Senior Investment Counsellor

About Us

Fynocrat is a SEBI-registered Research Analyst firm helping investors make informed and

strategic investment decisions through in-depth stock market research. We focus on

empowering retail investors with actionable insights, disciplined strategies, and

long-term wealth creation opportunities in the Indian equity markets.

Visit us at

www.fynocrat.com

About Job Role

JOB TITLE:

JOB LOCATION:

TIMINGS

TYPE:

EXPERIENCE:

services

EDUCATIONAL QUALIFICATION:

Business preferred). Certifications: NISM or related market certifications preferred but

not mandatory.

Role Overview

As a Senior Investment Counselor, you will be responsible for converting leads into active

clients through effective communication, need analysis, and presentation of Fynocrat's

research-backed stock market products. You will play a pivotal role in driving the

company's sales targets while maintaining the highest level of professionalism and client

satisfaction.

Key Expectations

sales target equivalent to 3 - 4 of the fixed salary.

Consistent achievement of 70% of monthly targets

component.

Demonstrate high professionalism, persistence, and performance-driven work ethics.

Ensure quality client interactions focused on transparency and trust.

Key Responsibilities

Engage with leads provided by the company and convert them into active clients

through consultative discussions.

Understand clients investment goals, risk appetite, and financial preferences to

recommend suitable Fynocrat research products.

Consistently meet and exceed weekly and monthly sales targets.

Build and maintain strong, trust-based relationships with clients to encourage

renewals and referrals.

Conduct follow-ups through calls, WhatsApp, and emails to ensure continuous

engagement.

Maintain accurate client data and update CRM records regularly.

Coordinate with the Research and Customer Service teams for smooth client

onboarding and post-sale support.

Stay updated with market trends, equity research insights, and product developments

to effectively communicate Fynocrat's value proposition.

Adhere strictly to SEBI regulations and Fynocrat's internal compliance policies during

every client interaction.

Key Skills & Competencies

Excellent communication and persuasive skills in English and Hindi.

Strong understanding of stock market concepts and equity products.

Proven track record of achieving sales targets in financial or research-oriented roles.

Result-driven, disciplined, and self-motivated professional.

Ability to handle objections and convert high-value leads into successful sales.

Strong relationship management and client-handling abilities.

What We Offer

Competitive fixed salary with high earning potential through performance-based

incentives.

Opportunity to work with a fast-growing SEBI-registered research firm.

Professional growth in a result-driven and learning-oriented environment.

Regular skill development sessions and exposure to market research insights.