Financial Consultant

4 days ago


Raurkela Orissa, India Lineup Manpower Salution pvt ltd Full time ₹ 3,00,000 - ₹ 4,95,500 per year

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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