Financial Advisor / Digital Partner

Sokanathan Fincap Advisory Services LLP is an AI-enabled FinTech company redefining the way financial and insurance solutions are discovered, accessed, and distributed across India. Through technology, digital partnerships, and a customer-centric approach, the company is building a smarter and more efficient ecosystem that connects individuals, businesses, and financial institutions.
As one of the trusted partners for financial services, Sokanathan Fincap provides solutions across Business Loans, Working Capital Finance, Machinery Finance, MSME Finance, Health Insurance, Term Insurance, Corporate Insurance, Marine Insurance, Cyber Insurance, and other financial and risk management solutions.
With a growing digital partner network and the SNFincap platform, the company is transforming traditional financial distribution by enabling individuals and professionals to participate in the financial services ecosystem through a simple, technology-driven model.
Our mission is to make financial services more accessible, transparent, and rewarding for customers, businesses, and partners across India.
Role Description :
We are looking for Financial Advisors / Digital Partners to join our growing partner network across India.
As a Digital Partner, you will work independently through the snfincap digital platform (www.snfincap.com) to identify potential customers, understand their basic financial or insurance requirements, and refer suitable solutions available through the platform.
The role involves generating referrals through your personal, professional, and business network, connecting customers with relevant financial solutions, tracking referrals digitally, and coordinating with the Sokanathan Fincap team wherever required.
This is a flexible, remote, commission-based opportunity that can be pursued on a part-time or full-time basis.
Key Responsibilities:
Identify potential customers through personal and professional networks.
Understand customers' basic financial and insurance requirements.
Refer relevant financial products and services through the Snfincap platform.
Generate and submit customer referrals digitally.
Maintain communication with referred customers when required.
Track referral status through the platform.
Coordinate with the internal team for further processing.
Build and expand your own customer and referral network.
Maintain professional customer relationships.
Qualifications:
No specific educational qualification is mandatory.
Freshers and experienced candidates are welcome.
Good communication and interpersonal skills.
Basic knowledge of smartphones, internet applications, and digital platforms.
Ability to build and maintain a customer or professional network.
Self-motivated and comfortable working independently.
Prior experience in insurance, banking, loans, financial services, sales, business development, real estate, or customer acquisition will be an advantage, but is not mandatory.
Remuneration: commission-Based
This is an independent Digital Partner opportunity and does not offer a fixed monthly salary.
Partners earn commission on successful eligible referrals/conversions as per the applicable product and payout structure.
Earning potential is performance-based and depends on the number and value of successful referrals.
What We Offer:
Flexible working hours
Work-from-anywhere opportunity
Part-time or full-time engagement
Zero investment to get started
Digital referral and tracking platform
Multiple financial and insurance product categories
Training and product support
Opportunity to build your own customer network
Performance-based earning opportunity
Pan-India opportunity
Who Can Apply?
This opportunity is open to anyone interested in building an additional income stream through their network, including:
Students | Working Professionals | Business Owners | Freelancers | Homemakers | Freshers | Insurance Professionals | Banking Professionals | Loan/DSA Professionals | Real Estate Professionals | Financial Advisors | Entrepreneurs | Retired Professionals
Important Note
This is a commission-based Digital Partner opportunity and not a fixed-salary employment position. Earnings depend on successful eligible referrals/conversions and the applicable payout terms.

Work arrangement
No