Walk-in || Financial Advisor-Mutual Funds/Insurance

Roles & Responsibilities

• 1. Provide guidance to clients on various mutual fund schemes and insurance products.
• 2.Explain SIPs, lump-sum investments, equity funds, debt funds and other mutual fund categories
• 3. Understand clients' financial goals, investment preferences and risk appetite.
• 4. Identify potential clients and generate business opportunities.
• 5.Promote and explain suitable mutual fund and insurance products.
• 6. Explain investment risks, returns, and product features clearly.
• 7.Handle client queries regarding investments, policies and financial products.
• 8.Maintain strong relationships with existing and prospective clients.
• 9.Maintain proper client records and documentation.

Required Skills

• 1. Good communication and convincing skills.
• 2. Basic knowledge of mutual funds and financial products.
• 3. Strong customer relationship management skills.
• 4. Lead generation and sales conversion abilities
• 5. Good negotiation and follow-up skills.
• 6. Basic computer knowledge.

Mandatory Certifications & Eligibility

1. Mutual Fund Certification (AMFI)

2. Candidates must possess AMFI-related certification

2. Insurance Certification (IRDAI)

• Candidates must possess a valid IRDAI-related insurance agent certification / qualification.

Educational Qualification

• Any Graduate.
• B. Com, BBA, MBA (Finance), or other finance-related qualifications preferred.

Experience

• 3 to 5years of experience in mutual funds and insurance related will preferred.

Note: We are only hiring for the female candidates

Interested candidates please send their updated resume to this WhatsApp number 6300948787