Job Title: Education Counsellor – Trading Courses Experience Required: 2–3 Years Location: Deccan, pune Job Type: Full-Time The counsellor will be responsible for converting leads into admissions for our Trading & Investment Courses (Beginner to Advanced), providing accurate information, and ensuring a smooth onboarding experience for students. Key Responsibilities: Handle incoming inquiries (phone, email, walk-ins, online) and follow up on leads from various sources. Understand student profiles, interests, and goals to recommend suitable trading courses. Explain course details, curriculum, fees, schedules (online/offline), and career outcomes effectively. Maintain and update lead data on spreadsheets. Follow up consistently to ensure timely conversion of leads into admissions. Coordinate with the training and operations team to ensure seamless onboarding. Meet monthly/quarterly targets for lead conversions. Participate in webinars, workshops, and events to represent the institute. Requirements: Bachelor’s degree in any field, or relevant certification is a plus. 2–3 years of experience in educational counselling or inside sales, preferably in finance or trading education. Excellent communication, interpersonal, and persuasion skills. Job Type: Full-time Pay: ₹20,000.00 - ₹22,000.00 per month Schedule: Day shift Fixed shift Supplemental Pay: Performance bonus Ability to commute/relocate: Deccan Gymkhana, Pune, Maharashtra: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Required) Work Location: In person Expected Start Date: 01/07/2025
As an Equity Dealer & Relationship Manager at Wealth Note Investments, you will play a vital role in executing client orders, managing client relationships, providing sales and advisory support, and offering operational assistance. Your proactive approach and market expertise will contribute to delivering exceptional client experiences under the client-first approach of the company. Key Responsibilities: - Dealing & Execution: - Efficiently execute client orders for equity derivatives and mutual funds. - Proactively monitor real-time market movements to keep clients informed. - Ensure compliance with internal risk management and regulatory guidelines. - Client Relationship Management: - Send regular updates to clients regarding their portfolios. - Build strong relationships by providing trading insights and portfolio updates. - Assist clients with onboarding, documentation, KYC processes, and platform training. - Support client acquisition through referrals and lead conversions. - Sales & Advisory Support: - Identify upselling and cross-selling opportunities among existing clients. - Share research views, market commentary, and stock ideas. - Cross-sell mutual funds, insurance, and other investment products based on client suitability. - Provide solutions tailored to meet client wealth management requirements. - Operational Support: - Coordinate with franchise support for query resolution. - Maintain accurate records of client communications, transactions, and service requests. - Record client assets, products, and ledgers. - Contribute to achieving goals and enhancing service quality. Qualification Required: - Graduate in Commerce/Finance with mandatory NISM-Series VIII certification. - Minimum 14 years of experience in equity dealing, preferably in a broking environment. - Profound understanding of equity markets, trading platforms, and regulatory norms. - Excellent communication and interpersonal skills. - Client-centric mindset with a focus on relationship building and advisory selling.,