• Excellent communication skills, ability to listen • Ability to establish trust and rapport with prospects • Computer literate • Good organizational skills and Negotiation Skills. • Must be accountable, reliable and able to work independently
Roles & Responsibilities:
A Financial adviser is responsible for the following work:
. Should contact individuals and convert opportunity into sales.
Prospecting for new customers through referrals, networking, and business-to-business relationships.
Accurate inquiry tracking, from initial contact through all subsequent follow-up communications, and pro-active participation in systematic follow-up routines with all inquiries.
Assists with special events, follow-up and other service initiatives.
Participating in designated program outreach activities.
This job is for Financial adviser who can educate the individuals about the importance of financial planning. The Financial Adviser should convert potential deals into sales by reaching weekly targets.This is highly competitive, goal oriented position and is rewarded for their performance. We provides training on the Financial planning.
We provide Online personal Financial planning, Residents & Non-residents tax filing returns. We are registered Mutual fund Distributors. We have a team of Advisers who has 30 years of experience in Finance, Taxation & Insurance.
2nd floor, Subham sri samapada complex opp to Katreya hotel, rajbhavan road, somajiguda hyderabad