Financial Consultant
4 weeks ago
Job Description:
We are seeking a skilled Financial Consultant to join our team at ADVENXA. The ideal candidate will have a minimum of 1 year of experience in sales marketing, BPO, or banking, and possess a bachelor's degree. As a Financial Consultant, you will play a crucial role in new client acquisition and cross-selling financial products.
Key Responsibilities:
New Client Acquisition: Identify and approach potential clients to expand the customer base.
Cross-Selling: Promote and sell a range of financial products to existing and new clients, providing tailored solutions to meet their financial needs.
Client Relationship Management: Build and maintain strong relationships with clients to ensure their financial objectives are met and provide ongoing support.
Financial Analysis: Conduct financial assessments and analysis to understand clients' financial goals and recommend suitable products.
Compliance: Ensure compliance with all relevant financial regulations and company policies.
Achievement of Targets: Meet or exceed monthly and quarterly sales targets.
Travel Requirement: Up to 70% travel.
Requirements:
- Minimum of 1 year of experience in sales marketing, banking.
- Bachelor's degree in a relevant field.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Good understanding of financial products and services.
- Excellent sales and negotiation skills.
- Results-oriented and target-driven.
Benefits:
- Health insurance.
- Life insurance.
- Provident Fund.
Supplemental Pay Types:
- Bonus pay.
- Commission pay.
- Joining bonus.
- Performance bonus.
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