Investment Advisor (Delhi Division)

Investment Associate We are looking for a driven and results-oriented Investment Associate to join our team in Delhi. This role is ideal for a financial services qualified who excels at both acquiring new business and nurturing long-term client relationships. Key Responsibilities Business Development: Proactively source new clients for a diverse portfolio including Mutual Funds, Fixed Deposits, Life Insurance, and Health Insurance. Client Management: Service existing clients and identify opportunities to develop future investment possibilities with them. Sales Targets: Meet monthly performance benchmarks, including: Generating 60 to 100 SIPs per month (minimum 2,000 each). Executing STPs of 5 lakhs per month. Securing Life Insurance policies totaling 50,000 in monthly premiums. Securing Health Insurance policies totaling 50,000 in monthly premiums. Facilitating Fixed Deposits of 1,00,000 per month. Requirements & Qualifications Experience: 24 years of experience in investment sales or financial consulting. Certifications: Must be AMFI and IRDAI certified. Location: Based in Delhi. Skills: Solid networking abilities, deep knowledge of financial products, and a track record of meeting sales targets. Compensation & Benefits Fixed Salary: 22,000 25,000 per month. Incentives: Performance-based incentives on sales as per fixed criteria. Probation: This role includes a 3-month probation period. .