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
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.