Financial Advisor Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds, IPOs & Currency trading

Job Title: Financial Consultant / Financial Advisor

Education & Experience:

• Minimum Graduation (NISM-5 preferred)
• 1+ year of experience in financial services/sales / client advisory

Responsibilities:

• Prospect and onboard new clients through cold calling, meetings, and references
• Promote

  Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds, IPOs & Currency trading

• Cross-sell financial products to existing clients
• Update clients on research reports, new schemes, NFOs, IPOs, and market trends
• Maintain regular client communication to ensure satisfaction and retention
• Support sales & promotional activities
• Prepare and submit daily sales reports
• Contribute to overall business and revenue growth

What We’re Looking For:

• Graduate with good communication and relationship management skills
• Knowledge/interest in financial markets and investment products
• Target-driven and customer-focused mindset
• Ability to work independently and as part of a team

What We Offer:

• Competitive salary + performance-based incentives
• Training and professional growth opportunities
• Exposure to a wide range of financial products
• A dynamic work environment with career progression

How to Apply:

jackson.j@skillactz.com

+91 95443 16657