Financial Advisor
Innovista Financial Services Private LimitedFixed
₹15,000 - ₹30,000
Average Incentives*
₹3,000
Earning Potential
₹33,000
Fixed
₹15,000 - ₹30,000
Average Incentives
₹3,000
Earning Potential
₹33,000
You can earn more incentive if you perform well
Work from Office
Full Time
Any experience
Basic EnglishJob highlights
6 applicants
Benefits include: PF, Mobile Allowance
Job Description
We are looking for a motivated and customer-oriented Financial Advisor to join our team. The candidate will be responsible for connecting with potential customers, understanding their financial requirements, generating leads, counselling them regarding suitable secured loan products, and coordinating with the internal team for further processing.
- Generate leads through company-provided data.
- Make outbound calls to prospective customers and understand their financial requirements.
- Counsel customers regarding suitable products.
- Explain loan eligibility, documentation, basic terms, and the overall loan process to customers.
- Maintain regular follow-ups with leads and update lead status.
- Coordinate with the sales and credit team for further processing of qualified leads.
- Schedule customer meetings and field visits wherever required.
- Maintain accurate records of leads, follow-ups, and customer interactions.
- Ensure timely follow-up until the lead is converted or closed.
- Provide a professional customer experience and resolve basic customer queries.
- Achieve assigned monthly lead-generation and conversion targets.
Job role
Job requirements
About company
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The candidate should have completed Diploma degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Indore to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Only Female candidates can apply for this job.
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