Early Equity Advisor/agent

3 weeks ago


Shilaj Ahmedabad Gujarat, India FOREVERCARE INDIA PRIVATE LIMITED Full time

**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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