Investment Advisor

Job Description

Tradeaura Research is looking for a motivated and customer-focused Investment Advisor to assist clients with financial market information and the company’s research and advisory services. The candidate will be responsible for client communication, lead conversion, follow-ups, and achieving assigned business targets. Contact prospective and existing clients to understand their investment-related requirements. Explain the company’s stock market research and advisory services clearly. Generate and follow up on leads through calls and other communication channels. Build and maintain strong professional relationships with clients. Convert qualified leads into customers while maintaining high service standards. Provide accurate information about available financial research and advisory offerings. Maintain records of client interactions, leads, and follow-ups. Achieve individual and team sales targets. Coordinate with internal teams for smooth customer onboarding and service delivery. Follow company policies and applicable financial-service compliance guidelines. Key Skills Investment Advisory Stock Market Knowledge Financial Services Sales & Business Development Lead Generation Client Relationship Management Customer Handling Communication Skills Negotiation Skills Target Achievement Ideal Candidate Minimum 6 months of experience in sales, financial services, telecalling, or business development. Basic understanding of the stock market and investment products is preferred. Confident, persuasive, and customer-oriented approach. Strong follow-up and relationship-building abilities. Comfortable working from the office in Vijay Nagar, Indore.