Financial Service Sales Associate

Job Role & Responsibilities:

• Acquire new clients for Demat & Trading Accounts.

• Advise clients on equity, mutual funds, IPOs, and other investment products.

• Maintain relationships with existing clients to ensure high levels of customer satisfaction.

• Generate revenue through cross-selling and up-selling financial products.

• Handle client queries related to trading platforms, account opening, and investment options.

• Stay updated with market trends, stock performance, and investment opportunities.

• Coordinate with operations and compliance teams for smooth client onboarding.

• Achieve monthly and quarterly sales/revenue targets.

Candidate Profile:

• Qualification: Graduate / Post Graduate (Finance background preferred).

• Experience: 1–4 years in stock broking, mutual funds, or financial sales.

• Certifications: NISM Series-VIII (Equity Derivatives) / NISM Mutual Fund VA certification preferred.

• Skills Required:

  • Strong communication & relationship management skills

  • Good knowledge of capital markets

  • Target-oriented with good sales aptitude

  • Proficiency in trading platforms & investment products

Key Highlights:

• Opportunity to work with a reputed stock broking firm

• Attractive incentives based on performance

• Career growth in wealth management and investment advisory

• 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 ₹18000 - ₹25000 per month that depends on your interview. It's a Full Time job in Siliguri.
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 4 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 AM - 06:00 PM timing.