Investment Advisor

Job Summary:

Investment Advisor Executives

Buy, Lease & Earn EV investment model

Key Responsibilities:

• Promote the

  Buy, Lease & Earn program

  to individual investors, salaried professionals, HNIs, and small business owners.
• Explain how an investor can earn

  ₹3,600/month per vehicle

  for 4 years by investing just

  ₹73,500

  per EV.
• Highlight additional benefits like:

Tax-free income under Section 44AD

• Life insurance cover up to ₹1 crore

  based on investment value
• Association with top brands like

  Zomato, Zepto, Porter, and Rapido

• Build and manage a lead funnel through calls, WhatsApp, meetings, and events.
• Maintain lead follow-up schedule and ensure timely conversions.
• Share program brochures, pitch decks, ROI calculations, and investor agreements confidently.
• Work with internal teams to ensure investor onboarding, agreement signing, and payout tracking.
• Consistently meet or exceed monthly and quarterly vehicle investment targets.
• 
  

Required Skills & Qualifications:

• Graduate in Finance, Business, Marketing, or related field.

• 1–4 years experience

  in financial advisory, investment product sales, NBFC, insurance, or leasing models.
• Excellent sales and communication skills in

  English and Hindi

  .
• Strong follow-up, closing, and relationship-building skills.
• Basic knowledge of return on investment (ROI), leasing models, and taxation.
• Tech-savvy with CRM tools, WhatsApp Business, Google Sheets, and Zoom.
• 
  

Preferred Qualifications:

• Experience in

  mutual fund

  ,

  real estate

  ,

  insurance

  , or

  fintech

  product sales.
• Understanding of EV ecosystem, clean mobility, or asset-backed investment models.
• SEBI RIA/NISM certified (optional)
• 
  

Compensation:

• Salary:

  ₹400000-800000

• Incentives:

  yes

• Performance Bonus:

  Monthly & quarterly targets

• Perks:

  Travel allowance, mobile reimbursement, team rewards, and more