Job description

Post : 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-time

Salary: - 30,000.00 - 50,000.00 per month

Benefits:

Provident Fund

Schedule: Day shift

Supplemental pay types:

- Joining bonus

- Performance bonus

- Quarterly bonus

Ability to commute/relocate:

Andheri, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)