Investment Advisor

Company Profile:
We are a one-stop financial services shop, widely known for 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 100 members. Our core product offering is a fund, FD, Govt. Bonds, Debentures, etc.

Role & Responsibilities:

• Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.
• Offer personalized investment solutions aligned with clients’ short-, medium-, and long-term financial goals.
• Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.
• Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.
• Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.

Qualification : Minimum Graduate from any stream.
Experience: Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months, alternate Saturday off.

Contact:
Email : [email protected]Mobile: 8655867034

Job Types: Full-time, Fresher

Pay: ₹15,000.00 - ₹30,000.00 per month

Work Location: In person