Walk-in | Investment Advisor-Mutual Funds/Insurance

Psys Services; Hyderabad; On-site; INR 223,000 - 379,000; Full time

Job summary

Psys Services in Hyderabad (India) is seeking female candidates for roles in mutual funds and insurance advisory. The position involves guiding clients on fund schemes, explaining investment options, and building ongoing relationships.

A background in finance and relevant certifications is preferred, with emphasis on lead generation and client servicing. Candidates should have strong communication, basic mutual funds knowledge, and CRM skills; a graduate degree is required with finance-focused

Qualifications

• Good communication and convincing skills.
• Basic knowledge of mutual funds and financial products.
• Strong customer relationship management skills.
• Lead generation and sales conversion abilities.
• Good negotiation and follow-up skills.
• Basic computer knowledge.

Responsibilities

• Provide guidance to clients on mutual fund schemes and insurance products.
• Explain SIPs, lump-sum investments, equity funds, debt funds and other mutual fund categories.
• Understand clients' financial goals, investment preferences and risk appetite.
• Identify potential clients and generate business opportunities.
• Promote and explain suitable mutual fund and insurance products.
• Explain investment risks, returns, and product features clearly.
• Handle client queries regarding investments, policies and financial products.
• Maintain strong relationships with existing and prospective clients.
• Maintain proper client records and documentation.

Skills

Good communication

Basic knowledge of mutual funds

Strong customer relationships

Lead generation

Negotiation & follow-up

Basic computer knowledge

Education

Any Graduate

B.Com / BBA / MBA (Finance)

Job description

Roles & Responsibilities

• Provide guidance to clients on various mutual fund schemes and insurance products.
• Explain SIPs, lump-sum investments, equity funds, debt funds and other mutual fund categories
• Understand clients' financial goals, investment preferences and risk appetite.
• Identify potential clients and generate business opportunities.
• Promote and explain suitable mutual fund and insurance products.
• Explain investment risks, returns, and product features clearly.
• Handle client queries regarding investments, policies and financial products.
• Maintain strong relationships with existing and prospective clients.
• Maintain proper client records and documentation.

Required Skills

• Good communication and convincing skills.
• Basic knowledge of mutual funds and financial products.
• Strong customer relationship management skills.
• Lead generation and sales conversion abilities
• Good negotiation and follow-up skills.
• Basic computer knowledge.

Mandatory Certifications & Eligibility

• 1. Mutual Fund Certification (AMFI)
• 2. Candidates must possess AMFI-related certification
• 2. Insurance Certification (IRDAI)
• Candidates must possess a valid IRDAI-related insurance agent certification / qualification.

Educational Qualification

• Any Graduate.
• B. Com, BBA, MBA (Finance), or other finance-related qualifications preferred.

Experience

• 3 to 5years of experience in mutual funds and insurance related will preferred.

Note:

We are only hiring for the female candidates