Bank Financial Advisor

Looking for a Bank Financial Advisor role in Sector 30 - Gurgaon, Delhi? Pregun Hr Services is hiring now. 10 candidates will be hired for this role. You can earn up to ₹35,000/month.

Note from the employer

Analyze Market Trends And Provide Tailored Investment Strategies For Clients. Manage Financial Portfolios To Maximize Returns While Minimizing Risks. Offer Ongoing Advice And Maintain Client Relationships For Long-Term Financial Growth. 1 - 2 Years Experience Compulsory. | Basic Excel

Salary

Compensation: ₹25,000 – ₹35,000 per month.

Who can apply

• 1 to 2 years of experience in a similar role
• 12th Pass or equivalent
• Good knowledge of Basic Excel
• Good English
• 1 - 2 Years Experience Compulsory.
• Basic Excel
• You are trustworthy and detail-oriented

Key responsibilities

Here is what a typical day looks like:

• Verify KYC documents and complete application formalities
• Comply with RBI/IRDAI guidelines and internal audit norms
• Manage collections and track overdue accounts
• You will follow up on applications until disbursal or policy issue.
• Source and onboard customers for loans, accounts or insurance products
• Cross-sell relevant financial products to existing customers

Quick facts

• Work location: Sector 30 - Gurgaon, Delhi, Delhi
• Job type: Full time
• Interview timings: 11:00 AM - 4:00 PM | Monday to Saturday
• Work mode: On-site
• Vacancies: 10
• Working hours: 9:30 AM - 6:30 PM | Monday to Saturday

Apply today and take the next step in your career with Pregun Hr Services.