Financial advisor/ Sales

19 hours ago

Noida, India Wealth Redefine Full time

Company Description

Wealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.

Role Description

This is a full-time on-site role for a Financial Advisor/sales role located in Noida. The Financial Advisor will be responsible for providing financial planning services,
mutual funds advisory
, calling leads on a daily basis, developing retirement plans, and offering comprehensive financial advice. The role also involves closely working with clients to craft personalized investment strategies and ensuring client satisfaction through regular follow-ups and in-depth financial assessments.

Qualifications

  • Knowledge of mutual funds is a plus
  • Only candidates with good experience/understanding about sales of financial products will be considered.
  • Experience in Investments and Financial Advisory
  • Strong Finance background
  • Effective communication and interpersonal skills
  • Bachelor's degree in Finance, Economics, or a related field; CFP certification is a plus

Offered compensation

  • 26, ,000 in-hand per month
  • Good incentive structure
  • travel allowance

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