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Financial Consultant

Junior (1 to 3 years)

About the Job


Financial Consultant JD

Position: Financial Consultant or Financial Advisor

Education: Minimum Graduation with NISM-5 (preferred)

Experience: 1+ yrs.


Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc.


• New Client Prospecting - Through cold-calling, appointments, reference etc

• Explain about the Company, its products & services to existing clients & prospects

• Promote investments in Equity products, Currency trading, Mutual Funds, Insurance

and PMS

• Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on

market trends.

• Cross Sell to existing clients

• Keep regular contacts with the clients of the branch through telephone calls and meetings

• Assist team members in the Branch to close leads

• Provide investment application forms to clients and assist them in filling

• Provide after sales service, follow-up and ensure client retention

• Ensure the maintenance and enhancement of the AUM of the branch

• Prepare daily sales report and send to Branch Head and Sales Manager

• Make prompt entries in the back office of business done by branch in the Equity & Currency Segments

• Support branch promotional activities


• Strive towards achieving individual goals and thereby the branch and

organizational goals.

• These duties and responsibilities are only illustrative and not exhaustive and are liable to modifications

About the company

We are a staffing agency that understands the intricacies of human resource management. We aims to provide fast, simple and cost-effective solutions for our clients, through strategic advice and solutions in areas of Talent Acquisition and Planning, Compensation Advisory, Leadership Acquisition, Talent Branding, Role Design, Performance Management Systems, Outplacement and Exit Management.


Human Resources Services

Company Size

11-50 Employees



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