Senior Investment Counsellor

● Engage with leads provided by the company and convert them into active clients through consultative discussions.

● Understand clients investment goals, risk appetite, and financial preferences to recommend suitable Fynocrat research products.

● Consistently meet and exceed weekly and monthly sales targets.

● Build and maintain strong, trust-based relationships with clients to encourage renewals and referrals.

● Conduct follow-ups through calls, WhatsApp, and emails to ensure continuous engagement.

● Maintain accurate client data and update CRM records regularly.

● Coordinate with the Research and Customer Service teams for smooth client onboarding and post-sale support.

● Stay updated with market trends, equity research insights, and product developments to effectively communicate Fynocrat’s value proposition.

● Adhere strictly to SEBI regulations and Fynocrat’s internal compliance policies during every client interaction.

• It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.

More about this Senior Investment Counsellor job

1. What is the eligibility criteria to apply for this Senior Investment Counsellor job?
   Ans: The candidate should be Graduate and above and above with 2 - 6+ years Experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹25000 - ₹35000 per month that depends on your interview. It's a Full Time job in Noida.
3. How many working days are there for this Senior Investment Counsellor job?
   Ans: This Senior Investment Counsellor job will have 6 working days.
4. Are there any charges applicable while applying or joining this Senior Investment Counsellor job?
   Ans: No, there is no fee applicable for applying this Senior Investment Counsellor job and during the employment with the company, i.e., V 5 Global Services Private Limited.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Senior Investment Counsellor role?
   Ans: There is an immediate opening of 10 Senior Investment Counsellor at V 5 Global Services Private Limited
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Senior Investment Counsellor job?
   Ans: This Senior Investment Counsellor job has 09:30 AM - 06:30 PM timing.