Investment Advisor

2 weeks 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. (freshers can also apply)**

**Role Overview**

**We are seeking Investment Coaches to join our dynamic team in Bangalore. In this role, you will guide customers in achieving their financial objectives by providing personalized investment advice through telecalling. This is a target-driven role within a structured environment, ensuring professional growth and customer success.**

Key Responsibilities
- Achieving your daily dial-out and talktime targets.
- Optimally use your day to talk and educate customers over the call.
- Educate customers on various investment products, including mutual funds and stocks.
- Offer tailored financial solutions based on the customer's needs and objectives.
- Achieve defined sales and performance targets in a structured, professional setting.
- Build and nurture long-term client relationships through excellent service.
- Profile Stability: Demonstrated stability with no frequent job switches.
- Skills:
○ Fluent communication in English and Hindi (no Mother Tongue Influence).

○ Knowledge of financial products and risk management strategies.

○ Strong customer service orientation and problem-solving abilities.
- Certifications (preferred): NISM

Preferred Experience
- Proven telesales experience with a focus on achieving targets.
- Background in selling financial products, such as mutual funds, stocks, or insurance.

Work Environment and Deliverables
- Fixed shift timings for improved work-life balance.
- Rotational weekly offs.
- Structured work schedule with a focus on productivity and customer engagement.
- Target-based role with defined KPIs and performance metrics.

What We Offer
- Competitive salary with attractive performance-based incentives.
- Day shift schedule with no fieldwork.
- Comprehensive training to enhance financial product expertise.
- Exposure to diverse investment products and market strategies.
- Opportunity to build a rewarding career in the financial services industry.

Salary Range: ₹3 - 6 LPA (based on experience and previous compensation).

Join

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

Pay: ₹20,000.00 - ₹50,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Paid sick time
- Paid time off
- Provident Fund

Schedule:

- Day shift
- Fixed shift
- Morning shift

Supplemental Pay:

- Commission pay
- Joining bonus
- Overtime pay
- Performance bonus
- Quarterly bonus
- Shift allowance
- Yearly bonus

**Experience**:

- Investment: 2 years (preferred)

**Language**:

- English (preferred)
- Hindi (preferred)

**Location**:

- Bengaluru, Karnataka (preferred)

Work Location: In person

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