Seles Associate

_Reports to:_ Team Lead/Business Associate
- Location:_ NCR
- Job Type:_ Part-time & Full Time
- Job Summary:_

We are seeking a retired professional/Homemaker/ to join our team as a Part-time Wealth Planner. As a Planner, you will provide guidance and support to clients on various financial products and services.

Key Responsibilities:
1. Provide information and answer queries on financial products (insurance, investments, loans).

2. Assist clients for Portfolio Management and other banking services.

3. Identify cross-selling opportunities and refer clients to relevant specialists.

4. Maintain accurate records and update client information.

5. Collaborate with internal teams to resolve client queries.

**Requirements**:
1. Retired from a reputable organization (banking, finance, government).

2. Strong knowledge of financial products and services.

3. Excellent communication, interpersonal, and problem-solving skills.

4. Ability to work in a team environment.

5. Basic computer skills and familiarity with Microsoft Office.

Desirable Skills:
1. Experience in banking, finance, or insurance.

2. Familiarity with financial planning software.

3. Certification in financial planning (optional).

Working Hours:

- Flexible schedule (20 hours/week).
- Weekdays only (no evenings or weekends).

**Salary**:

- Competitive Monthly rate (₹50000-₹75000 per Month).
- Benefits (e.g., medical insurance, provident fund) may be applicable.

How to Apply:
**Job Types**: Full-time, Part-time, Freelance

Pay: ₹25,000.00 - ₹50,000.00 per month

**Benefits**:

- Flexible schedule
- Work from home

Schedule:

- Day shift
- Monday to Friday
- Weekend availability

Supplemental Pay:

- Commission pay

**Experience**:

- total work: 1 year (required)

Work Location: In person