first approach, wed love to have you on board

Regards,

Priyanka Rajagopal,

9150051746 / 8220508781 / 7305879771

Sr.HR Recruiter.



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