Fresher / Financial Advisor /Client Servicing Executive

17 hours ago

Pune, Maharashtra, India PGP Finance Full time ₹ 4,00,000 - ₹ 8,00,000 per year

Job Title: Financial Advisor / Client Servicing Executive

Company: PGP Finance

Location: Dhanori Pune (Onsite No work from home)

Experience: 05 Years (Freshers and Experienced Both Welcome)

Employment Type: Full-time

About the Role:

PGP Finance is looking for dynamic and customer-focused individuals to join our Wealth Management & Insurance Advisory team. This role involves client servicing, telecalling, and portfolio management across insurance and mutual fund products.

For fresher trainning will be provided.

Key Responsibilities:

  • Interact with clients to understand their financial needs and recommend suitable investment or insurance products (Life, Health, SIPs, Mutual Funds, etc.).
  • Handle incoming and outgoing client calls related to investments, renewals, and service support.
  • Maintain accurate and updated client records using CRM tools or Excel.
  • Coordinate with internal teams for lead management, premium renewals, and service requests.
  • Follow up systematically with clients to ensure satisfaction and retention.
  • Educate customers about financial planning and available investment opportunities.

Skills & Requirements:

  • Fluent in Marathi, Hindi, and basic English (mandatory).
  • Strong communication and relationship-building skills.
  • Basic understanding of financial or insurance products preferred.
  • Good knowledge of MS Excel, Google Sheets, or CRM tools.
  • Self-motivated, customer-centric, and result-oriented attitude.

Preferred Background:

  • Non Graduate / Graduate / Postgraduate in Commerce, Finance, or Business Administration.
  • Experience in BFSI, Insurance, or Wealth Management domains (for experienced roles).
  • Freshers with strong communication skills and interest in financial services are encouraged to apply.

Why Join Us:

  • Opportunity to grow in the financial advisory and wealth management industry.
  • Support for professional certifications and training.
  • Positive work culture and long-term career growth opportunities.

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