iArista

You’ll be advising clients on investments, building and managing their portfolios, and helping them make smart financial decisions. This is a client-facing role for someone who is comfortable with sales and long-term relationship building. Key Responsibilities • Prospect, acquire, and onboard clients • Understand client goals and recommend suitable investment products • Maintain long-term client relationships • Guide clients on mutual funds, insurance, and other investment avenues • Ensure compliance with regulatory guidelines Who we are looking for • Someone who enjoys sales and interaction with people • Prior experience in investments / banking / mutual funds / insurance • Working knowledge of financial products • NISM V-A is mandatory • Strong communication and client handling skills