Posted:17 hours ago|
Platform:
On-site
Full Time
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
iArista
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