Financial Advisor
PGP Finance · Pune · onsite · Posted 40d ago
₹1.8L - ₹3.0L PA1–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Financial Advisor
Location: Pune
Experience: 14 Years | Financial Services / Insurance / Mutual Funds
We are looking for a Financial Advisor who can build strong client relationships and help customers make informed financial decisions.
Key Responsibilities
- Generate leads and acquire new clients for Insurance and Mutual Fund products
- Understand customer financial goals and recommend suitable products
- Handle insurance sales and mutual fund sales
- Build and maintain long-term client relationships
- Achieve monthly sales and revenue targets
- Follow up with prospects and convert leads into customers
- Maintain accurate client and sales records
- Provide ongoing support and service to existing clients
Requirements
- Experience in Insurance / Mutual Fund / Financial Product Sales
- Strong communication, convincing and relationship-building skills
- Target-oriented and self-motivated approach
- NISM Certification preferred
- Knowledge of mutual funds, insurance and basic financial planning will be an advantage
- Graduate preferred
Ideal Candidate: Someone who enjoys meeting people, understands financial products, and has a passion for helping clients achieve their financial goals while driving business growth.
Sourced from naukri
Skills
NISMInvestment PlanningCFACertified Financial PlannerPortfolio planningMutual FundsFinancial AdvisoryPortfolio ManagementCFPInvestment ResearchInvestment AdvisoryInvestment StrategiesInvestment Analysisfinancial analysisFinancial Planning