Mutual Fund Sales and Advisory

2 - 6 years

0 Lacs

Posted:21 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Wealth Advisor, you will play a key role in assisting clients in building their wealth through strategic investment opportunities. Your primary responsibility will involve engaging with potential customers on a daily basis to provide them with valuable insights and guidance. Effective communication skills are paramount in this role to successfully convey complex financial information and build strong relationships with clients. You will be required to proactively plan and schedule both initial outreach calls as well as follow-up meetings to meet and exceed set targets. A solid understanding of mutual funds and proficiency in sales techniques are essential for thriving in this position. Your ability to effectively communicate the benefits of various investment options and close deals will be critical to your success as a Wealth Advisor. This is a full-time, permanent position that requires your physical presence for client interactions and meetings. If you are passionate about helping individuals achieve their financial goals and possess the necessary skills to excel in a fast-paced sales environment, we encourage you to speak with the employer at +91 9876543210 to explore this exciting opportunity further.,

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