Fresher Investment Counsellor Jobs

Job Title: Admission Counsellor (Work from Home)Institute: Earning Planner InstituteAbout the Role:Earning Planner Institute is a renowned online education platform offering courses in accounting, digital marketing, graphic design, web development, and many other professional fields. We are looking for an Admission Counsellor to join our team who can call potential students and help them enroll in our courses.Responsibilities:Data will be provided, which will contain contact information of potential studentsMake calls to students, provide course details, and persuade them to enrollProvide accurate feedback and status updates after each callAchieve admission targetsEffectively resolve customer queriesRequirements:Excellent communication skills (Hindi/English)Basic computer and internet knowledge is requiredSelf-motivated, goal-oriented, and target-drivenPrevious calling experience (preferred but not mandatory)Salary:Salary is commission-based: per admissionHigh earnings potential by converting leads into admissionsNo limit to earnings the more admissions, the higher the incomeBenefits:Work from home opportunityFlexible working hoursGrow with a reputable educational institutionHow to Apply:If you believe you are a good fit for this role, please send your resume or contact us directly at [8209801136].

Job Description:We are a 'Reference-Only' financial coaching practice managing over 160 Crores in AUM across various asset classes. Our company is looking for knowledgeable & responsible financial advisors to join our team who will be responsible for providing financial guidance to our high-net-worth clients in order to help them accomplish their financial goals & educate them about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy with a very generous un-capped incentive structure for working in the best interests of our customersYou can learn more by visiting the founder's LinkedIn profileYour Roles & Responsibilities will include:Explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients concerns.Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.Developing financial plans to help clients achieve their long-term, mid-term and short-term financial goals.Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.Completing and submitting investment-related documents, including application withdrawal forms and tax proofsPerforming day-to-day administrative tasks, such as responding to emails, calls, and escalations from clients and vendorsIdentifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible.Qualities and Skillsets we are looking for:An effective communicator with excellent written and verbal communication along with excellent interpersonal skills.Good analytical and problem-solving skills with a fine eye for details.Self-motivated and confident with a strong work ethic and ability to work independently without much supervision.

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 clients basis their requirements and goal. Providing end to end solution for the clients wealth management needs. Acquire new clients and Increase engagement of existing client by providing complete financialplanning 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.

Role: Investment Counsellor Location: Mumbai / Thane / Navi MumbaiRoles & 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 clients basis their requirements and goal. Providing end to end solution for the clients 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.

Hiring for 2 Home Loan Executive Jobs in Goa,Mapusa, Goa,Investment Advisor,Investment Counsellor,Investment Analyst, for Freshers,Required Educational Qualification is : Other Bachelor Degree, M.A, M.C.A, M.B.A/PGDM, M.Com, M.Ed, M.Pharma, M.Sc, M.Tech with Good knowledge in Investment Advisor,Investment Counsellor,Investment Analyst etc.

Job Openings for 15 Sales Officer Jobs for Freshers in Coimbatore, Tamil Nadu, Financial Services, Home Loan Counsellor, Investment Advisor, Investment Counsellor, having Educational qualification of : Other Bachelor Degree with Good knowledge in Financial Services, Home Loan Counsellor, Investment Advisor, Investment Counsellor etc.,

ob Opportunity for a individuals having leadership Quality along with Counselling Skill to handle a team of 35-40 people related to Financial & Investment dealings.Candidates should be minimum graduates and having good command on Computer