Mutual Fund Advisor
2 weeks ago
**Key Responsibilities**:
- Promote and sell the company’s financial offerings by identifying client needs and recommending suitable investment solutions
- Conduct in-depth consultations with prospective clients via calls and virtual meetings
- Deliver top-tier customer service to both potential and existing clients
- Maintain up-to-date records of all sales activities in the company’s CRM system
- Collaborate with the team to meet and exceed individual and collective sales targets
- Continuously contribute to business growth through strong client relationships and referrals
**What We’re Looking For**:
- Strong knowledge of **financial instruments**, including mutual funds, bonds, corporate FDs, insurance (life and non-life), PMS, and other wealth management services
- **Sales-driven mindset** with effective negotiation and closing skills
- Sound understanding of **market trends**, customer behavior, and competitor offerings
- Fluent communication skills in **English and Hindi**:
- Experience in **digital/remote sales** environments
- Excellent interpersonal and persuasion skills
- Ability to remain calm under pressure and maintain a client-first approach
- Familiarity with sales tools and CRM platforms
**Qualifications**:
- Minimum **3 years of experience** in a client-facing role within **Wealth Management, Investment Advisory, or Relationship Management**:
- A **Bachelor’s degree** or equivalent professional experience
Pay: ₹35,000.00 - ₹50,000.00 per month
Application Question(s):
- Current Salary?
Work Location: In person
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