Financial Consultant, Branch Manger

1 - 6 years

1 - 6 Lacs

Posted:1 hour ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Responsibilities

    • Build and maintain strong client relationships by understanding their financial needs and offering appropriate investment solutions.
    • Advise clients on financial products such as equities, mutual funds, insurance, and other investment avenues.
    • Achieve sales and business development targets while ensuring high customer satisfaction.
    • Conduct regular portfolio reviews and recommend strategies to optimize client investments.
    • Stay updated with financial market trends, new products, and regulatory changes.
    • Generate leads through networking, references, and company-provided sources.
    • Ensure compliance with company policies and industry regulations.
    • Bachelors degree in Finance, Commerce, Business Administration, or related field.
    • NISM certification (if required by role) will be an added advantage.
    • Experience in financial consulting, banking, or investment advisory preferred.

      Role & responsibilities

Preferred candidate profile

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You