Associate Sales Consultant
Policybazaar.com
Gurugram, Haryana, India0–2 yrs3h agovia LinkedIn
This job at a glance
- Who can apply
- Freshers and up to 2 years
- Must know
- Market research
- Work
- On-site in Gurugram
- Pay
- Not stated by the employer.
- Skill demand
- Market research5%of 150 similar fresher jobs posted in India this week
- Listed
- 4 Nov 2026 · still open
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About the Role
The Investment Advisor will play a crucial role in guiding clients through their investment journeys, offering tailored advice and strategies to meet their unique financial objectives.
Key Responsibilities
- Develop and maintain strong client relationships.
- Provide personalized investment advice based on clients' financial goals.
- Conduct market research and analysis to inform investment strategies.
- Monitor client portfolios and make recommendations for adjustments.
- Stay updated on financial regulations and market trends.
Qualifications
- Master’s degree in Finance, Economics, or a related field.
- Relevant certifications (e.g., CFA, CFP) are preferred.
Required Skills
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in financial software and tools.
Preferred Skills
- Experience in portfolio management.
- Knowledge of investment products and strategies.