Early Equity Advisor/agent
3 weeks ago
**Early Equities Capital Advisor/Agent**
Roles and Responsibilities:
- Develop and implement effective strategies to promote our investment products, focusing on Pre-IPO investments.
- Utilize existing networks and actively seek new leads and opportunities for investment.
- Educate potential clients about our investment products, emphasizing their benefits and features.
- Cultivate and maintain strong relationships with clients, ensuring exceptional customer service.
- Stay updated on Pre-IPO investment products.
- Work towards achieving investment targets and contribute to the overall growth of the company.
- Solve client problems and address any concerns or queries they may have.
- Collaborate with internal teams to ensure smooth processing of investment transactions.
**Requirements**:
- Continual education and training are essential to ensure expertise in the field of financial advising.
- Ability to work in a target-based environment and achieve investment goals.
- Proven track record in client handling and relationship management.
- Self-motivated, proactive, and results-oriented
- Good Communication skills, Lead generation, Network building skills
**Job Types**: Full-time, Part-time, Freelance
**Salary**: From ₹25,000.00 per month
**Benefits**:
- Flexible schedule
- Work from home
Schedule:
- Day shift
- Monday to Friday
- Weekend availability
Supplemental pay types:
- Commission pay
**Experience**:
- Financial planning: 1 year (required)
Work Location: In person
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