Financial Advisory Executive

3 days ago

Chennai Tamil Nadu, India Shree Mutual Fund Services PVT LTD Full time

**About the Role**:
We are looking for a fresh, energetic, and well-spoken individual with excellent communication skills to join our financial advisory team. This is a purely advisory role where you will handle inbound calls from clients who have financial doubts and need expert guidance. No cold calling or sales targets - your primary responsibility is to provide accurate, unbiased financial advice to clients in a simple and easy-to-understand manner. **Key Responsibilities**:

- Handle Inbound Calls: Answer client queries related to mutual funds, insurance, investments, financial planning, and market trends.
- Provide Financial Guidance: Analyze the client’s needs and provide appropriate financial advice, helping them make informed decisions.
- Explain Financial Concepts: Break down complex financial terms and products into easy-to-understand language.
- Stay Updated on Market Trends: Keep up with the latest financial products, investment opportunities, and regulations.
- Ensure Client Satisfaction: Build trust with clients by giving genuine, product-neutral advice that prioritizes their financial well-being.
- Maintain Call Records: Document client interactions and maintain records of queries and solutions provided.
- Excellent Communication Skills:

- Clear and concise verbal communication.
- Active listening and the ability to understand customer needs.
- Polite and professional phone etiquette.
- Ability to explain complex information in a simple way.
- Customer Service Orientation:

- Patient and empathetic demeanor.
- Ability to handle difficult customers and resolve issues effectively.
- A genuine desire to help and provide solutions.
- Problem-Solving Skills:

- Ability to analyze situations and identify solutions.
- Resourcefulness and the ability to find information quickly.

**Technical Skills**:

- Ability to navigate computer systems and databases efficiently.

**Additional Desirable Qualities**:

- Multilingualism:

- Ability to communicate in multiple languages is a significant advantage in diverse
- markets like India.
- Previous Call Centre Experience:

- Prior experience in a call centre environment is highly valued.

**Preferred Qualifications**:

- Education: Any graduate (BCom, BBA, MBA Finance preferred but not mandatory).
- Certifications: CFP/CA/RIA(preferred but not compulsory; can be completed after
- joining).
- advisory, customer service, or related fields.

**What We Offer**:

- Pure Advisory Role: No sales targets or cold calling - only client consultations.
- Structured Training: Get trained in financial products, advisory techniques, and handling
- client queries.
- Growth Opportunities: Potential to transition into senior advisory or financial planning
- roles.

**Job Types**: Full-time, Permanent

Pay: Up to ₹1,068,861.47 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Monday to Friday
- Morning shift

Work Location: In person

**Speak with the employer**
+91 7305879771

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