Financial Service Sales Associate

Job Responsibilities:

• Acquire new clients for equity, derivatives, mutual funds, and other financial products.

• Maintain and expand relationships with existing clients to ensure repeat and referral business.

• Provide investment advice and financial planning solutions based on client requirements.

• Achieve business targets by promoting broking services and investment products.

• Guide clients on market trends, research reports, and portfolio diversification.

• Ensure compliance with regulatory requirements (SEBI, NSE, BSE, AMFI, etc.).

• Cross-sell company’s financial products like mutual funds, IPOs, bonds, insurance, etc.

• Handle client queries promptly and provide excellent customer service.

Key Skills & Competencies:

• Strong knowledge of stock markets, equity, derivatives, and investment products.

• Good communication, presentation, and relationship-building skills.

• Ability to understand client needs and provide appropriate financial solutions.

• Target-oriented mindset with strong business development skills.

• Sound knowledge of compliance and regulatory guidelines.

Qualifications & Experience:

• Graduate / Post Graduate (Commerce/Finance preferred).

• NISM Series VII (Equity Derivatives) & Series VIII (Equity) certification is mandatory.

• 1–5 years of experience in stock broking, banking, securities, or financial services preferred.

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

• It is a Full Time Sales / Business Development 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 - ₹30000 per month that depends on your interview. It's a Full Time job in Mumbai.
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 8 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 Sales / Business Development job.
8. What are the timings of this Financial Service Sales Associate job?
   Ans: This Financial Service Sales Associate job has 10:00 दोपहर - 06:00 शाम timing.