Financial Service Sales Associate

Job Summary:

The Financial Consultant (FC) will be responsible for acquiring new clients for trading and investment products, generating brokerage revenue, and maintaining long-term relationships with clients. The role involves promoting equity trading accounts, demat accounts, and other financial products offered by the broking company.

Key Responsibilities:

• Acquire new clients for Demat & Trading Accounts.

• Generate brokerage revenue through equity, derivatives, commodity, and currency trading.

• Promote financial products such as mutual funds, IPOs, bonds, and insurance (if applicable).

• Provide investment ideas and market updates to clients.

• Maintain strong relationships with existing clients and ensure client retention.

• Achieve monthly revenue and account opening targets.

• Guide clients on trading platforms and investment opportunities.

• Coordinate with internal teams for smooth account opening and client servicing.

Eligibility Criteria:

• Graduate in any discipline (Finance/Commerce preferred).

• Prior experience in stock broking, financial services, banking, or insurance sales preferred.

• Freshers with strong interest in financial markets may also apply.

Required Skills:

• Good knowledge of Equity Markets and Trading.

• Strong communication and client handling skills.

• Sales and target-oriented approach.

• Basic understanding of Demat account, trading platforms, and investment products.

Preferred Certifications:

• NISM Certification (Equity / Derivatives / Mutual Fund) will be an added advantage.

CTC / Compensation:

• Fixed Salary + Attractive Incentives + Brokerage Sharing (as per company policy).

• It is a Full Time Field Sales job for candidates with 6 months - 2 years of experience.