The hired will be responsible for Driving sales through existing clients.
Conduct daily sales calls with prospective new clients and identify their needs.
Provide and develop solutions and suggest schemes to client\xe2\x80\x99s basis their requirements and goal.
Providing end to end solution for the client\xe2\x80\x99s wealth management needs.
Acquire new clients and Increase engagement of existing client by providing complete financial
planning solutions.
Establishing strong relationships and communication with clients.
Desired Profile:
Graduate or Above
Preference to NISM Certified candidates with experience in managing Retail/HNI
Should have a good understanding of wealth management products like Mutual funds, Insurance,
Bonds, NPS etc.
Should have good market intelligence, about competition and market mapping etc.
Good communication & interpersonal skills are a must.Company Profile:
OneInsure powered by Robinhood Insurance Broker Pvt. Ltd. is an IRDA-licensed Insurance Broking Firm thatwas founded in 2008. The Company has evolved as a highly respectable Customer Centric Broking Firm. Weare focused at demystify the insurance business in India with advice from trusted insurance experts. Currently,ranked amongst the Top 3 Insurance Brokers in India. We operate nationwide with offices in 28 locationsacross India with 50+ branches.Role: Investment Counsellor Location: Powai (Mumbai)Roles & Responsibilities:
The hired will be responsible for Driving sales through existing clients.
Conduct daily sales calls with prospective new clients and identify their needs.
Provide and develop solutions and suggest schemes to client\xe2\x80\x99s basis their requirements and goal.
Providing end to end solution for the client\xe2\x80\x99s wealth management needs.
Acquire new clients and Increase engagement of existing client by providing complete financial
planning solutions.
Establishing strong relationships and communication with clients.
Desired Profile:
Graduate or Above
Preference to NISM Certified candidates with experience in managing Retail/HNI
Should have a good understanding of wealth management products like Mutual funds, Insurance,
Bonds, NPS etc.
Should have good market intelligence, about competition and market mapping etc.
Good communication & interpersonal skills are a must.
Job Type: Full-time Salary: Up to 900,000.00 per year Benefits:
Provident Fund
Education:
Bachelor\'s (Required)
Experience:
total work: 3 years (Required)
Investment counsellor: 3 years (Required)
Mutual fund: 3 years (Preferred)
Insurance Bonds: 3 years (Preferred)
NPS: 3 years (Preferred)
Marketing intelligence: 3 years (Preferred)
Language:
English (Required)
License/Certification:
NISM (Preferred)
Work Location: One location
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