Bank Financial Advisor

Realness Financial Services Pvt.Ltd is looking for a Bank Financial Advisor to join its team in Pimpri Chinchwad, Pune. Salary is up to ₹25,000/month. Freshers can apply.

In the employer’s words

Client Acquisition: Identify And Onboard New Retail Or Hni (High Net-Worth Individual) Clients Through Networking, Referrals, And Cold Calling.Investment Guidance: Assess Client Financial Goals, Risk Appetite, And Investment Horizons To Recommend Suitable Investments, Including Mutual Fund Schemes, Bonds, And Insurance. Basic Excel, MS Power Point, Record Management, MS Word | Skills Needed : Email, Computer

Pay and perks

The salary for this role is ₹20,000 – ₹25,000 per month.

Key responsibilities

Your main tasks will be to:

• Verify KYC documents and complete application formalities
• Source and onboard customers for loans, accounts or insurance products
• Manage collections and track overdue accounts
• Cross-sell relevant financial products to existing customers

Requirements

• Ideal for freshers starting their career
• Education: Graduate
• Comfortable with Basic Excel, Computer, Email, Ms Power Point, Ms Word, Record Management
• Basic English
• Freshers can apply
• Basic Excel, MS Power Point, Record Management, MS Word
• Skills Needed: Email, Computer
• Someone ethical and detail-oriented

Job details

• Work location: Pimpri Chinchwad, Pune, Maharashtra
• Work type: On-site
• Job type: Full time
• Working hours: 9:30 AM - 6:30 PM | Monday to Saturday
• Vacancies: 1
• Interview: 11:00 AM - 4:00 PM | Monday to Saturday

If this job suits you, apply now — shortlisted candidates will be contacted by Realness Financial Services Pvt.Ltd.