Financial Advisor

7 months ago

Pune Maharashtra, India Triumph Advisors LLP Full time

We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc.

**Company Background**:
Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services. We help our clients worldwide make wise investment decisions while focusing on putting insights into the asset classes and research front. Our highest priority is to satisfy the customer through timely and consistent advisory on profitable investment opportunities. We are looking for dynamic professionals who can give Financial Advice / Insurance services on call to Our Clients

**Designation: Financial Advisor**

**Job type**: Full-time

**Working days**: Mon
- Sat (Indian Calendar for holidays)

**Working time**: 9:30AM to 6:30PM

**Job Location**:Triumph Advisors LLP, 302 KARAN SELENE BHANDARKAR ROAD PUNE-411004

**The major roles & responsibilities include: -**

1. Customer Acquisition

2. Provide and develop solutions and suggest schemes to clients basis of their requirements and goal Maintaining client relationships by presenting plans, setting meeting agendas and giving regular updates Addressing client inquiries.

3. Increase client database by conducting sales calls & timely and regular follow ups with the leads. Hence build AUM.

4. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.

5. Developing customer base and establishing long-term relationships with assigned clients.

6. Knowledge/ skills Should have Knowledge about product such as Equity, Mutual funds, PMS & AIF

7. Keep on updating job knowledge by participating in educational opportunities & training programs.

8. Manage & achieve monthly sales target

9. Add value to the organization by his/her behaviour & performance.

**Requirement**:
1. Excellent communication skills.

2. Any Graduates or Masters

3. Must have Investments OR Certification in NISM, CWM, and CFA

**Experience Required**: Minimum 06 month to Maximum 6+ in Investments (Fresher is allowed but has brief knowledge about Investments)

**Benefits**:

- Commission pays/ Incentives
- Annual Performance bonus

**INTERVIEW TIME**:
Monday to Saturday (11 AM to 5 PM)

Contact Number:
9975121350

**Salary**: ₹15,000.00 - ₹25,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Commission pay
- Performance bonus

Work Location: In person

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