Bank Financial Advisor

Ternate Management Services Private Limited wants to bring on a Bank Financial Advisor for its Dwarka Mor, Delhi team. 20 candidates will be hired for this role. The pay goes up to ₹25,000/month. Freshers can apply.

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.

Roles and responsibilities

Your main tasks will be to:

• Comply with RBI/IRDAI guidelines and internal audit norms
• You'll verify KYC documents and complete application formalities.
• Manage collections and track overdue accounts
• Source and onboard customers for loans, accounts or insurance products
• Explain product features, charges and terms transparently
• Follow up on applications until disbursal or policy issue

Salary and benefits

You will be paid ₹15,000 – ₹25,000 per month.

Eligibility

• No prior experience needed — freshers can apply
• Education: 12th Pass
• Comfortable with Documentation, MS Excel, Customer acquisition, Compliance
• Basic English
• Freshers can apply

Position details

• Job location: Dwarka Mor, Delhi, Delhi
• Interview timings: 11:00 AM - 4:00 PM | Monday to Saturday
• Work mode: Work from office
• Working hours: 9:30 AM - 6:30 PM | Monday to Saturday
• Vacancies: 20
• Job type: Full time

Click Apply to send your profile to Ternate Management Services Private Limited. It takes less than a minute.