Client Service Advisor

5 days ago

Pune, India Namura Hr Consulting Full time

**Client Service Advisor**

**Job in brief**: Client Service Advisor is responsible to lead and manage a team of agents, communicate customer needs to stakeholders, and connecting with existing investors

**Hiring Agency**: Namura HR Consulting

**Hiring Company**: Finnovators Services Private Limited (Finnovators)

**Company Description**: Finnovators Services Private Limited (Finnovators) is a financial solutions company managing Assets under Management (AUM) over 800 crores with a single goal - to grow and protect investor capital. It gives the investor variety of products like Mutual funds, Mutual funds Equity and Debt, Fixed income products, Bonds Tax-Free and Non-convertible debenture (NCD),National Pension Scheme and Life and Health Insurance

**Address**: Finnovators Service private Limited (SPL), **Pride Silicon Plaza, Chattushringi, Gokhalenagar, Pune, Maharashtra 411016**

**Work experience**: Minimum 1 to 4 years of Experience working as financial planner

**CTC Average**: Rs 3.4 Lac Per Annum Rs 28500 per month

**Minimum Educational Qualification**: B.Com. Prefer NISM Series certificate, any graduation

**Work Model**:Work from Office and 6 days’ a week

**Key Skills**:

- Knowledge of Mutual funds, Equity and Debt,Fixed income products, Bonds debenture (NCD),National Pension Scheme, Insurance plans
- Minimum 3 to 4 years of Experience working as financial planner in any financial advisory /investment company or working as freelancer
- Experience of operating an investment software to tally transactions and handle customer investment data
- Mobility and willingness for business development activities like meeting clients for completion of investments and any follow-ups
- Good verbal communication and drafting skills, negotiation and sales skills, excellent phone etiquette and active listening abilities.
- A quick learner and exceptional ability to make decisions
- Good problem-solving abilities, ability to meet deadlines and prioritize tasks

**Role & Responsibilities**:

- Meeting clients for completion of investments and any follow-ups, Relaying extensive product information to customers. Closing sales for the company.
- Offering prompt service to clients
- Diligently operate an investment software to tally transactions and handle customer investment data
- Getting client references and building a new client base
- Ongoing administrative work

**Screening Questions**:

- Are you having Minimum 3 to 4 years of Experience working as Sales Excutive in any financial advisory /investment company or working as freelancer ?
- Do you have experience in investment advisory services like resolving clients’ issues related to investments in stocks/ mutual funds/ insurance or bonds or debentures ?
- Are your able to generate leads for the investment products as mentioned above, meet clients make presentation,negotiate,follow up with customer and can close sales?
- Are you ok for Work from office and 6 days’ workweek ?
- Are you OK for business development and mobility in the job ?

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

**Salary**: From ₹28,500.00 per month

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 3 years (preferred)
- Customer service: 3 years (preferred)

**Language**:

- English (preferred)
- Hindi (preferred)

**Speak with the employer**
+91 7709553124

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