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Navi Mumbai

    Investment Counsellor(Field Sales) - Navi Mumbai, India - Infinitalent Consulting (P) Ltd

    Infinitalent Consulting (P) Ltd
    Infinitalent Consulting (P) Ltd Navi Mumbai, India

    6 days ago

    Default job background
    Full time
    Description

    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 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.

    • Should be interested in field sales
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