Job Description

About the Role:

We are looking for a fresh, energetic, and well-spoken individual with excellent communication skills to join our financial advisory team. This is a purely advisory role where you will handle inbound calls from clients who have financial doubts and need expert guidance. No cold calling or sales targets - your primary responsibility is to provide accurate, unbiased financial advice to clients in a simple and easy-to-understand manner.

Key Responsibilities:

Handle Inbound Calls: Answer client queries related to mutual funds, insurance, investments, financial planning, and market trends. Provide Financial Guidance: Analyze the client's needs and provide appropriate financial advice, helping them make informed decisions. Explain Financial Concepts: Break down complex financial terms and products into easy-to-understand language. Stay Updated on Market Trends: Keep up with the latest financial products, investment opportunities, and regulations. Ensure Client Satisfaction: Build trust with clients by giving genuine, product-neutral advice that prioritizes their financial well-being. Maintain Call Records: Document client interactions and maintain records of queries and solutions provided.

Desired Candidate Profile:

Excellent Communication Skills: Clear and concise verbal communication. Active listening and the ability to understand customer needs. Polite and professional phone etiquette. Ability to explain complex information in a simple way. Customer Service Orientation: Patient and empathetic demeanor. Ability to handle difficult customers and resolve issues effectively. A genuine desire to help and provide solutions. Problem-Solving Skills: Ability to analyze situations and identify solutions. Resourcefulness and the ability to find information quickly.

Technical Skills:

Proficiency in using CRM software, call centre software, and other relevant applications. Ability to navigate computer systems and databases efficiently.

Additional Desirable Qualities:

Multilingualism: Ability to communicate in multiple languages is a significant advantage in diverse markets like India. Previous Call Centre Experience: Prior experience in a call centre environment is highly valued.

Preferred Qualifications:

Education: Any graduate (BCom, BBA, MBA Finance preferred but not mandatory). Certifications: CFP/CA/RIA(preferred but not compulsory; can be completed after joining). Experience: Freshers or candidates with up to 2 years of experience in financial advisory, customer service, or related fields.

What We Offer:

Pure Advisory Role: No sales targets or cold calling - only client consultations. Structured Training: Get trained in financial products, advisory techniques, and handling client queries. Growth Opportunities: Potential to transition into senior advisory or financial planning roles.
Job Types: Full-time, Permanent

Pay: Up to ?1,068,861.47 per year

Benefits:

Health insurance Provident Fund
Schedule:

Day shift Monday to Friday Morning shift
Experience:

Financial planning: 2 years (Required)
Language:

Multilingual (Required)
Work Location: In person

Speak with the employer

+91 7305879771