Talesales-equity Advisor

2 weeks ago

Mumbai Maharashtra, India Serving Skill Full time

A "telesales equity advisor" job description entails actively contacting potential clients via phone to provide expert advice on equity investments, analyzing their financial needs, and recommending suitable investment strategies with the goal of generating new accounts and achieving sales targets within a brokerage firm or financial institution, primarily through phone-based interactions. Key responsibilities may include:

- **Lead generation**:Identifying and qualifying potential clients through outbound calls, utilizing lead lists and market research.
- **Client consultation**:Understanding clients' financial goals, risk tolerance, and investment horizon through detailed conversations over the phone.
- **Equity market analysis**:Staying updated on market trends, economic indicators, and company performance to make informed investment recommendations.
- **Product presentation**:Explaining various equity investment products like stocks, mutual funds, and derivatives to clients, highlighting their benefits and suitability.
- **Personalized portfolio creation**:Developing customized investment portfolios based on client needs and market insights.
- **Closing sales**:Negotiating terms, addressing concerns, and securing investment commitments from clients over the phone.
- **Account management**:Maintaining ongoing relationships with existing clients, providing regular updates on their investments, and identifying potential cross-selling opportunities.
- **Compliance adherence**:Ensuring all sales activities comply with regulatory guidelines and company policies.

Required skills and qualifications:

- **Financial knowledge**: Strong understanding of financial markets, investment instruments, and basic economic principles.
- **Sales skills**: Excellent communication, negotiation, and persuasion abilities to close deals over the phone.
- **Customer service focus**: Ability to build rapport with clients, address concerns, and provide exceptional service.
- **Market awareness**: Keeping up-to-date with current market trends and news
- **Data analysis**: Ability to interpret financial data and make informed investment decisions
- **Relevant certifications**: Holding necessary licenses like Series 6 or Series 7 (depending on the jurisdiction) to conduct securities transactions

**Benefits**:

- Provident Fund

Schedule:

- Monday to Friday

Supplemental Pay:

- Performance bonus
- Yearly bonus

Work Location: In person

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