Financial Advisor

4 days ago


Hyderabad Telangana, India Sparkle Services Full time

Requirements:
Provide financial planning support to clients

Support investment professionals to cultivate client relationships

Prepare financial plans and check their accuracy

Respond to prospective customer queries about financial planning

Assist in the development plans for the company

Maintain awareness of the latest legislative changes that may affect financial planning

Responsibilities.
- Handle as many calls as routed
- Building Quality Conversations
- Generate revenue by understanding the need of customers
- Upsell other products wherever possible
- Ensure you follow the customer service script for uniformity
- Analyse the situation at hand and take a business decision to ensure quality
- Make sure customer experience is not impacted
- Build and develop relationships with internal & external, so that faster resolution can be provided to customer
- Involving completely in the sales cycle by converting qualified leads to clients

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

Pay: ₹250,000.00 - ₹600,000.00 per year

Schedule:

- Day shift

Work Location: In person


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