About the Job

As a Financial Advisor, your primary responsibility will be to establish and maintain close relationships with investors over the phone. You will be tasked with updating them on the latest ongoing investment schemes, which include Mutual Funds and Bonds. Your role will be crucial in helping investors make wise investment decisions based on various factors. Additionally, business development and the acquisition of new investors will be a key performance metric for you.

Roles & Responsibilities

• Provide personalized financial advice and guidance to investors over the phone
• Update investors on the latest ongoing investment schemes, including Mutual Funds and Bonds
• Assist investors in making informed investment decisions based on their financial goals and risk profiles
• Actively engage in business development activities to acquire new investors
• Maintain accurate records of investor interactions and portfolios
• Stay up-to-date with market trends, regulatory changes, and industry best practices

Required Skills & Qualifications

• Minimum graduate degree from any stream
• Strong communication and interpersonal skills
• Analytical and problem-solving abilities
• Financial acumen and understanding of investment products
• Ability to work in a fast-paced, target-driven environment
• Freshers are encouraged to apply