Investment Advisor

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.