Financial Advisor
14 hours ago
**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 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**: NISM 10A-10B Investment Advisor (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 Equisense Research to grow with a dynamic team in the financial sector and build lasting client relationships.
Schedule:
- Day shift
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
-
Financial Advisor
2 days 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...
-
Financial Advisor
14 hours ago
New Palasia, Indore, Madhya Pradesh, India Riocap Investment advisor Full time**Key Responsibilities**: Job Title: Financial Advisor / Analyst **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...
-
Financial Advisor
2 weeks 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 Intern
1 week ago
Vijay Nagar, Indore, Madhya Pradesh, India The equal research advisory Full time**Profile -Financial advisor intern** **Location - Indore vijay nagar** **Duration - 3 - 6 month** **Stipend - 3000 to 10000** **Financial Advisor Intern - Roles & Responsibilities** - Assist in **sales calls, lead generation, and client follow-ups**. - Support in **client profiling, portfolio reviews, and financial planning**. - Conduct **market...
-
Financial Advisor Intern
2 weeks ago
Vijay Nagar, Indore, Madhya Pradesh, India The equal research advisory Full time ₹ 1,20,000 - ₹ 1,56,816 per yearProfile -Financial advisor internLocation - Indore vijay nagarDuration monthStipend to 10000Financial Advisor Intern – Roles & ResponsibilitiesAssist in sales calls, lead generation, and client follow-ups.Support in client profiling, portfolio reviews, and financial planning.Conduct market research on investments and financial products.Prepare reports,...
-
Financial Advisor
1 week 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...
-
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...
-
Financial Advisor
2 days 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
6 days ago
Lucknow, Uttar Pradesh, India Aditya Birla Capital Full timePersonal 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...