Finance Consultant

11 hours ago

Hyderabad, Telangana, India Prasuta Finance Full time ₹ 4,50,000 - ₹ 10,80,000 per year

We are hiring Finance Consultant

Reporting To: Team Lead / Business Head

Business Unit: Financial Consulting & Education

Location- Hyderabad

Key Responsibilities:


• Financial Consulting Skills: Learn to consult and sell Demat Accounts, Mutual Funds, Insurance, and Prasuta's in-house finance education solutions.


• Client Engagement & Acquisition: Apply structured sales frameworks to identify prospects, convert leads, and grow client portfolios.


• Revenue Targets: Generate revenue through consultative selling, cross-selling, and customer needs assessment.


• Market Intelligence: Develop insights into strategies, compliance norms (NISM, IRDA, SEMI), and competitive positioning.


• Performance Tracking: Analyze sales data, identify attrition triggers, and implement

customer retention strategies.Full-Time Role: Team Lead (Post-Internship, Performance-Based):


• Team Leadership: Manage and mentor a team of five new trainees, ensuring alignment

with sales goals and quality standards.


• Strategic Revenue Ownership: Balance individual sales targets with team performance

oversight.


• Client Portfolio Management: Enhance customer relationships and increase wallet share

through consulting-driven engagement.


• Operational Compliance: Uphold high standards in documentation, compliance (SEBI,

IRDA norms), and ethical consulting practices.

Qualifications & Skills:


• Education: Graduate / Postgraduate in Finance, Business, Economics, or related domains.


• Preferred Certifications: NISM V-A (Mutual Funds), IRDA (Insurance Advisory) – optional but advantageous.


• Core Competencies:

  • Understanding of financial products and investment vehicles

  • Target-driven mindset with proven sales acumen

  • Strong verbal communication, negotiation, and leadership skills

  • Awareness of financial literacy, personal finance trends, and compliance standards

  • Commitment to ethical Consulting and customer-centric service

Annual CTC: ₹4.5 LPA (Includes fixed, variable, and performance-based incentives)

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