Financial Advisor

Job Title

Financial Advisor Job Summary

We are looking for a motivated and result-oriented Financial Advisor to guide clients in making informed financial decisions. The role involves understanding client needs, offering suitable financial solutions, and maintaining long-term client relationships.

Key Responsibilities

Understand clients’ financial goals and current financial situation

Provide guidance on savings, investments, and financial planning options

Explain financial products and services in a simple and clear manner

Maintain regular follow-ups with clients for portfolio updates

Build and maintain strong client relationships

Achieve assigned business targets and performance goals

Maintain proper records of client interactions and updates

Ensure compliance with company policies and guidelines

Skills Required

Good communication and convincing skills

Basic understanding of financial concepts (investment, savings, budgeting)

Strong interpersonal and relationship-building skills

Ability to explain complex topics in simple language

Confidence in client interaction and calling

Target-oriented and self-motivated

Eligibility

Graduate in any discipline (Finance/Commerce preferred but not mandatory)

Freshers or candidates with 0–3 years experience can apply

Basic knowledge of MS Office is an added advantage

Work Type

Client-facing / Advisory role

May involve calling, meetings, or virtual consultations depending on the company setup

Performance Indicators

Client acquisition and retention

Quality of financial advice provided

Achievement of monthly/quarterly targets

Customer satisfaction and relationship strength

Pay

₹25,000.00 - ₹49,940.99 per month

Benefits

Flexible schedule

Work from home

Work Location

In person