financial advisor

Outpay India; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Outpay India is seeking a knowledgeable Financial Advisor to join our Mumbai team. The role focuses on understanding fintech products, digital financial services, and investment solutions to guide customers effectively.

You will generate leads, convert them into customers, and maintain strong relationships while achieving sales targets. A graduate with 2-4 years in fintech or related sectors is preferred.

Qualifications

• Graduate in any stream; finance/commerce background preferred.
• 2-4 years in Fintech, Banking, Financial Services, Sales, or related industries.
• Good knowledge of the Fintech and financial services industry.

Responsibilities

• Understand and explain Fintech products and financial services.
• Guide customers based on their financial needs and requirements.
• Generate leads and convert them into customers.
• Maintain strong customer relationships and provide regular support.
• Achieve assigned sales and revenue targets.
• Stay updated with market trends in digital finance and Fintech products.
• Ensure proper documentation and compliance with company policies.

Skills

Fintech knowledge

Communication skills

Customer handling

Sales & business development

Investments knowledge

Education

Graduate degree

Job description

Job Description

We are looking for a knowledgeable and customer-focused Financial Advisor with a good understanding of the Fintech industry, digital financial products, and investment solutions. The candidate will guide customers, understand their financial requirements, and recommend suitable products.

Key Responsibilities

• Understand and explain various Fintech products and financial services.
• Guide customers based on their financial needs and requirements.
• Generate leads and convert them into customers.
• Maintain strong customer relationships and provide regular support.
• Achieve assigned sales and revenue targets.
• Stay updated with market trends, digital finance, and Fintech products.
• Ensure proper documentation and compliance with company policies.

Required Skills

• Good knowledge of the Fintech and financial services industry.
• Strong communication and convincing skills.
• Customer handling and relationship management.
• Sales and business development skills.
• Basic knowledge of investments, digital payments, loans, insurance, and other financial products.
• Target-oriented and self-motivated.

Qualification

Graduate in any stream; finance/commerce background preferred.

Experience

2-4 years in Fintech, Banking, Financial Services, Sales, or related industries.