Trainee Financial Advisor

2 days ago

Mohali, India Wealth Niti Full time

He/she shall be required to prospect and get in touch with Retail, HNIs & Corporates customers and educating them about Mutual Fund Schemes, Insurance & related wealth management products and generate leads by understanding client needs.

Freshers with willingness to learn and a dynamic personality can also be considered as trainees.

**Responsibilities and Duties**
- Facilitate cold and warm calls to prospective leads; schedule and follow through on calls with leads and current customers
- Source and work customer referrals
- Answer all lead and customer questions accurately; prioritize and/or escalate lead and customer questions as needed
- Inform leads and customers of current promotions and discounts
- Maintain positive business and customer relationships in the effort to extend customer lifetime value
- Develop strategies for more effective sales, both individually and as part of a team
- Track all appointments, sales, complaints, status reports, etc. thoroughly for manager review
- Self-improve continuously by way of experience and manager feedback

**Required Experience, Skills and Qualifications**
- Impeccable customer service skills
- Excellent interpersonal communication skills, both verbal and written
- Motivated, driven attitude
- Results-driven attitude
- Aptitude for persuasion and negotiation
- Expert in time management
- Organized work ethic
- Ability to create and deliver client presentations.

**Job Types**: Full-time, Permanent, Fresher

**Salary**: ₹18,000.00 - ₹35,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Paid sick time

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus

Work Location: In person

**Speak with the employer**

+91 6005984003

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