Financial Advisor

3 hours ago

Vijay Nagar Indore Madhya Pradesh, India Rio Capital Investment advisor Full time

**Key Responsibilities**:
Job Title: Financial Advisor

**Company**: Rio Capital Investment Advisor (SEBI Registered)

**Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services.
- **Client Acquisition**: Identify and approach potential clients; present and demonstrate services.
- **Relationship Building**: Develop strong client relationships; offer personalized advice.
- **Sales Targets**: Achieve and surpass sales goals; collaborate on business expansion strategies.
- **Market Research**: Stay updated on market trends and competitors; use insights to enhance service positioning.
- **Client Engagement**: Address client inquiries and concerns promptly; ensure satisfaction.
- **Sales Reporting**: Maintain records of sales activities; generate performance reports.

**Qualifications**:

- **Education**: Graduate in a relevant field.
- **Certification**: SEBI Registration for Investment Advisory (preferred).

**Key Skills**:

- Strong sales and negotiation skills.
- Excellent communication abilities.
- Ability to build and maintain client relationships.
- Understanding of investment products and market dynamics.
- Goal-oriented and driven to exceed sales targets.

**Employment Details**:

- **Type**: Full Time, Permanent
- **Salary**: Will vary based on experience.

Join Rio Capital Investment Advisor to grow with a dynamic team in the financial sector and build lasting client relationships.

**Job Types**: Full-time, Permanent

Pay: ₹15,000.00 - ₹25,000.00 per month

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus
- Yearly bonus

Application Question(s):

- Have you ever worked in an Investment Advisory company in a sales role? Answer
- Yes/No

**Experience**:

- Financial Advisor: 1 year (preferred)

Work Location: In person

**Speak with the employer**
+91 9009032429

  • Financial Advisor

    6 days ago

    Vijay Nagar, Indore, Madhya Pradesh, India Equisense Research Full time

    **Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Equisense Research (SEBI Registered) **Role Overview**: As a Financial Advisor at Equisense Research, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

  • Financial Advisor

    1 week ago

    Vijay Nagar, Indore, Madhya Pradesh, India Equisense Research Full time

    **Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Equisense Research (SEBI Registered) **Role Overview**: As a Financial Advisor at Equisense Research, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

  • Financial Advisor

    2 weeks ago

    Vijay Nagar, Indore, Madhya Pradesh, India Equisense Research Full time

    **Key Responsibilities**: Job Title: Financial Advisor / Sales **Company**: Equisense Research (SEBI Registered) **Role Overview**: As a Financial Advisor at Equisense Research, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and approach...

  • Manager with team

    53 minutes ago

    Vijay Nagar, Indore, Madhya Pradesh, India Riocap Investment advisor Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    Job Title: Assistant Floor ManagerCompany: Rio Capital Investment Advisor (SEBI Registered)Role Overview:As an Assistant Floor Manager at Rio Capital, you will play a pivotal role in overseeing floor operations, driving sales, and supporting the team to achieve targets. You will assist in creating and implementing effective sales strategies, ensuring team...

  • Financial Advisor

    3 hours ago

    New Palasia, Indore, Madhya Pradesh, India Yumkar Food International Pvt. Ltd. Full time

    **Job Title**: Financial Advisor **Location**: Indore, Madhya Pradesh **Experience Required**: Minimum 1 year in financial advisory, investment planning, or sales in financial services. **About InvestEmart**: InvestEmart is a growing advisory firm specializing in investment solutions, financial planning, and wealth management. We help clients make...

  • Financial Advisor

    4 days ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

  • Telesales Advisor

    1 week ago

    Vijay Nagar, Indore, Madhya Pradesh, India The equal research advisory Full time

    Job Title: Relationship Executive - Investment Advisory Location: Indore Experience Required: 0-3 years (Freshers with good communication skills can apply) Qualification: Graduate / Post Graduate in Finance, Business, Economics, or related field Job Overview: We are looking for a dynamic and customer-focused Relationship Executive to join our Share...

  • Financial Advisor

    2 weeks ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

  • Financial Advisor

    2 weeks ago

    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full time

    This is a Full-Time and Part-Time hybrid role for a (Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. The Financial Advisor will be Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments. This Role allows for Flexibility with Work from Home or...

  • Analyst Financial Advisory Support

    2 weeks ago

    Noida, Uttar Pradesh, India Ameriprise Financial Full time

    The candidate will be responsible to work with a dedicated advisor a team of financial advisors and staff to help provide outstanding service to our clients It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices This position will...