Fresher / Financial Advisor /Client Servicing Executive

1 day 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.

  • Financial Advisor

    1 week ago

    Pune, Maharashtra, India PrimeWealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...

  • Client Advisor

    3 days ago

    Pune, Maharashtra, India Nestaway Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    NestAway Technologies Pvt. Ltd (Resale Vertical)Reporting to: Vice PresidentLocation: Pune WestEmployment Type: Full-TimeWork Week: 6 Days, Tuesday week offIncentives: Lucrative, performance-based linked to deal closures and revenue contributionAbout Us:NestAway Technologies Pvt. Ltd. is a leading real estate technology company that is redefining the concept...

  • Client Advisor

    1 day ago

    Pune, Maharashtra, India Nestaway Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Job Title:Client Advisor / Senior Client Advisor – Resale VerticalCompany:NestAway Technologies Pvt. Ltd.Location:Pune (All Zones)Employment Type:Full-Time (6 Days a Week)Experience Required:3–8 Years in Residential Real Estate (Primary or Secondary Sales)About the Company:NestAway Technologies Pvt. Ltd. is a leading real estate technology company...

  • Client Acquisition Lead

    1 day ago

    Pune, Maharashtra, India Mintwit Financial Services Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Company DescriptionAt Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services. Our team is composed of experienced professionals who provide top-tier investment insights and proactive solutions. We are committed to serving your unique needs with a professional and dedicated...

  • Automotive Service Advisor

    1 week ago

    Pune, Maharashtra, India SAHYADRI MOTORS PRIVATE LIMITED Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionWe suggest you enter details hereRole DescriptionThis is a full-time on-site role for an Automotive Service Advisor located in Pune. The Automotive Service Advisor will be responsible for assessing vehicle maintenance needs, ensuring customer satisfaction, coordinating automotive repairs, and providing top-notch customer service....

  • Client Servicing Executive

    1 day ago

    Pune, Maharashtra, India Alchemist Marketing & Talent Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We are looking out for a lively, high skilled advertising account manager with a knack for developinggood customer relations, to support our client servicing team.Responsibilities:• Understand clients' products, services, competitors, target markets, and marketing objectives to develop effective solutions.• Create campaigns and generate innovative ideas...

  • Operations Executive

    1 day ago

    Pune, Maharashtra, India Proventos Wealth Pvt Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    We're Hiring – Operations Executive (Pune)Proventos Wealth Pvt. Ltd., a boutique wealth management firm completing 15 years in 2025, is looking to add a new member to our Operations Team. This role is crucial in strengthening our back-office, ensuring smooth execution of transactions, and supporting client servicing as we scale. What you'll do:• Process...

  • Client Account Advisor

    2 weeks ago

    Pune, Maharashtra, India Rewise Analytics & Technologies Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    KEY RESPONSIBILITIES:Managing a queue of administrative work for clients who ship orders to major retailers and direct-to-consumer, including:Responding to large amounts of inbound and outbound emails in a timely mannerIdentifying clients needs, clarifying information, researching every issue, and providing solutions and/or alternativesMeeting personal/team...

  • Academic Advisor

    1 week ago

    Pune, Maharashtra, India Connecting Dots ERP Full time ₹ 3,00,000 - ₹ 4,20,000 per year

    Job Title: Academic CounsellorCompany: Connecting Dots EnterprisesLocation: PuneSalary: ₹20,000 – ₹35,000 per monthExperience: 0–5 yearsEmployment Type: Full-timeAbout the RoleWe are seeking a driven and enthusiastic Academic Counsellor to join our team. This role involves guiding students, expanding the client base, achieving revenue targets, and...

  • Academic Advisor

    7 days ago

    Pune, Maharashtra, India Connecting Dots ERP Full time ₹ 3,00,000 - ₹ 4,20,000 per year

    Job Title: Academic CounsellorCompany: Connecting Dots EnterprisesLocation: PuneSalary: ₹20,000 – ₹35,000 per monthExperience: 0–5 yearsEmployment Type: Full-timeAbout the RoleWe are seeking a driven and enthusiastic Academic Counsellor to join our team. This role involves guiding students, expanding the client base, achieving revenue targets, and...