Looking for a motivated and client-focused Investment Consultant to join our team.

The ideal candidate should have prior experience in mutual funds, wealth management, banking operations, investments, or insurance sales. The candidate will be responsible for understanding clients’ financial goals, recommending suitable investment

post Investment consultant

location Ernakulam

Good communication, interpersonal, and relationship management skills.

• Basic knowledge of financial markets, investment products, and personal finance.

• Strong customer service, sales, and client-handling abilities.

• Ability to understand client requirements and recommend appropriate financial

solutions.

• Willingness to learn, meet business targets, and work in a client-focused

environment.

Preferred Experience

We are particularly interested in candidates with 1–2 years of prior

salary Negotiable as per experience

Key Responsibilities

• Understand clients’ financial goals, investment objectives, and risk appetite.

• Recommend suitable investment products and solutions based on clients’ financial

needs.

• Promote and provide guidance on mutual funds, investment products, insurance,and wealth management services.





• Build and maintain strong relationships with existing and prospective clients.

• Generate new business opportunities through client referrals, networking, and lead follow-ups.

• Assist clients with account opening, documentation, transactions, and other investment-related processes.

• Stay updated on market trends, financial products, and industry developments.

• Ensure compliance with applicable regulations, internal policies, and documentation requirements.

• Achieve assigned business targets while maintaining high standards of customer

service.

Required Skills and Qualifications

• Bachelor’s degree in Finance, Commerce, Business Administration, or a related subject

or any degree

Good communication, interpersonal, and relationship management skills.

• Basic knowledge of financial markets, investment products, and personal finance.

• Robust customer service, sales, and client-handling abilities.

• Ability to understand client requirements and recommend appropriate financial

solutions.

• Willingness to learn, meet business targets, and work in a client-focused

environment.

Preferred Experience

one or more year

📌 Investment Consultant (Ernakulam)
🏢 KR consultancy
📍 Ernakulam