Investment Counsellor

About the Role

ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops. The company manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. Based in Chennai and Coimbatore.

Key Responsibilities

• Understand clients’ financial objectives and recommend appropriate investment products such as Mutual Funds and Bonds.
• Engage with referred prospects and convert opportunities into active clients.
• Address client queries, handle objections, and maintain consistent follow-ups.
• Achieve defined KPI metrics related to business generation and client engagement.
• Encourage referrals and identify cross-selling opportunities across investment products.
• Maintain accurate client information and interactions in the CRM system.

Qualifications & Skills

• Learning-first attitude and willingness to build a career in wealth management.
• Bachelor’s degree in any domain.
• Freshers or candidates with 0–2 years of experience.
• Strong communication and relationship-building skills.
• Basic understanding of investment products such as Mutual Funds and Bonds.
• Organized, disciplined, and comfortable working in a KPI-driven environment.