Financial Advisor

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.