Advisor

Mumbai - India

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Description:

Advise clients on financial products such as insurance mutual funds loans and credit cards.
Handle inbound and outbound client interactions related to financial planning and investments.
Assist clients with account setup policy renewals billing and fund transfers.
Provide personalized financial advice aligned with company guidelines.
Maintain detailed client records and ensure data confidentiality.
Identify opportunities to cross-sell or up-sell financial products.
Ensure compliance with KYC regulatory requirements and company policies.
Collaborate with internal teams to resolve client concerns efficiently.
Achieve individual and team performance targets (client satisfaction portfolio growth and advisory metrics).

Job Description: Advise clients on financial products such as insurance mutual funds loans and credit cards. Handle inbound and outbound client interactions related to financial planning and investments. Assist clients with account setup policy renewals billing and fund transfers. Provide...