Financial Advisor @ Integrated Personnel

Job Description

We are hiring for financial profiles

Designation :- Financial Advisor

Qualification :- Any Graduation 

Experience:- 1-2yrs

Salary :- 2.50-3.50 LPA  

location:- Andheri (East) 

Roles and Responsibilities :- 

Roles & Responsibilities :-
(1) Digital client acquisition using LMS on provided leads
(2) Ensure the clients downloads our mobile application and complete the KYC process
(3) Providing strategic advice across a variety of financial products and services
(4) Assessing clients overall financial picture, understand their needs and develop a solid financial
plan
(5) Guiding clients towards a profitable and secure financial decision
(6) Guide clients towards a profitable and secure financial decision
(6) Cultivate client base and build win-win relationships
(7 ) Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to
meet sales quotas
(7) Keep abreast of new industries trends and research market to back up financial
consulting
(8) Oversee the course of the financial plan and update it, if necessary, to ensure profits

Capabilities: -
Communication should be good.
Work will be sales profiles; data will be provided.
Video call KYC they have to do.
Outbound calling
KYC Process
DMAT Accounting  

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Keyskills:   banking products brokerage insurance sales dmat accounting kyc process oubound calling