Opulent Investment Adviser

3 Job openings at Opulent Investment Adviser
Sales Manager mumbai,mumbai suburban,mumbai (all areas) 5 - 10 years INR 10.0 - 15.0 Lacs P.A. Work from Office Full Time

!! HIRING NOW !! Job Description: "Sales Manager" About Us: We are a SEBI-registered Research Analyst and Investment Adviser. We give research-based stock ideas to investors. We have also registered with APMI to distribute Portfolio Management Services (PMS) of a boutique SEBI-registered PMS firm. Our aim is to guide investors with strong research and help them grow their wealth. Role Overview: We are looking for a Sales Manager who can lead our Relationship Managers (RMs), train them, build a strong team, and make sure sales targets are met. The Sales Manager will also speak with clients, solve their questions, and check how the team is working with clients through calls, WhatsApp, and email. This role needs someone who understands the stock market, is good with people, and can motivate the team to perform well. Key Responsibilities: Team Management & Training Lead and manage a team of Relationship Managers. Mentor and guide the team on how to talk to clients, how to pitch sales, and how to handle client questions. Train new team members and keep training the team regularly. Build a strong sales team and motivate them to achieve targets. Sales & Performance Ensure the team achieves monthly and yearly sales targets. Review sales performance and take steps to improve results. Create plans to increase sales and client satisfaction. Visit clients when needed to close the deals. Client Interaction Speak directly with clients to build trust and long-term relations. Solve client queries and guide them in understanding our services. Make sure clients are happy and get the right support. Monitoring & Feedback Listen to client call recordings to check the quality of communication. Review WhatsApp chats and email communication done by RMs. Share feedback with the team and help them improve. Market Knowledge Keep updated with stock market news, research, and investment trends. Guide the team in client discussions with market knowledge and research inputs. Support in promoting PMS and research-based services. Qualifications & Skills: Education: MBA in Finance, Sales, or Marketing. Experience: 5 - 10 years of experience in sales roles in capital market firms (research, advisory, broking, PMS, etc.). Knowledge: Good understanding of the stock market, equity research, and PMS products. Skills: Strong leadership and team management skills. Good communication and soft skills. Fluency in English (spoken and written). Ability to handle clients, solve problems, and close sales. Salary & Benefits: Fixed Salary: 12 15 LPA (based on experience). Incentives: Performance-based incentive structure on top of fixed pay. Why Join Us? Work with a SEBI-registered research and advisory firm. Be part of a growing team with a strong name in the market. Opportunity to lead, train, and build a sales team. Good career growth with fixed pay and attractive incentives. If you are an experienced sales leader with knowledge of the stock market and a passion for building teams, we invite you to apply on - hr@stockaxis.com

Equity Advisor mumbai,mumbai suburban,navi mumbai 0 - 5 years INR 3.0 - 6.0 Lacs P.A. Work from Office Full Time

Urgent Hiring!! Job Title: Equity Advisor Location: Mumbai Department: Sales & Client Relations Position Overview: We are looking for an ambitious and driven Equity Advisor to join our friendly and dynamic team at stockaxis. This is a sales and service-focused role, where the successful candidate will be responsible for acquiring new clients, understanding their needs, and pitching our services over the phone. As part of a work-from-home and hybrid model , you will have the opportunity to develop your career in the exciting field of stock market research, all while earning lucrative incentives based on performance. Key Responsibilities: Client Acquisition & Sales: Reach out to potential clients who have shown interest in our services by registering on our website with their details (name, phone, and email). Pitch stockaxis research services to these users and convert leads into long-term clients. Build strong relationships with clients through regular calls and emails. Service & Client Support: Offer excellent customer service by addressing client inquiries and providing information about our research services. Educate clients on how to make the most of the services we offer and guide them on building a balanced portfolio using our stock recommendations. Sales & Incentive Motivation: Drive personal and team sales targets by acquiring new clients and expanding existing client relationships. Earn incentives based on performance with aggressive incentive plans tied to sales achievements. Be eager to learn and improve sales techniques to maximize earning potential. Required Qualifications: Education: Bachelor's degree in any discipline. Certification: NISM-Series-XV: Research Analyst Certification (to be completed before joining). Experience: Minimum of 1-2 years of experience in sales , preferably in the stock broking industry. Previous experience in client acquisition, lead generation, or telesales is an advantage. Skills & Competencies: Strong Sales Qualities: Ability to drive sales, close deals, and meet targets. Customer Understanding: Strong understanding of customer behavior, client needs, and how to engage effectively. Communication Skills: Excellent verbal and written communication skills. Self-Motivated: High level of motivation to exceed sales targets and learn new skills. Tech-Savvy: Comfort with CRM tools, email communication, and working in a digital environment. Personal Attributes: Eager to learn about stock markets and investment strategies. Driven by incentives and motivated by performance-based rewards. Friendly, team-oriented, and passionate about customer success. Benefits: Competitive salary with aggressive incentive plans . Work-from-home opportunity with a hybrid model. Training to help you grow your career in stock market research. Friendly, supportive work culture. Professional growth opportunities in the stock market space. If you're a motivated self-starter eager to build a career in the stock market and are driven by sales performance, we would love to hear from you! Apply Now! Send your updated resume to hr@stockaxis.com with the subject line: Equity Advisor Application.

Relationship Wealth Manager (Equity Advisory) mumbai,mumbai suburban,navi mumbai 0 - 5 years INR 3.0 - 6.0 Lacs P.A. Work from Office Full Time

Are you looking for a dynamic and rewarding career in the world of finance? Join stockaxis, where we empower you to unlock your potential and become a Wealth Relationship Manager - the ultimate face of our business! Why Join Us? At Stockaxis, we are on a mission to help investors secure their financial future with the right investment solutions. We strive to be the most admired and respected firm in our sector, offering a participatory environment where you can collaborate, innovate, and drive real impact in the industry. What You'll Do: As a Wealth Relationship Manager, you'll be at the forefront of our growth and success, responsible for: 1. Building Strong Client Relationships: You'll be the key point of contact for our clients, forging lasting relationships and providing top-notch support services. 2. Sales and Revenue Generation: Your skills in sales will be put to use as you connect with prospective clients and promote our subscription services. 3. Client Re-engagement: You'll leverage your expertise to reactivate inactive clients by understanding their unique financial requirements. What We Look For: We value talented individuals with a passion for finance and a customer-centric mindset. To thrive in this role, you should possess: 1. Experience and Knowledge: 1-5 years of experience in sales, a strong understanding of equity fundamentals & technical, and familiarity with capital market products. 2. Excellent Communication: Your exceptional verbal and written communication skills will help you effectively engage with clients and deliver unparalleled service. 3. Target-Driven Approach: A positive attitude, energetic voice, and a target-oriented mindset will be your driving force to meet sales goals. 4. NISM Certifications: Your commitment to professional growth is evident through your NISM certifications. What We Offer: We believe in nurturing our employees' well-being and work-life balance. That's why we provide: 1. Statutory Benefits: Enjoy Provident Fund, Employees State Insurance Scheme, and Maternity Leave. 2. Paid Time Off: Recharge and rejuvenate with 12 holidays, 10 earned leaves, 5 casual leaves, and even a special birthday leave. 3. Pleasant Workspace: Experience the open cafeteria and a participatory environment, creating an atmosphere that fosters creativity and collaboration. How to Join Us: If you are ready to revolutionize the financial sector, come grow with us! Send your resume to hr@stockaxis.com , and don't forget to mention your qualifications and why you believe you're the perfect candidate for this position.