Become an IRDAI-certified financial advisor and script your own success story
Earn rewards and recognition by providing thoughtful financial advice for people who need it most
Financial Freedom
Earn fees and incentives year on year with our dedicated training, on-site support and rewards programs
Gain financial freedom and explore newer avenues in your life with a career where returns are truly proportional to your hard work and efforts
Flexible Hours
Choose where to work, when to work - from your home or office, at your pace, as per your schedule
We will assist you in reaching your clients, scheduling appointments, discussing products and services and tracking your progress
Exclusive Benefits
We recognize performance and reward success through awards, incentives, and various programs held nationally and internationally
We make you financially ready, and groom you to achieve growth and success making for a transformational experience
Eligibility & Documents
✅ Matriculation/Standard 10 pass
✅ Minimum 18 years of age
✅Submission of PAN, AADHAR, 2* photographs, Bank Account Details & Education Certificate
✅15 hours of minimum mandatory training followed by an exam by IRDAI
Join us & turn into a pro
A career in financial services is dynamic and rewarding
People trust you to get through to the right decision and that means you are in a position of great responsibility to get it right, every time
At Corporate Finance and Risk Management, we put people first,
process and product next
Sign up for a short consultation and take your big next step forward!
Name *Email *Phone *Why partner with us
Our advisors thrive in a highly competitive marketplace by leveraging our expertise and continuing support
Cross Sell Products
We enable our advisors with the training and certification to market a host of financial products, giving you opportunities to focus on each individual's needs and requirements
Track Performance
We undertake strategic interventions to give you real-time insights into your performance, helping you navigate the complexities of the financial world with ease and confidence
Ongoing Support
At CFRM your learning curve is a continuous journey of discovering newer products, strategies, and processes
Our team will work in tandem with you to create a path filled with learning
How It Works
1Register
Register your details for a quick KYC
2Learn
Learn the essentials of financial services
3Qualify
Get certified by a competent authority
4Deliver
Start marketing with poise & confidence
5Improve
Build better strategies for sales & retention
Your one-stop destination to plan & manage your financial goals. Our team of friendly experts are adept at ensuring your long-term happiness
Our Office
60/1, 12th Main Rd, 1st Block, 2nd Block, Rajajinagar, Bengaluru, Karnataka 560010
91 99168 56677
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