Senior Investment Advisor

Job Title

Senior Investment Advisor

Job Summary

We are looking for a Senior Investment Advisor who has good experience in converting potential leads into clients and can provide end-to-end services to our clients as per requirements.

The candidate should have excellent communication skills. Having prior experience in the finance sector (investment and wealth management) is an added bonus.

Requirements

• At least 2-4 years of experience in sales and marketing
• Must have a Graduation degree (preferably MBA, CFA, CFP)
• Excellent communication skills (English speaking skills are a bonus)
• Amicable personality with a passion for sales and marketing
• Should have experience using applications like Word, Excel, Powerpoint, etc
• Should be comfortable with operating regular computer applications like email software, CRM software, etc.

Responsibilities

• Responsible for converting potential leads into clients
• Responsible for understanding the financial goal of a particular client and providing various financial services/products as required
• Need to review a clients portfolio regularly and follow up with them on any changes and requirements
• Responsible for maintaining regular interaction with our existing clients and building a strong relationship with them
• Need to take end-to-end responsibility for all kinds of requirements for a client and ensure their lifelong benefits

Location

Kolkata

What We Are Offering

• We offer salaries according to the market standards. It mostly depends on your experience and skills.
• Bonus and incentives offerings throughout the year based on your performance
• We provide Health Insurance for all our employees
• We heavily invest in the personality and skill development of every employee throughout the year
• We focus a lot on ensuring an excellent work-life balance for every employee
• We provide easy loan availability options for the employees (for education, emergency, etc.)
• We provide laptops, phones, etc. and also provide reimbursements for phone bills, internet bills, etc. as per the job requirements
• We take pride in being able to offer you an excellent work culture and an amazing team to work with