Finance Consultant

3 days ago


hyderabad, India Prasuta Finance Full time

We are hiring Finance ConsultantReporting To: Team Lead / Business HeadBusiness Unit: Financial Consulting & EducationLocation- HyderabadKey Responsibilities:• Financial Consulting Skills: Learn to consult and sell Demat Accounts, Mutual Funds, Insurance, and Prasuta's in-house finance education solutions.• Client Engagement & Acquisition: Apply structured sales frameworks to identify prospects, convert leads, and grow client portfolios.• Revenue Targets: Generate revenue through consultative selling, cross-selling, and customer needs assessment.• Market Intelligence: Develop insights into strategies, compliance norms (NISM, IRDA, SEMI), and competitive positioning.• Performance Tracking: Analyze sales data, identify attrition triggers, and implementcustomer retention strategies.Full-Time Role: Team Lead (Post-Internship, Performance-Based):• Team Leadership: Manage and mentor a team of five new trainees, ensuring alignmentwith sales goals and quality standards.• Strategic Revenue Ownership: Balance individual sales targets with team performanceoversight.• Client Portfolio Management: Enhance customer relationships and increase wallet sharethrough consulting-driven engagement.• Operational Compliance: Uphold high standards in documentation, compliance (SEBI,IRDA norms), and ethical consulting practices.Qualifications & Skills:• Education: Graduate / Postgraduate in Finance, Business, Economics, or related domains.• Preferred Certifications: NISM V-A (Mutual Funds), IRDA (Insurance Advisory) – optional but advantageous.• Core Competencies:Understanding of financial products and investment vehiclesTarget-driven mindset with proven sales acumenStrong verbal communication, negotiation, and leadership skillsAwareness of financial literacy, personal finance trends, and compliance standardsCommitment to ethical Consulting and customer-centric serviceAnnual CTC: ₹4.5 LPA (Includes fixed, variable, and performance-based incentives)


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