Investment Counselor (Sales)

Whom are we looking for:We are looking for highly motivated, growth-oriented, solution focused and equity-passionate candidates who can exploit the site and the traffic for the benefit of our customers and the business. Candidates need to have strong urge to connect, educate and persuade people and passionate about helping them invest their money successfully and reach their financial goals.Responsibilities:-•Connect with users who have created a free account on the website or bought beginner package from us•Understand their needs and challenges•He/she should be able to convince people of the merits of the MoneyWorks4me investing process to sell right solution / upgrade to the higher product•Maintain high level of engagement with assigned subscribers to renew their account•Escalate relevant calls to senior counsellors•Generate leads for Portfolio Advisory service from assigned subscriber list and escalate to respective team•Manage sales funnel through CRM for achieving monthly personal and team targetsQualifications and other requirements:-Masters Degree in Finance, Economics or CommerceCandidates must complete NISM XA, XB within 6 months of joining.Candidates with valid CFP also eligiblePassionate about equity investing and long-term approach to portfolio building, financial planning and financial freedomRemuneration: 5 - 8 LPANote: Candidates who are applying for an interview are expected to go through our website www.moneyworks4me.com in detail. PRB