Investment Counsellor

2 weeks ago

Mumbai, India KTiwa Services Full time

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.

**Salary**: ₹800,000.00 - ₹900,000.00 per year

**Benefits**:

- Health insurance
- Life insurance
- Provident Fund

Schedule:

- Day shift

Ability to commute/relocate:

- Mumbai, Mumbai Suburban - 400076, Maharashtra: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Do you have NISM certificate

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 3 years (preferred)
- Investment Counselling: 2 years (preferred)

**Speak with the employer**
+91 8143775047

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