Job descriptionPost : Financial Advisor (Tele Sales)- Age : 25-55- Experience: 4 + years- Salary budget : 30k to 40k- Job Location : Andheri (W) (Veera Desai Road)Roles :- Provide personalized financial counseling and debt management advice to clients, understanding their unique financial situations and goals.- Analyze clients\' debt profiles, including credit card debt, loans, and other financial obligations, to develop tailored debt repayment plans.- Educate clients on effective debt management strategies, budgeting techniques, and financial goal setting to help them achieve long-term financial stability.- Assess clients\' credit reports and provide guidance on improving credit scores and managing debt responsibly.- Collaborate with clients to create comprehensive financial plans that address debt reduction, savings goals, and wealth-building strategies.- Recommend debt consolidation, debt restructuring, or debt settlement options when appropriate, and guide clients through the process.- Stay updated on industry regulations, debt management best practices, and financial products relevant to debt management and personal finance.- Maintain accurate records and documentation of client interactions, financial plans, and debt management recommendations in compliance with regulatory requirements.Candidate requirements :- Bachelor\'s degree in business, finance, or related field.- Excellent English and communication.- Preference would be given to candidates who knows the language of Tamil / Telugu / Malayalam.- Knowledge of Credit card, Loans, and insurance industries.- Experience in finance field related unsecured loans preferred.- Experience in international process in a BPO would be preferred.- Proficient in Word, Excel, Outlook, and PowerPoint.Job Type: Full-timeSalary: - 30,000.00 - 50,000.00 per monthBenefits:Provident FundSchedule: Day shiftSupplemental pay types:- Joining bonus- Performance bonus- Quarterly bonusAbility to commute/relocate:Andheri, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required) (ref:updazz.com)
updazz .com
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