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Investment Advisor
3 weeks ago
Role: Investment Counsellor
Location: Mumbai / Thane / Navi Mumbai
Experience : 1+ Years
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
- 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.
Thanks & Regards
Abhishek Sharma
**Salary**: ₹200,104.61 - ₹566,478.31 per year
Schedule:
- Day shift
Supplemental pay types:
- Overtime pay
- Performance bonus
Ability to commute/relocate:
- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work (preferred)
**Speak with the employer**
+91 7828564107
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