Investment Consultant

Milestone Career Planner; Ernakulam; On-site; INR 300,000 - 540,000; Full time

Job summary

Milestone Career Planner in India seeks an Investment Consultant to assist clients with investment planning and recommend suitable financial products aligned with goals and risk profiles.

You will build relationships, explain products like mutual funds, SIPs, and bonds, and help with documentation. The role emphasizes client service, adherence to regulations, and achieving sales targets.

Qualifications

• 1–2 years of experience in investment consulting or financial services.
• Basic knowledge of mutual funds, SIPs, bonds, and other investment products.
• Strong communication and client-handling skills.
• Interpersonal, negotiation and presentation abilities.
• Basic computer skills and documentation capabilities.
• Degree in Commerce, Finance, or Business Administration preferred.

Responsibilities

• Understand clients' financial goals and risk profiles.
• Explain and recommend investment products to clients.
• Build and maintain client relationships.
• Assist with investment documentation and account opening.
• Follow up with clients on opportunities and market trends.
• Provide information on investment products and market movements.
• Aim to meet sales targets and contribute to business growth.
• Ensure compliance with company policies and financial regulations.

Skills

Investment knowledge

Client handling

Negotiation

Communication

Presentation skills

Documentation

Education

Bachelor's degree in Commerce/Finance/Business Administration

Tools

MS Office

Job description

d 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.
• Good 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.