Financial Advisor

Role

Overview We are seeking Investment Coaches to join our dynamic team in Bangalore. In this role, you will guide customers in achieving their financial objectives by providing personalized investment advice through tele calling. This is a target-driven role within a structured environment, ensuring professional growth and customer success.

Key Responsibilities

● Achieving your daily dial-out and talk time targets.

● Optimally use your day to talk and educate customers over the call.

● Educate customers on various investment products, including mutual funds and stocks.

● Offer tailored financial solutions based on the customer's needs and objectives.

● Achieve defined sales and performance targets in a structured, professional setting.

● Build and nurture long-term client relationships through excellent service. 

Qualifications

● Education: Graduate or Postgraduate in Finance, Business Administration, Economics, or Commerce.

● Location Preference: Candidates must reside close to HSR Layout or be open to relocating to Bangalore.

● Work Experience: 6 months to 3 years in tele sales, preferably in the financial services domain. (freshers can also apply)

● Profile Stability: Demonstrated stability with no frequent job switches.

● Skills: ○ Fluent communication in English and Hindi (no Mother Tongue Influence). ○ Knowledge of financial products and risk management strategies. ○ Strong customer service orientation and problem-solving abilities.

● Certifications (Preferred): NISM

Preferred Experience

● Proven tele sales experience with a focus on achieving targets.

● Background in selling financial products, such as mutual funds, stocks, or insurance.