Post Sales Investment Counsellor

Company Description

ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones.

About the Role

We are looking for a motivated and confident Post-Sales Investment Counsellor to join our team in Chennai.

The role involves engaging with existing clients, understanding their investment needs and concerns, providing ongoing assistance, and ensuring a smooth post-investment experience. The counsellor will also be responsible for regular follow-ups, addressing client queries, maintaining strong relationships, and helping clients stay informed throughout their investment journey.

This is a client-facing role suited for someone who enjoys building long-term relationships, is confident in communicating over the phone, has strong interpersonal and follow-up skills, and is interested in building a career in financial services and investments.

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 are encouraged to apply

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

Pay

From ₹300,000.00 per year

Benefits

Health insurance

Provident Fund

Work Location

In person