Earnings Advisor

3 days ago

Kanpur, Uttar Pradesh, India beBeeEarnings Full time ₹ 15,00,000 - ₹ 28,00,000
Job Opportunity: Earnings Advisor

The Role:

  • We are seeking an ambitious and detail-oriented Earnings Advisor to join our team. The successful candidate will be responsible for acquiring new clients, ensuring the highest quality customer acquisition, and participating in local area programs for lead generation.
  • A key aspect of this role is sourcing trader accounts/leads of third-party products, collecting margin cheques/stocks from clients, and managing orders efficiently based on customer requests.
  • To excel in this position, you should have excellent communication skills, be able to work independently, and have a strong ability to generate leads and sell third-party products such as health insurance, SIPs, life insurance, and mutual funds.
  • In addition to these responsibilities, the Earnings Advisor will need to coordinate daily with various departments to ensure smooth branch functioning and make day-to-day approvals regarding limits and commercials.
  • Ultimately, the goal is to shift offline customers to online platforms, increase daily trading volumes, and drive profitability for clients and the company.

Key Skills:

  • Excellent communication and interpersonal skills
  • Ability to work independently and manage multiple tasks
  • Strong negotiation and problem-solving skills
  • Knowledge of financial markets and products
  • Ability to generate leads and close sales

Benefits:

  • Competitive salary package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Access to industry-leading tools and resources

Other Opportunities:

  • Participate in local area programs for lead generation
  • Sources trader accounts/leads of third-party products
  • Collect margin cheques/stocks from clients
  • Manage orders efficiently based on customer requests

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