PRIMARY ROLE AND RESPONSIBILITIES ● Manage, nurture and grow business from financial distributors across financial products. ● Achieve sales targets from financial distributors/partners assigned. ● Achieve targets across wealth management (mutual funds, FD's, bonds) and insurance. ● Work aggressively towards getting a partner's existing AUM merged. ● Grow market share from the assigned partners. ● Conduct training, motivate and help partners in growing their business. ● Define & follow the sales process towards calling, meetings and partner conferences. ● Good communication & interpersonal skills are a must. ● Understanding of financial products is necessary for the candidate. ● Candidates with existing relationships with financial distributors and insurance agents will be preferred. REQUIRED SKILLS ● 0-1 Years of experience in finance products sales. ● The person should be high in energy, creative, and objective-driven. ● Good Command over written and spoken English, Hindi, and local language. ● Proficient in the use of emails, MS Office, and other contemporary technologies ● Likes to interact with people through telephonic/digital means ● Willing to work in a performance-oriented organization NISM certification mandatory Job Type: Full-time Pay: ₹10,000.00 - ₹20,000.00 per month Benefits: Flexible schedule Leave encashment Provident Fund Work Location: In person
PRIMARY ROLE AND RESPONSIBILITIES ● Portfolio Management: Designing, implementing, and monitoring investment strategies to achieve clients' financial goals and objectives, and ensuring that their investment portfolios are well diversified and aligned with their risk tolerance. ● Investment Analysis: Conducting in-depth analysis of various investment options, including bonds, mutual funds, insurance, PMS, and alternative investments, to identify investment opportunities that align with clients' objectives. ● Risk Management: Analyzing and managing the risks associated with various investment options, and ensuring that clients' portfolios are structured to manage risks effectively. ● Client Relationship Management: Building and maintaining relationships with clients, providing regular updates on the performance of their portfolios, and addressing their concerns and questions in a timely and professional manner. ● Compliance: Ensuring that all investment activities comply with regulatory requirements and internal policies and procedures. ● Reporting: Preparing regular investment reports for clients and management, providing analysis of portfolio performance and recommending changes where necessary. ● Client Engagement: Daily involvement in engaging with clients, identifying clients requirements related to investment, statements, portfolio reviews & providing them satisfactory solutions. ● Transaction Execution: -On the basis of identifying client needs, helping clients to execute the transaction whether it is Online or Offline. Providing After-sales services as well to clients . REQUIRED SKILLS ● A successful candidate should possess strong analytical skills, excellent communication and interpersonal skills, and a deep understanding of the financial markets and investment strategies. One should also be highly organized and detail-oriented, with the ability to work well under pressure and manage multiple priorities effectively. ● Prior experience with an investment advisory firm, private wealth, NBFC, or a bank will be preferred. ● Knowledge about mutual funds will be an added advantage. ACADEMIC QUALIFICATIONS ● Any Graduate/ Post Graduate with the certification of NISM V-A OR NISM Series VIII will be preferred. REMUNERATION, LOCATION, AND BENEFITS ● Location: Noida ● Compensation: Commensurate to the skills and experience of the candidate. ESOPs will be granted after one year of service. ● We promise a professional working environment with ample fun factor! ABOUT NIVESH https://drive.google.com/file/d/1xcVRAeJ0v_MBdULt4ZxTt6Ghdj622BBJ/view?usp=sharing ● Website - https://www.nivesh.com/ ● Facebook - https://www.facebook.com/niveshapp/ ● Instagram - https://www.instagram.com/nivesh.com_official/ ● Linkedin - https://www.linkedin.com/company/nivesh/ Job Types: Full-time, Permanent, Fresher Pay: ₹10,000.00 - ₹15,000.00 per month Benefits: Flexible schedule Leave encashment Provident Fund Work Location: In person Expected Start Date: 18/08/2025