Career Move Consultant

Investment Advisor

2 - 10 Years

Ahmedabad, Surat, Vadodara, Bangalore, Thiruvananthapuram, Kochi, Indore, Pune, Jalandhar, Ludhiana

Job Description

Job Title: Investment Advisor
Department: Mutual Fund Location: Nagpur
Position reporting to: Vice President CTC Range:
Essential Desirable

• Graduate
• AMFI Certified
• Post Graduate
Type of Experience:
• Min 3-4 years of experience in Investment Sales

Skill Set:
• Good Communication – Verbal & Non-Verbal
• Leadership
• Self Motivated
• Excellent market knowledge – equities, debt and others

• People Management
• Extrovert
• Pleasing Personality
• Meticulous Planner
Job Profile in details:

1. To be responsible for the Investment business
2. Responsible for championing the Cross Sell of Investment products
3. Ensure that atleast 60% of the new customers are cross sold investments products, by the end of the 6th month of his joining
4. Ensure that atleast 70% of the sales team gets active, month on month, by the end of the 6th month of his joining
5. Maintain excellent working relationship with the sales team, Team Leaders, Branch Managers and Cluster Heads
6. Have the ability t o self source business and not depend completely on leads
7. Must be absolutely comfortable in handling and interacting with HNI customers.

Salary 3 Lac 50 Thousand To 6 Lac 50 Thousand P.A.
Industry Sales/Marketing
Work Experience 2 - 10 Years
Qualification Other Bachelor Degree

Key Skills

rm mf \\\"mutual fund Investment Advisor sales relationship sales

Company Profile

Company Name

Career Move Consultant

About Company A manpower Consultant taking care of Pan India
Contact Person Kinnari Doshi
Mobile 9029001917
Email ID