Investment Advisor - Mutual Funds

The candidate will be given leads of HNI clients.He/she will have to meet clients, explain about financial planning, collect input sheet to make a financial plan.
Follow up for Investment execution.
The solutions offered are mainly mutual funds.
Targets will be for acquiring clients, making Financial plans, starting SIP's. Targets are not very tough and most importantly we dont sell insurance here.
Interacting with team members to maximize business opportunity, via leads and client referrals
NISM Certification is added plus
A business management diploma or CFP (certified financial planner) is an added plus
Strong communication skills with fluency in English is must
As part of this business growth strategy, the company is recruiting professionals who have experience in retail financial services, and specifically in the sale of investment products such as Mutual Funds
candidate must have minimum two years of experience in mutual fund sales
skill set: Investment Advisory, HNI Acquisition, HNI Client Handling, HNI Sales, Mutual Funds, NISM, Certified Financial Planner, CFP, Financial Planning, Investment Advisor, Portfolio Management ,mutual fund