Job Title: Investment Advisory
Job Overview: We are seeking a highly motivated and results-driven Investment Advisor to join our team. In this role, you will be responsible for suggesting good performing Mutual Funds scheme with traditional returns to the investors and onboarding them by doing KYC process.
Key Responsibilities:
Outbound Calls: Make outbound calls to prospective clients to introduce and sell Mutual Fund products.
Product Knowledge: Suggesting suitable Mutual Funds Scheme to potential customers.
Relationship Building: Build and maintain positive relationships with customers,
Follow-Up: Follow up with leads and help investors invest in the schemes which provides good returns for them
Documentation: Ensure accurate documentation and KYC process.
Compliance: Adhere to all company policies, legal regulations, and financial industry standards to ensure proper handling of customer information and transactions.
Customer Retention: Engage with existing customers for new investments or top up. Qualifications:
Any Graduates
Strong understanding of Share Market is a plus
Excellent communication and interpersonal skills.
Goal-oriented with a strong focus on achieving targets. Skills and Attributes:
Persuasive and confident with a professional demeanor.
Ability to work independently and as part of a team.
Strong organizational skills with the ability to multitask effectively.
Attention to detail and strong problem-solving abilities