Investment Advisor

2 weeks ago

Gurgaon, Haryana, India Paisabazaar Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Paisa bazaar is hiring for Sales Advisor - Investment (Savings) Role

OPENING IS ONLY FOR THOSE WHO CAN SPEAK - TELUGU/MALAYALAM/KANNADA

Interested candidates share their or or WhatsApp your resume to " " OR Directly come for F2F interview mention " HR KIRAN" on the top of your resume.

**FOR INSTANT REPLY SHARE YOUR RESUME @ HR KIRAN ***

**Immediate joiners will be preferred**

*******____________INTERVIEW DETAILS______________*********

.. Show this mail on reception area and mention "HR KIRAN" on you CV while coming for the direct interview..

ADDRESS :- Plot no. 129, Sector 44, Near Huda Metro Station, Gurugram

Time:- 10:00am - 2:00pm

Contact person: HR KIRAN

Contact No

Location - Gurgaon Sector 44

Working Days - 6 Days (Rotational offs)

Role - Sales Advisor - Investments (Savings)

Key Responsibilities:

  1. Build, own, and manage relationships with investors looking to invest in Grips investment products.
  2. Own customer acquisition and lead conversion through calls, working with channel partners, and qualifying prospects.
  3. Work closely with both internal and external stakeholders to increase investment activity on the platform.
  4. Drive AUM on the platform by deepening existing relationships and building new relationships by establishing HNI, advisory and institutional channels.
  5. Help investors take investment decisions by understanding investible corpus and risk appetite of the investors.
  6. Be the Face of the company for the investors, and the Voice of the investors for the company.
  7. Outbound Calls: Make outbound calls to users who have registered but not completed KYC.
  8. KYC Explanations: Clearly explain the KYC process, benefits, and compliance.
  9. Objection Handling: Address user objections and persuade them to complete KYC.
  10. Target Achievement: Meet daily/weekly call and conversion targets.

Reference code - Kiran - Investment

  • Senior Investment Advisor

    7 days ago

    Gurgaon, Haryana, India Hireginie Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    CFP/ Senior Investment AdvisorOur Client:Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment...

  • CFP & Sr. Relationship Manager _ Investment Advisor

    1 day ago

    Gurgaon, Haryana, India Hireginie Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Title: CFP & Sr. Relationship Manager / Investment AdvisorExperience: 4-8 years in financial planning and wealth management advisoryEducation: Graduate, CFP/CFA/CA preferredLocations: GurgaonAbout the Role:We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor...

  • Senior Investment Migration Specialist

    1 week ago

    Gurgaon, Haryana, India beBeeInvestmentMigration Full time ₹ 18,00,000 - ₹ 24,90,000

    Drive Business Growth as an Investment Migration Professional","We are seeking a results-driven individual to spearhead business development, client engagement, and market presence for our investment migration projects.","Represent our brand to prospective investors, migration agents, law firms, and stakeholders across India","Conduct presentations,...

  • Telesales Advisor

    1 week ago

    Gurgaon, Haryana, India Paisabazaar Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    We, Paisabazaar, are hiring for a senior advisor and an SME profile for Investment Products for the location of Gurugram Sector 44. A candidate should have a good understanding of investment products.Location - Gurugram Sector 44Mandatory language required - Tamil, Kannada, MalayalamKey ResponsibilitiesHandle inbound calls and digital leads (web, app, and...

  • Global Investment Relations Director

    2 weeks ago

    Gurgaon, Haryana, India beBeeInvestorRelations Full time ₹ 2,19,84,000 - ₹ 2,65,20,000

    About the OpportunityWe are seeking a seasoned professional to lead our Investor Relations and Fundraising efforts. This strategic role will drive the development and execution of our investor relations and fundraising strategy, fostering strong relationships with institutional investors, analysts, banks, and potential capital providers.Key...

  • Innvocon - Senior Sales Representative - Investment Migration/International Market

    1 week ago

    Gurgaon, Haryana, India Innvocon Learning Solutions Full time

    Job Summary:We are seeking a driven, resourceful Candidate to serve as our in-country liaison in India. The ideal candidate will support business development, client engagement, and market presence for EB-5 projects, building trust with prospective investors and migration agents.Key Responsibilities:- Represent EB5 Lending Alliance to prospective EB-5...

  • Payroll Advisor

    2 days ago

    Gurgaon, Haryana, India Cushman & Wakefield Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job TitlePayroll AdvisorJob Description SummaryResponsible for end-to-end payroll management, ensuring accurate and timely salary processing for employees while maintaining statutory compliance, addressing employee queries, and supporting audits. The role requires strong attention to detail, confidentiality, and coordination with internal stakeholders and...

  • Family Relationship Manager

    3 weeks ago

    Gurgaon, Haryana, India LAGRANGE POINT INTERNATIONAL PRIVATE LIMITED Full time

    Our client is looking for a trusted advisor responsible for managing and nurturing relationships with UHNW/HNW family members, overseeing wealth management activities, coordinating with investment, legal, and tax advisors, and ensuring seamless execution of financial and personal requirements. Seeking candidates with postgraduate qualification in Finance,...

  • Video Editing/Making Internship in Gurgaon

    2 weeks ago

    Gurgaon, Haryana, India Investicare Full time US$ 50,000 - US$ 1,00,000 per year

    Selected Intern's Day-to-day Responsibilities IncludeWork on video creation.Work on account handling.Work on lead generation and account reach.About Company: Invest I Care is an investment advisory company, founded by Mr. Mudgal in 2016. He's a seasoned advisor with years of experience and substantial knowledge in identifying strategies to generate profit...

  • Successful Financial Advisor Wanted

    2 weeks ago

    Gurgaon, Haryana, India beBeeFinancialAdvisor Full time ₹ 15,00,000 - ₹ 20,00,000

    Wealth Manager Opportunity Job Description:We are looking for an experienced Financial Advisor to join our team. As a Wealth Manager, you will be responsible for providing personalized financial advice to high net worth clients and managing their investment portfolios.The ideal candidate will have a certified Wealth Management or Financial Planning...