Investment Planning Job Vacancies in Surat

Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.

Responsibility:- Develop, execute, and oversee a business strategy that prioritizes growth and positive customer ratings Well-developed in presentable skills and understanding to identify new customer Recruit train and develop a team of insurance agents to create business opportunities Maintaining and updating sales and business development reports. holding presentations and demonstrations for potential clients Prepare sales contracts ensuring adherence to law-established rules and guidelines Attend and manage networking events to attract and retain clients Business Development Executives spend a fair amount of time using their market research to prospect for leads. Develop a growth strategy focused both on financial gain and customer satisfactionRequirements and qualification:- Strong analytical skills and ability to understand financial markets and investment products A Bachelor's or Master degree must be required Previous experience in financial services, banking, or investment advisory is preferred Have an understanding and knowledge of financial processes and investment markets like Insurance, SIP and mutual funds etc. Understanding of agent work culture in insurance companies. Strong organizational skills and attention to detail Strong problem-solving and analytical abilities, with a focus on generating results