Investment Advisor - Sales

2 - 6 years

0 Lacs

Posted:3 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Investment Advisor at Wishfin, you will play a crucial role in providing service to clients" changing investment needs by selling the best investment products over the phone. You will work closely with customers to understand and fulfill their long-term investment requirements. Handling customer inquiries efficiently and ensuring speedy resolutions will be part of your responsibilities. Meeting the sales targets set by the company will be crucial for your role. **Key Responsibilities:** - Sell the best investment products to clients over the phone - Understand and meet customers" long-term investment needs - Provide quick and efficient resolution to customer inquiries - Achieve sales targets mandated by the company **Qualifications Required:** - Proficiency in sales techniques - Knowledge of mutual funds and portfolio management - Experience in Customer Relationship Management (CRM) About the Company: Wishfin is India's premier fin-tech company and the largest digital marketplace for loans in India, responsible for over $600 million in annual disbursal. Recently, Wishfin has launched the Insurance Marketplace and is seeking bright and passionate candidates to join the Sales team.,

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