Financial Advisor

Job Title: Financial Advisor / Financial Advisory Executive

Location: Bengaluru

Industry: Financial Services

Job Description

We are looking for a motivated Financial Advisory Executive to join our team in Bengaluru. The candidate will be responsible for providing financial advice, managing client relationships, and helping clients choose suitable financial products.

Key Responsibilities

Provide financial guidance and investment advice to clients.

Understand client financial goals and recommend suitable financial products.

Handle sales of products such as insurance, mutual funds, loans, and investment plans.

Build and maintain strong relationships with clients.

Achieve monthly sales targets.

Maintain client records and documentation.

Stay updated with financial market trends.

Qualification

12th Pass / PUC / Any Graduation

Freshers and experienced candidates can apply.

Skills Required

Good communication skills

Basic financial knowledge

Sales and negotiation skills

Client relationship management

Salary

As per company standards + Incentives