Financial Consultant
3 days ago
Job Title: Financial Consultant (FC)Industry: Stock Broking / Financial ServicesLocation: [Specify City/Branch]CTC: 3 LPA – 5 LPA (Depending on experience)Job Role & Responsibilities:
- Acquire new clients for Demat & Trading Accounts.
- Advise clients on equity, mutual funds, IPOs, and other investment products.
- Maintain relationships with existing clients to ensure high levels of customer satisfaction.
- Generate revenue through cross-selling and up-selling financial products.
- Handle client queries related to trading platforms, account opening, and investment options.
- Stay updated with market trends, stock performance, and investment opportunities.
- Coordinate with operations and compliance teams for smooth client onboarding.
- Achieve monthly and quarterly sales/revenue targets.
Candidate Profile:
- Qualification: Graduate / Post Graduate (Finance background preferred).
- Experience: 1–4 years in stock broking, mutual funds, or financial sales.
- Certifications: NISM Series-VIII (Equity Derivatives) / NISM Mutual Fund VA certification preferred.
- Skills Required:
- Strong communication & relationship management skills
- Good knowledge of capital markets
- Target-oriented with good sales aptitude
- Proficiency in trading platforms & investment products
Key Highlights:
- Opportunity to work with a reputed stock broking firm
- Attractive incentives based on performance
- Career growth in wealth management and investment advisory
Job Types: Full-time, Permanent
Pay: ₹250, ₹495,500.00 per year
Benefits:
- Cell phone reimbursement
- Health insurance
- Leave encashment
- Life insurance
Education:
- Bachelor's (Preferred)
Experience:
- Team management: 2 years (Preferred)
Location:
- Raurkela, Orissa (Preferred)
Work Location: In person
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