Investment Counsellor (1-3 Years)

Kuberjee Tech Pvt Ltd

Responsibility:-

Develop, execute, and oversee a business strategy that prioritizes growth and positive customer ratings

Well-developed in presentable skills and understanding to identify new customer

Recruit train and develop a team of insurance agents to create business opportunities

Maintaining and updating sales and business development reports.

holding presentations and demonstrations for potential clients

Prepare sales contracts ensuring adherence to law-established rules and guidelines

Attend and manage networking events to attract and retain clients

Business Development Executives spend a fair amount of time using their market research to prospect for leads.

Develop a growth strategy focused both on financial gain and customer satisfaction

Requirements and qualification:-

Strong analytical skills and ability to understand financial markets and investment products

A Bachelor's or Master degree must be required

Previous experience in financial services, banking, or investment advisory is preferred

Have an understanding and knowledge of financial processes and investment markets like Insurance, SIP and mutual funds etc.

Understanding of agent work culture in insurance companies.

Strong organizational skills and attention to detail

Strong problem-solving and analytical abilities, with a focus on generating results

• Experience

  1 - 3 Years

• No. of Openings

  6

• Education

  Diploma, B.B.A, B.Com

• Role

  Investment Counsellor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office