Walk-Ins Interview For Opening For Investment Advisor

Job Description

We are seeking a motivated and personable Investment Advisor to join our team. The ideal candidate will be responsible for visiting our investors, presenting our investment plans, and providing personalized financial guidance.

**Key Responsibilities:**

- Meet with clients to discuss their financial goals and investment strategies.

- Present and explain our investment plans clearly and confidently.

- Build and maintain strong relationships with investors.

- Provide ongoing support and follow-up to ensure client satisfaction.

- Stay informed about market trends and investment opportunities.

**Qualifications:**

- Bachelors degree

- Proven experience in investment advisory or financial services is preferred.( Not Mandatory)

- Excellent interpersonal and communication skills.

- Strong analytical and problem-solving abilities.

- Must have personal transport for client visits.

*Skills:*

- Professional demeanor with a positive attitude.

- Ability to build rapport with clients and understand their needs.

- Strong organizational and time management skills.

**Benefits:**

- Competitive salary and commission structure.

- Ongoing training and professional development.

If you are passionate about finance and have the drive to help clients achieve their investment goals, we invite you to apply!
  • Experience

    1 - 7 Years

  • No. of Openings

    45

  • Education

    Diploma, Advanced/Higher Diploma, Higher Secondary, Professional Degree, Secondary School, Vocational Course

  • Role

    Investment Advisor

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Walk-in interview location

    Plot No 36,Udyog vihar phase I, Gurugram sector 20

About Umesh Raj Group

At URG Group, we are a dynamic conglomerate with a diverse portfolio spanning across multiple industries. From leading-edge trading platforms to real estate development, coworking spaces, and cutting-edge tech solutions, we are at the forefront of innovation. Our commitment to excellence and strategic growth has made us a trusted name in markets globally.
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