Financial Service Sales Associate

Responsibilities:

• Client Relationship Management:

  Developing and maintaining strong client relationships, understanding their financial goals, and providing personalized investment advice. 

• Portfolio Management:

  Monitoring and managing clients' investment portfolios, making recommendations for adjustments based on market conditions and client needs. 

• Investment Advice:

  Providing guidance on investment options, including stocks, bonds, mutual funds, and other financial products. 

• Business Development:

  Identifying and acquiring new clients through various channels, such as cold calling, networking, and referrals. 

• Market Analysis:

  Staying informed about market trends, economic developments, and regulatory changes that may impact clients' investments. 

• Sales and Trading:

  Assisting clients with the purchase and sale of securities, executing trades, and managing risk. 

• Compliance:

  Ensuring all transactions and client interactions adhere to company policies and regulatory requirements. 

• Reporting:

  Preparing and presenting financial reports and investment recommendations to clients. 

Requirements:

• Education:

  A bachelor's degree in Finance, Economics, Accounting, or a related field is typically required. 

• Experience:

  Several years of experience in a similar role within the financial industry, preferably as a broker or financial advisor, is often preferred. 

• Knowledge:

  A strong understanding of financial markets, investment products, and regulatory frameworks

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

More about this Financial Service Sales Associate job

1. What is the eligibility criteria to apply for this Financial Service Sales Associate job?
   Ans: The candidate should be Graduate and above and above with 6 months - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹25000 per month that depends on your interview. It's a Full Time job in Pune.
3. How many working days are there for this Financial Service Sales Associate job?
   Ans: This Financial Service Sales Associate job will have 6 working days.
4. Are there any charges applicable while applying or joining this Financial Service Sales Associate job?
   Ans: No, there is no fee applicable for applying this Financial Service Sales Associate job and during the employment with the company, i.e., Geojit Financial Services Limited.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Financial Service Sales Associate role?
   Ans: There is an immediate opening of 5 Financial Service Sales Associate at Geojit Financial Services Limited
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Financial Service Sales Associate job?
   Ans: This Financial Service Sales Associate job has 10:00 AM - 06:00 PM timing.