Sales Executive/financial Advisor
3 weeks ago
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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