Wealth Advisor Mutual Funds/equity

2 days ago


Noida, India Call Planets Apps Solutions LLP Full time

Achieving sales targets through acquisition of new clients and growing business from existing clients.
- Connect with the customer, explain various financial products, and recommend investment options as per their profile.
- New lead generation through references.
- Closing the deals and documentation.
- Ensuring adherence to compliance processes and guidelines.
- Building and managing strong relationships with customers and periodic visits to existing clients.
- Handling client queries and complaints
- Update the data base / lead management system to ensure proper reporting of work

**Salary**: ₹20,000.00 - ₹50,000.00 per month

**Benefits**:

- Health insurance
- Life insurance
- Provident Fund

Schedule:

- Morning shift

Supplemental Pay:

- Performance bonus

Ability to commute/relocate:

- Sector 63 Noida, Noida - 201301, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 6 years (preferred)

**Speak with the employer**

+91-XXXXXXXXXX


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