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Job Description
Youll 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
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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
Skills
SalesInvestment ProductsWealthIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
Important dates & deadlines?
Application Deadline
11 Dec 25, 01:56 PM IST
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