Inside Sales
1 hour ago
Job Title: Senior Investment Counselor
Location: Noida
Responsibilities
l Engage with prospective clients and convert them into active investors through consultative
discussions.
l Understand clients' investment goals, risk appetite, and financial preferences to recommend
appropriate investment products.
l Consistently meet and exceed weekly and monthly sales targets.
l Build and maintain long-term, trust-based relationships to encourage renewals and referrals.
l Conduct structured follow-ups through calls, messages, and emails to ensure continuous
engagement.
l Maintain accurate client records and regularly update the CRM system.
l Collaborate with internal teams to ensure smooth onboarding and post-sale support.
l Stay updated with market trends, investment products, and industry insights.
l Adhere to regulatory guidelines and internal compliance standards in every client interaction.
Requirements
l 2–5 years of experience in stock market sales, investment advisory, or financial services.
l Graduate or Postgraduate degree in Commerce, Finance, or Business preferred.
l Strong understanding of stock market concepts and investment products.
l Proven track record in achieving and exceeding sales targets.
l Excellent communication and persuasive skills in English and Hindi.
l Self-driven, disciplined, and result-oriented with strong relationship management abilities.
l Certifications such as NISM or related market credentials are preferred but not mandatory.
What We Offer
l Competitive salary with high earning potential through performance-based incentives.
l Growth-oriented work environment with learning and skill development opportunities.
l Exposure to dynamic financial markets and research-driven investment strategies.
l A performance-driven culture that rewards initiative and achievement.
Job Types: Full-time, Permanent
Pay: ₹30, ₹45,000.00 per month
Work Location: In person
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