Financial Advisory Support

Expert Staffing Solutions New Delhi; Gurugram District, Dadri; Hybrid; INR 640,000 - 766,000; Full time

Benefits offered by this job

Hybrid Working Model

Night Shift Allowance

5-Day Work Week (Sat-Sun Off)

Cab Facility

Job summary

Expert Staffing Solutions New Delhi is seeking experienced Financial Advisory Support Executives to provide voice-based support for financial advisory services. You will assist clients with financial products, resolve queries, and maintain records.

The role requires at least 1 year in a voice process, familiarity with portfolio management or wealth management, and strong verbal communication. The company offers a hybrid work model and a competitive package.

Qualifications

• Minimum 1 year of experience in a voice process/customer support role.
• Experience in financial advisory roles such as portfolio management, investment advisory or wealth management.
• Excellent verbal communication skills required for this job role.
• Strong understanding of financial markets, instruments and regulations.

Responsibilities

• Handle customer interactions related to financial advisory services.
• Assist clients with account-related inquiries, financial products, and service requests.
• Provide accurate information while adhering to company policies and compliance requirements.
• Ensure high standards of customer satisfaction and service quality.

Skills

Voice-based support

Verbal communication

Financial markets knowledge

Customer service

Job description

Job Summary

We are seeking experienced and customer-focused Financial Advisory Support Executives to provide voice-based support for financial advisory services. The role involves assisting clients with financial products, resolving queries, maintaining accurate records, and delivering a high-quality customer experience through effective communication.

Key Responsibilities

• Handle customer interactions related to financial advisory services.
• Assist clients with account-related inquiries, financial products, and service requests.
• Provide accurate information while adhering to company policies and compliance requirements.
• Ensure high standards of customer satisfaction and service quality.

Experience

• Minimum 1 year of experience in a voice process/customer support role.
• Experience in financial advisory roles such as portfolio management, investment advisory or wealth management
• Excellent verbal communication skills required for this job role.
• Strong understanding of financial markets, instruments and regulations.

Compensation & Benefits

• Salary up to 63k in hand
• Annual Bonus: 36,000.
• Night Shift Allowance: 6,000.
• 5-Day Work Week (Saturday and Sunday Off).
• Both-Side Cab Facility.
• Hybrid Working Model.