Walk-Ins Interview For Opening For Investment Advisor

Job Description

we are seeking a motivated and personable investment advisor to join our team. the ideal candidate will be responsible for visiting our investors, presenting our investment plans, and providing personalized financial guidance.

**key responsibilities:**

- meet with clients to discuss their financial goals and investment strategies.

- present and explain our investment plans clearly and confidently.

- build and maintain strong relationships with investors.

- provide ongoing support and follow-up to ensure client satisfaction.

- stay informed about market trends and investment opportunities.

**qualifications:**

- bachelors degree

- proven experience in investment advisory or financial services is preferred.( not mandatory)

- excellent interpersonal and communication skills.

- strong analytical and problem-solving abilities.

- must have personal transport for client visits.

*skills:*

- professional demeanor with a positive attitude.

- ability to build rapport with clients and understand their needs.

- strong organizational and time management skills.

**benefits:**

- competitive salary and commission structure.

- ongoing training and professional development.

if you are passionate about finance and have the drive to help clients achieve their investment goals, we invite you to apply!
  • Experience

    1 - 7 Years

  • No. of Openings

    45

  • Education

    Diploma, Advanced/Higher Diploma, Higher Secondary, Professional Degree, Secondary School, Vocational Course

  • Role

    Investment Advisor

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Walk-in interview location

    Plot No 36,Udyog vihar phase I, Gurugram sector 20

About Umesh Raj Group

At URG Group, we are a dynamic conglomerate with a diverse portfolio spanning across multiple industries. From leading-edge trading platforms to real estate development, coworking spaces, and cutting-edge tech solutions, we are at the forefront of innovation. Our commitment to excellence and strategic growth has made us a trusted name in markets globally.
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