Bank Financial Advisor

18,000 - 25,000 /month

Ternate Management Services Private Limited

Dwarka Mor, Delhi

6 - 12 months Experience in Sales / Business Development

25 Openings

Full Time

Skills Required

Cold Calling

Computer Knowledge

Lead Generation

Wiring

Job Highlights

Sales Type: Real Estate

12th Pass and above

All genders

08:45 AM - 06:00 PM | 6 days working

PAN Card, Aadhar Card, Bank Account

Job Description

We are looking for a Bank Financial Advisor to join our team at at Ternate Management Services Private Limited. The role requires identifying new business opportunities, building long-lasting client relationships, and driving revenue growth. The ideal candidate for this role must have a passion for sales, excellent communication skills, and a proven record of closing deals.

Key Responsibilities:

Calling and meeting existing and prospective clients.
Advising clients on stocks, mutual funds, bonds, insurance, and other investment products.
Recommending investment ideas based on the company's research.
Opening demat and trading accounts and helping customers complete documentation.
Generating brokerage and investment business while achieving monthly sales targets.
Building long-term relationships with clients and providing ongoing support.

Job Requirements:

The minimum qualification for this role is 12th Pass and 6 months - 1 years of experience. Applicants should have strong negotiation skills, a customer-first approach, and the ability to work in a fast-paced environment.

Other Details

It is a Full Time Sales / Business Development job for candidates with 6 months - 1 years of experience.

More about this Bank Financial Advisor job

What skills and experience do you need for this Bank Financial Advisor job?
Ans : To apply for this Bank Financial Advisor job, candidates should have skills like Cold Calling, Computer Knowledge, Lead Generation, Wiring along with 1-1 years of experience.
What salary is offered for this Bank Financial Advisor job?
Ans : The salary for this Bank Financial Advisor job ranges between ₹18,000-₹25,000 per month.
What are the working days and timings for this job?
Ans : This Bank Financial Advisor job has 6 days working days and timings from 08:45 AM - 06:00 PM.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Dwarka Mor, Delhi.
How many openings are available for this position?
Ans : There are 25 openings available for this position.
Is this job open for all genders?
Ans : Yes, this Bank Financial Advisor job is open for both male and female candidates.
What does the role of Bank Financial Advisor involve?
Ans : As a Bank Financial Advisor, your work will involve skills like Cold Calling, Computer Knowledge, Lead Generation, Wiring. This role is part of Sales / Business Development category.
Where is this job located?
Ans : This Bank Financial Advisor job is located in Dwarka Mor, Delhi.
What kind of candidate is ideal for this job?
Ans : A candidate with skills like Cold Calling, Computer Knowledge, Lead Generation, Wiring along with 1-1 years of experience is ideal for this Bank Financial Advisor job.
Why should you apply for this Bank Financial Advisor job?
Ans : This Bank Financial Advisor job offers a salary between ₹18,000-₹25,000 per month. This is a Full Time opportunity and has 25 openings available.