ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones.
About the Role
We are looking for a motivated and confident Post-Sales Investment Counsellor to join our team in Chennai.
The role involves engaging with existing clients, understanding their investment needs and concerns, providing ongoing assistance, and ensuring a smooth post-investment experience. The counsellor will also be responsible for regular follow-ups, addressing client queries, maintaining solid relationships, and helping clients stay informed throughout their investment journey.
This is a client-facing role suited for someone who enjoys building long-term relationships, is confident in communicating over the phone, has strong interpersonal and follow-up skills, and is interested in building a career in financial services and investments.
Key Responsibilities
- Understand clients’ financial objectives and recommend appropriate investment products such as Mutual Funds and Bonds
- Engage with referred prospects and convert opportunities into active clients
- Address client queries, handle objections, and maintain consistent follow-ups
- Achieve defined KPI metrics related to business generation and client engagement
- Encourage referrals and identify cross-selling opportunities across investment products
- Maintain accurate client information and interactions in the CRM system
Qualifications & Skills
- Learning-first attitude and willingness to build a career in wealth management
- Bachelor’s degree in any domain
- Freshers or candidates with 0–2 years of experience are encouraged to apply
- Strong communication and relationship-building skills
- Basic understanding of investment products such as Mutual Funds and Bonds
- Organized, disciplined, and comfortable working in a KPI-driven environment
Pay: From ₹300,000.00 per year
Benefits:
- Health insurance
- Provident Fund
Work Location: In person
📌 Post Sales Investment Counsellor (India)
🏢 ithought Financial Consulting
📍 India
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