Investment Counsellor Job Vacancies in 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 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 in various positionsRequirements: Candidates with a B2C sales experience in the products of the BFSI industry like loans, insurance, mutual funds, equity, etc are invited to apply. The candidate has to be a resident of Mumbai. Excellent verbal and written communication skills and excellent telephonic skills are a must. Proficiency in English and Hindi and one local language is expected. Training will be providedJob Description: The candidate would be involved in the acquisition of Retail customers with an investible surplus of Rs. 10 Lacs or more For the higher level in this role, candidates having experience of handling retail clients with an investible surplus of Rs. 25 Lacs or more and possessing the knowledge of equity will be given first preference Role: From customer acquisition to telephonic conversations with clients to occasional personal meetings with the clients Ensure delivery of MIS reports Develop short-term and long-term sales strategies