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Job Vacancy Mumbai, Maharashtra Position Investment Advisor at Bharti Consultants

Bharti Consultants company logo
Published 2 weeks ago

Bharti Consultants is currently accepting applications for the position of Investment Advisor in the Mumbai area. We are actively seeking qualified candidates for this Full-time opportunity.

We are looking for individuals who possess strong skills and have a minimum of beginners/seniors in the field. Along with technical expertise, we highly value qualities such as integrity, discipline, and a strong sense of responsibility in our potential employees.

Bharti Consultants operates within the (according to the company) industry. If you are interested in joining our esteemed organization, we encourage you to submit your application without delay.

Job Information

Company:Bharti Consultants
Position:Investment Advisor
City:Mumbai, Maharashtra
Province:Maharashtra
Education:Confidential
Job Type:Full-time

Job Description

Bharti Consultants is seeking a dynamic and motivated Investment Advisor to develop and nurture relationships with High Net Worth Customers.

Key responsibilities include:

  • Developing new and expanding existing relationships with High Net Worth Customers.
  • Acquiring new bank customers through external efforts.
  • Providing exceptional customer service while adhering to bank policies.
  • Cross-selling bank products to existing customers.
  • Informing customers about new products and enhancements.
  • Planning special sales initiatives for clients.
  • Coordinating with group companies for seamless product access.
  • Maintaining complete relationship records for assigned accounts.

Required skills include experience in key account or business development roles.

Benefit

  • Access to the latest technology
  • Recognition and performance awards
  • Professional training
  • Collaborative work environment
  • Professional networking opportunities
  • Skill development
  • Work-life balance
  • Valuable work experience
  • Opportunities for promotion
  • Opportunities to contribute to business growth

Requirements

  • Physically and Mentally Healthy
  • Minimum Age of 18 Years
  • No Criminal Record
  • Experience in the Related Field (Preferred)
  • Good Communication Skills
  • Minimum Education of High School Diploma
  • Able to Work in a Team
  • Able to Work Under Pressure
  • Willing to Be Placed in the Designated Work Location

Company Address

Province Maharashtra
City Mumbai
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Company Information

Bharti Consultants

Bharti Consultants is a leading consulting firm based in India, specializing in providing exceptional services across various sectors, including business strategy, finance, and human resources. Established with a vision to empower clients, the firm focuses on innovative solutions tailored to meet the unique challenges of each business. With a team of experienced professionals, Bharti Consultants is committed to delivering excellence and fostering sustainable growth for their clients in an increasingly competitive marketplace.