Financial Consultant Sales | Leading Financial Services

Multiple Open Positions Urgent Hiring

Join a Leading Financial Services Company

Locations:

Immediate Joiners Preferred Plus Notice Period

talented professionals

Salary Range: 3 LPA 7 LPA (Based on experience, previous CTC, role, and interview performance)

Open Positions:

• Financial Consultant Sales
• Dealer
• Business Support Executive
• Branch Sales Executive
• Commodity Dealer
• Branch Manager
• Manager Sales
• Bank Relationship Officer
• Relationship Manager Dealer
• Channel Sales Manager
• Business Partner

1. Branch Manager

Experience:

Core Responsibilities:

• Branch P&L Ownership:

  Manage the profitability of the branch by achieving financial targets and cost optimization.

• Team Management:

  Supervise, mentor, and motivate sales and support staff; conduct performance reviews.

• Client Acquisition:

  Generate new business by building a strong local network and driving field activity.

• Cross-Selling:

  Promote multiple products (Mutual Funds, SIPs, Insurance, Equity, Demat) to maximize revenue.

• Branch Operations:

  Oversee smooth functioning of branch activities including audits, compliance, and customer experience.

• Marketing Initiatives:

  Plan and execute local promotional events, tie-ups, and investor meets.

2. Manager – Sales

Experience:

Core Responsibilities

• Sales Leadership:

  Lead a team or work individually to achieve high-value sales targets.

• Product Expertise:

  Strong knowledge of investment products and ability to pitch to clients.

• Client Management:

  Engage new and existing customers with tailored financial solutions.

• Support Team:

  Guide junior staff/Financial Consultants in closing leads and upskilling.

• Reporting:

  Maintain and present periodic sales reports to leadership.

3. Bank Relationship Officer

Experience:

Core Responsibilities:

• Bank Coordination:

  Work closely with partner bank branches to generate leads.

• Lead Conversion:

  Engage bank customers and convert them into active investors.

• Relationship Building:

  Gain trust of bank employees to boost referrals.

• Sales Targets:

  Consistently meet assigned targets via walk-ins, referrals, and upselling.

4. Executive – Business Support

Experience:

Core Responsibilities:

• Documentation:

  Assist with form filling, KYC, and client onboarding.

• Customer Support:

  Handle queries, update clients on their application status.

• Data Entry:

  Maintain accurate digital records and reports.

• Sales Team Assistance:

  Help prepare investment proposals and marketing materials.

5. Relationship Manager – Dealer

Experience:

Core Responsibilities

• Trade Execution:

  Manage client orders on platforms like NSE/BSE.

• Market Insights:

  Share real-time market updates and portfolio suggestions.

• Client Handling:

  Serve as a point-of-contact for investment clients, handling trading queries and issues.

• Sales + Dealing:

  Balance trade execution and up-selling investment products.

6. Financial Consultant – Sales

Experience:

Core Responsibilities:

• Client Prospecting:

  Identify new prospects via field visits, calls, and referrals.

• Product Sales:

  Sell a range of financial products – Mutual Funds, SIPs, Insurance, Equity, etc.

• Portfolio Management:

  Help clients build and track their investment plans.

• Client Retention:

  Provide regular follow-up and market updates to keep clients engaged.

7. Channel Sales Manager

Experience:

Core Responsibilities:

• Channel Development:

  Recruit and onboard new financial agents/partners.

• Partner Training:

  Educate them on products, compliance, and sales techniques.

• Performance Monitoring:

  Ensure channel partners meet monthly targets.

• Revenue Growth:

  Expand channel network to increase business volume.

8. Business Partner

Experience:

Core Responsibilities:

• Independent Business:

  Act as a franchise/associate of the company under your own name.

• Client Base:

  Use your network to build and serve a client portfolio.

• Revenue Sharing:

  Earn income through commissions/incentives with backend and branding support.

• Advisory Role:

  Offer Mutual Funds, Insurance, SIPs, PMS, and other investment options.

How to Apply?

Send your updated resume to:

For inquiries, contact:

Email:

Dont miss this opportunity to advance your career in the financial sector! Apply today!

A leading Indian investment services company, Geojit has presence across India and in the Gulf Cooperation Council countries. A rich heritage of providing effective financial solutions has made us a trusted partner of over a million people. We provide a wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning. Along with traditional offerings, we have built a comprehensive portfolio of digital products and services. Our multi-channel distribution network comprising of branches, online portal, dedicated customer care and phone service caters to all the investment needs of the clients