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Financial advisor

Applications are closed

  • Job
    Full-time
    Entry Level
  • Sales & Business Development
    Banking & Finance
  • Mumbai
    Remote

Requirements

  • Qualifications
  • Bachelor's degree in Finance or related field
  • Communication Skill
  • Small interest in sales & Marketing
  • Skills
  • telecalling
  • communication skill

Responsibilities

  • - To be touch with investor over the phone and update them about latest ongoing scheme (which includes FD, MF, Bonds, Debenture etc) and help them to make wise investment decision based on various factor.
  • - Business development and acquisition of new investors the key criteria of performance matrix.
  • - As per need, male candidate may have to visit client place for completion of documentation (any place, any time, any day).

FAQs

What is the job title for this position?

The job title is Financial Advisor.

Where is the job location?

The job is located in Mumbai.

What is the experience requirement for this position?

The ideal candidate should have less than 1 year of experience.

Is this a full-time position?

Yes, this is a full-time position.

How recent is this job posting?

This job was posted 1 day ago.

What are the main responsibilities of the Financial Advisor?

The main responsibilities include delivering personalized investment solutions, maintaining telephonic interaction with investors, updating them on various schemes, and helping them make investment decisions.

What qualifications are required for this position?

A Bachelor's degree in Finance or a related field is required.

Are candidates expected to visit clients' locations?

Yes, male candidates may have to visit clients for documentation as needed.

What skills are emphasized for this role?

The skills emphasized for this role include telecalling and strong communication skills.

Is an interest in sales and marketing beneficial for this role?

Yes, having a small interest in sales and marketing is beneficial for this role.

A platform for returnee women professionals...

Non-profit
Industry
11-50
Employees
2014
Founded Year

Mission & Purpose

Her Second Innings is an India-based platform dedicated to empowering women who wish to re-enter the workforce after a career break. The company provides career opportunities, training, and mentorship to help women restart their professional journeys with confidence. Their ultimate goal is to promote gender diversity in workplaces by bridging the gap between organisations looking for skilled talent and women seeking to resume their careers. Her Second Innings aims to foster a supportive environment where women can rebuild their careers and achieve financial independence.