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at My Advisers
š¢ ***Part-Time Job Opportunity: Financial Advisor***
Are you passionate about finance and helping others achieve their financial goals? We're excited to announce a part-time job opening for a Financial Advisor in India.
Responsibilities:-
- Provide financial advice and guidance to clients based on their individual financial situations and goals.
- Develop personalized financial plans tailored to each client's needs.
- Educate clients on various investment options, retirement planning, insurance, and other financial products and services.
Requirements:-
- Strong knowledge of financial planning principles and investment strategies.
- Excellent communication and interpersonal skills.
- Ability to work independently and manage client relationships effectively.
- Relevant certification or degree in finance, economics, or related field is a plus.
Benefits:-
- Flexible working hours to accommodate your schedule.
- Competitive compensation with opportunities for growth and advancement.
- Ongoing training and support to enhance your skills and knowledge in the field of finance.
- Earn Commission to Refer Customer for LOAN, INSURANCE, CREDIT CARD, ETC.
If you're interested in joining our team as a part-time Financial Advisor, please contact us.
Visit Our Website: https://myadvisers.net
We look forward to hearing from you!
Hiring For Field Sales
Must have experience in Home loan process
Immediate Joiner
working days 6 days
Rotational shift
- ResponsibleĀ for taking customer or client calls and offering financial answers to their difficulties and intimating sales with potential customers over the phone.
- Responsible for assisting consumers or clients with financial purchases.
- Provide assistance and solutions to the customer regarding financial products and must speak with your supervisor or team leader to resolve any financial difficulties.
- Provide excellent customer service.Ā
- 5. Eager to gain new talents and should have interpersonal, Research and Record Keeping Skills.
Key skills:
- Must KnowĀ English and at least oneĀ south language ( Kannada, Telugu, Tamil, Malayalam,Ā
- Effective communication abilities.
- Computer Literate.
At least 1+ year of Prior experience as a Tele caller or similar in the Banking or Finance sector.
POST: Sales Executive (Male/Female)
Ā
JD Includes:
Ā
- Relevant Experience from Banking/Insurance Industry
- Two-Wheeler Must
- Well versed with Ahmedabad geography
- Able to drive Loan Volume Targets
different channels on the field
ā Develop and maintain relationships with partnered institutions and repeat business
and referral/s
ā Arrange and plan events to generate leads, handle product queries and
service issues in the partnered institutions
ā Meet clients, verify documents, process files, coordinate for sanction /
disbursement of loans, personalized service to clients
ā Ensure the achievement of a given business target in your territory
ā Generate loan leads from the partnered institutions, open market and through different channels on the field.
ā Develop and maintain relationships with partnered institutions and repeat business
and referral/s.
ā Arrange and plan events to generate leads, and handle product queries and
service issues in the partnered institutions.
ā Meet clients, verify documents, process files, coordinate for sanction /
disbursement of loans, personalized service to clients.
ā Ensure the achievement of a given business target in your territory.
Ā
Ā
Experience: 1year+ in Banking sales such as personal loans, and home loans.
- prior experience in finance focused on disbursements - 1-year minimum
- good communication skills
- prior experience in handling a team
- moderate knowledge about the loan process
- basic knowledge about API (not mandatoryĀ but would be preferable)
- overall 2 years experience minimum
- document and data analysis
- Would be responsible for end to end loan processing, from initial receipt of loan application to credit approval stage within TAT parameters.
- Reviewing the loan application.
- Reviewing the credit application
- Credit underwritingĀ
- KYC verfication.
Candidate should be GraduateĀ
Salary: Up to 3.50 LPA
Venue: C-95, First Floor, Noida Sec-2, Nearest Metro Station- Noida sec-15
Job Description
- Required minimum experience of 2 year as Team Leader in Sales and Tele-callingĀ
- Handle outbound callsĀ
Ā
- Team HandlingĀ
- Knowledge of SalesĀ
- Knowledge of Loan Process (specifically Personal Loan)
- Good Communication skillsĀ
- Good in Convincing partĀ
- Insight salesĀ
-Experience in Sales and Tele-calling
- Handle outbound calls
- Knowledge of Sales
- Knowledge of Loan Process
- Good Communication skills
- Good in Convincing part