If you are a highly motivated dynamic individual with the willingness to take on challenges, then Happy Investor Finserv LLP is the workplace for you.
Happy Investor Finserv LLP is a pioneering start-up in the Indian financial markets and investment space with comprehensive financial services that can be availed of by the common man, and not just the high net worth individual.
Happy Investor Finserv LLP is looking for team players to join the elite product, marketing and engineering teams in our BANGALORE office. You will be part of an exciting start-up team that comprises of successful entrepreneurs, leading professionals and experts from top companies in the industry.
You can make your place in the Happy Investor Finserv LLP family if you have the following traits:
- Ability to work in a high paced start-up environment
- Taking initiative with out-of-the-box thinking.
- Ability to question status-quo and challenge the obvious
- Passion for execution
- A desire for the satisfaction of creating world-class products that revolutionize the industry
Role “ Financial Advisor for BANGALORE.
Location: BANGALORE
Job description:
- Ability to understand the financial needs of the customers.
- To prospect and acquire clients.
- To achieve budgeted targets in terms of revenue and number of clients.
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients
- To understand clients needs & requirements and accordingly position products & services.
- To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in areas such as cash management, insurance coverage also apart from investment planning to ensure a one-point relationship for the client.
- Liaise with the rest of the team on a day to day basis to obtain all new sales leads
- Have full product knowledge of the company’s products
- Demonstrate a œcan do attitude at all times
Experience and Skills
Minimum 3-4 years of experience in Sales in the BFSI segment
Must possess excellent interpersonal and communication skills.