Assistant Vice President - Investment Counselor - Financial Services Firm

Job Description

- Knowledge in investment advisory.

- Wealth management consultation.

- Generating Lead

- Meeting Clients

- Selling Investment-related services

- Good English Communication.

- Smart and Presentable.

Job Role:

- Doing client meetings

- Need to meet clients at the office.

- Giving them presentations related to investments.

- Clients - Portfolio Management.

- Updating and Guiding clients about policies and schemes.

- Solving their queries and providing adequate solutions for the same.

- Providing suggestions and advising them on investment schemes.

- Managing Client Relationships.

- Generating leads from existing clients.

- Getting new client leads