Senior Investment Consultant

3 weeks ago


Delhi, Delhi, India Talent Corner HR Services Pvt Ltd Full time

We are seeking a skilled Senior Investment Consultant to join our team at Talent Corner HR Services Pvt Ltd. As a key member of our Wealth Management department, you will play a crucial role in fostering and managing client relationships, driving business growth through client acquisition, retention, and effective cross-selling.

The ideal candidate will have a strong background in investment management, excellent communication skills, and the ability to analyze complex financial data to provide personalized advice to clients. If you are a results-driven professional with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Client Acquisition: Actively engage in the acquisition of new clients, providing guidance and assistance throughout the process.
  • Portfolio Management: Analyze clients' financial goals, risk tolerance, and investment preferences to construct and manage customized investment portfolios, monitoring and rebalancing as needed to ensure alignment with market conditions and clients' objectives.
  • Financial Product Sales: Promote and sell a variety of financial products, including Mutual Funds, Corporate FDs, Bonds, PMS, AIF, Insurance, Loans & Mortgages, LAS, and Fixed Income Products, staying informed about product features, market trends, and regulatory changes affecting financial products.
  • Cross-Selling and Relationship Building: Cross-sell Demat Accounts and other relevant financial services to existing and potential clients, developing and maintaining strong relationships through effective communication and personalized service.
  • Compliance: Ensure compliance with regulatory requirements and industry standards in all dealings.
  • Financial Planning and Advisory: Provide comprehensive financial planning and advisory services to clients, staying abreast of market trends, economic indicators, and financial planning strategies.
  • Sales Targets: Work towards achieving and exceeding assigned sales targets, implementing effective sales strategies to maximize revenue and market share.

Qualifications & Experience:

  • A minimum of 2 years of relevant work experience within the same industry type.
  • Proven experience as a Wealth Manager with expertise in Portfolio Management.
  • Relevant certifications such as AMFI, NISM Wealth Management, or similar.
  • In-depth knowledge of Mutual Funds, Corporate FDs, Bonds, PMS, AIF, Insurance, Loans & Mortgages, LAS, and Fixed Income Products.

Estimated salary: ₹ 7-10 LPA. Join our dynamic team and take your career to the next level



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