Financial Consultant

We are looking for a motivated and customer-focused Financial Consultant to assist customers in understanding and selecting suitable financial products and services.

Key Responsibilities:-

Contact prospective customers and generate business leads.

Understand customers’ financial requirements and explain relevant products/services.

Explain product features, benefits, eligibility, and applicable terms clearly.

Build and maintain strong customer relationships.

Follow up with leads and support the sales conversion process.

Achieve assigned sales and business targets.

Maintain accurate customer and sales records.

Coordinate with internal teams for documentation and application processing.

Provide regular follow-up and customer support.

Requirements:-

Minimum 12th Pass; Graduate preferred.

Freshers can apply; experience in sales/financial services will be an advantage.

Good communication and interpersonal skills.

Customer-focused and target-oriented approach.

Basic computer and documentation skills.

Willingness to work in a sales-oriented environment.

Preferred Experience:-

Candidates with experience in Banking, Insurance, Loans, Mutual Funds, Financial Products, Telesales, Direct Sales, or Relationship Management will be preferred.

Skills:-

Communication

Sales & Negotiation

Customer Relationship Management

Lead Generation

Product Presentation

Follow-up & Conversion

Target Achievement