Investment Advisor (Sales)

2 - 6 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Investment Advisor at Rio Capital Investment Advisor, you will play a pivotal role within the dynamic team, driving sales and revenue growth in the investment and stock market sector. Your responsibilities will include engaging with potential clients, understanding their investment needs, and advocating for our services to establish enduring relationships. - Identify and prospect potential clients interested in investment and wealth management services. - Conduct presentations and product demonstrations to highlight the value proposition of Rio Capital's offerings. - Build strong relationships with clients by understanding their financial goals and investment preferences to provide personalized advice and effective solutions. - Meet and surpass sales targets by effectively selling investment advisory services. - Collaborate with the sales team to devise strategies for business expansion. - Stay abreast of market trends, competitor activities, and industry developments to position Rio Capital's services competitively. - Respond promptly and professionally to client inquiries, address their concerns, and ensure their satisfaction. - Maintain accurate records of sales activities and client interactions, along with generating regular reports on sales performance for management review. Qualifications for this role include: - Graduate degree in a relevant field. - Proven sales experience, preferably in the financial services or investment industry. - Preferably NISM XA-XB (Investment Advisor) certification. Key skills required for this position: - Strong sales and negotiation abilities. - Excellent verbal and written communication skills. - Capacity to build and maintain strong client relationships. - Understanding of investment products and market dynamics. - Goal-oriented mindset focused on achieving and exceeding sales targets. This is a full-time, permanent position at Rio Capital Investment Advisor. Join our dynamic sales team in the investment and stock market sector and contribute to the company's growth by effectively promoting our services and establishing enduring client relationships. Embrace a challenging yet rewarding career in the exciting field of financial sales.,

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