Posted:2 weeks ago|
Platform:
Remote
Full Time
* Being the face of Anytime Invest in front of clients by living and embodying the company's core values of client centricity and empathy. * Would be responsible for Relationship Building & Management with the customer for Sales & Services of Financial Products of Anytime Invest. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management, etc.] * Manage customers in the branch or through client visits & provide Financial / Investment Advisory. * Develop new relations through referencing & other sources. * Generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization. * Having fantastic, value creating & memorable conversations with clients every single day! * Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions. * Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process. * Identify & recruit right quality partners to build a strong partner base. * Ensure that the selling through team of partners is aligned to all business quality metrics. * Be the first point of contact for the customer to authenticate to concerns raised and validate with authorities. Job Type: Full-time Pay: ₹20,000.00 - ₹25,000.00 per month Benefits: Work from home Schedule: Morning shift Language: English (Preferred) Location: Dwarka, Delhi, Delhi (Preferred) Work Location: In person
Anytime invest
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