Senior Investment Advisor/Group Team Leader - Mutual Fund

at Wishfin

Senior Investment Advisor/Group Team Leader - Mutual Fund

Wishfin

Company

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Senior Investment Advisor/Group Team Leader - Mutual Fund

at Wishfin

Posted by Sunidhi Kishor

2 - 7 yrs

₹2L - ₹7L / yr

Noida, Delhi, Gurugram, Noida

Skills

Sales

Financial analysis

Investment management

Portfolio management

Investment banking

Mutual funds

Customer Relationship Management (CRM)

Senior Investment Advisor/ Group Team Leader- Mutual FundsWe are immediately hiring a Group Team Leader for Mutual Funds.JOB PROFILE : Group Team Leader - Mutual FundsAbout the Company:Wishfin is Indias premier fin-tech company. Being the largest digital marketplace for loans in India, responsible for more than $600 million in annual disbursal, we are always trying to build industry-changing products. Wishfin has recently launched the Insurance Marketplace and we are onboarding bright & passionate candidates in the Sales team.KEY RESPONSIBILITIES : - To achieve mutual fund sales targets assigned- Motivate, train & lead the team towards successful outcomes- Increase lead conversions from all team members - Organize & participate in investor programs/camps for fresh lead generation & conversion - Managing & monitoring client portfolios and advising them on a regular basis - Ensure no losses or errors occurred while assisting customers - Work towards ensuring zero cases of mis-selling / fraud in the processes - Responding in a timely and effective manner to all internal communication- Adheres to and supports company policies and practices. KEY EXPERIENCES REQUIRED : - 2+ years of experience in Sales of Investment- Preferably for online customers- High-energy, positive attitude & passion for Sales- Excellent Communication Skills- NISM Certified

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About Wishfin

Founded :

2016

Type :

Products & Services

Size :

100-1000

Stage :

Raised funding

About

Compare interest rates, calculate EMI and apply for loans and credit cards online. Check Free CIBIL Score in just 2 minutes at Wishfin.

Sunidhi Kishor

Sunidhi Kishor

Sumit Kumar

Rashmi Mishra

Faiyaz Ahmad

Company social profiles

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