Senior Investment Advisor/Group Team Leader - Mutual Fund

Job Description: As a Senior Investment Advisor/ Group Team Leader in Mutual Funds at Wishfin, you will play a crucial role in leading a team towards achieving mutual fund sales targets. Your responsibilities will include motivating, training, and leading the team to drive successful outcomes, increasing lead conversions, organizing investor programs for lead generation, managing client portfolios, providing regular advice, ensuring customer satisfaction, and preventing mis-selling or fraud. Your proactive approach in responding to internal communication and adherence to company policies will be essential. Key Responsibilities: - Achieve mutual fund sales targets by motivating, training, and leading the team - Increase lead conversions through effective strategies and participation in investor programs - Manage and monitor client portfolios, providing regular advice - Ensure customer satisfaction by preventing losses or errors - Work towards zero cases of mis-selling or fraud - Respond promptly to internal communication and support company policies Qualification Required: - 2+ years of sales experience in the investment sector, preferably for online customers - High-energy, positive attitude, and passion for sales - Excellent communication skills - NISM Certified - Skills in investment management, portfolio management, investment banking, mutual funds, customer relationship management (CRM), financial analysis, and sales,