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25/01 Shikha
Recruitment Consultant at Hcapital

Views:40 Applications:7 Rec. Actions:Recruiter Actions:3

Investment Advisor - Sales - Mutual Fund - NBFC (4-6 yrs)

Pune Job Code: 60956

Job Description:

- Min 4 yrs of experience in Investment Sales - Mutual fund

- Good Communication - Verbal & Non-Verbal

- Leadership

- Self Motivated

- Excellent market knowledge - equities, debt and others

- Managing a client base efficiently, through strong relationship skills

- Deepening the client relationship through investment solutions such as Mutual Funds, Bonds, etc

- Interacting with team members to maximize business opportunity, via leads and client referrals

- Mutual Fund concepts (SIP, SWP,ETC ) and taxation

- Responsible for championing the Cross Sell of Investment products

- Maintain excellent working relationship with the sales team, Team Leaders, Branch Managers and Cluster Heads

- Have the ability to self source business and not depend completely on leads

- Must be absolutely comfortable in handling and interacting with HNI customers.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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