Senior Financial Consultant

3 days ago

Dombivli, Maharashtra, India beBeeAdvisory Full time ₹ 6,00,000 - ₹ 10,00,000
Financial Solutions Advisor

Job Overview:

We are seeking a highly skilled Financial Solutions Advisor to join our team. As a key member of our organization, you will be responsible for providing expert advice to clients on their financial needs and helping them achieve their long-term goals.

Key Responsibilities:

  • Act as a trusted advisor to clients, guiding them through the complexities of the equity market and helping them make informed investment decisions.
  • Cross-sell our range of financial products, including insurance, mutual funds, PMS, SIP, and IPOs, to existing clients.
  • Coordinate daily equity trades for clients, assisting in executing trades online or placing orders on their behalf.
  • Drive revenue growth while ensuring client profitability and long-term engagement.
  • Provide clients with valuable market insights and investment advisory services based on current financial conditions.
  • Acquire new clients through referrals from existing customers.
  • Reactivate inactive clients through consistent follow-ups and engagement strategies.
  • Ensure timely collection of margins and market-to-market losses.

Requirements:

  • Educational Qualification: Postgraduate degree required.
  • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm.
  • Hands-on experience in broking with a solid understanding of financial products and market trends.
  • Must not have any self-trading experience.
  • Certification: NISM Series VIII certification is mandatory.
  • Strong expertise in client acquisition, retention strategies, and achieving sales targets.
  • Prior experience in the broking industry is essential.

Benefits:

  • Opportunity to work with a dynamic and growing organization.
  • Competitive compensation package.
  • Chance to develop your skills and knowledge in the field of finance.

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