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Financial Advisor
5 days ago
**Post : Financial Sales Advisor**
**- Age : 25-55**
**- Experience: 4 + years**
**- Salary budget : 30k to 40k**
**- Job Location : Andheri (W)**
**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.
**Responsibilities**:
- Ready to work under pressure to complete monthly revenue targets.
- Ready to work hard to make out bound and in bound calls as per company requirement.
- For age group 40 plus, health certificate of Fit to work is mandate with flexibility of long seating hours.
- 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 - ₹400,000.00 per month
**Benefits**:
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
- Quarterly bonus
Ability to commute/relocate:
- Andheri West, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
**Speak with the employer**
+91 7738887819
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