Investment Advisor

crackpe; Delhi; On-site; INR 245,520 - 279,000; Full time

Job summary

A financial services firm in Delhi is seeking a results-oriented Investment Associate. This role involves sourcing new clients for a diverse portfolio of financial products including Mutual Funds and Insurance while maintaining client relationships. The ideal candidate should have 2-4 years of experience in investment sales, AMFI and IRDAI certifications, and strong networking skills. The position offers a fixed salary and performance-based incentives.

Qualifications

• 2–4 years of experience in investment sales or financial consulting is required.
• AMFI and IRDAI certifications are mandatory.
• Strong networking skills and a good grasp of financial products are essential.

Responsibilities

• Proactively source new clients for various investment products.
• Service existing clients and develop future investment opportunities.
• Meet monthly performance benchmarks in sales activities.

Skills

Networking abilities

Knowledge of financial products

Sales target achievement

Job description

Investment Associate

We are looking for a driven and results-oriented Investment Associate to join our team in Delhi. This role is ideal for a financial services professional who excels at both acquiring new business and nurturing long-term client relationships.

Key Responsibilities

• Business Development: Proactively source new clients for a diverse portfolio including Mutual Funds, Fixed Deposits, Life Insurance, and Health Insurance.
• Client Management: Service existing clients and identify opportunities to develop future investment possibilities with them.
• Sales Targets: Meet monthly performance benchmarks, including:
  • Generating 60 to 100 SIPs per month (minimum ₹2,000 each).
  • Executing STPs of ₹5 lakhs per month.
  • Securing Life Insurance policies totaling ₹50,000 in monthly premiums.
  • Securing Health Insurance policies totaling ₹50,000 in monthly premiums.
  • Facilitating Fixed Deposits of ₹1,00,000 per month.

Requirements & Qualifications

• Experience: 2–4 years of experience in investment sales or financial consulting.
• Certifications: Must be AMFI and IRDAI certified.
• Location: Based in Delhi.
• Skills: Strong networking abilities, deep knowledge of financial products, and a track record of meeting sales targets.

Compensation & Benefits

• Fixed Salary: ₹22,000 – ₹25,000 per month.
• Incentives: Performance-based incentives on sales as per fixed criteria.
• Probation: This role includes a 3-month probation period.