Walk-In Interview For Investment Advisor (Female)

Mundada Finserve Pvt Ltd

1 - 2 Years
3 Openings
2.5 - 4.5 Lac/Yr
Posted 2 days ago
Walk in interview
Borivali East, Mumbai

Key Skills

NISM Certified Tele Caller HNI Acquisition Client Acquisition

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Job Description

job description:

we are seeking an experienced and client-focused investment advisor to join our team. the ideal candidate will manage a portfolio of retail and hni clients, offering customized investment and financial planning solutions.

key responsibilities:

develop and manage relationships with retail & high-net-worth individuals (hnis)

provide personalized financial planning and investment advice

recommend and sell financial products (mfs, pms, bonds, insurance, etc.)

monitor market trends and update clients accordingly

achieve revenue and client acquisition targets

qualifications:

amfi/nism certification is a plus

strong knowledge of financial markets and wealth products

excellent communication and relationship-building skills

Experience
1 - 2 Years
No. of Openings
3
Education
B.B.A, B.Com, M.Com
Role
Investment Advisor
Industry Type
Banking / Financial Services / Stock Broking
Gender
Female
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Walk-in interview location
B-803, Star Plaza, Opp Borivali Station East, Above MM Mithaiwala, Borivali East, Mumbai - 400066

About Mundada Finserve Pvt Ltd

Welcome to Mundada Finserve Pvt Ltd., where we believe that your financial journey is deeply personal and profoundly impactful. We understand that it's not just about managing finances; it's about fulfilling your dreams. At Mundada Finserve Pvt Ltd, we are dedicated to making those dreams a reality.

Our story begins with a simple commitment: to empower every individual in India to reach their financial goals and protect what matters most. Life's uncertainties may seem daunting, but with the right guidance and support, you can navigate them successfully.