Location: Office - 501 6th Floor Onam Plaza Near Industry House Old Palasia, Indore
Industry: Financial Services / Stock Market Advisory
Experience: 1-5 years
Type: Full-time
Wise Global Research Services Pvt Ltd. is a SEBI-registered investment advisory firm providing expert stock market guidance, investment planning, and portfolio management services to retail and HNI clients. We are committed to delivering reliable and insightful market research and investment strategies.
Identify and generate leads through various channels such as cold calling, emails, social media, and networking.
Promote the company’s investment advisory services including equity research, trading calls, and portfolio management.
Understand client needs and explain how our advisory services align with their investment goals.
Schedule meetings with potential clients, deliver presentations, and convert leads into paying customers.
Maintain strong relationships with existing clients and ensure high client retention through ongoing support and engagement.
Collaborate with the research and sales teams to align product offerings with client feedback.
Achieve monthly and quarterly sales targets and prepare regular performance reports.
Bachelor’s degree in Finance, Business, Marketing, or related field.
Good understanding of stock markets, trading, and investment advisory services.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Strong persuasion, negotiation, and presentation skills.
Proficiency in MS Office and CRM tools.
Knowledge of SEBI regulations and financial products is a plus.
Experience in a stock market advisory, brokerage, or financial services firm.
Certification in NISM or relevant finance domain (optional but preferred).
Fixed Salary + Attractive Incentives + Performance Bonuses