Investment Counsellor

Expertia AI

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 suggestschemes 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

 Preference to NISM Certified candidates with experience in managing Retail/HNI

 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.

• Experience

  0 - 3 Years

• No. of Openings

  20

• Education

  Any Bachelor Degree

• 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