Advisory - Client Relations

4 days ago

Hubli, India SUKHANIDHI INVESTMENT ADVISORS Full time

**Key Responsibilities**:

- You will be responsible for primarily selling Equity based investment products and building an advisory book.
- Responsible for identifying customer needs, assessing their risk appetite and should assist clients in their financial endeavours.
- Responsible for achieving targets as assigned by the organization on a monthly basis
- Making sound marketing strategies for a potential client’s acquisition and retention.
- Conduct in-person meetings, phone, video calls with potential investors.
- Delivering inspiring sales presentations to convert prospects to successful sales and Organizing Marketing Campaigns in all formats.
- Liaising with internal departments to ensure client needs are fulfilled effectively.
- Provide regular updates to the immediate superior as and when required.

What we need:

- Passionate about the stock market.
- Graduate / Post graduate 1- 3 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF.
- Should have good communication & presentation skills.
- Pleasing and positive attitude.
- Should be a self-starter, proactive & target oriented.
- Relationship building skills

**What we can provide**:

- A remuneration that is competitive.
- Performance Bonus
- A fantastic working atmosphere with lots of flexibility.
- Peer-to-peer learning from a bright and motivated team.

**Location**: Hubballi, Karnataka

**Position**:2 (Male / Female)

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Experience**:

- total work: 2 years (preferred)

**Speak with the employer**
+91 9035845843

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