Cold Calling Mutual Funds

Year    UP, IN, India

Job Description

Role Description



This is a full-time on-site role for a Financial Advisor/sales role located in Noida. The Financial Advisor will be responsible for providing financial planning services

, Mutual Funds advisory

, calling leads on a daily basis, developing retirement plans, and offering comprehensive financial advice. The role also involves closely working with

cold calling clients

to craft personalized investment strategies and ensuring client satisfaction through regular follow-ups and in-depth financial assessments of

Mutual Funds.



Qualifications:

Good knowledge of Mutual Funds is mandatory

Experience in Investments and Financial Advisory Effective communication and interpersonal skills

Good experience in cold calling is mandatory

CFP certification is a plus
Offered compensation

24,000 - 39,000 in-hand per month

Good growth for long-term candidates Good incentive structure Mon-Saturday (8.5 hour shifts)

*1-2 years of Cold Calling Sales Experience is a plus



Job Type: Full-time

Pay: ₹24,000.00 - ₹38,000.00 per month

Benefits:

Commuter assistance Health insurance Leave encashment Life insurance Paid sick time Paid time off
Work Location: In person

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Job Detail

  • Job Id
    JD4303104
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    UP, IN, India
  • Education
    Not mentioned
  • Experience
    Year