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 clients basis their requirements and goal.

Providing end to end solution for the clients 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