Financial Consultant

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: ₹18,577.00 - ₹35,908.90 per month

Benefits:

• Health insurance
• Life insurance
• Paid sick time

Education:

• Bachelor's (Preferred)

Experience:

• total work: 1 year (Preferred)
• Sales: 1 year (Preferred)

Language:

• English Hindi & Local Language (Preferred)

Location:

• Elliot Road, West Bengal (Preferred)

Work Location: In person