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Advisor / Consultant
Delhi-NCR, India · Full Time
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- Experience
- Any
- Salary
- INR 15,000 – INR 55,000 / month
- Openings
- 1
- Posted
- 1 day ago
- Work mode
- In office
- Eligibility
- Open to all applicants; no specific eligibility criteria mentioned.
- Resume
- Required to apply
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Job description
Job Overview
This role involves driving the adoption of the RGMF App and inspiring customers to engage with financial opportunities suited to their needs. The Advisor / Consultant will help potential users register with RGMF, guide them in investing via Mutual Fund Systematic Investment Plans (SIPs), and promote various financial solutions offered by the company.
Key Responsibilities
- Encourage and assist customers in downloading and onboarding through the RGMF platform.
- Educate clients on the importance of Mutual Fund SIPs and guide them to invest according to their financial goals and risk tolerance.
- Promote the company’s financial products by engaging with customers and through marketing efforts.
- Source new leads to convert prospects into active investors using the app.
- Clearly explain product details, benefits, procedures, and terms to ensure customer understanding.
- Maintain ongoing communication with both potential and current customers to facilitate onboarding and sustained investments.
- Meet set targets related to app downloads, registrations, SIP activations, and product promotions.
- Adhere to company policies and regulatory guidelines related to financial product promotion.
Eligibility
Open to all candidates; no specific restrictions stated.
Compensation
The monthly remuneration ranges between INR 15,000 and INR 55,000.
Skills
How they work
Customer Focus