Financial Services Advisor

1 day ago


Bengaluru, Karnataka, India Hireginie Talent Cloud Pvt Ltd Full time

About the Company :

Hireginie Talent Cloud Pvt Ltd is a dynamic and fast-paced organization that helps high-net-worth clients achieve their financial goals.

Job Description :

We are seeking an experienced wealth professional to join our inbound business team as an Investment Specialist (VRM). The ideal candidate will have minimum 2 years of sales experience in financial services and excellent communication and presentation skills.

Key Responsibilities :

  • Become a trusted advisor : Guide pre-qualified clients with a minimum portfolio size of - 50 lakhs through personalized investment solutions, focusing on our company's PMS and MF strategies.
  • Drive conversions : Engage with high-intent inbound leads generated through our Wealth Monitor app and convert them into successful investments.
  • Develop client relationships : Build rapport, understand individual needs and asset allocation, and ensure clients fully comprehend their investment journey.
  • Champion compliance : Strictly adhere to KYC/AML and other regulatory requirements.
  • Master the market : Leverage your analytical skills to research and explain complex financial information in a clear and concise manner.
  • Deliver exceptional service : Prioritize client satisfaction and go the extra mile to exceed expectations.

Required Skills and Qualifications :

  • Minimum 2 years of sales experience in financial services.
  • Excellent communication and presentation skills.
  • Deep knowledge of either mutual funds, stocks, or PMS, with the ability to translate complex financial concepts into layman's terms.
  • NISM Mutual Funds and PMS Distributors certificates must be obtained before joining.

Benefits :

The estimated salary for this role is ₹12,00,000 - ₹18,00,000 per annum, depending on experience. We offer a comprehensive benefits package, including opportunities for growth and development.



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