Financial Advisor

7 hours ago


Gurgaon, Haryana, India Stellar Fortune Financial Services Private Limited Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Roles and Responsibilities

  • Provide financial advisory services to clients, focusing on their specific needs and goals.
  • Develop and maintain strong relationships with existing clients through regular communication and follow-ups.
  • Identify new business opportunities by networking, attending industry events, and leveraging referrals.
  • Conduct market research to stay up-to-date on trends and developments in the financial sector.
  • Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.

Desired Candidate Profile

  • 5-10 years of experience in financial products sales or related field.
  • Strong understanding of financial markets, investments, insurance products, mutual funds, pension plans, retirement planning, stock broking/trading etc. .
  • Excellent communication skills for effective interaction with clients over phone calls.
  • Ability to work independently with minimal supervision while meeting targets set by management.


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