Investment Counsellor
Investment Counsellor40
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About the Job
Skills
About OneInsure:
OneInsure powered by Robinhood Insurance Broker Pvt. Ltd. is an IRDA-licensed Insurance Broking Firm that was founded in 2008. The Company has evolved as a highly respectable Customer Centric Broking Firm. We are focused at demystify the insurance business in India with advice from trusted insurance experts. Currently, ranked amongst the Top 3 Insurance Brokers in India. We operate nationwide with offices in 28 locations across India with 50+ branches.
Position: Investment Counsellor (Mutual Funds)
Department: Sales
Experience: 1+ Years
Education: Graduate or Above
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.
About the company
Company Size
501-1000 Employees
Headquarter
Mumbai
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