NoBroker - Investment Advisor (3-8 yrs)

Role : Investment Advisors

About NoBroker:

NoBroker Technologies Pvt Ltd is at the forefront of revolutionizing the real estate industry through its unique, technology-driven approach. The company facilitates direct connections between property owners and potential tenants/buyers, eliminating the need for brokerage. NoBroker is committed to making real estate transactions simpler, faster, and more transparent, delivering efficient and cost-effective solutions.

Role Overview:

We are seeking dynamic and highly motivated Investment Advisors with a proven track record in high-ticket inside sales. This role is ideal for professionals with experience in SaaS SDR, financial services, or industries involving premium product/service sales like matrimony or travel packages. As an Investment Advisor, you will play a key role in guiding clients through tailored investment opportunities, building strong relationships, and achieving revenue targets.

Key Responsibilities

Client Engagement:

- Build and maintain relationships with individuals and prospective clients.

- Understand client requirements and offer customized investment solutions.

Sales Execution:

- Manage high-value leads and convert them into successful investments.

- Conduct virtual or in-person consultations to explain benefits and returns.

- Handle objections and address queries to build trust and close deals effectively.

Market Knowledge:

- Stay updated on investment products, market trends, and competitor activities.

- Provide insights and advice that align with client goals and market opportunities

Collaboration:

- Work closely with internal teams to ensure seamless customer onboarding and service delivery.

- Provide feedback to the product and marketing teams to improve offerings and strategies.

Qualifications and Skills

- Education: Bachelor's degree in Business Administration, Finance, or related fields. MBA is a plus.

- Experience: 2-5 years in a sales-oriented role, preferably in SaaS SDR, financial services, or high-ticket inside sales (e.g., matrimony, travel packages).

- Sales Expertise: Demonstrated ability to close high-value deals and manage large accounts.

- Communication Skills: Excellent verbal and written communication with strong negotiation and presentation skills.

- Tech-Savvy: Familiarity with CRM tools and digital communication platforms.

- Results-Oriented: Proven track record of achieving and exceeding sales targets.

- Customer-Centric Approach: Strong ability to understand client needs and deliver tailored solutions.