SUKHANIDHI INVESTMENT ADVISORS Hiring for Equity Advisor at Hubli, Karnataka Full Time

What we need:

• Passionate about the stock market.
• You must be a self-starter, a team player who is hardworking and results-oriented, and you must be able to manage various tasks.
• Ability to work under pressure and fulfil strict deadlines, sometimes for long periods of time.
• Should have well written, communication and presentation skills.

What we can provide:

• A remuneration that is competitive.
• An opportunity to work early in a promising organization and eventually become a partner through ESOPs.
• A fantastic working atmosphere with lots of flexibility.
• Peer-to-peer learning from a bright and motivated team.

Location: Hubballi, Karnataka

Position: 1 (Male / Female)

Experience: Freshers or 1-3 years of working experience in the financial services industry, with some background in advising UHNI, HNI, and NRI clients on investment strategies and asset allocation., etc.

Annual Package: Rs 1.8 – 2.4 Lakhs + Performance Incentives.
Education: BBA / BBM/ PGDBM/ MBA in (Finance/ Sales and Marketing)

Key Responsibilities:

• As an Equity Advisor, you will be responsible for primarily acquisition, servicing UHNI, HNI & NRIs, and building an advisory book.
• Building Agency – Identify and recruit potential advisors (Ex: Insurance Agents, MF Distributors, and professionals, etc.).
• Driving Sales – Achieve expected sales target on a consistent basis through direct and from the team of advisors.
• Achieve individual revenue targets, to grow client base, AUM and account profitability while maintaining a high standard of service quality and achievement of the business objectives through effective client acquisition and management of portfolio of clients.
• Responsible for identifying customer needs, assessing their risk appetite and should assist clients in their financial endeavors.
• Making sound marketing strategies for a potential client’s acquisition and retention.
• Conduct in-person meetings, phone, video calls with potential investors.
• Delivering inspiring sales presentations to convert prospects to successful sales and Organizing Marketing Campaigns in all formats.
• Liaising with internal departments to ensure client needs are fulfilled effectively.
• Responsible for achieving targets as assigned by the organization on a monthly basis.
• Provide regular updates to the immediate superior as and when required.

Note: Since we are a start-up, you will probably have to do all this and more. We undertake lots of secondary and primary market research projects where you will be involved.

Job Type: Full-time

Salary: ₹15,000.00 – ₹20,000.00 per month

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus

Experience:

• Investment Management & Financial Advisory Occupations: 1 year (Preferred)
• total work: 1 year (Preferred)

Speak with the employer
+91 9035845843
Application Deadline: 09/05/2022
Expected Start Date: 09/05/2022