Financial Advisor

5 months ago

Andheri Mumbai Maharashtra, India City Credit Management LLP Full time

**Post : Financial Advisor (Tele Sales)**

**- Age : 25-55**

**- Experience: 4 + years**

**- Salary budget : 30k to 40k**

**- Job Location : Andheri (W) (Veera Desai Road)**

**Roles**:

- Provide personalized financial counseling and debt management advice to clients, understanding their unique financial situations and goals.
- Analyze clients' debt profiles, including credit card debt, loans, and other financial obligations, to develop tailored debt repayment plans.
- Educate clients on effective debt management strategies, budgeting techniques, and financial goal setting to help them achieve long-term financial stability.
- Assess clients' credit reports and provide guidance on improving credit scores and managing debt responsibly.
- Collaborate with clients to create comprehensive financial plans that address debt reduction, savings goals, and wealth-building strategies.
- Recommend debt consolidation, debt restructuring, or debt settlement options when appropriate, and guide clients through the process.
- Stay updated on industry regulations, debt management best practices, and financial products relevant to debt management and personal finance.
- Maintain accurate records and documentation of client interactions, financial plans, and debt management recommendations in compliance with regulatory requirements.
- Bachelor's degree in business, finance, or related field.
- Excellent English and communication.
- Knowledge of Credit card, Loans, and insurance industries.
- Experience in finance field related unsecured loans preferred.
- Experience in international process in a BPO would be preferred.
- Proficient in Word, Excel, Outlook, and PowerPoint.

**Salary**: ₹30,000.00 - ₹50,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Joining bonus
- Performance bonus
- Quarterly bonus

Ability to commute/relocate:

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

Work Location: In person

**Speak with the employer**
+91 7738887819

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