Investment Advisor - Sales

Role Overview: As an Investment Advisor at Wishfin, you will be responsible for providing service to the clients' changing investment needs by selling the best investment products over the phone. Your role will involve working closely with customers to meet their long-term investment requirements and handling customer inquiries efficiently to ensure a speedy resolution. You will be expected to achieve sales targets as per the company's mandate. Key Responsibilities: - Provide service to clients' changing investment needs by selling the best investment products over the phone. - Collaborate with customers to understand and cater to their long-term investment requirements. - Handle customer inquiries promptly and ensure quick resolutions. - Achieve sales targets set by the company. Qualifications Required: - Proficiency in sales techniques. - Knowledge of mutual funds, portfolio management, and Customer Relationship Management (CRM) would be beneficial. Role Overview: As an Investment Advisor at Wishfin, you will be responsible for providing service to the clients' changing investment needs by selling the best investment products over the phone. Your role will involve working closely with customers to meet their long-term investment requirements and handling customer inquiries efficiently to ensure a speedy resolution. You will be expected to achieve sales targets as per the company's mandate. Key Responsibilities: - Provide service to clients' changing investment needs by selling the best investment products over the phone. - Collaborate with customers to understand and cater to their long-term investment requirements. - Handle customer inquiries promptly and ensure quick resolutions. - Achieve sales targets set by the company. Qualifications Required: - Proficiency in sales techniques. - Knowledge of mutual funds, portfolio management, and Customer Relationship Management (CRM) would be beneficial.