Company Description
Wealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.
Role Description
This is a full-time on-site role for a Financial Advisor/sales role located in Noida. The Financial Advisor will be responsible for providing financial planning services, Mutual Funds advisory, calling leads on a daily basis, developing retirement plans, and offering comprehensive financial advice. The role also involves closely working with clients to craft personalized investment strategies and ensuring client satisfaction through regular follow-ups and in-depth financial assessments of Mutual Funds.
Qualifications:
Good knowledge of Mutual Funds is mandatory
Experience in Investments and Financial Advisory
Effective communication and interpersonal skills
Experience in cold calling is mandatory
CFP certification is a plus
Offered compensation
24,000 - 37,000 in-hand per month
Good growth for long-term candidates
Good incentive structure
Mon-Saturday (8.5 hour shifts)