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

  B.B.A, B.Com, Diploma

• 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