Financial Sales Advisor

0 years

0 Lacs

Posted:1 week ago| Platform: GlassDoor logo

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Job Type

Full Time

Job Description

Job Title: Financial Sales Advisor

Location: Jaipur

Job Type: Full-time

We are seeking a dynamic and results-driven Financial Sales Advisor to join our team. The ideal candidate will be responsible for selling financial products such as stocks, bonds, mutual funds, insurance, and other investment instruments. The role requires strong financial knowledge, excellent communication skills, and a deep understanding of market trends to provide clients with the best investment solutions.

Key Responsibilities:

  • Identify potential clients and assess their financial needs.
  • Advise clients on suitable financial instruments based on their risk appetite and investment goals.
  • Develop and maintain strong relationships with clients to ensure long-term business growth.
  • Stay updated on financial markets, investment opportunities, and regulatory changes.
  • Meet and exceed sales targets by promoting various financial products.
  • Provide after-sales support and handle client queries efficiently.
  • Collaborate with internal teams to develop tailored investment strategies.

Qualifications & Skills:

  • Education: Graduate degree in Finance, Business, Economics, or a related field.
  • Certifications: Any recognized financial certification (e.g., NISM, CFP, CFA, AMFI, IRDA, etc.) is preferred.
  • Experience: Fresher/experienced
  • Strong knowledge of financial instruments, investment strategies, and risk management.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to analyze financial data and market trends effectively.
  • Goal-oriented with a passion for sales and client servicing.

Benefits:

  • Competitive salary with performance-based incentives.
  • Professional training and career development opportunities.
  • Flexible work environment.

Job Types: Full-time, Permanent, Fresher, Internship

Pay: ₹10,000.00 - ₹62,544.05 per month

Benefits:

  • Flexible schedule

Compensation Package:

  • Performance bonus
  • Yearly bonus

Schedule:

  • Weekend availability

Work Location: In person

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