Team Lead at New Star Consulting
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Investment Counselor - BFSI (4-10 yrs)
Role responsibilities:
- Meet with clients in person to discuss their financial goals
- Explain the types of financial services provides to potential clients
- Educate clients and answer questions about investment options and potential risks
- Recommend investments to clients or select investments on their behalf - Xsell and Upsell
- Help clients plan for specific circumstances, such as education expenses or retirement
- Monitor clients portfolio and determine if changes are needed to improve performance or to accommodate life changes, such as getting married or having children
- Research investment opportunities
Job Specification:
- Graduate/Post Graduate or MBA/PGDM
- Aggressive and confident individuals with strong client relationships
- Good communication and presentation skills are a prerequisite
- Self driven, target oriented individuals preferred
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
