Job Title: Freelance Financial Advisor
Company: Nanda Fincap Private Limited
Location: Jaipur, Rajasthan, India (Remote work with occasional client meetings)
Industry: Financial Services (Loans, Credit Cards, Life & Health Insurance, Motor Insurance)
Employment Type: Freelance / Commission-Based

About Nanda Fincap Private Limited

Nanda Fincap Private Limited is a leading financial services company specializing in facilitating a wide range of financial products, including personal and business loans, credit cards, life and health insurance, and motor insurance. We are committed to providing tailored financial solutions that meet the unique needs of our clients.

Position Overview

We are seeking a dynamic and results-driven Freelance Financial Advisor to join our team. In this role, you will be responsible for providing expert financial advice to clients, helping them navigate the complexities of various financial products, and facilitating the acquisition of loans, insurance policies, and credit cards.

Key Responsibilities

• Client Consultation: Meet with clients to assess their financial needs and goals, providing personalized advice on suitable financial products.

• Product Recommendation: Advise clients on appropriate loan options, insurance policies, and credit card products based on their financial situation.

• Documentation Facilitation: Assist clients in completing necessary documentation for loan applications, insurance policies, and credit card acquisitions.

• Relationship Management: Build and maintain strong relationships with clients to ensure long-term satisfaction and repeat business.

• Market Research: Stay updated on the latest financial products and market trends to provide informed recommendations.

• Compliance Adherence: Ensure all financial transactions and advice comply with industry regulations and company policies.

• Sales Targets: Achieve and exceed sales targets set by the company through effective client acquisition and retention strategies.

Qualifications

• Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field.

• Experience: Proven experience in financial advisory roles, preferably in loans, insurance, or credit card services.

• Certifications: Relevant certifications in financial planning or insurance (e.g., CFP, IRDAI certification) are advantageous.

• Skills:

  • Strong understanding of financial products and services.

  • Excellent communication and interpersonal skills.

  • Ability to analyze and assess clients' financial situations.

  • Proficiency in financial planning software and tools.

  • Self-motivated with a strong sales orientation.

Compensation

• Commission-Based Earnings: Competitive commission structure based on sales performance.

• Performance Incentives: Additional incentives for achieving and exceeding sales targets.

• Flexible Working Hours: Ability to set your own schedule to meet client needs.

Nanda Fincap Private Limited is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.