Financial Advisor (Ayodhya)
Financial Advisor (Ayodhya)
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Ayodhya, India
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Posted: less than a week ago
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Description
To drive capital inflow by pitching secure, high-yield fixed-return investment opportunities to retail and HNI investors, ensuring a steady stream of funding for the company’s real estate projects. Key Responsibilities
- Fund Mobilization
- Achieve monthly and quarterly targets for Fixed Deposit or Fixed Return collections.
- Identify and reach out to potential investors through cold calling, networking, and referrals.
- Conduct presentations on the security and profitability of the company’s investment schemes.
- Investor Advisory
- Explain the "Safety vs. Return" aspect of investing in real estate-backed FDs.
- Provide clarity on lock-in periods, interest payout options (monthly, quarterly, or on maturity), and TDS.
- Compare company returns against traditional bank FDs to highlight the competitive edge.
- Documentation & Compliance
- Collect and verify KYC documents and ensure error-free processing of application forms.
- Coordinate with the accounts department to ensure timely issuance of Deposit Receipts.
- Manage the renewal pipeline by contacting existing investors 30 days before maturity.
- Relationship Management
- Serve as the single point of contact for investors for any queries regarding their interest payouts.
- Organize "Investor Meets" or small group presentations to build community trust. Job Type: Full time Pay: ₹15,000.00
- ₹40,000.00 per month Benefits:
- Cell phone reimbursement
- Flexible schedule
- Paid sick time Work Location: In person Apply on Kit Job: kitjob.in/job/4n1294
- Fund Mobilization
- Achieve monthly and quarterly targets for Fixed Deposit or Fixed Return collections.
- Identify and reach out to potential investors through cold calling, networking, and referrals.
- Conduct presentations on the security and profitability of the company’s investment schemes.
- Investor Advisory
- Explain the "Safety vs. Return" aspect of investing in real estate-backed FDs.
- Provide clarity on lock-in periods, interest payout options (monthly, quarterly, or on maturity), and TDS.
- Compare company returns against traditional bank FDs to highlight the competitive edge.
- Documentation & Compliance
- Collect and verify KYC documents and ensure error-free processing of application forms.
- Coordinate with the accounts department to ensure timely issuance of Deposit Receipts.
- Manage the renewal pipeline by contacting existing investors 30 days before maturity.
- Relationship Management
- Serve as the single point of contact for investors for any queries regarding their interest payouts.
- Organize "Investor Meets" or small group presentations to build community trust. Job Type: Full time Pay: ₹15,000.00
- ₹40,000.00 per month Benefits:
- Cell phone reimbursement
- Flexible schedule
- Paid sick time Work Location: In person Apply on Kit Job: kitjob.in/job/4n1294
Highlights
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Company nameShreepad Construction
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Job positionFinancial Advisor (Ayodhya)
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