Investment Manager

Job Description

* Being the face of Anytime Invest in front of clients by living and embodying the company's core values of client centricity and empathy. * Having fantastic, value creating & memorable conversations with clients every single day! * Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions. * Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process. * Generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization. * Would be responsible for relationship Building & Management with the customer for sale & services of financial products of Anytime Invest.[ Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management] * Identify & recruit right quality partners to build a strong partner base. * Provide training on products, business processes and selling techniques continuosly. * Provide assistance to partners in lead generation, prospecting and business development ensure that partners provide right financial solutions to customers as per need analysis and they adhere to required business processes and norms achieve the business target each month for generating new business and partner recruitment. * Ensure that the selling through team of partners is aligned to all business quality metrics. * Be the first point of contact for the customer to authenticate to concerns raised and validate with authorities. * Exercise due diligence at first level to prevent unauthorized / fraudulent transactions candidates who are willing to be mobile to be mobile and work across locations will be preferred. Job Type: Full-time Pay: ₹20,000.00 - ₹28,000.00 per month Benefits: Work from home Schedule: Morning shift Language: English (Preferred) Location: Dwarka, Delhi, Delhi (Preferred) Work Location: In person