3 - 7 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Investment Advisor, your primary responsibility will be to meet with clients and partners to discuss various investment options such as Mutual Funds, Direct Equity, and Insurance. You will need to understand the individual client needs and recommend suitable investment plans accordingly. Building and maintaining strong relationships with clients and partners in the financial services industry will be a crucial aspect of your role. Additionally, you will be required to manage and promote products in events and seminars to expand the client base. Regular reporting to the head office on client engagements and business progress is also expected. To excel in this role, you should possess an educational background in MBA Finance/Marketing or B.Com. Previous experience in client handling is essential as you will be required to effectively communicate with clients. A sales-oriented mindset with a passion for business development and meeting sales targets is highly desirable. Strong communication skills, both written and spoken, will be necessary for effective client interactions. Furthermore, you should be willing to travel extensively across PAN India for client meetings and events. This exciting opportunity is available in the following locations: - Chandigarh - Rohtak - Sonipat If you meet the desired skills and are ready to take on this challenging role, we look forward to receiving your application.,

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