Investment Advisor

Teamspace Financial Services Private Limited

Nehru Place, New Delhi

₹25,000 - ₹80,000 monthly*

Fixed

25000 - ₹60000

Average Incentives*

20,000

Earning Potential

80,000

You can earn more incentive if you perform well

Work from Office

Full Time

Min. 1 Years

Basic English

Job Details

Interview Details

Job Highlights

Fast HR reply

61 applicants

Benefits include: PF

Job Description

Applications are invited from cadidates with minimum 1 year + experience in Investment Advisory Services . Candidates with certifications like CFP /PGDFP /NISM VA would have an added advantage Job Title – Relationship Manager /Sr. Relationship Manager Location – Mumbai / Pune /Ahmedabad /Vadodara /Rajkot/ Kolkata /Patna /Bhubaneswar /Delhi & NCR Reports to – Branch Head CTC - 3 lc-7 lc per annum + Incentives for Mumbai /Pune /Delhi & NCR 3 lc - 5 lc per annum + Incentives For Gujarat. For Ahmedabad & Vadodara max it will go upto 6lc per annum 3lc- 6 lc per annum for Kolkata /Patna /Bhubaneswar Job Purpose – The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities • Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions • Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal • Conduct timely and regular follow ups with the clients and tag them on broadcasts and new articles • Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch • Review and diversify existing client portfolio on a regular basis and provide guidance accordingly • Achieve financial goals of the clients through various product line like LI, MF,FI, GI and other liabilities products • Update and cross – sell products and services to existing clients and update them about the primary and secondary market trends • Conduct activities i.e. conduct research and pitch to Corporates regarding NPS, group insurance and other upcoming schemes • Share regular communications with client regarding information, research and material of the organization • Conduct regular marketing acitivities with the branch marketing and product team by showcasing our products and features and generate leads

More about this Investment Advisor job

Teamspace Financial Services Private Limited is aggressively hiring for the job profile of Investment Advisor at Delhi-NCR in Nehru Place locality. Kindly go through the FAQs below to get all answers related to the given job. 1. How much salary can I expect? Ans. You can expect a minimum salary of 25,000 INR and can go up to 80,000 INR. The salary offered will depend on your skills, experience and performance in the interview. 2. What is the eligibility criteria to apply for this job? Ans. The candidate should have completed Graduate degree and people who have 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Delhi-NCR to get hired quickly. 3. Is there any specific skill required for this job? Ans. The candidate should have Basic English skills and sound communication skills for this job. 4. Who can apply for this job? Ans. Both Male and Female candidates can apply for this job. 5. Is it a work from home job? Ans. No, it’s not a work from home job and can’t be done online. You can explore and apply for other work from home jobs in Delhi-NCR at apna. 6. Are there any charges or deposits required while applying for the role or while joining? Ans. No work-related deposit needs to be made during your employment with the company. 7. How can I apply for this job? Ans. Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview. 8. What is the last date to apply? Ans. The last date to apply for this job is 04-Mar-2023. For more details, download apna app and find Full Time jobs in Delhi-NCR. Through apna, you can find jobs in 74 cities across India. Join NOW!

Job Requirements

Experience

Min. 1 Years

Education

Graduate

English Level

Basic English

Job Role

Department

Sales & BD

Employment Type

Full Time

Role / Category

B2C / Retail / Counter Sales

Shift

Day Shift

Interview & address details

Work Location

Nehru Place, New Delhi, Delhi, India

Interview mode

Online/Telephonic

Job posted by Teamspace Financial Services Private Limited

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