Investment Counsellor

Expertia AI

0 - 3 Years
20 Openings
1.5 - 4.8 Lac/Yr
Face-to-Face interview
Mumbai - Navi Mumbai - Thane

Key Skills

Mutual Funds Sales Field Sales Investment Counsellor Walk in

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Job Description

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 suggestschemes 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.