Insta Sales Advisor

2 weeks ago

Noida, India Religare Full time

Provide advisory services to clients on various financial products and investment options offered by Religare Broking Ltd. This may include stocks, mutual funds, commodities, derivatives, and other financial instruments.
- Actively engage with potential clients and leads, either through inbound inquiries or by making outbound calls. Your primary responsibility is to convert leads into clients by offering tailored financial solutions.
- Understand the financial goals, risk tolerance, and investment preferences of clients. Based on their needs, recommend suitable investment strategies and products.
- Stay updated on the latest financial market trends, investment products, and regulatory changes. This knowledge will help you offer informed advice to clients.
- Meet or exceed sales targets, which may include revenue, number of clients acquired, or other performance metrics set by the company.
- Build and maintain long-term relationships with clients. Provide ongoing support and address their queries and concerns. Ensure a high level of client satisfaction.
- Ensure compliance with all regulatory and company policies while advising clients and handling their investments.
- Conduct research on financial markets and related news to offer timely insights to clients. This can help clients make informed investment decisions.
- Maintain accurate records of client interactions, recommendations, and transactions in the company's CRM (Customer Relationship Management) system.
- Collaborate with other teams within Religare Broking Ltd, such as research analysts and support staff, to provide a seamless and comprehensive client experience.

**Qualifications & Requirements**:

- A bachelor's degree in finance, economics, business, or a related field is typically preferred.
- Relevant experience in financial advisory or sales is often required or preferred.
- Knowledge of financial markets, investment products, and trading platforms.
- Strong communication and interpersonal skills.
- Ability to build rapport with clients and establish trust.
- Sound understanding of risk management and compliance with regulatory guidelines.
- Strong analytical and problem-solving skills.
- Ability to work in a target-driven environment.
- Licensing and certifications, such as NISM (National Institute of Securities Markets) certifications, may be required, depending on regulatory requirements.

Day range:

- Monday to Friday

Shift:

- Day shift

**Experience**:

- total work: 1 year (preferred)

Ability to Commute:

- Noida, Uttar Pradesh (required)

Work Location: In person

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