About the Job
We are looking for candidates who are aspiring to build a career in the financial advisory industry. We have an opening for an investment specialist (financial advisor). Our core product offerings are a mutual fund, FD, and government bonds, debentures, etc.Company profile: We are a one-stop financial services shop, widely known for the quality of our advice, personalized service, and cutting-edge technology. We started our journey in 2008. Currently, we are serving more than 50,000 investors with a team of 200 members.
To meet our expansion goal, we are in the process of expanding our team of Investment specialists. Interested candidates may be in touch with the HR team as per the details given below.
Key Responsibilities:
1. The financial advisor's role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors.
2. Business development and acquisition of new investor is the key criteria of performance matrix.
3. As per need, male candidate may have to visit client place for completion of documentation (any place, any day, and any time).
Number of Openings
5 openingsSkills
Client Relationship Management (CRM), Client Relationship, Financial Services, Portfolio Management, Customer Acquisition
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