Financial Advisor

Job Title: Financial Advisor

Location: Mumbai, Maharashtra, India

About the Job:

We are seeking candidates who aspire to build a career in the financial advisory industry. We have an opening for an Investment Specialist (Financial Advisor). Our core product offerings are Mutual Funds, FD, Government Bonds, Debentures, etc.

Company Profile:

We are a one-stop financial services shop, widely known for the quality of our advice, personalized service, and cutting-edge technology. We started our journey in 2008. Currently, we are serving more than 50,000 investors with a team of 100 members.

To meet our expansion goal, we are in the process of expanding our team of Investment Specialists. Interested candidates may be in touch with the HR team as per the details given below.

Job Description:

The role of an Investment Specialist (Financial Advisor) is to be in touch with investors over the phone and update them about the latest ongoing schemes (which include Mutual Funds, FD, Government Bonds, Debentures, etc.) and help them to make wise investment decisions based on various factors. Business development and acquisition of new investors are the key criteria of the performance matrix. As per need, candidates may have to visit client places for completion of documentation (any place, any day, and any time).

Qualification: Minimum Graduate from any stream.

Experience: Freshers can apply.

Remuneration: As per company norms.

Working Days:

• Monday to Saturday (first 6 months)
• Post 6 months: Alternate Saturday off

Note:

1. Applications will only be accepted through the ATS link provided above. Profiles shared through other means will not be considered.

2. Prolegion does not charge any fee from candidates at any stage. If anyone approaches you for money in exchange for this opportunity, treat it as fraud and report it to us immediately.