Financial Advisor
Vcap Money
Financial Advisor
Vcap Money
Mithapur, Patna
₹10,000 - ₹17,000 monthly*
Fixed
₹10000 - ₹15000
Average Incentives*
₹2,000
Earning Potential
₹17,000
You can earn more incentive if you perform well
Job Details
Interview Details
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HR responded to 100% candidates in last 1 days
51 applicants
Job Description
Job Summary
Dealer :
-Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
-Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc.
-Procuring the potential clients through networking, database, market analysis and references.
-Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
-Managing and improving relationship values through latest updates & development in market.
-Liaison with operations team to resolve queries and revenue generation.
-Comply with organizational guidelines and norms.
-Identifying, acquiring, developing and maintaining customer relationships
-Maintaining up to date knowledge of competitor activity, products and services.
Responsibilities and Duties
**
Required Experience, Skills and Qualifications
Qualification : Inter with min 2 years exp/ Graduate
**
**
Desired Competencies for all the position
Excellent communication skills
Excellent objection handling and conflict management skills
Excellent relationship management skills
Efficient selling skills
Job Type: Full-time
Job role
Department
Sales & BD
Role / Category
B2C / Retail / Counter Sales
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 1 year
Education
Graduate
English level
Basic English
Age limit
18 - 60 years
Gender
Any gender
About company
Name
Vcap Money
Address
306A, 3rd Floor, Grand Plaza, Frazer Road, Patna -800001 Fraser Road Area, Patna
Job posted by Vcap Money
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