Investment Advisor

5 days ago


Bengaluru, India INVESTO INVESTMENT Full time

We are seeking someone who is talented and wants to learn to be a successful investment advisor. You must be results-oriented, think strategically, and build connections with investors and high-ticket clients.

**Responsibilities**:
Achieve sales and business targets, including client acquisition by promoting the firm’s investment products to high-net-worth clients.
Answer questions about products or the company.
Enter and update customer information in the database.
Handle grievances to establish a good customer relationship and preserve the company’s reputation.
Go the “extra mile” to meet sales targets and facilitate future sales.

**Requirements**:
Minimum 2-year sales experience in insurance or investment sales or real estate is mandatory.
Proven track record of successfully meeting sales Target.
Ability to learn about products and services and describe/explain them to prospects Excellent communication and interpersonal skills.
Cool-tempered and able to handle rejection
Outstanding negotiation skills with the ability to resolve issues and address complaints.

**Salary**: INR 25000-40000

**Salary**: ₹25,000.00 - ₹40,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Bengaluru - 560001, Karnataka: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Sales: 1 year (required)


  • Investment Advisor

    5 days ago


    Bengaluru, Karnataka, India Nuvama Private Full time

    The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private

  • Investment Advisor

    6 days ago


    Bengaluru, Karnataka, India Nuvama Private Full time

    The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private

  • Investment Advisor

    4 days ago


    Bengaluru, India Wint Wealth Full time

    **Investment Advisors** **About Us** Wint Wealth has been created to revolutionise the fintech industry by democratising debt investment options for investors. Our platform provides diversification avenues for wealth-driven individuals by providing access to investment products with investments as low as ₹10,000 and educating everyone who's curious to...

  • Investment Advisor

    24 hours ago


    Bengaluru, Karnataka, India Nuvama Private Full time

    The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...

  • Investment Advisor

    18 hours ago


    Bengaluru, Karnataka, India Nuvama Private Full time

    The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...

  • Investment Advisor

    3 weeks ago


    Bengaluru, Karnataka, India wowJobs Full time

    Contribute to achieving financial targets and business composition goals of theorganization.Achieve ROI that surpasses the benchmark index for the portfolio, while managingacceptable risk levels.Guide Wealth Managers on the latest products to enhance their sales pitches.Actively engage in internal discussions to collaboratively develop house views across...


  • Hyderabad / Secunderabad, Telangana, Chennai, Bengaluru / Bangalore, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

    Key Executive RoleWe are seeking a highly experienced and strategic advisor to join our team. You will be instrumental in advising Ultra HNI clients, fostering strong relationships with business partners, and driving significant business growth through deep market understanding and a client-centric approach.Job Description:Advise Ultra HNI clients on a...

  • Investment Advisor

    1 day ago


    Bengaluru, Karnataka, India Spiderfocus solutions Full time

    **Job Title: Investment Coach** **Location: HSR Layout, Bangalore** **Experience - 0 to 4 years ( finance and Investements )** **Qualifications** **-Education: Graduate or Postgraduate in Finance, Business Administration, Economics, or Commerce.** **-Work Experience: 6 months to 3 years in telesales, preferably in the financial services domain....

  • Wealth Advisor

    1 day ago


    Bengaluru, India PeakAlpha Investment Services Pvt. Ltd. Full time

    WORK WITH INDIA’S BEST FINANCIAL ADVISORS and learn what it takes to be the best in the business MAKE A REAL DIFFERENCE in transforming people’s lives, because their financial health brings real happiness SLEEP IN PEACE EVERY NIGHT knowing you have worked productively and ethically, safeguarding your clients’ money as your own WORK FLEXIBLE HOURS and...


  • Bengaluru, India Sheegr Full time

    Investment Executive - Investment Pitching We, SHEEGR Seafood & Logistics 600 crore air cargo logistic project that will collect seafood from the nearest harbour and ensure speedy delivery of seafood for every person to enjoy the fresh taste. **Responsibilities** Pitching Investment concept and advisory services to prospective investors and expand...