Financial Advisor

2 days ago


Edapally Kochi Kerala, India 360Medicare Full time

Key Responsibilities:

- Provide financial planning and investment advice to clients based on their financial goals.
- Provide comprehensive financial advice on wealth management, mutual funds, and insurance (health & general).
- Evaluate clients' financial needs and goals to recommend appropriate investment and insurance products.
- Recommend and sell SIP mutual funds, insurance policies, and loan products.
- Analyze market trends, stocks, and mutual funds to suggest suitable investment opportunities.
- Assist clients with loan processing and provide guidance on eligibility and documentation.
- Build and maintain strong relationships with clients to ensure long-term financial success.
- Stay updated on financial regulations, investment products, and market developments.
- Maintain compliance with regulatory requirements and company policies.

Qualifications & Skills:

- Bachelor’s degree in Finance, Business, or a related field.
- Prior experience working for financial institutions.
- Knowledge of mutual funds, SIPs, insurance, loans, and stock markets.
- Strong analytical and problem-solving skills.
- Excellent communication and client relationship management skills.
- Certification in mutual funds, insurance, or financial planning (preferred)

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

Pay: ₹11,724.37 - ₹51,551.78 per month

**Benefits**:

- Cell phone reimbursement
- Internet reimbursement

Schedule:

- Day shift
- UK shift

**Experience**:

- total work: 2 years (preferred)

Work Location: In person



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