Financial Advisor

Job Description – Financial Advisor / Wealth Management Industry: Banking & Financial Services (BFSI) Employment Type: Full-Time, Permanent Experience Required: Minimum 1 year in BFSI / Wealth Management / Trading / Advisory Education: Graduate (NISM-5 Certification preferred) GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc.  Essential Duties & ResponsibilitiesIdentify and prospect new clients through cold-calling, appointments, and referrals. Present and explain the organization’s financial products and services to both new and existing clients. Promote investments in Equity Products, Currency Trading, Mutual Funds, Insurance, and PMS. Provide clients with updates on research reports, new MF schemes, NFOs, IPOs, and overall market trends. Cross-sell financial products to existing clients to maximize portfolio value. Maintain regular contact with clients through calls and in-person meetings to strengthen relationships. Assist team members in the branch with lead closure and business development activities. Facilitate clients with investment application forms and guide them in completing the documentation. Deliver after-sales service, ensure timely follow-up, and work towards client retention. Monitor, maintain, and enhance the Assets Under Management (AUM) of the branch. Prepare and submit daily sales reports to the Branch Head and Sales Manager. Ensure timely entries of business transactions in the back-office systems for Equity and Currency segments. Contribute to and support branch-level promotional activities. General Responsibilities Work towards achieving individual sales targets, as well as branch and organizational goals. Duties and responsibilities are indicative and may be modified as per business requirements. Candidate Profile Graduate with good communication and interpersonal skills. Minimum 1 year of relevant experience in Wealth Management / BFSI Sales. Knowledge of financial markets and investment products. Ability to build and maintain long-term client relationships. NISM-5 certification preferred. How to Apply: Interested candidates may share their updated CV at: 📧 jackson.j@skillactz.com WhatsApp: 95443 16657 Jackson J Senior Executive – Human Resources SkillActz