Telesales Executive Jobs in Indore - Paramount research services
Job Description
Job Description -
- We are looking to hire a financial advisor to join our team.
- You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.
- To excel in this tightly regulated role you should already have the appropriate licenses and a deep knowledge of all the latest financial products on the market.
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
Job Particulars
Role bpo telecaller
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id581009
Job Category BPO , BSc/BCA/BBM
Locality Address
State Madhya Pradesh
Country India
About Company
Paramount Research Services is a leading financial services provider with presence in Indian listed on BSE and NSE capital markets. With its full fledged research operations, Epic Research - Investment Adviser has proven itself as company that produces and delivers high accuracy tips and recommendations for
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