Role: Investment Counsellor Location: Powai (Mumbai)

Roles & Responsibilities:

• The hired will be responsible for Driving sales through existing clients.
• Conduct daily sales calls with prospective new clients and identify their needs.
• Provide and develop solutions and suggest schemes to client’s basis their requirements and goal.
• Providing end to end solution for the client’s wealth management needs.
• Acquire new clients and Increase engagement of existing client by providing complete financial

planning solutions.

• Establishing strong relationships and communication with clients.

Desired Profile:

• Graduate or Above
• Preference to NISM Certified candidates with experience in managing Retail/HNI
• Should have a good understanding of wealth management products like Mutual funds, Insurance,

Bonds, NPS etc.

• Should have good market intelligence, about competition and market mapping etc.
• Good communication & interpersonal skills are a must.Company Profile:

OneInsure powered by Robinhood Insurance Broker Pvt. Ltd. is an IRDA-licensed Insurance Broking Firm thatwas founded in 2008. The Company has evolved as a highly respectable Customer Centric Broking Firm. Weare focused at demystify the insurance business in India with advice from trusted insurance experts. Currently,ranked amongst the Top 3 Insurance Brokers in India. We operate nationwide with offices in 28 locationsacross India with 50+ branches.Role: Investment Counsellor Location: Powai (Mumbai)Roles & Responsibilities:

• The hired will be responsible for Driving sales through existing clients.
• Conduct daily sales calls with prospective new clients and identify their needs.
• Provide and develop solutions and suggest schemes to client’s basis their requirements and goal.
• Providing end to end solution for the client’s wealth management needs.
• Acquire new clients and Increase engagement of existing client by providing complete financial

planning solutions.

• Establishing strong relationships and communication with clients.

Desired Profile:

• Graduate or Above
• Preference to NISM Certified candidates with experience in managing Retail/HNI
• Should have a good understanding of wealth management products like Mutual funds, Insurance,

Bonds, NPS etc.

• Should have good market intelligence, about competition and market mapping etc.
• Good communication & interpersonal skills are a must.

Job Type: Full-time

Salary: Up to ₹900,000.00 per year

Benefits:

• Provident Fund

Education:

• Bachelor’s (Required)

Experience:

• total work: 3 years (Required)
• Investment counsellor: 3 years (Required)
• Mutual fund: 3 years (Preferred)
• Insurance Bonds: 3 years (Preferred)
• NPS: 3 years (Preferred)
• Marketing intelligence: 3 years (Preferred)

Language:

• English (Required)

License/Certification:

• NISM (Preferred)

Work Location: One location