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
B.A, B.B.A, B.Com, M.B.A/PGDM, Any Bachelor Degree
Role
Investment Counsellor
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office