Sales Advisor (full Time)

Prerana Educational and Charitable Trust

1 - 3 Years
15 Openings
2.5-3.5 Lac/Yr
Noida
+1 Delhi
Face-to-Face interview

Key Skills

Retail Sales Corporate Sales Channel Sales Direct Sales Financial Services Sales Insurance Sales Mutual Funds Sales Stock Broking Equity Broking Insurance Advisor BFSI SIP Banking Sales Account Opening B2C Sales B2C Marketing B2B Sale Walk in

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Job Description

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

About Prerana Educational and Charitable Trust

Prerana HR Solutions is a trusted name in the placement sector of Odisha. This Placement firm was founded in the year 2014. Mr. Pradeep Kumar Panda is the chairman of the company and laid the foundation in Odisha. This firm was established with a motive of serving the clients with economically priced services available under the same roof. Currently, we are working as an HR consultant, educational consultant, and career consultant in Odisha. Furthermore, clients are also facilitated with the housekeeping services, corporate training, and manpower recruitment. We have a mission of making a difference by providing innovative services to develop competencies of the manpower with good value system to face challenges of the continuously changing world. Our vision is to emerge as a top solution provider in the fields of recruitment, training, management consultancy, and service infrastructure.