Investment Counsellor(Field Sales)
Investment Counsellor(Field Sales)12
Applications
12
Applications
About the Job
Skills
Role: Investment Counsellor Location: Mumbai / Thane / Navi Mumbai
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 suggest schemes 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.
- Should be interested in field sales
About the company
Industry
Outsourcing and Offshorin...
Company Size
51-200 Employees
Headquarter
Bangalore
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