Investment advisor

Job Title: Investment Advisor

Location: Indore
Experience: Freshers & Experienced Candidates Welcome
Employment Type: Full-Time

Job Summary

We are looking for a dynamic and motivated Investment Advisor to join our team. The ideal candidate will be responsible for understanding clients' investment needs, explaining our stock advisory services, building strong client relationships, and assisting clients in making informed investment decisions. Freshers with excellent communication skills are encouraged to apply.

Key Responsibilities

• Contact prospective and existing clients via phone.

• Understand clients' financial goals and investment requirements.

• Explain the company's stock advisory products and services.

• Build and maintain long-term client relationships.

• Follow up with leads and convert them into customers.

• Achieve monthly sales and revenue targets.

• Maintain accurate client records and follow-up reports.

• Stay updated on stock market trends and company offerings.

• Coordinate with internal teams to ensure excellent customer service.

Required Skills

• Excellent communication and interpersonal skills.

• Basic knowledge of the stock market and financial products.

• Strong negotiation and convincing abilities.

• Good presentation and client-handling skills.

• Ability to work in a target-driven environment.

• Basic computer knowledge (MS Office, Email, CRM).

Eligibility

• Graduate in any discipline (Finance, Commerce, Business, or related fields preferred).

• Freshers with strong communication skills can apply.

• Experienced candidates from Stock Market, Financial Services, Banking, Insurance, or Sales will be preferred.

Salary & Benefits

• Attractive Fixed Salary + Performance Incentives.

• Monthly and Quarterly Incentive Programs.

• Career Growth Opportunities.

• Professional Training and Development.

• Friendly and Supportive Work Environment.

Location: Indore

Apply Now and build your career in the fast-growing financial services industry!

• It is a Full Time Sales / Business Development job for candidates with 6 months - 1 years of experience.