Sales Advisor (full Time)

Prerana Educational and Charitable Trust

Provide advisory services to clients on various financial products and investment options offered by Religare Broking Ltd

This may include stocks, mutual funds, commodities, derivatives, and other financial instruments

Actively engage with potential clients and leads, either through inbound inquiries or by making outbound calls. Your primary responsibility is to convert leads into clients by offering tailored financial solutions

Understand the financial goals, risk tolerance, and investment preferences of clients. Based on their needs, recommend suitable investment strategies and products.

Stay updated on the latest financial market trends, investment products, and regulatory changes.

This knowledge will help you offer informed advice to clients. Meet or exceed sales targets, which may include revenue, number of clients acquired, or other performance metrics set by the company

Build and maintain long-term relationships with clients. Provide ongoing support and address their queries and concerns

Ensure a high level of client satisfaction. Ensure compliance with all regulatory and company policies while advising clients and handling their investments.

Conduct research on financial markets and related news to offer timely insights to clients. This can help clients make informed investment decisions. Maintain accurate records of client interactions, recommendations, and transactions in the company's CRM (Customer Relationship Management) system. Collaborate with other teams within Religare Broking Ltd,

uch as research analysts and support staff, to provide a seamless and comprehensive client experience

• Experience

  1 - 3 Years

• No. of Openings

  15

• Education

  Any Master Degree, B.A, B.B.A, B.C.A, B.Com, M.A, M.B.A/PGDM, M.Com

• Role

  Sales 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