Financial Advisor

Description:
This role is with a financial services firm in Narasaraopeta. The Financial Advisor will engage with clients to offer financial products and advisory services, build relationships, meet sales targets, and manage portfolios.

Key Responsibilities:

  • Advise clients on appropriate financial products (e.g., investments, insurance, loans).
  • Build and maintain a client base, establish relationships and understand their financial goals.
  • Achieve sales targets and conversion metrics — meet predefined monthly/quarterly goals.
  • Prepare and present financial plans and proposals to clients.
  • Keep abreast of market trends, regulatory changes, product updates.

Job Requirements:

  • Good communication skills (likely in Telugu and English).
  • Basic experience or interest in finance / sales preferred.
  • Target-oriented mindset, ability to work independently.
  • Knowledge of local market / clients in Narasaraopeta would be advantage.
  • Valid local residency / ability to travel in region.

Role Details:

  • Salary range cited: ~ ₹20,000-₹25,000 / month for Financial Advisor role in Narasaraopeta.
  • Full-time, on-site at Narasaraopeta location.
  • Performance based compensation likely (sales + conversions).
  • Good fit for someone with client-facing sales orientation in financial products.

Job Category: Finance / Sales
Job Type: Full Time
Job Location: Narsaraopeta

Apply for this position

Allowed Type(s): .pdf, .doc, .docx