Cold Calling

6 days ago


Noida Uttar Pradesh, India Wealth redefine Full time

**Role Description**

This is a full-time on-site role for a Financial Advisor/sales role located in Noida. The Financial Advisor will be responsible for providing financial planning services**, Mutual Funds advisory**, calling leads on a daily basis, developing retirement plans, and offering comprehensive financial advice. The role also involves closely working with **cold calling clients** to craft personalized investment strategies and ensuring client satisfaction through regular follow-ups and in-depth financial assessments of **Mutual Funds.**

Qualifications:

- **Good knowledge of Mutual Funds is mandatory**:

- Experience in Investments and Financial Advisory
- Effective communication and interpersonal skills
- **Good experience in cold calling is mandatory**:

- CFP certification is a plus

Offered compensation
- **24,000 - 39,000 in-hand per month**:

- Good incentive structure
- Mon-Saturday (8.5 hour shifts)

**1-2 years of Cold Calling Sales Experience is a plus**

Pay: ₹24,000.00 - ₹38,000.00 per month

**Benefits**:

- Commuter assistance
- Health insurance
- Leave encashment
- Life insurance
- Paid sick time
- Paid time off

Work Location: In person



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