Job Description

Full job description

Key Responsibilities:

Job Title: Financial Advisor

Company: CAPITAL INVESTO RESEARCH (SEBI Registered)

Role Overview: As a Financial Advisor at CAPITAL INVESTO RESEARCH, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services.

•~This role is open to both freshers and experienced candidates, with salary varying based on experience. •

• Client Acquisition: Identify and approach potential clients; present and demonstrate services.
• Relationship Building: Develop strong client relationships; offer personalized advice.
• Sales Targets: Achieve and surpass sales goals; collaborate on business expansion strategies.
• Market Research: Stay updated on market trends and competitors; use insights to enhance service positioning.
• Client Engagement: Address client inquiries and concerns promptly; ensure satisfaction.
• Sales Reporting: Maintain records of sales activities; generate performance reports.

Qualifications:

• Education: Graduate in a relevant field.
• Experience: Open to both freshers and candidates with proven sales experience, preferably in financial services.
• Certification: SEBI Registration for Investment Advisory (preferred).

Key Skills:

• Strong sales and negotiation skills.
• Excellent communication abilities.
• Ability to build and maintain client relationships.
• Understanding of investment products and market dynamics.
• Goal-oriented and driven to exceed sales targets.

Employment Details:

• Type: Full Time, Permanent
• Salary: Will vary based on experience.

Join CAPITAL INVESTO RESEARCH to grow with a dynamic team in the financial sector and build lasting client relationships.

Job Types: Full-time, Permanent, Fresher

Pay: ?10,000.00 - ?25,000.00 per month

Job Type: Full-time

Pay: ?10,000.00 - ?25,000.00 per month

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus
• Yearly bonus

Education:

• Bachelor's (Preferred)

Work Location: In person