Walk-in | Financial Advisor

Psys Services; Hyderabad; On-site; INR 300,000 - 480,000; Full time

Job summary

Psys Services invites female candidates to join as a financial advisor, guiding clients on mutual funds and insurance, explaining SIPs, lump-sum investments, equities, and debt funds, and building long-term relationships.

You will identify potential clients, handle queries, maintain records, and promote suitable products, with AMFI and IRDAI certifications required.

Qualifications

• Knowledge of mutual funds and financial products.
• AMFI certification required.
• IRDAI insurance agent certification/qualification required.

Responsibilities

• Provide guidance to clients on mutual fund schemes and insurance products.
• Explain SIPs, lump-sum investments, equity funds, debt funds and other mutual fund categories.
• Understand clients' financial goals, investment preferences and risk appetite.
• Identify potential clients and generate business opportunities.
• Promote and explain suitable mutual fund and insurance products.
• Explain investment risks, returns, and product features clearly.
• Handle client queries regarding investments, policies and financial products.
• Maintain strong relationships with existing and prospective clients.
• Maintain proper client records and documentation.

Skills

Good communication

Basic knowledge of mutual funds

Strong customer relationship mgmt

Lead generation

Negotiation & follow-up

Basic computer knowledge

Job description

Roles & Responsibilities

• 1. Provide guidance to clients on various mutual fund schemes and insurance products.
• 2.Explain SIPs, lump-sum investments, equity funds, debt funds and other mutual fund categories
• 3. Understand clients' financial goals, investment preferences and risk appetite.
• 4. Identify potential clients and generate business opportunities.
• 5.Promote and explain suitable mutual fund and insurance products.
• 6. Explain investment risks, returns, and product features clearly.
• 7.Handle client queries regarding investments, policies and financial products.
• 8.Maintain strong relationships with existing and prospective clients.
• 9.Maintain proper client records and documentation.

Required Skills

• 1. Good communication and convincing skills.
• 2. Basic knowledge of mutual funds and financial products.
• 3. Strong customer relationship management skills.
• 4. Lead generation and sales conversion abilities
• 5. Good negotiation and follow-up skills.
• 6. Basic computer knowledge.

Mandatory Certifications & Eligibility

• 1. Mutual Fund Certification (AMFI)
• 2. Candidates must possess AMFI-related certification

2. Insurance Certification (IRDAI)

• Candidates must possess a valid IRDAI-related insurance agent certification / qualification.

Note:

We are only hiring for the female candidates