సర్వీస్ అడ్వైజర్

Job Summary:
We are looking for a knowledgeable and customer-focused Investment Advisor to help clients understand investment opportunities and choose suitable financial products based on their financial goals, risk profile, and investment requirements.

Key Responsibilities

• Understand clients’ financial goals and investment objectives.

• Explain investment products such as mutual funds, stocks, bonds, insurance, and other financial products.

• Assess clients’ risk tolerance and investment preferences.

• Provide suitable investment recommendations based on client requirements.

• Generate leads and acquire new clients through calls, meetings, and referrals.

• Maintain strong relationships with existing clients.

• Follow up with clients regarding investments and portfolio requirements.

• Explain market trends and investment risks in a clear and professional manner.

• Maintain accurate client and investment records.

• Achieve monthly and annual business/sales targets.

• Follow all applicable company policies and regulatory requirements.

• It is a Full Time కస్టమర్ మద్దతు / టెలికాలర్ job for candidates with 0 - 1 years of experience.