Finance Counselor – Sales, Pune & Hyderabad

1 - 5 Years

Job Description

Position title: Financial Counsellors
Locations: All Location
Department: Distribution and Subscription (Financial Planning)
Grade: Asst. Manager / Deputy Manager / Manager
Organizational relationships
Reports to: Lead Counsellor/Sr. Lead Counsellor / Regional Head / Zonal Head /Head of

Department/ Deputy Ceo.

Purpose of the Job

Independent Financial Counsellor with complete ownership of Sales of subscription,
Operations and Financial Planning for Clients.
This position holder will be responsible for managing key relationships and ensures
business development across all distribution segments and manage Corporate & SMEs at
all locations of the Cluster.
Will play a strategic role in the future growth and expansion of the organization

Key responsibilities Responsible for achieving Sales of subscription and provide right solution to client through

wealth products, acquiring Hni/Uhni (its an individual role).
Solutions: Mutual fund, Insurance, Legal, Tour Advisory, CMG Funding PMS and other
Wealth products along with Loan Book
Acquisition of new Hni & Uhni Clients
Ensure right- selling by all team members through regular training.
Ensuring Compliance with regulations.

Behavioral Competencies Confident & Assertive

Good Communicational skills abilities and pleasing personality
Negotiation Skills
Ability to motivate and manage team/People Management.
Pursing CFP or Cleared 1 module of AFP, IRDA & AMFI Certified is good if done.

Role Specific Competencies: Excellent Team Management & Leadership Skills
Should be having a pleasing & smart personality.
Key account management skills.
Should have an eye for detail.
Product knowledge.
Market knowledge / extensively networked.

Formal Qualifications / Prior
Work Exp

AMFI certification compulsory within 3 month of Joinings

Salary: INR 6,00,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Mutual Funds/Fund Management/Asset Management

Role:Sales Executive/Investment Advisor


Desired Candidate Profile

Please refer to the Job description above

Company Profile

Talent Leads HR Solutions Pvt Ltd

Talent Leads HR Solutions (P) Ltd. is an Executive search & Recruitment firm managed by a team of professionals. We conduct searches for top, senior and middle level professionals for startups and large organizations across multiple industries throughout India. Our foundation stone is our commitment to client satisfaction, deep regard for personal relationships and dedication to quality. We maintain the highest levels of integrity, confidentiality and professionalism in serving our clients and employ the most transparent search process. We accept only those mandates to which we are confident to deliver superior results and consciously restrict the number of clients in a specific industry to avoid off limit issues.
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Contact Company:Talent Leads HR Solutions Pvt Ltd