Senior Investment Counselor

2 days ago

Noida, Uttar Pradesh, India HR Huddle Full time ₹ 43,20,000 - ₹ 50,00,000 per year

EXPERIENCE: 2 to 5 years of experience in stock market sales or related financial

services.

EDUCATIONAL QUALIFICATION: Graduate / Post Graduate (Commerce, Finance, or

Business preferred). Certifications: NISM or related market certifications preferred but

not mandatory.

Role Overview

As a Senior Investment Counselor, you will be responsible for converting leads into active

clients through effective communication, need analysis, and presentation of company's

research-backed stock market products. You will play a pivotal role in driving the

company's sales targets while maintaining the highest level of professionalism and client

satisfaction.

Key Expectations

  • Must achieve a monthly sales target equivalent to 3× - 4× of the fixed salary.
  • Consistent achievement of 70% of monthly targets is mandatory to earn the fixed
  • component.
  • Demonstrate high professionalism, persistence, and performance-driven work ethics.
  • Ensure quality client interactions focused on transparency and trust.

Key Responsibilities

  • Engage with leads provided by the company and convert them into active clients
  • through consultative discussions.
  • Understand clients investment goals, risk appetite, and financial preferences to
  • recommend suitable Company's research products.
  • Consistently meet and exceed weekly and monthly sales targets.
  • Build and maintain strong, trust-based relationships with clients to encourage
  • renewals and referrals.
  • Conduct follow-ups through calls, WhatsApp, and emails to ensure continuous
  • engagement.
  • Maintain accurate client data and update CRM records regularly.
  • Coordinate with the Research and Customer Service teams for smooth client
  • onboarding and post-sale support.
  • Stay updated with market trends, equity research insights, and product developments
  • to effectively communicate Company's value proposition.
  • Adhere strictly to SEBI regulations and Company's internal compliance policies during
  • every client interaction.

Key Skills & Competencies

  • Excellent communication and persuasive skills in English and Hindi.
  • Strong understanding of stock market concepts and equity products.
  • Proven track record of achieving sales targets in financial or research-oriented roles.
  • Result-driven, disciplined, and self-motivated professional.
  • Ability to handle objections and convert high-value leads into successful sales.
  • Strong relationship management and client-handling abilities.

Job Types: Full-time, Permanent, Fresher

Pay: ₹360, ₹500,000.00 per year

Work Location: In person

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