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,
Employement Category:
Employement Type: Full time Industry: BFSI Role Category: Not Specified Functional Area: Not Specified Role/Responsibilies: Senior Investment Advisor/Group Team Leader