Title Investment Advisor

2 - 6 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Investment Advisor at Rio Capital Investment Advisor, you will play a vital role in the sales and revenue growth of the investment and stock market sector. Your responsibilities will include identifying potential clients, delivering product presentations, building strong client relationships, meeting sales targets, conducting market research, engaging with clients, maintaining sales records, and contributing to the company's growth. You will be responsible for client acquisition by prospecting interested individuals and showcasing the value proposition of Rio Capital's services through presentations and demonstrations. Additionally, you will need to focus on cultivating strong relationships with clients, understanding their financial goals, and offering personalized advice to meet their needs effectively. To succeed in this role, you must have a graduate degree in a relevant field, proven sales experience in the financial services or investment industry, and preferably hold the NISM XA-XB (Investment Advisor) certification. Strong sales acumen, excellent communication skills, the ability to build and maintain client relationships, market awareness, and a target-driven approach are key skills required for this position. This is a full-time, permanent position where you will collaborate with the sales team to develop strategies for business expansion, stay informed about market trends and competitor activities, respond to client inquiries promptly, and generate regular reports on sales performance for management review. Join Rio Capital Investment Advisor to be part of a dynamic sales team and contribute to the company's growth in the financial sales domain.,

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