Financial Advisor
11 hours ago
Role : Financial Advisor
Location : Noida (Sector 2)
Working days : 5 Days
Experience : 0-1 Year
ABOUT NIVESH
Nivesh is an award-winning digital-first platform that aims to solve the problem of low penetration of financial products like insurance and mutual funds in India. The full-stack platform provides a wide array of financial products to financial distributors and clients. Making relevant information accessible and making investing easy through a clutter-free user interface (mobile/web) are the keys to success. If you think you have what it takes, join us in this journey and grow multifold along with us.
Nivesh has grown rapidly in the last 8 years of its existence and today manages approx. Rs. 2,000 crores as AUM through 10,000+ partners spread across 750 cities in India. The total team strength is about 90. The corporate office is located in Noida and has branches in Mumbai and Jaipur. The company is supported by leading investors including IAN Fund and LV Angel Fund.
Key Responsibilities:
The role is focused on building relationships with individual customers and distributors (Sub
brokers). For this, you must have a good understanding of investment products and ability to
prospect and sell the same to retail customers and HNI's. Your aim will be to quickly build a
customer base.
Working closely with Team Leader, you will drive sales and grow your AUM. This opportunity calls
for a relationship based sales professional, who is passionate about investment products and
creating a book that will take to the next level.
Access to a work with new age start-up, competitive compensation and career advancement to
leadership roles in future.
Activities:
To prospect, acquire and retain clients, meeting revenue numbers month on month.
To achieve budgeted targets in terms of number of clients/volume of business & assets.
To research, investigate and update themselves on available investment opportunities/financial
market trend to determine whether they fit into clients- portfolios
To understand clients- needs & requirements and accordingly position products & services
To coordinate with product and research team for taking investment decision for the clients
To recommend strategies clients can use to achieve their financial objectives, including specific
recommendations in such areas as cash management, insurance coverage other than investment
planning also to ensure a one-point relationship for the client
- To contact clients periodically and determine if they are satisfied with the service and returns
generated. Also, to review their investment needs to determine whether market changes, life
changes, economic changes, or financial performance indicate a need for portfolio reassessment
Requirements :
Understanding of financial products, different asset classes and its risk and return
(preferably sales experience in the same)
● Ability to analyses and review customers' existing portfolios
● Excellent Communication and presentation skills
● Ability to sell and close a prospect.
ABOUT NIVESH
● Company Two Pager
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