Financial Advisor

• Make outbound calls and mails to prospective customers.

• Work to daily / weekly targets, to achieve required.

• Responsible for selling financial planning service and create revenue.

• Explaining and promoting financial planning to prospective clients.

• Assisting with marketing activities.

• To handle the client complaints of their queries regarding the services and take their feedback about the services.

• Maintaining and updating customer database.

• Provide financial planning support to client.

• Assist client in the gathering of financial information.

• Explaining Financial Plan report to the clients.

Requirements:

• Candidate should be from BFSI (experienced in any one sector broking, banking, MF, Insurance) preferably with experience in selling Insurance, Mutual Funds etc.

Skill Set Required:

• Confident and friendly telephone manner.

• Excellent time management skills.

• Able to prioritize and execute tasks in a high-pressure environment.

• Self-motivated attitude.

• Excellent verbal and written communication skills in Malayalam, English and Hindi.

• PC skills using MS Office/Open Office.

• Strong communication, negotiation and presentation skills.

• Accuracy, attention to detail and the ability to explain complex information clearly and simply.

• A good team player with positive attitude.

• Strong analytical and Problem-solving skills.