Financial Sales Advisor

Role OverviewAs a Financial Advisor you'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...

We Are Hiring - Tele Sales Advisor! Position: Tele Sales Advisor **Salary**: ₹3.60 LPA - ₹5.40 LPA Shift: Day Shift (9 AM - 6:30 PM) Work Schedule: 6 days/week (1 Saturday off/month) **Responsibilities**: Conduct outbound and inbound calls to individuals seeking guidance on debt management and financial planning. Provide empathetic and informative...

We Are Hiring - Tele Sales Advisor! Position: Tele Sales Advisor Shift: Day Shift (9 AM - 6:30 PM) Work Schedule: 6 days/week (1 Saturday off/month) **Responsibilities**: Conduct outbound and inbound calls to individuals seeking guidance on debt management and financial planning. Provide empathetic and informative counseling to clients to understand...

**Job Title: Sales Advisor (Tele-Sales)** **Experience : 3 + years** **Location: Andheri West** **Responsibilities**: - Conduct outbound and inbound calls to individuals seeking guidance on debt management and financial planning. - Provide empathetic and informative counseling to clients to understand their unique financial situations and goals. -...

Role Summary:A financial advisor helps individuals and businesses manage their finances and achieve short- and long-term financial goals. They provide expert guidance on investments, savings, insurance, taxes, retirement planning, and more.Key Responsibilities:Financial Planning: Assess clients' financial health and create personalized plans.Investment...

M2M target achievement & lead conversion. - Working closely with CRM and dialer. - Experience in Finance field related unsecured loans Preferred - Experienced in International process in a BPO would be preferred - Looking for financial advisors who can convert leads into business over phone - Good incentive scheme Pay: ₹180,000.00 - ₹480,000.00 per...

**Job Title**: Financial Advisor - Accounting Services **About Us**: Datamatics is a leading provider of comprehensive accounting services, dedicated to helping businesses in the UK optimize their financial operations. We are seeking a skilled Talent with strong communication abilities and a solid understanding of accounting principles to join our team and...

We're Hiring – Tele Sales AdvisorPosition: Tele Sales AdvisorSalary: ₹3.60 LPA – ₹4.40 LPAShift: Day (9 AM – 6:30 PM)Work Schedule: 6 days/week (1 Saturday off/month)If you have strong communication skills and a passion for helping clients with financial planning & debt management, this role is for youBPO experience is preferred, but candidates...

Job title:Financial Planning Advisor/ Investment Advisory **We need people who are-** Active Listener. Passionate about making money work harder for clients by Good Communicator. Willing to take extra steps for clients. Comfortable with Excel & MS Word & PPT Entrepreneur mind set. **Their Day to Day job will include-** Align Meetings for prospective...

**Division**: Lead Management System - Financial Services **Designation**:Financial Advisor (Insurance Sales) **Location**: Mahape - Navi Mumbai **Experience**:1-3 years **Roles & Responsibilities**: Contact businesses and private individuals by telephone to promote services Should be able to explain the product and its benefits to the...