Financial Advisor
3 weeks ago
Job Title: Financial Advisor - Mutual Funds
Employment Type: Full-time
Experience Required: 2-4 Years in Financial Services Sales
Job Summary:
The Telesales Executive will play a key role in promoting and selling mutual fund products to potential clients over the phone.
Key Responsibilities:
1. Contact potential and existing clients to promote mutual fund products.
2. Understand client needs, offer suitable investment options, and explain product benefits.
3. Achieve sales targets through effective tele-calling and follow-up.
4. Maintain a database of client interactions and follow-up activities.
5. Educate clients about mutual fund investment opportunities and risk factors.
6. Handle client inquiries and resolve issues in a professional and timely manner.
7. Coordinate with the sales and operations team to ensure seamless processing of investments.
8. Provide daily/weekly reports on sales activities and performance.
Required Skills & Qualifications:
1. Any Bachelor’s degreee
2. Certification in NISM V - A (preferred).
3. Basic knowledge of mutual fund products and investment processes.
4. Strong communication, persuasion, and negotiation skills.
5. Proficiency in MS Office (Excel, Word, PowerPoint) and CRM tools.
6. Ability to work under pressure and achieve targets.
Pay: ₹20,000.00 - ₹25,000.00 per month
Schedule:
- Day shift
**Experience**:
- total work: 2 years (preferred)
Work Location: In person
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