Walk-in | Financial Advisor-Mutual Funds/Insurance

Psys Services; Hyderabad; On-site; INR 350,000 - 550,000; Full time

Job summary

Psys Services in Hyderabad is seeking a female candidate to guide clients on mutual fund schemes and insurance products. The role involves explaining SIPs, lump-sum investments, and various fund categories, while understanding clients’ goals and risk tolerance.

You will identify potential clients, generate opportunities, promote suitable products, and handle queries. Maintaining records and strong relationships is essential.

Qualifications

• Good communication and convincing skills.
• ,

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

Communication

Mutual funds knowledge

CRM skills

Lead generation

Negotiation

Follow-up

Basic computer skills

Education

AMFI Certification

IRDAI Certification

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