We are looking for an experienced and motivated Investment Consultant to assist clients with investment planning and recommend suitable financial products based on their financial goals and risk profiles.
Key Responsibilities
Understand clients’ financial needs and investment objectives.
Explain and recommend investment products such as Mutual Funds, SIPs, Bonds, and other financial instruments.
Build and maintain strong relationships with clients.
Assist clients with investment documentation and account opening procedures.
Follow up with prospective and existing clients regarding investment opportunities.
Provide information about investment products and market trends.
Achieve assigned sales targets and contribute to business growth.
Ensure compliance with company policies and applicable financial regulations.
Requirements
Minimum 1–2 years of experience in investment consulting, financial services, banking, or mutual funds.
Basic knowledge of investment products and financial markets.
Valuable communication and client-handling skills.
Strong interpersonal, negotiation, and presentation skills.
Basic computer knowledge and documentation skills.
A degree in Commerce, Finance, or Business Administration is preferred.
Salary & Benefits
Monthly Salary: ₹20,000 – ₹25,000
Work Location: Vyttila, Kochi
Experience Required: 1–2 years
Interested candidates can apply with their updated resume.
Pay: ₹20,000.00 - ₹25,000.00 per month
Work Location: In person
📌 Investment Consultant (Vyttila)
🏢 Hopezen International Private
📍 Vyttila
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