Investment Counsellor(Field Sales)

Role: Investment Counsellor Location: Mumbai / Thane / Navi Mumbai

Roles & Responsibilities:

• The hired will be responsible for Driving sales through existing clients.

• Conduct daily sales calls with prospective new clients and identify their needs.

• Provide and develop solutions and suggest schemes to client’s basis their requirements and goal.

• Providing end to end solution for the client’s wealth management needs.

• Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions.

• Establishing strong relationships and communication with clients.

Desired Profile:

• Graduate or Above

• Preference to NISM Certified candidates with experience in managing Retail/HNI

• Should have a good understanding of wealth management products like Mutual funds, Insurance, Bonds, NPS etc.

• Should have good market intelligence, about competition and market mapping etc.

• Good communication & interpersonal skills are a must.

• Experience

  0 - 4 Years

• No. of Openings

  15

• Education

  Graduate (B.A, B.B.A, B.Com)

• Role

  Investment Counsellor

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office