23 Oct
Tekpillar
Erode
Overview : As an Investment Advisory Sales Representative, you'll be the trusted partner clients rely on for investment advice. Your mission is to understand their goals and help them make informed investment decisions. Key Responsibilities : - Connect with Clients : Build strong relationships and understand clients' investment needs and aspirations. - Tailored Solutions : Provide personalized investment recommendations based on clients' goals and market insights. - Market Insights : Stay updated on financial markets and trends to share valuable information with clients. - Business Growth : Identify new opportunities to expand our client base and enhance revenue. - Portfolio Tracking :
Monitor clients' investments and suggest adjustments when necessary. What We're Looking For : - A degree in Finance, Business, or a related field. - Experience in investment sales or financial advisory. - Strong communication skills and a knack for building relationships. - A passion for finance and helping others succeed. - Relevant licenses (e.g., Series 7) are a plus! What We Offer : - Competitive salary with performance bonuses. - Comprehensive benefits package. - Opportunities for growth and learning. - A supportive, team-oriented environment.How to Apply :Contact : +91 8160174117 (ref:updazz.com)
▶️ Investment Advisory Role - Sales (1-6 yrs) Tamil Nadu/Erode (BFSI Sales)
🖊️ Tekpillar
📍 Erode