Investment Counselor Fresher Job

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Investment Counselor

Thane, Navi Mumbai, Mumbai

Start date
Starts Immediately
CTC (ANNUAL)
₹ 2,00,000 - 3,50,000 ₹ 2,00,000 - 3,50,000 /year
Experience
0-2 years
0-2 years experience
Apply By
4 Jun' 23
Posted 3 weeks ago
Fresher Job

About the job

Key responsibilities:

1. Drive sales through existing clients
2. Conduct daily sales calls with prospective new clients and identify their needs
3. Provide and develop solutions and suggest schemes to client s basis their requirements and goal
4. Provide end-to-end solutions for the client s wealth management needs
5. Acquire new clients and Increase engagement of existing clients by providing complete financial planning solutions
6. Establish strong relationships and communication with clients

Desired profile:

1. Graduate or above
2. Preference to NISM-certified candidates with experience in managing retail/HNI
3. Should have a good understanding of wealth management products like mutual funds, insurance, bonds, NPS, etc.
4. Should have good market intelligence, about competition and market mapping, etc.
5. Good communication & interpersonal skills are a must

Skill(s) required

English Proficiency (Spoken) Sales
Salary

Annual CTC: ₹ 2,00,000 - 3,50,000 /year

Annual CTC breakup:

1. Fixed component: 80%

2. Variable component: 15%

3. Other incentives: 5%

Number of openings

20

About Expertia AI

At Expertia, we employ cutting-edge research in deep learning algorithms and natural language processing to smarten, automate, and gamify recruitment and eventually deliver real-time discovery and deployment of skills globally.

For businesses, Expertia offers a SaaS-based full-stack hiring solution that includes the generation of job descriptions, broadcasting them across multiple partners and platforms, collecting applications and professional metadata from local and global sources, generating skill graphs, identifying hidden and missing skills, and screening applications, assessing, interacting with, and interviewing candidates to identify the Top 10 professionals for hiring.
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Hiring since April 2023
5 opportunities posted
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