Investment Counsellor

Job Title: Investment Advisory

Job Overview: We are seeking a highly motivated and results-driven Investment Advisor to join our team. In this role, you will be responsible for suggesting good performing Mutual Funds scheme with traditional returns to the investors and onboarding them by doing KYC process.

Key Responsibilities:

 Outbound Calls: Make outbound calls to prospective clients to introduce and sell Mutual Fund products.

 Product Knowledge: Suggesting suitable Mutual Funds Scheme to potential customers.

 Relationship Building: Build and maintain positive relationships with customers,

 Follow-Up: Follow up with leads and help investors invest in the schemes which provides good returns for them

 Documentation: Ensure accurate documentation and KYC process.

 Compliance: Adhere to all company policies, legal regulations, and financial industry standards to ensure proper handling of customer information and transactions.

 Customer Retention: Engage with existing customers for new investments or top up. Qualifications:

 Any Graduates

 Strong understanding of Share Market is a plus

 Excellent communication and interpersonal skills.

 Goal-oriented with a strong focus on achieving targets. Skills and Attributes:

 Persuasive and confident with a professional demeanor.

 Ability to work independently and as part of a team.

 Strong organizational skills with the ability to multitask effectively.

 Attention to detail and strong problem-solving abilities

• It is a Full Time Sales / Business Development job for candidates with 0 - 6 months of experience.

More about this Investment Counsellor job

1. What is the eligibility criteria to apply for this Investment Counsellor job?
   Ans: The candidate should be Graduate and above and above with 0 - 6 months of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹10000 - ₹15000 per month that depends on your interview. It's a Full Time job in Chennai.
3. How many working days are there for this Investment Counsellor job?
   Ans: This Investment Counsellor job will have 6 working days.
4. Are there any charges applicable while applying or joining this Investment Counsellor job?
   Ans: No, there is no fee applicable for applying this Investment Counsellor job and during the employment with the company, i.e., VIZZA FINTECH PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Investment Counsellor role?
   Ans: There is an immediate opening of 15 Investment Counsellor at VIZZA FINTECH PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Investment Counsellor job?
   Ans: This Investment Counsellor job has 09:00 AM - 06:30 PM timing.