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