Wealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.
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 clients to craft personalized investment strategies and ensuring client satisfaction through regular follow-ups and in-depth financial assessments.
Qualifications
Knowledge of mutual funds is a plus
Only candidates with good experience/understanding about sales of financial products will be considered.
Experience in Investments and Financial Advisory
Strong Finance background
Effective communication and interpersonal skills
Bachelor's degree in Finance, Economics, or a related field; CFP certification is a plus
Offered compensation
26,000 - 35,000 in-hand per month
Good incentive structure
travel allowance
Industry
Financial Services
Employment Type
Full-time
Edit job description
Job Type: Full-time
Pay: ₹26,000.00 - ₹36,000.00 per month
Benefits:
Commuter assistance
Health insurance
Leave encashment
Life insurance
Work Location: In person
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