Sales Advisor

Shivam stock broking company

1 - 31 years

2 - 3 Lacs

kidwaipur postal colony patna region

Posted:15 hours ago| Platform: Apna logo

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Skills Required

planning management compliance regulations development drive trading support portfolio query training communication leadership certifications reimbursement

Work Mode

On-site

Job Type

Full Time

Job Description

Job Title : ADVISORY MANAGER ( Sales Advisor ) The Advisory Manager oversees a team of financial advisors, guiding them in providing comprehensive financial planning, investment advice, and wealth management services to clients. This role ensures the delivery of high-quality advisory services, achievement of sales targets, compliance with regulations, and development of client relationships that drive business growth. AREA OF RESPONSIBILITY: Experience in sales of Insurance , option Trading, Mutual Fund, Third Party Products. · Support in selling of share khan products and Advisory Products like Mutual Fund and LAS/LAMF ,Commodity broking , equity broking through business partner · Portfolio Doctoring support for franchisee clients. · Investment Query Resolution · Visits to Outlet of business partner in Bihar · Relationship building. · HNI Client Meet along with franchises & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, Share khan Advisory Products, etc · Client training physical and webinar Requirement: · Good Communication and leadership skills. · Fast learner & Adaptive · Equity / MF Knowledge/ other financial product · Derivative & other certifications of NISM Travel reimbursement as per actual. SALARY & PACKAGE Salary from 20000+ 25000 + Performance incentive DM your CV *(HR - 06299924341) MBA fresher can apply

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Sales Advisor