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Financial Consultant

Advenxa

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  • Posted:   1 year, 5 months, 15 days ago
  • Not yet applied
  • Job id656084c17040e400136c10ca
  • Experience1 - 3 years
  • Salary20,000 INR - 30,000 INR
  • Job Applicants0

Financial Consultant

Advenxa Trivandrum, Kerala, India No of views: 0

Advenxa serve clientele solutions for various business venture to bring insight into their business goals for finding solutions for better manpower sourcing.

Skills
  • Sales
  • Marketing
  • BPO
  • Banking
  • Cross-Selling
  • Financial Analysis
  • Commanding Skill
  • Interpersonal Skills
  • Negotiation Skills
Requirements
  • Job Role Financial Consultant
  • Job Type Full Time
  • Workplace Type Onsite
  • Industry Financial Services
Secondary locations

Attingal, Kerala, India

Karamana, Thiruvananthapuram, Kerala, India

Varkala, Kerala, India

Kilimanoor, Kerala, India

About

Not provided

Responsibilities

As a Financial Consultant, you will be responsible for new client acquisition and cross-selling financial products.

Key Responsibilities:

  • New Client Acquisition: Identify and approach potential clients to expand the customer base.
  • Cross-Selling: Promote and sell a range of financial products to existing and new clients, providing tailored solutions to meet their financial needs.
  • Client Relationship Management: Build and maintain strong relationships with clients to ensure their financial objectives are met and provide ongoing support.
  • Financial Analysis: Conduct financial assessments and analysis to understand clients' financial goals and recommend suitable products.
  • Compliance: Ensure compliance with all relevant financial regulations and company policies.
  • Achievement of Targets: Meet or exceed monthly and quarterly sales targets.


Other Requirements

We are seeking a dedicated and motivated Financial Consultant to join our team. The ideal candidate will have a minimum of 1 year of experience in sales, marketing, BPO, or banking, and possess a bachelor's degree.

  • Minimum of 1 year of experience in sales, marketing, BPO, or banking.
  • Bachelor's degree in a relevant field.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Good understanding of financial products and services.
  • Excellent sales and negotiation skills.
  • Results-oriented and target-driven.


Good to have

Not provided

About the Company

Advenxa serve clientele solutions for various business venture to bring insight into their business goals for finding solutions for better manpower sourcing.

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