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Sales Executive/financial Advisor

2 months ago

Mumbai, India Prensent LLP Full time

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Building and maintaining your client base.
- M2M target achievement & lead conversion.
- Working closely with CRM & dialer
- Experience in finance field related unsecured loans preferred.
- Experience in international process in a BPO would be preferred.
- Looking for financial advisors who can convert leads into business over phone.

**Financial Advisor Requirements**:

- Bachelor's degree in business, finance, or related field.
- 1-2 years of sales experience.
- Knowledge of Credit card, Loans and insurance industries.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Comfortable using a computer for various tasks.
- Experience providing quality financial advice.
- *Good Incentive Scheme.

**Salary**: ₹30,000.00 - ₹40,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Current Ctc
- Expected CTC
- Notice Period
- Current Location

**Experience**:

- total work: 1 year (required)

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