Financial Service Sales Associate

Job Description

Position: Equity and Mutual Fund Sales Associate

Location: Noida

Experience: Minimum 1-2 years in broking/security agencies

Educational Qualification: Graduate

Key Responsibilities:

1. Sales and Client Acquisition:

o Proactively identify and acquire new clients for Demat account opening, Mutual Funds, IAP,

PMS, and AIF investments.

o Make outbound calls and line up meetings with prospective clients.

2. Client Relationship Management:

o Conduct the first-level meetings with clients to understand their investment needs.

o Identify potential High Net-Worth Individuals (HNI) or Ultra High Net-Worth Individuals

(UHNI) and schedule follow-up meetings with the Head of Department for strategic

discussions.

3. Product Knowledge and Compliance:

o Stay updated on market trends, investment products, and industry regulations.

o Ensure compliance with all regulatory and organizational standards during client interactions

and investment advisory.

4. Sales Targets:

o Work towards achieving and exceeding sales targets for Demat accounts, Mutual Funds, and

other financial products.

Key Skills:

 Strong communication and persuasive skills.

 Excellent client relationship management.

 Ability to analyze client needs and suggest appropriate financial products.

 Self-motivated with a results-driven approach.

Preferred Qualifications:

 Candidates holding NISM Series V (Mutual Funds) and/or NISM Series VIII (Equity Derivatives)

certification will be given priority.

 Proven experience in broking/security agency sales is highly desirable.

Compensation:

 Competitive salary and performance-based incentives.

• It is a Full Time Sales / Business Development job for candidates with 6 months - 5 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 - 5 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹25000 - ₹35000 per month that depends on your interview. It's a Full Time job in Noida.
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., TALENSCAPE DIGITAL.
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 TALENSCAPE DIGITAL
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 09:00 AM - 06:00 PM timing.