Senior Investment Advisor/Group Team Leader - Mutual Fund
Wishfin
Delhi , India
2d ago
source : Cutshort

Senior Investment Advisor / Group Team Leader- Mutual FundsWe are immediately hiring a Group Team Leader for Mutual Funds.

JOB PROFILE : Group Team Leader - Mutual FundsAbout the Company : Wishfin is Indias premier fin-tech company.

Being the largest digital marketplace for loans in India, responsible for more than $600 million in annual disbursal, we are always trying to build industry-changing products.

Wishfin has recently launched the Insurance Marketplace and we are onboarding bright & passionate candidates in the Sales team.

KEY RESPONSIBILITIES : - To achieve mutual fund sales targets assigned- Motivate, train & lead the team towards successful outcomes- Increase lead conversions from all team members - Organize & participate in investor programs / camps for fresh lead generation & conversion - Managing & monitoring client portfolios and advising them on a regular basis - Ensure no losses or errors occurred while assisting customers - Work towards ensuring zero cases of mis-selling / fraud in the processes - Responding in a timely and effective manner to all internal communication- Adheres to and supports company policies and practices.

KEY EXPERIENCES REQUIRED : - 2+ years of experience in Sales of Investment- Preferably for online customers- High-energy, positive attitude & passion for Sales- Excellent Communication Skills- NISM Certified Skills : - Investment management, Portfolio management, Investment banking, Mutual funds, Customer Relationship Management (CRM), Financial analysis and Sales

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